Gk Wealth Management LLC Top Holdings and 13F Report (2025)

About Gk Wealth Management LLC

Investment Activity

Gk Wealth Management LLC has $110.90 million in total holdings as of June 30, 2025.
Gk Wealth Management LLC owns shares of 155 different stocks, but just 71 companies or ETFs make up 80% of its holdings.
Approximately 20.31% of the portfolio was purchased this quarter.
About 6.91% of the portfolio was sold this quarter.
This quarter, Gk Wealth Management LLC has purchased 140 new stocks and bought additional shares in 71 stocks.
Gk Wealth Management LLC sold shares of 55 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Amazon.com: $5,584,024
SPDR Bloomberg 1-3 Month T-Bill ETF: $4,668,412
Tesla: $4,012,407
LITHIUM AMERS CORP NEW: $3,940,501
JPMorgan Ultra-Short Income ETF: $3,844,089

Largest New Holdings this Quarter

11135F101 - Broadcom: $379,866 Holding
052769106 - Autodesk: $347,647 Holding
73933G202 - POWER SOLUTIONS INTL INC: $328,897 Holding
92532F100 - Vertex Pharmaceuticals: $306,743 Holding
79466L302 - Salesforce: $302,870 Holding

Largest Purchases this Quarter

Alpha Architect 1-3 Month Box ETF: 19,437 shares (about $2.19M)
SPDR Bloomberg 1-3 Month T-Bill ETF: 17,464 shares (about $1.60M)
NVIDIA: 9,924 shares (about $1.57M)
Janus Henderson AAA CLO ETF: 20,902 shares (about $1.06M)
Meta Platforms: 845 shares (about $623.76K)

