GC Wealth Management RIA, LLC

Q3 2026 13F-HR Holdings

Location
Cambridge, MA
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
512
Total value ($000)
$2,079,040
Net value change ($000)
+344,734 (19.9%)
New positions
51
Sold out positions
22
Turnover %
5.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 7/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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 68,958 246.1%
TEM 57,784 41.4%
CEREBRAS SYSTEMS INC 55,355 NEW
MSFT 22,361 40.9%
NVDA 21,657 20.1%
SPACE EXPLORATION TECHN CORP 20,656 NEW
AAPL 12,566 17.8%
UBER 10,350 240.5%
IVV 8,026 13.2%
AMZN 7,230 14.5%
Top Reduces (Value $000, Stocks/ETFs)
XOM -5,474 -100.0%
SPY -3,610 -12.6%
LRCX -2,834 -18.9%
PEP -2,650 -61.4%
MU -2,046 -19.7%
AMAT -1,784 -27.3%
BCS -1,551 -50.4%
TXN -1,493 -18.1%
PWR -1,418 -9.9%
HD -1,294 -22.6%
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