GC Wealth Management RIA, LLC

Q4 2025 13F-HR Holdings

Location
Cambridge, MA
Holdings as of
12/31/2025
Date filed
1/30/2026
Form type
13F-HR
Num holdings
526
Total value ($000)
$2,722,994
Net value change ($000)
-315,932 (-10.4%)
New positions
22
Sold out positions
347
Turnover %
24.0%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
TEM 399,267 NEW
TSLA 28,925 150.7%
VOO 24,312 230.5%
GOOGL 23,080 17.1%
CRCL 18,165 NEW
IVV 8,249 49.5%
GOOGL 7,277 6.6%
SPY 7,020 29.5%
CRM 4,526 6.5%
GLD 2,743 12.7%
Top Reduces (Value $000, Stocks/ETFs)
META -80,726 -27.2%
ABNB -56,948 -76.6%
MSFT -44,282 -35.2%
NVDA -36,289 -20.3%
AMZN -25,144 -31.4%
AAPL -23,278 -19.8%
PSA -21,074 -100.0%
ORCL -12,782 -63.6%
AVGO -11,119 -27.6%
BRK-B -10,137 -33.5%
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