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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 8 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 352.0 $329K 0.17% NEW $936.02 +1.9%
142 VO VANGUARD INDEX FDS 4,075.0 $328K 0.17% NEW $80.57 +4.3%
143 LUMN LUMEN TECHNOLOGIES INC Communication Services 42,647.0 $328K 0.17% NEW $7.68 -14.3%
144 NEXA NEXA RES S A Basic Materials 26,716.0 $327K 0.17% NEW $12.24 +17.5%
145 PARR PAR PAC HOLDINGS INC Energy 5,656.0 $317K 0.17% NEW $56.08 +46.3%
146 TIGO MILLICOM INTL CELLULAR S A Communication Services 3,487.0 $316K 0.17% NEW $90.76 +3.9%
147 SPMB SPDR SERIES TRUST 14,171.0 $316K 0.17% NEW $22.31 -1.6%
148 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,429.0 $313K 0.16% NEW $57.62 +12.2%
149 PLTM GRANITESHARES PLATINUM TR Financial Services 20,797.0 $311K 0.16% NEW $14.94 +14.0%
150 VTV VANGUARD INDEX FDS 1,421.0 $310K 0.16% NEW $217.87 +4.0%
151 ZECP ZACKS TRUST 8,194.0 $309K 0.16% NEW $37.74 +1.7%
152 XLE SELECT SECTOR SPDR TR 5,819.0 $309K 0.16% NEW $53.11 +17.8%
153 SHOP SHOPIFY INC Technology 2,693.0 $307K 0.16% NEW $114.18 +30.2%
154 CVS CVS HEALTH CORP Healthcare 2,964.0 $307K 0.16% NEW $103.46 -9.1%
155 FIIG FIRST TR EXCHANGE-TRADED FD 14,732.0 $305K 0.16% NEW $20.71 -1.5%
156 BITB BITWISE BITCOIN ETF TR Financial Services 9,545.0 $304K 0.16% NEW $31.86 +9.5%
157 PCG PG&E CORP Utilities 18,073.0 $304K 0.16% NEW $16.82 +4.0%
158 GLW CORNING INC Technology 1,184.0 $302K 0.16% NEW $255.31 -32.1%
159 JNJ JOHNSON & JOHNSON Healthcare 1,185.0 $301K 0.16% -1K -50.9% $254.10 +3.3%
160 NVO NOVO-NORDISK A S Healthcare 6,182.0 $296K 0.16% NEW $47.94 -6.4%
Page 8 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%