Gk Wealth Management LLC Top Holdings and 13F Report (2026) About Gk Wealth Management LLCInvestment ActivityGk Wealth Management LLC has $114.95 million in total holdings as of March 31, 2026.Gk Wealth Management LLC owns shares of 51 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 90.87% of the portfolio was purchased this quarter.About 117.96% of the portfolio was sold this quarter.This quarter, Gk Wealth Management LLC has purchased 196 new stocks and bought additional shares in 5 stocks.Gk Wealth Management LLC sold shares of 11 stocks and completely divested from 180 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $15,549,942Dimensional International Core Equity Market ETF $12,529,470Dimensional US High Profitability ETF $11,099,053Vanguard FTSE Developed Markets ETF $8,747,163Dimensional Emerging Core Equity Market ETF $6,804,760 Largest New Holdings this Quarter 25434V203 - Dimensional International Core Equity Market ETF $12,529,470 Holding25434V831 - Dimensional US High Profitability ETF $11,099,053 Holding921943858 - Vanguard FTSE Developed Markets ETF $8,747,163 Holding25434V302 - Dimensional Emerging Core Equity Market ETF $6,804,760 Holding25434V401 - Dimensional U.S. Equity ETF $5,188,986 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 23,276 shares (about $14.78M)Dimensional International Core Equity Market ETF 331,117 shares (about $12.53M)Dimensional US High Profitability ETF 309,770 shares (about $11.10M)Vanguard FTSE Developed Markets ETF 141,015 shares (about $8.75M)Dimensional Emerging Core Equity Market ETF 208,033 shares (about $6.80M) Largest Sales this Quarter Tesla 12,892 shares (about $4.58M)Amazon.com 19,223 shares (about $3.86M)Alphabet 10,983 shares (about $3.00M)Microsoft 5,316 shares (about $1.91M)NVIDIA 11,093 shares (about $1.83M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGk Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$15,549,942$14,778,508 â–²1,915.7%24,49113.5%ETFDFAIDimensional International Core Equity Market ETF$12,529,470$12,529,470 â–²New Holding331,11710.9%ETFDUHPDimensional US High Profitability ETF$11,099,053$11,099,053 â–²New Holding309,7709.7%ETFVEAVanguard FTSE Developed Markets ETF$8,747,163$8,747,163 â–²New Holding141,0157.6%ETFDFAEDimensional Emerging Core Equity Market ETF$6,804,760$6,804,760 â–²New Holding208,0335.9%ETFAAPLApple$6,698,470$4,605,568 â–²220.1%27,1605.8%Computer and TechnologyDFUSDimensional U.S. Equity ETF$5,188,986$5,188,986 â–²New Holding75,3234.5%ETFVNQVanguard Real Estate ETF$4,222,696$4,222,696 â–²New Holding48,3533.7%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$4,199,053$4,199,053 â–²New Holding127,3983.7%ETFVWOVanguard FTSE Emerging Markets ETF$3,918,331$3,918,331 â–²New Holding74,7493.4%ETFDFASDimensional U.S. Small Cap ETF$3,871,031$3,871,031 â–²New Holding55,9483.4%ETFDIMENSIONAL ETF TRUST$3,462,823$3,462,823 â–²New Holding68,3413.0%ULTRASHORT FIXEDDFCFDimensional Core Fixed Income ETF$2,936,617$2,936,617 â–²New Holding69,7872.6%ETFIWMiShares Russell 2000 ETF$2,786,527$2,786,527 â–²New Holding11,6292.4%FinanceIWBiShares Russell 1000 ETF$2,467,250$2,467,250 â–²New Holding7,1172.1%ETFDFARDimensional US Real Estate ETF$2,050,977$2,050,977 â–²New Holding88,0631.8%ETFAMZNAmazon.com$1,522,839$3,862,963 â–¼-71.7%7,5781.3%Retail/WholesaleNVDANVIDIA$1,304,708$1,832,273 â–¼-58.4%7,8991.1%Computer and TechnologyNFLXNetflix$1,175,556$367,524 â–²45.5%12,6441.0%Consumer DiscretionaryXOMExxonMobil$1,095,115$1,095,115 â–²New Holding6,3871.0%EnergyVGKVanguard FTSE Europe ETF$974,123$974,123 â–²New Holding12,1960.8%ETFCVXChevron$820,318$148,766 â–²22.2%3,8930.7%EnergyVTWOVanguard Russell 2000 ETF$812,439$812,439 â–²New Holding8,3960.7%ETFSBRSabine Royalty Trust$797,614$797,614 â–²New Holding10,4660.7%EnergyIWNiShares Russell 2000 Value ETF$730,150$730,150 â–²New Holding3,9510.6%ETFMELIMercadoLibre$675,206$675,206 â–²New Holding4170.6%Retail/WholesaleNUVEEN CALIF AMT FREE MUNI I$634,551$634,551 â–²New Holding54,0960.6%COMJNJJohnson & Johnson$585,516$258,209 â–²78.9%2,4150.5%MedicalCSCOCisco Systems$549,188$549,188 â–²New Holding7,1290.5%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$500,789$500,789 â–²New Holding8360.4%ETFARISTA NETWORKS INC$462,314$462,314 â–²New Holding3,9810.4%COM SHSCCJCameco$437,070$437,070 â–²New Holding4,2500.4%Basic MaterialsBRK.BBerkshire Hathaway$434,789$300,460 â–¼-40.9%9160.4%FinanceESGDiShares ESG Aware MSCI EAFE ETF$424,248$424,248 â–²New Holding4,5830.4%ManufacturingMSFTMicrosoft$405,417$1,908,943 â–¼-82.5%1,1290.4%Computer and TechnologyQQQInvesco QQQ$378,242$40,167 â–¼-9.6%6780.3%FinanceGOOGLAlphabet$361,298$3,003,888 â–¼-89.3%1,3210.3%Computer and TechnologyGEGE Aerospace$350,300$350,300 â–²New Holding1,2820.3%AerospaceJPMJPMorgan Chase & Co.$328,217$83,969 â–¼-20.4%1,1570.3%FinanceESGUiShares ESG Aware MSCI USA ETF$328,087$328,087 â–²New Holding2,3880.3%ManufacturingGOOGAlphabet$292,807$1,657,692 â–¼-85.0%1,0720.3%Computer and TechnologyMETAMeta Platforms$278,385$1,494,375 â–¼-84.3%5190.2%Computer and TechnologyTSLATesla$265,039$4,580,272 â–¼-94.5%7460.2%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$252,375$1,022,150 â–¼-80.2%3990.2%FinanceGE VERNOVA INC$245,306$245,306 â–²New Holding3000.2%COMMAMastercard$244,530$244,530 â–²New Holding4950.2%Business ServicesVOTETCW Transform 500 ETF$237,375$237,375 â–²New Holding3,2000.2%ETFETEnergy Transfer$195,900$195,900 â–²New Holding10,0000.2%EnergyGNTGAMCO Natural Resources, Gold & Income Trust$132,516$132,516 â–²New Holding16,2000.1%Financial ServicesSJTSan Juan Basin Royalty Trust$101,270$101,270 â–²New Holding20,5000.1%EnergyLOANManhattan Bridge Capital$86,777$86,777 â–²New Holding86,7770.1%FinanceLITHIUM AMERS CORP NEW$0$5,686,606 â–¼-100.0%00.0%COM SHSJPSTJPMorgan Ultra-Short Income ETF$0$5,069,548 â–¼-100.0%00.0%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$0$4,875,489 â–¼-100.0%00.0%ETFSLViShares Silver Trust$0$4,780,285 â–¼-100.0%00.0%ETFBOXXAlpha Architect 1-3 Month Box ETF$0$3,219,003 â–¼-100.0%00.0%ETFQQQMInvesco NASDAQ 100 ETF$0$2,718,946 â–¼-100.0%00.0%ETFVIGVanguard Dividend Appreciation ETF$0$2,499,514 â–¼-100.0%00.0%ETFTSMTaiwan Semiconductor Manufacturing$0$2,234,503 â–¼-100.0%00.0%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$0$2,178,270 â–¼-100.0%00.0%ETFBUCKSimplify Treasury Option Income ETF$0$2,004,311 â–¼-100.0%00.0%ETFREDDIT INC$0$1,702,418 â–¼-100.0%00.0%CL AFIDELITY WISE ORIGIN BITCOIN$0$1,650,914 â–¼-100.0%00.0%SHSISHARES BITCOIN TRUST ETF$0$1,577,306 â–¼-100.0%00.0%SHS BEN INTCOWZPacer US Cash Cows 100 ETF$0$1,569,254 â–¼-100.0%00.0%ETFSPEMSPDR Portfolio Emerging Markets ETF$0$1,556,554 â–¼-100.0%00.0%ETFSCHFSchwab International Equity ETF$0$1,317,044 â–¼-100.0%00.0%ETFCELESTICA INC$0$1,261,072 â–¼-100.0%00.0%COMSCHZSchwab U.S. Aggregate Bond ETF$0$1,223,934 â–¼-100.0%00.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$0$1,146,954 â–¼-100.0%00.0%ETFVBVanguard Small-Cap ETF$0$1,105,353 â–¼-100.0%00.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$0$1,099,073 â–¼-100.0%00.0%ETFMUMicron Technology$0$1,097,691 â–¼-100.0%00.0%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$0$1,046,485 â–¼-100.0%00.0%ETFQGRWWisdomTree U.S. Quality Growth Fund$0$1,039,404 â–¼-100.0%00.0%ETFPVALPutnam Focused Large Cap Value ETF$0$1,013,489 â–¼-100.0%00.0%ETFJGROJPMorgan Active Growth ETF$0$1,011,905 â–¼-100.0%00.0%ETFCRDOCredo Technology Group$0$1,009,964 â–¼-100.0%00.0%Computer and TechnologyVOOVanguard S&P 500 ETF$0$985,614 â–¼-100.0%00.0%ETFAGGHSimplify Aggregate Bond ETF$0$984,328 â–¼-100.0%00.0%ETFSIMPLIFY EXCHANGE TRADED FUN$0$957,353 â–¼-100.0%00.0%MBS ETFBABoeing$0$941,433 â–¼-100.0%00.0%AerospaceVVisa$0$918,000 â–¼-100.0%00.0%Business ServicesSPLGSPDR Portfolio S&P 500 ETF$0$914,929 â–¼-100.0%00.0%ETFVCLTVanguard Long-Term Corporate Bond ETF$0$910,195 â–¼-100.0%00.0%ManufacturingDALDelta Air Lines$0$900,338 â–¼-100.0%00.0%TransportationORCLOracle$0$889,955 â–¼-100.0%00.0%Computer and TechnologyGDXVanEck Gold Miners ETF$0$861,187 â–¼-100.0%00.0%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$0$860,334 â–¼-100.0%00.0%ETFPROFESIONALLY MANAGED PORTFO$0$846,215 â–¼-100.0%00.0%CONGRESS SMID GRURAGlobal X Uranium ETF$0$842,502 â–¼-100.0%00.0%ETFCOMMCommScope$0$840,434 â–¼-100.0%00.0%Computer and TechnologyGVIPGoldman Sachs Hedge Industry VIP ETF$0$793,425 â–¼-100.0%00.0%ETFBITWISE 10 CRYPTO INDEX ETF$0$761,059 â–¼-100.0%00.0%UNIT BENEFICIALBARRICK MNG CORP$0$707,513 â–¼-100.0%00.0%COM SHSSKYWSkyWest$0$684,596 â–¼-100.0%00.0%TransportationSMHVanEck Semiconductor ETF$0$673,685 â–¼-100.0%00.0%ManufacturingSHYGiShares 0-5 Year High Yield Corporate Bond ETF$0$664,235 â–¼-100.0%00.0%ETFXLVHealth Care Select Sector SPDR Fund$0$656,459 â–¼-100.0%00.0%ETFCOPXGlobal X Copper Miners ETF$0$650,389 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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