Catalytic Wealth RIA
Latest statistics and disclosures from GC Wealth Management RIA's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TEM, META, GOOGL, NVDA, GOOG, and represent 37.94% of GC Wealth Management RIA's stock portfolio.
- Added to shares of these 10 stocks: TEM (+$399M), TSLA (+$29M), VOO (+$24M), CRCL (+$18M), NOW (+$13M), IVV (+$7.9M), NFLX (+$7.4M), SPY (+$6.5M), IOT, PGX.
- Started 25 new stock positions in VVR, CRCL, BIV, EEM, OTF, SCHB, NCLO, EAD, RY, ICSH.
- Reduced shares in these 10 stocks: ABNB (-$66M), META (-$51M), NVDA (-$36M), MSFT (-$36M), AAPL (-$31M), AMZN (-$29M), GOOG (-$25M), PSA (-$21M), GOOGL (-$16M), AVGO (-$13M).
- Sold out of its positions in ADT, AEG, A, ADC, AKAM, ALB, ARE, ALSN, MO, AAL.
- GC Wealth Management RIA was a net seller of stock by $-356M.
- GC Wealth Management RIA has $2.7B in assets under management (AUM), dropping by -10.45%.
- Central Index Key (CIK): 0002011169
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Portfolio Holdings for GC Wealth Management RIA
GC Wealth Management RIA holds 526 positions in its portfolio as reported in the December 2025 quarterly 13F filing
GC Wealth Management RIA has 526 total positions. Only the first 250 positions are shown.
- Sign up to view all of the GC Wealth Management RIA Dec. 31, 2025 positions
- Download the GC Wealth Management RIA December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tempus Ai Cl A (TEM) | 14.7 | $399M | NEW | 6.8M | 59.05 |
|
| Meta Platforms Cl A (META) | 7.9 | $216M | -19% | 327k | 660.09 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 5.8 | $158M | -9% | 504k | 313.00 |
|
| NVIDIA Corporation (NVDA) | 5.2 | $142M | -20% | 764k | 186.50 |
|
| Alphabet Cap Stk Cl C (GOOG) | 4.3 | $117M | -17% | 374k | 313.80 |
|
| Apple (AAPL) | 3.5 | $95M | -24% | 348k | 271.86 |
|
| Microsoft Corporation (MSFT) | 3.0 | $82M | -30% | 169k | 483.62 |
|
| salesforce (CRM) | 2.7 | $74M | -4% | 279k | 264.91 |
|
| Atlassian Corporation Cl A (TEAM) | 2.1 | $56M | -2% | 348k | 162.14 |
|
| Amazon (AMZN) | 2.0 | $55M | -34% | 238k | 230.82 |
|
| Tesla Motors (TSLA) | 1.8 | $48M | +147% | 107k | 449.72 |
|
| Samsara Com Cl A (IOT) | 1.4 | $39M | +7% | 1.1M | 35.45 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $35M | +222% | 56k | 627.13 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $31M | +26% | 45k | 681.91 |
|
| Broadcom (AVGO) | 1.1 | $29M | -30% | 84k | 346.10 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $25M | +46% | 36k | 684.95 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $25M | +5% | 40k | 614.31 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $24M | 62k | 396.31 |
|
|
| Eli Lilly & Co. (LLY) | 0.8 | $21M | -25% | 20k | 1074.68 |
|
| Visa Com Cl A (V) | 0.8 | $21M | -28% | 59k | 350.71 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $20M | -33% | 40k | 502.65 |
|
| Doordash Cl A (DASH) | 0.7 | $19M | -7% | 82k | 226.48 |
|
| Circle Internet Group Com Cl A (CRCL) | 0.7 | $18M | NEW | 229k | 79.30 |
|
| Airbnb Com Cl A (ABNB) | 0.6 | $17M | -79% | 128k | 135.72 |
|
| Servicenow (NOW) | 0.6 | $16M | +362% | 106k | 153.19 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $16M | -33% | 50k | 322.22 |
|
| Tidal Trust Iii Rockefeller Glob (RGEF) | 0.5 | $13M | +12% | 407k | 30.66 |
|
| Arista Networks Com Shs (ANET) | 0.4 | $12M | -5% | 91k | 131.03 |
