GC Wealth Management RIA, LLC

Q3 2025 13F-HR Holdings

Location
Cambridge, MA
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
848
Total value ($000)
$3,038,926
Net value change ($000)
+1,815,421 (148.4%)
New positions
332
Sold out positions
10
Turnover %
8.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/17/2025 Next filing: 1/30/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
META 226,244 322.5%
NVDA 123,764 225.2%
GOOGL 105,962 368.6%
ABNB 72,249 3390.4%
GOOGL 72,081 189.5%
AAPL 70,892 151.1%
MSFT 66,853 113.3%
TEAM 57,058 NEW
AMZN 49,174 159.5%
IOT 37,464 6861.5%
Top Reduces (Value $000, Stocks/ETFs)
GRW -8,735 -100.0%
VTIP -2,566 -49.0%
FTSM -1,751 -100.0%
AHC -1,364 -100.0%
RSP -1,205 -19.6%
SPGP -753 -16.9%
VOE -711 -18.0%
SPHQ -667 -16.3%
AVSC -635 -100.0%
RELY -477 -13.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type