Largest Sales this Quarter

JPMorgan Ultra-Short Income ETF: 14,764 shares (about $748.24K)
Microsoft: 695 shares (about $345.73K)
Simplify Treasury Option Income ETF: 13,640 shares (about $322.45K)
General Motors: 6,314 shares (about $310.72K)
SIMPLIFY EXCHANGE TRADED FUN: 5,420 shares (about $263.52K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AMZN Amazon.com	$5,584,024	$416,833 ▲	8.1%	25,453	5.0%	Retail/Wholesale
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$4,668,412	$1,601,972 ▲	52.2%	50,893	4.2%	ETF
TSLA Tesla	$4,012,407	$488,251 ▲	13.9%	12,746	3.6%	Auto/Tires/Trucks
LITHIUM AMERS CORP NEW	$3,940,501	$415,528 ▲	11.8%	1,541,169	3.6%	COM SHS
JPST JPMorgan Ultra-Short Income ETF	$3,844,089	$748,242 ▼	-16.3%	75,850	3.5%	ETF
MSFT Microsoft	$3,201,067	$345,725 ▼	-9.7%	6,435	2.9%	Computer and Technology
NVDA NVIDIA	$2,835,409	$1,567,872 ▲	123.7%	17,947	2.6%	Computer and Technology
GOOGL Alphabet	$2,571,793	$279,665 ▲	12.2%	14,594	2.3%	Computer and Technology
BOXX Alpha Architect 1-3 Month Box ETF	$2,444,593	$2,190,162 ▲	860.8%	21,695	2.2%	ETF
BUCK Simplify Treasury Option Income ETF	$2,364,299	$322,448 ▼	-12.0%	100,013	2.1%	ETF
META Meta Platforms	$2,215,255	$623,756 ▲	39.2%	3,001	2.0%	Computer and Technology
QQQM Invesco NASDAQ 100 ETF	$2,146,714	$214,376 ▲	11.1%	9,453	1.9%	ETF
SLV iShares Silver Trust	$2,130,386	$144,791 ▲	7.3%	64,931	1.9%	ETF
FIDELITY WISE ORIGIN BITCOIN	$1,955,086	$10,527 ▲	0.5%	20,801	1.8%	SHS
AAPL Apple	$1,847,264	$191,825 ▼	-9.4%	9,004	1.7%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$1,668,939	$94,766 ▲	6.0%	8,154	1.5%	ETF
COWZ Pacer US Cash Cows 100 ETF	$1,573,241	$141,384 ▲	9.9%	28,553	1.4%	ETF
VB Vanguard Small-Cap ETF	$1,535,728	$200,261 ▲	15.0%	6,480	1.4%	ETF
JAAA Janus Henderson AAA CLO ETF	$1,411,701	$1,060,768 ▲	302.3%	27,817	1.3%	ETF
TSM Taiwan Semiconductor Manufacturing	$1,325,193	$392,054 ▲	42.0%	5,851	1.2%	Computer and Technology
NFLX Netflix	$1,185,264	$408,481 ▲	52.6%	885	1.1%	Consumer Discretionary
V Visa	$1,175,622	$141,671 ▲	13.7%	3,311	1.1%	Business Services
ORCL Oracle	$1,164,626	$160,691 ▲	16.0%	5,327	1.1%	Computer and Technology
SPEM SPDR Portfolio Emerging Markets ETF	$1,155,507	$377,233 ▲	48.5%	27,035	1.0%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$1,144,102	$257,479 ▲	29.0%	13,797	1.0%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$1,092,156	$488,408 ▲	80.9%	46,995	1.0%	ETF
AGGH Simplify Aggregate Bond ETF	$1,091,283	$181,014 ▼	-14.2%	52,872	1.0%	ETF
SIMPLIFY EXCHANGE TRADED FUN	$1,045,107	$214,992 ▼	-17.1%	20,864	0.9%	MBS ETF
BILS SPDR Bloomberg 3-12 Month T-Bill ETF	$1,037,625	$57,673 ▼	-5.3%	10,435	0.9%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$1,034,795	$34,371 ▼	-3.2%	5,660	0.9%	ETF
BA Boeing	$966,982	$332,315 ▲	52.4%	4,615	0.9%	Aerospace
CELESTICA INC	$891,700	$182,961 ▲	25.8%	5,712	0.8%	COM
ISHARES BITCOIN TRUST ETF	$875,163	$227,551 ▲	35.1%	14,361	0.8%	SHS BEN INT
SPY SPDR S&P 500 ETF Trust	$851,182	$37,062 ▲	4.6%	1,378	0.8%	Finance
SPLG SPDR Portfolio S&P 500 ETF	$802,437	$103,658 ▲	14.8%	11,039	0.7%	ETF
CRDO Credo Technology Group	$786,275	$244,530 ▲	45.1%	8,492	0.7%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$782,548	$577,879 ▲	282.3%	9,444	0.7%	Manufacturing
JD JD.com	$779,966	$50,559 ▲	6.9%	23,896	0.7%	Retail/Wholesale
GVIP Goldman Sachs Hedge Industry VIP ETF	$779,594	$92,295 ▼	-10.6%	5,634	0.7%	ETF
GOOG Alphabet	$769,921	$57,478 ▲	8.1%	4,340	0.7%	Computer and Technology
VIGI Vanguard International Dividend Appreciation ETF	$723,438	$239,103 ▲	49.4%	8,027	0.7%	ETF
VCLT Vanguard Long-Term Corporate Bond ETF	$717,703	$291,073 ▲	68.2%	9,456	0.6%	Manufacturing
DAL Delta Air Lines	$686,527	$28,917 ▲	4.4%	13,960	0.6%	Transportation
BRK.B Berkshire Hathaway	$676,386	$22,838 ▼	-3.3%	1,392	0.6%	Finance
IVV iShares Core S&P 500 ETF	$657,136	$77,639 ▼	-10.6%	1,058	0.6%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$654,578	$78,808 ▼	-10.7%	5,972	0.6%	Finance
QCOM QUALCOMM	$631,571	$77,413 ▲	14.0%	3,965	0.6%	Computer and Technology
XLV Health Care Select Sector SPDR Fund	$603,843	$12,400 ▼	-2.0%	4,480	0.5%	ETF
GOVT iShares U.S. Treasury Bond ETF	$587,949	$7,193 ▼	-1.2%	25,585	0.5%	ETF