|
| TJX Companies (TJX) | 0.4 | $12M | -12% | 77k | 153.61 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $12M | -4% | 24k | 487.87 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $11M | -5% | 34k | 335.27 |
|
| Upstart Hldgs (UPST) | 0.4 | $11M | +8% | 250k | 43.73 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $10M | -30% | 12k | 862.34 |
|
| Parker-Hannifin Corporation (PH) | 0.4 | $10M | -14% | 11k | 878.96 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $9.9M | -12% | 18k | 566.36 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $9.8M | 26k | 373.44 |
|
|
| Abbvie (ABBV) | 0.4 | $9.8M | -29% | 43k | 228.49 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $9.7M | +9% | 32k | 303.89 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $9.5M | -3% | 77k | 123.26 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $9.5M | -17% | 16k | 579.45 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $9.2M | -35% | 16k | 570.88 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.3 | $9.1M | 81k | 113.10 |
|
|
| Reddit Cl A (RDDT) | 0.3 | $8.9M | 39k | 229.87 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $8.8M | -34% | 79k | 111.41 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $8.8M | -26% | 40k | 219.78 |
|
| Netflix (NFLX) | 0.3 | $8.7M | +568% | 92k | 93.76 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $8.3M | 125k | 66.00 |
|
|
| Quanta Services (PWR) | 0.3 | $8.1M | 19k | 422.06 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $7.5M | -33% | 10.00 | 754800.00 |
|
| Chubb (CB) | 0.3 | $7.3M | -13% | 23k | 312.12 |
|
| Oracle Corporation (ORCL) | 0.3 | $7.3M | -47% | 38k | 194.91 |
|
| Booking Holdings (BKNG) | 0.3 | $7.3M | -22% | 1.4k | 5355.51 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.3 | $7.2M | +22% | 168k | 42.87 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $7.1M | -4% | 44k | 160.97 |
|
| UnitedHealth (UNH) | 0.3 | $7.0M | -29% | 21k | 330.11 |
|
| 2023 Etf Series Trust Eagle Capital Se (EAGL) | 0.3 | $6.9M | +26% | 214k | 32.46 |
|
| Palo Alto Networks (PANW) | 0.2 | $6.7M | -17% | 37k | 184.20 |
|
| Home Depot (HD) | 0.2 | $6.6M | -40% | 19k | 344.09 |
|
| Intercontinental Exchange (ICE) | 0.2 | $6.6M | -14% | 41k | 161.96 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $6.6M | +14% | 14k | 473.31 |
|
| Bank of America Corporation (BAC) | 0.2 | $6.4M | -26% | 117k | 55.00 |
|
| Intuit (INTU) | 0.2 | $6.4M | +14% | 9.6k | 662.42 |
|
| Cisco Systems (CSCO) | 0.2 | $6.4M | -37% | 83k | 77.03 |
|
| Morgan Stanley Com New (MS) | 0.2 | $6.4M | -28% | 36k | 177.53 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $6.2M | -32% | 36k | 171.18 |
|
| Capital One Financial (COF) | 0.2 | $6.2M | -21% | 26k | 242.36 |
|
| Uber Technologies (UBER) | 0.2 | $6.1M | -14% | 75k | 81.71 |
|
| Synopsys (SNPS) | 0.2 | $6.1M | -13% | 13k | 469.72 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $6.1M | -19% | 13k | 468.76 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $5.9M | -37% | 34k | 173.49 |
|
| Eaton Corp SHS (ETN) | 0.2 | $5.7M | -4% | 18k | 318.51 |
|
| Snowflake Com Shs (SNOW) | 0.2 | $5.6M | -8% | 26k | 219.36 |
|
| Chevron Corporation (CVX) | 0.2 | $5.5M | -39% | 36k | 152.41 |
|
| Asana Cl A (ASAN) | 0.2 | $5.5M | 402k | 13.71 |
|
|
| Wells Fargo & Company (WFC) | 0.2 | $5.5M | -26% | 59k | 93.20 |
