Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GK Wealth Management LLC (CIK 2069222) reported $115.0M across 51 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($15.5M, 13.53%), DFAI ($12.5M, 10.90%), DUHP ($11.1M, 9.66%), VEA ($8.7M, 7.61%), DFAE ($6.8M, 5.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $15.5M | 13.53% | 24,491 | Added |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $12.5M | 10.90% | 331,117 | New |
| 3 | DUHP | DIMENSIONAL ETF TRUST | $11.1M | 9.66% | 309,770 | New |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $8.7M | 7.61% | 141,015 | New |
| 5 | DFAE | DIMENSIONAL ETF TRUST | $6.8M | 5.92% | 208,033 | New |
| 6 | AAPL | APPLE INC | $6.7M | 5.83% | 27,160 | Added |
| 7 | DFUS | DIMENSIONAL ETF TRUST | $5.2M | 4.51% | 75,323 | New |
| 8 | VNQ | VANGUARD INDEX FDS | $4.2M | 3.67% | 48,353 | New |
| 9 | DFAX | DIMENSIONAL ETF TRUST | $4.2M | 3.65% | 127,398 | New |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $3.9M | 3.41% | 74,749 | New |
| 11 | DFAS | DIMENSIONAL ETF TRUST | $3.9M | 3.37% | 55,948 | New |
| 12 | DUSB | DIMENSIONAL ETF TRUST | $3.5M | 3.01% | 68,341 | New |
| 13 | DFCF | DIMENSIONAL ETF TRUST | $2.9M | 2.55% | 69,787 | New |
| 14 | IWM | ISHARES TR | $2.8M | 2.42% | 11,629 | New |
| 15 | IWB | ISHARES TR | $2.5M | 2.15% | 7,117 | New |
| 16 | DFAR | DIMENSIONAL ETF TRUST | $2.1M | 1.78% | 88,063 | New |
| 17 | AMZN | AMAZON COM INC | $1.5M | 1.32% | 7,578 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $1.3M | 1.13% | 7,899 | Trimmed |
| 19 | NFLX | NETFLIX INC. | $1.2M | 1.02% | 12,644 | Added |
| 20 | XOM | EXXON MOBIL CORP | $1.1M | 0.95% | 6,387 | New |
| 21 | VGK | VANGUARD INTL EQUITY INDEX F | $974,123 | 0.85% | 12,196 | New |
| 22 | CVX | CHEVRON CORPORATION | $820,318 | 0.71% | 3,893 | Added |
| 23 | VTWO | VANGUARD SCOTTSDALE FDS | $812,439 | 0.71% | 8,396 | New |
| 24 | SBR | SABINE RTY TR | $797,614 | 0.69% | 10,466 | New |
| 25 | IWN | ISHARES TR | $730,150 | 0.64% | 3,951 | New |
Source: SEC Form 13F filings · as of 2026-03-31