Skip to content

GC Wealth Management RIA reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 16 July 2026, signed by Jessica Riley Hale, Chief Compliance Officer. Retrieved 14 October 2026. Page updated 21 October 2026.

GC Wealth Management RIA’s reported 13F holdings total $1.73B across 483 positions as of 30 June 2026. The ten largest make up 37.4% of it, and its value fell 28.2% from the prior quarter.

$1.73B
Reported 13F value
483
Positions
37.4%
In the 10 largest
−28.2%
Value vs. prior quarter

Largest positions

Tempus AI Inc.CL A$140M
Class
CL A
Share
8.1%
Nvidia CorporationCOM$108M
Class
COM
Share
6.2%
Apple Inc.COM$70.6M
Class
COM
Share
4.1%
Alphabet Inc.CAP STK CL A$68.7M
Class
CAP STK CL A
Share
4.0%
iShares TRCORE S&P500 ETF$60.7M
Class
CORE S&P500 ETF
Share
3.5%
Microsoft Corp.COM$54.7M
Class
COM
Share
3.2%
Amazon Com Inc.COM$49.8M
Class
COM
Share
2.9%
Invesco Qqq TRUNIT SER 1$37.9M
Class
UNIT SER 1
Share
2.2%
Broadcom Inc.COM$30.9M
Class
COM
Share
1.8%
State Str SPDR S&P 500 ETF TTR UNIT$28.7M
Class
TR UNIT
Share
1.7%
Meta Platforms Inc.CL A$28M
Class
CL A
Share
1.6%
Alphabet Inc.CAP STK CL C$26.2M
Class
CAP STK CL C
Share
1.5%
Samsara Inc.COM CL A$25.6M
Class
COM CL A
Share
1.5%
Eli Lilly & COCOM$22M
Class
COM
Share
1.3%
Vanguard Index FdsS&P 500 ETF SHS$20.2M
Class
S&P 500 ETF SHS
Share
1.2%
Visa Inc.COM CL A$18.1M
Class
COM CL A
Share
1.0%
SPDR Gold TRGOLD SHS$16.7M
Class
GOLD SHS
Share
1.0%
Lam Research Corp.COM NEW$15M
Class
COM NEW
Share
0.9%
Quanta Svcs Inc.COM$14.3M
Class
COM
Share
0.8%
Salesforce Inc.COM$13.3M
Class
COM
Share
0.8%
JPMORGAN Chase & COCOM$12.8M
Class
COM
Share
0.7%
Palo Alto Networks Inc.COM$12.4M
Class
COM
Share
0.7%
iShares TRRUS 1000 GRW ETF$12.4M
Class
RUS 1000 GRW ETF
Share
0.7%
Servicenow Inc.COM$11.3M
Class
COM
Share
0.7%
Taiwan Semiconductor ManufacSPONSORED ADS$11.2M
Class
SPONSORED ADS
Share
0.6%
Vanguard Index FdsTOTAL STK MKT$11M
Class
TOTAL STK MKT
Share
0.6%
Vanguard Index FdsGROWTH ETF$10.8M
Class
GROWTH ETF
Share
0.6%
Parker-hannifin Corp.COM$10.4M
Class
COM
Share
0.6%
Micron Technology Inc.COM$10.4M
Class
COM
Share
0.6%
Costco Wholesale CorporationCOM$10.3M
Class
COM
Share
0.6%
TJX Cos Inc. NewCOM$10.3M
Class
COM
Share
0.6%
iShares TRRUS 1000 ETF$10.2M
Class
RUS 1000 ETF
Share
0.6%
Vanguard Specialized FundsDIV APP ETF$9.79M
Class
DIV APP ETF
Share
0.6%
iShares TRS&P 500 GRWT ETF$9.7M
Class
S&P 500 GRWT ETF
Share
0.6%
Doordash Inc.CL A$9.69M
Class
CL A
Share
0.6%
iShares TRCORE DIV GRWTH$9.37M
Class
CORE DIV GRWTH
Share
0.5%
Abbvie Inc.COM$9.34M
Class
COM
Share
0.5%
Advanced Micro Devices Inc.COM$9.18M
Class
COM
Share
0.5%
Crowdstrike Hldgs Inc.CL A$8.33M
Class
CL A
Share
0.5%
Texas Instrs Inc.COM$8.25M
Class
COM
Share
0.5%
Berkshire Hathaway Inc. DelCL A$8.24M
Class
CL A
Share
0.5%
Berkshire Hathaway Inc. DelCL B NEW$8.01M
Class
CL B NEW
Share
0.5%
iShares TRCORE S&P MCP ETF$7.96M
Class
CORE S&P MCP ETF
Share
0.5%
Eaton Corp. PLCSHS$7.78M
Class
SHS
Share
0.4%
Arista Networks Inc.COM SHS$7.48M
Class
COM SHS
Share
0.4%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$7.43M
Class
VAN FTSE DEV MKT
Share
0.4%
Analog Devices Inc.COM$7.32M
Class
COM
Share
0.4%
Tesla Inc.COM$7.26M
Class
COM
Share
0.4%
Capital One Finl Corp.COM$7.06M
Class
COM
Share
0.4%
2023 ETF Series TrustEAGL CAP SEL ETF$7M
Class
EAGL CAP SEL ETF
Share
0.4%

The share class is shown on a wider screen.

The 50 largest of 483 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
2011169
File number
028-23716
Options
0 call, 0 put
In the 25 largest
52.4%
Prior quarter
$2.42B at 31 March 2026
Positions opened
49
Positions closed
72

Common questions

What are GC Wealth Management RIA’s 13F holdings worth?

$1.73 billion across 483 positions for the quarter ended 30 June 2026.

What is GC Wealth Management RIA’s largest 13F holding?

TEMPUS AI INC (CL A) was the largest position at $140 million, or 8.1% of reported 13F value, as of 30 June 2026.

How concentrated is GC Wealth Management RIA’s 13F portfolio?

The ten largest positions accounted for 37.4% of reported value and the twenty-five largest for 52.4%, across 483 positions as of 30 June 2026.

Does Form 13F show everything GC Wealth Management RIA manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does GC Wealth Management RIA file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the GC Wealth Management RIA profile

Sources

  1. Form 13F-HR, accession 0001172661-26-002644, filed 16 July 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001172661-26-001946, filed 14 May 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

Report a correction

This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of GC Wealth Management RIA, LLC, and Niva is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.