|
| Pepsi (PEP) | 0.2 | $5.5M | -38% | 38k | 143.52 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $5.4M | -3% | 135k | 39.59 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $5.3M | -48% | 45k | 120.34 |
|
| McKesson Corporation (MCK) | 0.2 | $5.3M | -14% | 6.4k | 820.29 |
|
| Analog Devices (ADI) | 0.2 | $5.2M | -30% | 19k | 271.20 |
|
| Johnson & Johnson (JNJ) | 0.2 | $4.8M | -53% | 23k | 206.95 |
|
| Cintas Corporation (CTAS) | 0.2 | $4.7M | -12% | 25k | 188.07 |
|
| Merck & Co (MRK) | 0.2 | $4.6M | -33% | 44k | 105.26 |
|
| Spotify Technology S A SHS (SPOT) | 0.2 | $4.6M | -2% | 7.9k | 580.71 |
|
| Abbott Laboratories (ABT) | 0.2 | $4.6M | -45% | 37k | 125.29 |
|
| Danaher Corporation (DHR) | 0.2 | $4.5M | -22% | 20k | 228.92 |
|
| Wisdomtree Tr European Opportu (OPPE) | 0.2 | $4.5M | -3% | 87k | 51.36 |
|
| Linde SHS (LIN) | 0.2 | $4.4M | -40% | 10k | 426.39 |
|
| Union Pacific Corporation (UNP) | 0.2 | $4.3M | -27% | 19k | 231.32 |
|
| Lindblad Expeditions Hldgs I (LIND) | 0.2 | $4.3M | 297k | 14.42 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $4.3M | +2% | 42k | 101.98 |
|
| Kkr & Co (KKR) | 0.2 | $4.3M | -16% | 33k | 127.48 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $4.2M | 30k | 143.52 |
|
|
| Corteva (CTVA) | 0.2 | $4.1M | -9% | 62k | 67.03 |
|
| Goldman Sachs (GS) | 0.2 | $4.1M | -34% | 4.7k | 879.00 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $4.1M | -41% | 22k | 183.40 |
|
| Autodesk (ADSK) | 0.1 | $4.1M | -25% | 14k | 296.01 |
|
| Medtronic SHS (MDT) | 0.1 | $4.1M | -28% | 42k | 96.06 |
|
| Block Cl A (XYZ) | 0.1 | $4.0M | -21% | 62k | 65.09 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $4.0M | +29% | 16k | 246.15 |
|
| Tidal Trust Iii Rockefeller Us S (RSMC) | 0.1 | $3.9M | +7% | 155k | 25.25 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $3.9M | -26% | 62k | 62.47 |
|
| Duolingo Cl A Com (DUOL) | 0.1 | $3.8M | -11% | 22k | 175.50 |
|
| Blackrock (BLK) | 0.1 | $3.8M | -27% | 3.6k | 1070.34 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $3.8M | +35% | 65k | 58.12 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $3.6M | -28% | 19k | 191.56 |
|
| Coca-Cola Company (KO) | 0.1 | $3.5M | -39% | 50k | 69.91 |
|
| Illumina (ILMN) | 0.1 | $3.4M | -22% | 26k | 131.16 |
|
| McDonald's Corporation (MCD) | 0.1 | $3.4M | -36% | 11k | 305.63 |
|
| Barclays Adr (BCS) | 0.1 | $3.4M | +45% | 132k | 25.45 |
|
| American Express Company (AXP) | 0.1 | $3.3M | -24% | 9.0k | 369.95 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $3.3M | 17k | 190.99 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $3.3M | +7% | 35k | 95.09 |
|
| Qualcomm (QCOM) | 0.1 | $3.3M | -43% | 19k | 171.05 |
|
| Astrazeneca Sponsored Adr | 0.1 | $3.3M | +8% | 35k | 91.93 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $3.2M | -13% | 28k | 113.86 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $3.2M | -8% | 43k | 75.05 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $3.1M | -2% | 22k | 141.06 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $3.0M | -7% | 17k | 177.37 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $3.0M | +100% | 32k | 96.03 |
|
| MercadoLibre (MELI) | 0.1 | $3.0M | 1.5k | 2014.26 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $3.0M | -41% | 43k | 69.42 |
|
