GC Wealth Management RIA, LLC
All 13F Filings
- Location
- Cambridge, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,734,306
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 483 | 1,734,306 | 13F-HR | GC Wealth Management RIA, LLC |
| Q1 2026 | 5/14/2026 | 506 | 2,415,872 | 13F-HR | GC Wealth Management RIA, LLC |
| Q4 2025 | 1/30/2026 | 526 | 2,722,994 | 13F-HR | GC Wealth Management RIA, LLC |
| Q3 2025 | 11/13/2025 | 848 | 3,038,926 | 13F-HR | GC Wealth Management RIA, LLC |
| Q2 2025 | 7/17/2025 | 526 | 1,223,505 | 13F-HR | GC Wealth Management RIA, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.288 M | 74.3% | 0 | 745.2 K | -745.2 K |
| ETFs | 437.3 K | 25.2% | 63.55 K | 0 | 63.55 K |
| Debt | 8.271 K | 0.5% | 153 | 0 | 153 |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
1,734,306
Holdings
483
QoQ value change ($000)
-681,566
(-28.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.