GC Wealth Management RIA, LLC holds a diversified book of 483 reported positions worth $1.7B as of Q2 2026 (disclosed Jul 16, 2026, a ~16-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened SPDR Gold Minishares Trust and trimmed Tempus AI Inc-CL A. Their largest long position is Tempus AI Inc-CL A at 8% of the reported non-option book. Cloning the disclosed picks since 2024 would be +40% (+14.0%/yr). That is a simulation of the disclosed long book, not audited returns.
GC Wealth Management RIA, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 4.1 points over this window.
Growth of $10,000 cloning GC Wealth Management RIA, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~16 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
75% mapped to company sectors
+5 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as GC Wealth Management RIA, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Prospect Hill Management, LLC | 12 / 80 | $255.9M |
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.5B |
| BlueSpruce Investments, LP | 11 / 80 | $642.0M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 11 / 80 | $454.3M |
| Swiss Re Ltd | 52 / 80 | $1.1B |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Mirae Asset Global Investments Co., Ltd. | 76 / 80 | $283.6B |
Ranked by the share of each fund's own book sitting in the names it shares with GC Wealth Management RIA, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Tempus AI Inc CL A | $139.7M | 2.41M | 8.1% | ▼−64% Reduced · −4.2M sh | |
| 2 | Nvidia Corporation COM | $107.8M | 538.7K | 6.2% | ▼−30% Reduced · −226K sh | |
| 3 | Apple Inc COM | $70.6M | 244.1K | 4.1% | ▼−31% Reduced · −111K sh | |
| 4 | Alphabet Inc CAP STK CL A | $68.7M | 192.2K | 4.0% | ▼−62% Reduced · −320K sh | |
| 5 | Ishares TR CORE S&P500 ETF | $60.7M | 81.0K | 3.5% | ▲+37% Added · +22K sh | |
| 6 | Microsoft Corp COM | $54.7M | 146.6K | 3.2% | ▼−17% Reduced · −29K sh | |
| 7 | Amazon Com Inc COM | $49.8M | 208.8K | 2.9% | ▼−16% Reduced · −39K sh | |
| 8 | Invesco QQQ TR UNIT SER 1 | $37.9M | 51.5K | 2.2% | ▲+7.4% Added · +4K sh | |
| 9 | Broadcom Inc COM | $30.9M | 81.9K | 1.8% | ▼−9.2% Reduced · −8K sh | |
| 10 | State STR SPDR S&P 500 ETF T TR UNIT | $28.7M | 38.4K | 1.7% | ▼−25% Reduced · −13K sh | |
| 11 | Meta Platforms Inc CL A | $28.0M | 49.7K | 1.6% | ▼−86% Reduced · −309K sh | |
| 12 | Alphabet Inc CAP STK CL C | $26.2M | 74.2K | 1.5% | ▼−80% Reduced · −296K sh | |
| 13 | Samsara Inc COM CL A | $25.6M | 788.4K | 1.5% | ▼−1.4% Reduced · −11K sh | |
| 14 | Eli Lilly & Co COM | $22.0M | 18.3K | 1.3% | ▼−7.6% Reduced · −2K sh | |
| 15 | Vanguard Index FDS S&P 500 ETF SHS | $20.2M | 29.4K | 1.2% | ▲+20% Added · +5K sh | |
| 16 | Visa Inc COM CL A | $18.1M | 52.7K | 1.0% | ▼−9.3% Reduced · −5K sh | |
| 17 | SPDR Gold TR GOLD SHS | $16.7M | 45.4K | 1.0% | ▼−1.6% Reduced · −744 sh | |
| 18 | Lam Research Corp COM NEW | $15.0M | 34.6K | 0.9% | ▼−0.5% Reduced · −170 sh | |
| 19 | Quanta Svcs Inc COM | $14.3M | 19.8K | 0.8% | ▼−1.3% Reduced · −257 sh | |
| 20 | Salesforce Inc COM | $13.3M | 85.1K | 0.8% | ▼−70% Reduced · −197K sh | |
| 21 | JPMorgan Chase & Co COM | $12.8M | 39.2K | 0.7% | ▼−24% Reduced · −12K sh | |
| 22 | Palo Alto Networks Inc COM | $12.4M | 36.4K | 0.7% | ▼−7.5% Reduced · −3K sh | |
| 23 | Ishares TR RUS 1000 GRW ETF | $12.4M | 99.5K | 0.7% | ▲+435% Added · +81K sh | |
| 24 | Servicenow Inc COM | $11.3M | 114.1K | 0.7% | ▲+2.2% Added · +2K sh | |
| 25 | Taiwan Semiconductor Manufac SPONSORED ADS | $11.2M | 23.4K | 0.6% | ▼−34% Reduced · −12K sh | |
| 26 | Vanguard Index FDS TOTAL STK MKT | $11.0M | 29.7K | 0.6% | ▼−14% Reduced · −5K sh | |
| 27 | Vanguard Index FDS GROWTH ETF | $10.8M | 125.6K | 0.6% | ▲+417% Added · +101K sh | |
| 28 | Parker-Hannifin Corp COM | $10.4M | 10.6K | 0.6% | ▲~0% Added · +5 sh | |
| 29 | Micron Technology Inc COM | $10.4M | 9.0K | 0.6% | ▼−11% Reduced · −1K sh | |
| 30 | Costco Wholesale Corporation COM | $10.3M | 11.0K | 0.6% | ▼−8.6% Reduced · −1K sh | |
| 31 | TJX Cos Inc New COM | $10.3M | 67.9K | 0.6% | ▼−7.2% Reduced · −5K sh | |
| 32 | Ishares TR RUS 1000 ETF | $10.2M | 24.8K | 0.6% | ▲+5.1% Added · +1K sh | |
| 33 | Vanguard Specialized Funds DIV APP ETF | $9.8M | 41.4K | 0.6% | ▼−5.9% Reduced · −3K sh | |
| 34 | Ishares TR S&P 500 GRWT ETF | $9.7M | 70.5K | 0.6% | ▼−8.8% Reduced · −7K sh | |
| 35 | Doordash Inc CL A | $9.7M | 52.5K | 0.6% | ▼−11% Reduced · −6K sh | |
| 36 | Ishares TR CORE DIV GRWTH | $9.4M | 123.6K | 0.5% | ▲+48% Added · +40K sh | |
| 37 | Abbvie Inc COM | $9.3M | 37.1K | 0.5% | ▼−6.1% Reduced · −2K sh | |
| 38 | Advanced Micro Devices Inc COM | $9.2M | 15.8K | 0.5% | ▼−2.5% Reduced · −407 sh | |
| 39 | Crowdstrike Hldgs Inc CL A | $8.3M | 10.9K | 0.5% | ▼−14% Reduced · −2K sh | |
| 40 | Texas Instrs Inc COM | $8.3M | 27.7K | 0.5% | ▼−15% Reduced · −5K sh | |
| 41 | Berkshire Hathaway Inc Del CL A | $8.2M | 11 | 0.5% | ▼−8.3% Reduced · −1 sh | |
| 42 | Berkshire Hathaway Inc Del CL B NEW | $8.0M | 16.0K | 0.5% | ▼−59% Reduced · −23K sh | |
| 43 | Ishares TR CORE S&P MCP ETF | $8.0M | 103.2K | 0.5% | ▼−18% Reduced · −22K sh | |
| 44 | Eaton Corp PLC SHS | $7.8M | 18.3K | 0.4% | ▼−6.8% Reduced · −1K sh | |
| 45 | Arista Networks Inc COM SHS | $7.5M | 44.0K | 0.4% | ▼−62% Reduced · −71K sh | |
| 46 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $7.4M | 104.3K | 0.4% | ▲+5.5% Added · +5K sh | |
| 47 | Analog Devices Inc COM | $7.3M | 18.4K | 0.4% | ▼−1.5% Reduced · −281 sh | |
| 48 | Tesla Inc COM | $7.3M | 17.3K | 0.4% | ▼−84% Reduced · −93K sh | |
| 49 | Capital One Finl Corp COM | $7.1M | 35.2K | 0.4% | ▲+44% Added · +11K sh | |
| 50 | 2023 ETF Series Trust EAGL CAP SEL ETF | $7.0M | 217.7K | 0.4% | ▼−13% Reduced · −32K sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show GC Wealth Management RIA, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 16d | 483 | $1.7B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 44d | 512 | $2.4B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 30, 2026 | 30d | 649 | $2.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 44d | 1,116 | $3.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 17d | 526 | $1.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 42d | 305 | $544.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 38d | 289 | $569.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 35d | 296 | $572.6M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 31, 2024 | 31d | 268 | $506.5M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 10, 2024 | 40d | 272 | $499.6M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 12, 2024 | 43d | 222 | $222.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.