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GC Wealth Management RIA

Cambridge, MAfiles as GC Wealth Management RIA, LLC

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$1.7bn in 483 US stocks at the end of 30 June 2026. The top 10 are 37.4% of the money. It changed about 26.2% of the portfolio this quarter.

Value
$1.7bn
Stocks
483
Top 10 share
37.4%
Turnover
26.2%

What changed this quarter

New

Bought for the first time this quarter.

  • World Gold TRGLDM
    0.3% of the fund
  • Ishares TRTLT
    0.2% of the fund
  • Ishares TRIEI
    0.1% of the fund
  • Graniteshares Gold TRBAR
    0.1% of the fund
  • Vanguard Intl Equity Index FVEU
    0.1% of the fund
  • CarnivalCCL
    <0.1% of the fund
  • STMicroelectronicsSTM
    <0.1% of the fund
  • Global X FDSMLPX
    <0.1% of the fund
  • Honeywell AerospaceHONA
    <0.1% of the fund
  • Tower SemiconductorTSEM
    <0.1% of the fund
  • Honeywell InternationalHON
    <0.1% of the fund
  • Select Sector Spdr TRXLC
    <0.1% of the fund
  • NokiaNOK
    <0.1% of the fund
  • Seagate Technology HoldingsSTX
    <0.1% of the fund
  • Spdr Index SHS FDSGNR
    <0.1% of the fund
  • Ishares TRIBB
    <0.1% of the fund
  • Select Sector Spdr TRXLB
    <0.1% of the fund
  • Ishares TRIGM
    <0.1% of the fund
  • Millicom International Cellular SATIGO
    <0.1% of the fund
  • Ishares TRIYT
    <0.1% of the fund
  • Select Sector Spdr TRXLU
    <0.1% of the fund
  • Vanguard Charlotte FDSBNDX
    <0.1% of the fund
  • AmphenolAPH
    <0.1% of the fund
  • Zoom CommunicationsZM
    <0.1% of the fund
  • ARM HoldingsARM
    <0.1% of the fund

Added

Bought more of a stock they already held.

  • Ishares TRIVV
    3.5% of the fund
    +37%
  • Invesco QQQ TRQQQ
    2.2% of the fund
    +7%
  • Vanguard Index FDSVOO
    1.2% of the fund
    +20%
  • Ishares TRIWF
    0.7% of the fund
    +34%
  • ServiceNowNOW
    0.7% of the fund
    +2%
  • Ishares TRIWB
    0.6% of the fund
    +5%
  • Ishares TRDGRO
    0.5% of the fund
    +48%
  • Vanguard Tax-Managed FDSVEA
    0.4% of the fund
    +6%
  • Capital One FinancialCOF
    0.4% of the fund
    +44%
  • SnowflakeSNOW
    0.4% of the fund
    +6%
  • IsharesIEMG
    0.3% of the fund
    +8%
  • Vaneck ETF TrustSMH
    0.3% of the fund
    +21%
  • Vanguard Intl Equity Index FVWO
    0.2% of the fund
    +3%
  • Select Sector Spdr TRXLK
    0.2% of the fund
    +57%
  • Vanguard Index FDSVO
    0.2% of the fund
    +5%
  • Blackrock ETF Trust IIHIMU
    0.2% of the fund
    +3%
  • AirbnbABNB
    0.2% of the fund
    +69%
  • United Parcel ServiceUPS
    0.2% of the fund
    +341%
  • Nu HoldingsNU
    0.2% of the fund
    +139%
  • Ishares TRIJR
    0.2% of the fund
    +10%
  • MongoDBMDB
    0.2% of the fund
    +350%
  • Vanguard Scottsdale FDSVCSH
    0.2% of the fund
    +764%
  • Lowe's CompaniesLOW
    0.2% of the fund
    +2%
  • Vanguard Index FDSVB
    0.1% of the fund
    +4%
  • Ishares TRIEUR
    0.1% of the fund
    +692%

Cut

Sold some of their stake.

Sold out

Sold their entire stake.

Holdings

Showing the largest 100 of 483.

Over time and by industry

Value over time

Jun '25
 
Dec '25
 
Jun '26

Value is up 41.7% since 30 June 2025.

Where the money is

Technology35.2%
Media & telecom7.9%
Financial services7.8%
Retail & consumer6.1%
Industrials5.7%
Health care5.6%
Everyday goods2.1%
Energy1.1%
Materials1.0%
Utilities0.4%
Real estate0.0%
Other27.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.