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Portfolio (Quarterly) Guide ↗

GK Wealth Management LLC

· CIK 0002069222
13F Portfolio $190M AUM 234 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 218 New 8 Added 8 Reduced 35 Exited
Page 7 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CIBR FIRST TR EXCHANGE-TRADED FD 4,323.0 $388K 0.20% NEW $89.85 +8.8%
122 FCX FREEPORT MCMORAN INC Basic Materials 6,103.0 $384K 0.20% NEW $62.89 +4.8%
123 RTX RTX CORPORATION Industrials 2,022.0 $384K 0.20% NEW $189.68 +17.8%
124 GOVT ISHARES TR 16,814.0 $383K 0.20% NEW $22.78 -1.5%
125 WLDN WILLDAN GROUP INC Industrials 4,842.0 $383K 0.20% NEW $79.10 +7.0%
126 SPHY SPDR SERIES TRUST 16,147.0 $378K 0.20% NEW $23.44 -0.8%
127 GRNY TIDAL TRUST I 13,505.0 $373K 0.20% NEW $27.65 +0.5%
128 XLI SELECT SECTOR SPDR TR 1,975.0 $366K 0.19% NEW $185.26 -0.7%
129 SLVP ISHARES INC 11,801.0 $364K 0.19% NEW $30.83 +17.9%
130 CIEN CIENA CORP Technology 740.0 $363K 0.19% NEW $490.67 -18.7%
131 PM PHILIP MORRIS INTL INC Consumer Defensive 1,977.0 $358K 0.19% NEW $180.95 +3.8%
132 SIL GLOBAL X FDS 4,609.0 $357K 0.19% NEW $77.46 +13.7%
133 VWO VANGUARD INTL EQUITY INDEX F 5,857.0 $350K 0.18% -69K -92.2% $59.69 -0.1%
134 SHY ISHARES TR 4,220.0 $346K 0.18% NEW $82.10 -0.1%
135 LOW LOWES COS INC Consumer Cyclical 1,570.0 $346K 0.18% NEW $220.49 -0.9%
136 COHR COHERENT CORP Technology 859.0 $339K 0.18% NEW $394.47 -21.6%
137 GFI GOLD FIELDS LTD Basic Materials 10,053.0 $338K 0.18% NEW $33.59 +22.5%
138 BCS BARCLAYS PLC Financial Services 12,559.0 $337K 0.18% NEW $26.86 +1.5%
139 DXJ WISDOMTREE TR 1,940.0 $337K 0.18% NEW $173.52 +2.5%
140 QTUM ETF SER SOLUTIONS 2,000.0 $331K 0.17% NEW $165.39 -7.8%
Page 7 of 12  ·  234 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.2%
Financial Services 19.5%
Communication Services 14.5%
Industrials 6.4%
Basic Materials 5.9%
Healthcare 5.3%
Consumer Cyclical 2.2%
Consumer Defensive 1.9%
Energy 1.4%
Utilities 0.4%