| Lowe's Companies (LOW) | 0.1 | $3.0M | -36% | 12k | 241.16 |
|
| Advanced Micro Devices (AMD) | 0.1 | $3.0M | -49% | 14k | 214.16 |
|
| Metropcs Communications (TMUS) | 0.1 | $3.0M | -35% | 15k | 203.04 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $3.0M | -35% | 10k | 290.22 |
|
| Blackrock Etf Trust Ii Ishares High Yie (HIMU) | 0.1 | $2.9M | +9% | 60k | 48.68 |
|
| Progressive Corporation (PGR) | 0.1 | $2.9M | -32% | 13k | 227.72 |
|
| Walt Disney Company (DIS) | 0.1 | $2.9M | -40% | 26k | 113.77 |
|
| Nextera Energy (NEE) | 0.1 | $2.9M | -33% | 36k | 80.28 |
|
| American Homes 4 Rent Cl A (AMH) | 0.1 | $2.9M | 89k | 32.10 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $2.9M | -59% | 16k | 177.75 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.8M | +4% | 3.7k | 753.79 |
|
| S&p Global (SPGI) | 0.1 | $2.8M | -34% | 5.3k | 522.59 |
|
| Trane Technologies SHS (TT) | 0.1 | $2.8M | -28% | 7.1k | 389.20 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $2.7M | +25% | 55k | 49.84 |
|
| Sunrun (RUN) | 0.1 | $2.7M | 149k | 18.40 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $2.7M | -57% | 19k | 143.31 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $2.6M | -25% | 49k | 53.76 |
|
| Ishares Tr Expanded Tech (IGV) | 0.1 | $2.6M | +10% | 25k | 105.69 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.1 | $2.5M | -3% | 50k | 51.10 |
|
| Phillips 66 (PSX) | 0.1 | $2.5M | -18% | 19k | 129.04 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $2.4M | 12k | 198.62 |
|
|
| Boeing Company (BA) | 0.1 | $2.4M | -32% | 11k | 217.12 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $2.4M | -7% | 25k | 96.88 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $2.4M | 8.5k | 279.15 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $2.3M | -11% | 6.5k | 360.13 |
|
| Micron Technology (MU) | 0.1 | $2.3M | -61% | 8.2k | 285.41 |
|
| Ge Aerospace Com New (GE) | 0.1 | $2.3M | -55% | 7.6k | 308.03 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $2.3M | -21% | 10k | 226.14 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $2.2M | -4% | 26k | 87.16 |
|
| Applied Materials (AMAT) | 0.1 | $2.2M | -53% | 8.7k | 256.99 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $2.2M | -6% | 2.1k | 1069.95 |
|
| Amgen (AMGN) | 0.1 | $2.2M | -46% | 6.8k | 327.31 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.2M | -33% | 18k | 120.18 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $2.2M | -28% | 41k | 53.36 |
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $2.2M | -51% | 9.5k | 227.51 |
|
| Honeywell International (HON) | 0.1 | $2.1M | -32% | 11k | 195.09 |
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.1 | $2.1M | +139% | 42k | 50.25 |
|
| Ea Series Trust Ea Bridgeway Omn (BSVO) | 0.1 | $2.1M | 91k | 23.30 |
|
|
| Digital Turbine Com New (APPS) | 0.1 | $2.0M | 406k | 5.00 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $2.0M | -37% | 3.3k | 605.01 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $2.0M | 19k | 104.07 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $1.9M | +3% | 116k | 16.74 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $1.9M | 20k | 94.16 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.9M | +3% | 6.2k | 302.12 |
|
| Roper Industries (ROP) | 0.1 | $1.9M | -25% | 4.2k | 445.10 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.8M | -5% | 67k | 27.43 |
