GC Wealth Management RIA portfolio
Wealth adviserPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Nov 2, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
GC Wealth Management RIA reported a $2.1 bn portfolio of 510 companies (512 positions, counting each share class separately) to the SEC as of the end of Q3 2026. Its largest positions are TEM, NVDA, META. During the quarter it opened Cerebras Systems and Space Exploration Technologies.
Sections with a free account
What changed this quarter
444 positions with a change (47 new, 234 added to, 144 trimmed, 19 sold); also, 1 entered through an IPO. 4 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Meta Platforms+169%more sharesIncreased1.6% → 4.7%
- Cerebras Systems+2.7 ppof portfolioNew— → 2.7%
- Space Exploration Technologies+1.0 ppof portfolioNew— → 1.0%
- Uber Technologies+259%more sharesIncreased0.2% → 0.7%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Tempus AITEM9.5%
- NVIDIANVDA6.2%
- Meta PlatformsMETA4.7%
- AlphabetGOOGL · GOOG4.6%
- AppleAAPL4.0%
- MicrosoftMSFT3.7%
- iShares Core S&P 500 ETFIVV3.3%
- Amazon.comAMZN2.7%
- Cerebras SystemsCBRS2.7%
- Invesco QQQ Trust Series 1 ETFQQQ2.1%
- BroadcomAVGO1.6%
- SamsaraIOT1.5%
- State Str Spdr S&P 500 ETF TSPY1.2%
- Vanguard S&P 500 ETFVOO1.1%
- Eli LillyLLY1.0%
Portfolio by sector
- ● Information Technology 30%
- ● No sector 23%
- ● Health Care 15%
- ● Communication Services 10%
- ● Financials 7%
- ● Industrials 6%
- ● Consumer Discretionary 5%
- ● Consumer Staples 2%
- ● Energy 1%
- ● Materials 1%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%; more than 20% is ETFs; it is a wealth adviser; its 13F adds up client accounts. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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- Voss CapitalInvestment firm · $2.0 bn
- Casdin CapitalInvestment firm · $2.0 bn