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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 9 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AMAT APPLIED MATLS INC Technology 408.0 $295K 0.15% NEW $722.29 -25.9%
162 MRK MERCK & CO INC Healthcare 2,266.0 $291K 0.15% NEW $128.52 +5.8%
163 VYMI VANGUARD WHITEHALL FDS 2,958.0 $290K 0.15% NEW $98.20 +6.3%
164 PAAA PGIM ETF TR 5,631.0 $289K 0.15% NEW $51.27 +0.3%
165 PAVE GLOBAL X FDS 4,836.0 $285K 0.15% NEW $58.92 -0.3%
166 XBB BONDBLOXX ETF TRUST 6,936.0 $284K 0.15% NEW $40.99 -0.5%
167 OUSTER INC 4,495.0 $281K 0.15% NEW $62.52
168 ASML ASML HLDG NV Technology 141.0 $281K 0.15% NEW $1989.44 -5.3%
169 LUV SOUTHWEST AIRLS CO Industrials 5,389.0 $277K 0.14% NEW $51.41 -15.7%
170 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,969.0 $274K 0.14% NEW $139.07 -6.1%
171 SKYW SKYWEST INC Industrials 2,708.0 $269K 0.14% NEW $99.33 +6.3%
172 HYG ISHARES TR 3,359.0 $269K 0.14% NEW $79.95 -0.4%
173 FLN FIRST TR EXCH TRD ALPHDX FD 10,826.0 $268K 0.14% NEW $24.73 -0.1%
174 SSRM SSR MINING IN Basic Materials 9,406.0 $266K 0.14% NEW $28.28 +15.9%
175 C CITIGROUP INC Financial Services 1,868.0 $261K 0.14% NEW $139.93 -1.0%
176 LLY ELI LILLY & CO Healthcare 217.0 $261K 0.14% NEW $1204.43 -1.6%
177 CAT CATERPILLAR INC Industrials 245.0 $261K 0.14% NEW $1065.13 -17.2%
178 KGC KINROSS GOLD CORP Basic Materials 11,032.0 $261K 0.14% NEW $23.62 +17.4%
179 AMT AMERICAN TOWER CORP Real Estate 1,590.0 $260K 0.14% NEW $163.51 +5.3%
180 QUIZ ZACKS TRUST 8,803.0 $257K 0.14% NEW $29.22 +3.1%
Page 9 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%