|
| Roblox Corp Cl A (RBLX) | 0.1 | $1.8M | -10% | 23k | 81.03 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $1.8M | NEW | 162k | 11.24 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.8M | -39% | 7.1k | 257.94 |
|
| Caterpillar (CAT) | 0.1 | $1.8M | -46% | 3.2k | 572.87 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $1.8M | 24k | 76.23 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.8M | 4.5k | 386.85 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.8M | -15% | 20k | 88.49 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.7M | -65% | 5.0k | 349.99 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $1.7M | -33% | 35k | 49.46 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $1.7M | -8% | 13k | 131.59 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $1.7M | -2% | 17k | 100.34 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $1.7M | 12k | 141.49 |
|
|
| D.R. Horton (DHI) | 0.1 | $1.6M | -23% | 11k | 144.03 |
|
| Incyte Corporation (INCY) | 0.1 | $1.6M | NEW | 17k | 98.77 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $1.6M | NEW | 28k | 57.24 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $1.6M | +13% | 11k | 146.58 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.6M | -53% | 30k | 53.83 |
|
| Fortive (FTV) | 0.1 | $1.6M | -3% | 29k | 55.21 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $1.6M | NEW | 31k | 50.58 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $1.6M | +161% | 27k | 57.58 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $1.5M | +64% | 10k | 143.97 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $1.5M | +12% | 6.1k | 242.91 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $1.5M | +104% | 9.9k | 148.98 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.5M | -74% | 62k | 24.04 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.5M | NEW | 15k | 96.27 |
|
| Ares Capital Corporation (ARCC) | 0.1 | $1.5M | +6% | 72k | 20.23 |
|
| Centrus Energy Corp Cl A (LEU) | 0.1 | $1.5M | 6.0k | 242.76 |
|
|
| Datadog Cl A Com (DDOG) | 0.1 | $1.4M | -34% | 11k | 135.99 |
|
| Cue Biopharma (CUE) | 0.1 | $1.4M | +34% | 4.6M | 0.31 |
|
| Day One Biopharmaceuticals I (DAWN) | 0.1 | $1.4M | +200% | 150k | 9.32 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $1.4M | -31% | 3.6k | 383.32 |
|
| Deere & Company (DE) | 0.0 | $1.4M | -44% | 2.9k | 465.57 |
|
| Advisorshares Tr Advisorshs Etf (CWS) | 0.0 | $1.4M | -5% | 20k | 68.73 |
|
| Citigroup Com New (C) | 0.0 | $1.3M | -67% | 11k | 116.69 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $1.3M | NEW | 17k | 77.88 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $1.3M | +25% | 26k | 50.88 |
|
| Twilio Cl A (TWLO) | 0.0 | $1.3M | -25% | 9.0k | 142.24 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $1.3M | -55% | 13k | 99.91 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $1.3M | 14k | 93.97 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $1.3M | 18k | 71.41 |
|
|
| Intel Corporation (INTC) | 0.0 | $1.3M | -62% | 34k | 36.90 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $1.3M | 3.7k | 342.97 |
|
|
| Kinder Morgan (KMI) | 0.0 | $1.2M | -21% | 45k | 27.49 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.2M | -37% | 8.1k | 154.14 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $1.2M | +7% | 48k | 25.60 |