DIS Walt Disney	$560,058	$182,924 ▲	48.5%	4,516	0.5%	Consumer Discretionary
SHOP Shopify	$549,297	$13,150 ▼	-2.3%	4,762	0.5%	Computer and Technology
VO Vanguard Mid-Cap ETF	$547,411	$201,221 ▲	58.1%	1,956	0.5%	ETF
SKYW SkyWest	$531,119	$47,469 ▲	9.8%	5,158	0.5%	Transportation
SMH VanEck Semiconductor ETF	$526,926	$13,110 ▲	2.6%	1,889	0.5%	Manufacturing
CCL Carnival	$520,979	$77,639 ▲	17.5%	18,527	0.5%	Consumer Discretionary
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	$517,127	$26,968 ▼	-5.0%	3,720	0.5%	ETF
OKTA Okta	$497,451	$113,766 ▲	29.7%	4,976	0.4%	Computer and Technology
CVX Chevron	$487,538	$45,103 ▲	10.2%	3,405	0.4%	Energy
URA Global X Uranium ETF	$472,182	$776 ▼	-0.2%	12,167	0.4%	ETF
ZACKS TRUST	$470,729	$7,231 ▼	-1.5%	17,772	0.4%	FOCUS GROWTH ETF
UBER Uber Technologies	$467,060	$148,627 ▲	46.7%	5,006	0.4%	Computer and Technology
SCHX Schwab US Large-Cap ETF	$459,814	$130,583 ▲	39.7%	18,814	0.4%	ETF
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$441,795	$114,207 ▲	34.9%	14,634	0.4%	ETF
JPM JPMorgan Chase & Co.	$434,659	$20,008 ▼	-4.4%	1,499	0.4%	Finance
VZ Verizon Communications	$432,622	$45,910 ▼	-9.6%	9,998	0.4%	Computer and Technology
TWLO Twilio	$429,930	$71,891 ▲	20.1%	3,953	0.4%	Computer and Technology
BITWISE BITCOIN ETF TR	$428,410		0.0%	7,312	0.4%	SHS BEN INT
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$422,391	$38,050 ▲	9.9%	9,791	0.4%	ETF
WFC Wells Fargo & Company	$416,202	$12,017 ▼	-2.8%	5,195	0.4%	Finance
GM General Motors	$412,246	$310,722 ▼	-43.0%	8,377	0.4%	Auto/Tires/Trucks
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF	$407,602	$87,664 ▲	27.4%	11,610	0.4%	ETF
LUMN Lumen Technologies	$399,518	$115,422 ▲	40.6%	94,713	0.4%	Utilities
GDX VanEck Gold Miners ETF	$384,910	$23,530 ▲	6.5%	7,394	0.3%	ETF
PM Philip Morris International	$380,758	$57,906 ▼	-13.2%	2,091	0.3%	Consumer Staples
AVGO Broadcom	$379,866	$379,866 ▲	New Holding	1,378	0.3%	Computer and Technology
SPMB SPDR Portfolio Mortgage Backed Bond ETF	$368,264	$6,166 ▼	-1.6%	16,664	0.3%	ETF
PAYC Paycom Software	$367,922	$227,464 ▼	-38.2%	1,590	0.3%	Computer and Technology
MSTR MicroStrategy	$367,850	$8,489 ▼	-2.3%	910	0.3%	Computer and Technology
XLU Utilities Select Sector SPDR Fund	$365,373	$163 ▲	0.0%	4,474	0.3%	ETF
RTX RTX	$364,420	$43,654 ▼	-10.7%	2,496	0.3%	Aerospace
SIMPLIFY EXCHANGE TRADED FUN	$358,864	$263,520 ▼	-42.3%	7,381	0.3%	BOND BULL ETF
LOW Lowe's Companies	$356,699	$25,082 ▲	7.6%	1,607	0.3%	Retail/Wholesale
PYPL PayPal	$349,810	$59,267 ▲	20.4%	5,011	0.3%	Business Services
ADSK Autodesk	$347,647	$347,647 ▲	New Holding	1,123	0.3%	Computer and Technology
INDA iShares MSCI India ETF	$343,738	$66,699 ▲	24.1%	6,174	0.3%	ETF
BLBD Blue Bird	$341,051	$77,084 ▼	-18.4%	7,902	0.3%	Auto/Tires/Trucks
SPTL SPDR Portfolio Long Term Treasury ETF	$340,344	$2,366 ▼	-0.7%	12,805	0.3%	ETF
MA Mastercard	$330,748	$125,437 ▼	-27.5%	588	0.3%	Business Services
POWER SOLUTIONS INTL INC	$328,897	$328,897 ▲	New Holding	5,085	0.3%	COM NEW
UCON First Trust TCW Unconstrained Plus Bond ETF	$328,491	$54,060 ▼	-14.1%	13,198	0.3%	ETF
NVO Novo Nordisk A/S	$326,514	$109,222 ▲	50.3%	4,816	0.3%	Medical
LLY Eli Lilly and Company	$323,270	$82,570 ▼	-20.3%	415	0.3%	Medical
QQQ Invesco QQQ	$323,123	$34,187 ▼	-9.6%	586	0.3%	Finance
GLD SPDR Gold Shares	$316,414	$28,959 ▼	-8.4%	1,038	0.3%	Finance
SBUX Starbucks	$308,665	$98,674 ▲	47.0%	3,369	0.3%	Retail/Wholesale
VRTX Vertex Pharmaceuticals	$306,743	$306,743 ▲	New Holding	689	0.3%	Medical
CRM Salesforce	$302,870	$302,870 ▲	New Holding	1,111	0.3%	Computer and Technology
MNST Monster Beverage	$300,046	$300,046 ▲	New Holding	4,790	0.3%	Consumer Staples
GRAYSCALE BITCOIN MINI TR ET	$295,620	$25,069 ▼	-7.8%	6,191	0.3%	SHS NEW
CSCO Cisco Systems	$283,197	$36,909 ▼	-11.5%	4,082	0.3%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Gk Wealth Management LLC Top Holdings and 13F Report (2025)

About Gk Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Gk Wealth Management LLC Top Holdings and 13F Report (2025)

About Gk Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGk Wealth Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools