Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

GC Wealth Management RIA, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

GC Wealth Management RIA, LLC (CIK 2011169) reported $2.42B across 506 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TEM ($299.0M, 12.37%), META ($205.4M, 8.50%), GOOGL ($147.3M, 6.10%), NVDA ($133.3M, 5.52%), GOOG ($106.1M, 4.39%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1TEMTEMPUS AI INC$299.0M12.37%6.6MTrimmed
2METAMETA PLATFORMS INC$205.4M8.50%359,025Added
3GOOGLALPHABET INC$147.3M6.10%512,353Added
4NVDANVIDIA CORPORATION$133.3M5.52%764,509Added
5GOOGALPHABET INC$106.1M4.39%369,728Trimmed
6AAPLAPPLE INC$90.2M3.73%355,283Added
7MSFTMICROSOFT CORP$65.0M2.69%175,592Added
8CRMSALESFORCE INC$52.6M2.18%281,677Added
9AMZNAMAZON COM INC$51.7M2.14%248,043Added
10TSLATESLA INC$41.0M1.70%110,410Added
11IVVISHARES TR$38.5M1.59%58,936Added
12SPYSTATE STR SPDR S&P 500 ETF T$33.4M1.38%51,382Added
13PRCHPORCH GROUP INC$29.2M1.21%4.1MNew
14AVGOBROADCOM INC$27.9M1.16%90,194Added
15QQQINVESCO QQQ TR$27.7M1.15%47,935Added
16IOTSAMSARA INC$25.3M1.05%799,203Trimmed
17TEAMATLASSIAN CORPORATION$22.8M0.94%333,712Trimmed
18GLDSPDR GOLD TR$19.8M0.82%46,130Trimmed
19BRK/BBERKSHIRE HATHAWAY INC DEL$18.8M0.78%39,279Trimmed
20LLYELI LILLY & CO$18.2M0.76%19,837Added
21VVISA INC$17.5M0.73%58,066Trimmed
22JPMJPMORGAN CHASE & CO$15.2M0.63%51,740Added
23VOOVANGUARD INDEX FDS$14.7M0.61%24,525Trimmed
24ANETARISTA NETWORKS INC$14.1M0.59%115,193Added
25RGEFTIDAL TRUST III$12.2M0.51%406,769Hold

Source: SEC Form 13F filings · as of 2026-03-31