|
| Vera Therapeutics Cl A (VERA) | 0.0 | $1.2M | -38% | 24k | 50.64 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $1.2M | -17% | 39k | 30.54 |
|
| Automatic Data Processing (ADP) | 0.0 | $1.2M | -58% | 4.6k | 257.23 |
|
| Hldgs (UAL) | 0.0 | $1.2M | -57% | 11k | 111.82 |
|
| Verizon Communications (VZ) | 0.0 | $1.2M | -55% | 29k | 40.73 |
|
| BP Sponsored Adr (BP) | 0.0 | $1.2M | +21% | 34k | 34.73 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $1.1M | +20% | 16k | 73.63 |
|
| PNC Financial Services (PNC) | 0.0 | $1.1M | -46% | 5.4k | 208.73 |
|
| American Centy Etf Tr International Lr (AVIV) | 0.0 | $1.1M | +6% | 16k | 71.23 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.1M | -61% | 4.1k | 268.30 |
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.0 | $1.1M | +19% | 43k | 25.57 |
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.0 | $1.1M | +20% | 43k | 25.64 |
|
| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.0 | $1.1M | +19% | 43k | 25.43 |
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.0 | $1.1M | +20% | 43k | 25.39 |
|
| Ishares Tr Ibonds Dec 2030 (IBMS) | 0.0 | $1.1M | +21% | 41k | 26.06 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $1.1M | -10% | 9.8k | 110.19 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $1.1M | -42% | 1.6k | 673.82 |
|
| Norfolk Southern (NSC) | 0.0 | $1.1M | -50% | 3.7k | 288.72 |
|
| Alkermes SHS (ALKS) | 0.0 | $1.0M | +107% | 37k | 27.98 |
|
| Maplebear (CART) | 0.0 | $1.0M | -18% | 23k | 44.98 |
|
| Apollo Global Mgmt (APO) | 0.0 | $1.0M | -37% | 7.1k | 144.76 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $1.0M | -46% | 2.1k | 483.67 |
|
| Spdr Series Trust State Street Spd (SPYD) | 0.0 | $1.0M | 23k | 43.25 |
|
|
| Procore Technologies (PCOR) | 0.0 | $992k | +14% | 14k | 72.74 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $975k | +54% | 12k | 78.67 |
|
| Ge Vernova (GEV) | 0.0 | $972k | -65% | 1.5k | 653.57 |
|
| Relx Sponsored Adr (RELX) | 0.0 | $967k | +72% | 24k | 40.42 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $967k | -18% | 8.3k | 116.09 |
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $949k | +20% | 35k | 27.07 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $928k | -7% | 29k | 32.62 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $928k | 6.2k | 148.68 |
|
|
| Fastenal Company (FAST) | 0.0 | $907k | -50% | 23k | 40.13 |
|
| Starbucks Corporation (SBUX) | 0.0 | $894k | -47% | 11k | 84.21 |
|
| Ecolab (ECL) | 0.0 | $886k | -50% | 3.4k | 262.52 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $885k | +10% | 17k | 52.88 |
|
| Prudential Adr (PUK) | 0.0 | $881k | +6% | 28k | 31.12 |
|
| Travelers Companies (TRV) | 0.0 | $876k | -40% | 3.0k | 290.06 |
|
Past Filings by GC Wealth Management RIA
SEC 13F filings are viewable for GC Wealth Management RIA going back to 2023
- GC Wealth Management RIA 2025 Q4 filed Jan. 30, 2026
- GC Wealth Management RIA 2025 Q3 filed Nov. 13, 2025
- GC Wealth Management RIA 2025 Q2 filed July 17, 2025
- GC Wealth Management RIA 2025 Q1 filed May 12, 2025
- GC Wealth Management RIA 2024 Q4 filed Feb. 7, 2025
- Catalytic Wealth RIA 2024 Q3 filed Nov. 4, 2024
- Catalytic Wealth RIA 2024 Q2 filed July 31, 2024
- Catalytic Wealth RIA 2024 Q1 filed May 10, 2024
- Catalytic Wealth RIA 2023 Q4 filed Feb. 12, 2024