Fund Holdings

GC Wealth Management RIA, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
META PLATFORMS INC(META)95,033403,589+308,55670,143,068296,387,3779.75%+226,244,309
NVIDIA CORPORATION(NVDA)347,789957,827+610,03854,947,218178,711,4035.88%+123,764,185
ALPHABET INC(GOOG)163,146554,147+391,00128,751,207134,713,1334.43%+105,961,926
AIRBNB INC16,106612,584+596,4782,131,46874,379,9492.45%+72,248,481
ALPHABET INC(GOOG)214,392452,111+237,71938,030,923110,111,5543.62%+72,080,631
APPLE INC(AAPL)228,720462,703+233,98346,926,493117,818,1083.88%+70,891,615
MICROSOFT CORP(MSFT)118,675243,041+124,36659,029,940125,882,8814.14%+66,852,941
ATLASSIAN CORPORATION0357,281+357,281057,057,7761.88%+57,057,776
AMAZON COM INC(AMZN)140,560364,398+223,83830,837,45880,010,8902.63%+49,173,432
SAMSARA INC(IOT)13,7251,020,402+1,006,677545,98138,009,9751.25%+37,463,994
BROADCOM INC(AVGO)51,114122,103+70,98914,089,57440,282,9661.33%+26,193,392
DOORDASH INC(DASH)17,03588,525+71,4904,199,29824,077,9140.79%+19,878,616
BERKSHIRE HATHAWAY INC DEL21,38860,177+38,78910,389,64930,253,3851.00%+19,863,736
SPDR GOLD TR(GLD)12,36560,802+48,4373,769,32621,613,4390.71%+17,844,113
VISA INC(V)39,99482,542+42,54814,199,87028,178,1880.93%+13,978,318
TESLA INC(TSLA)16,78343,162+26,3795,331,28819,195,0050.63%+13,863,717
INVESCO QQQ TR16,62438,191+21,5679,170,42322,929,0100.75%+13,758,587
PUBLIC STORAGE OPER CO(PSA)24,99772,957+47,9607,334,62021,073,6300.69%+13,739,010
SERVICENOW INC(NOW)7,32422,898+15,5747,529,65821,072,5710.69%+13,542,913
ORACLE CORP(ORCL)40,14871,413+31,2658,777,55720,084,1920.66%+11,306,635
UPSTART HLDGS INC(UPST)12,243230,072+217,829791,87711,687,6580.38%+10,895,781
ELI LILLY & CO(LLY)11,99326,298+14,3059,348,90320,065,6030.66%+10,716,700
TIDAL TRUST III0360,213+360,213010,591,7030.35%+10,591,703
NETFLIX INC(NFLX)4,85413,826+8,9726,500,13716,576,2680.55%+10,076,131
JPMORGAN CHASE & CO.(JPM)47,89175,804+27,91313,884,08023,910,8990.79%+10,026,819
ISHARES TR026,218+26,21809,582,1550.32%+9,582,155
ISHARES TR12,06824,897+12,8297,493,25116,663,7770.55%+9,170,526
ABBVIE INC(ABBV)29,96960,727+30,7585,562,84614,060,7300.46%+8,497,884
ROBINHOOD MKTS INC(HOOD)38,54081,666+43,1263,608,50011,692,9380.38%+8,084,438
COSTCO WHSL CORP NEW(COST)8,20017,165+8,9658,117,52215,888,4660.52%+7,770,944
ARISTA NETWORKS INC(ANET)61,12295,876+34,7546,253,39213,970,0920.46%+7,716,700
SALESFORCE INC(CRM)226,080292,181+66,10161,649,75569,246,8972.28%+7,597,142
HOME DEPOT INC(HD)15,34532,572+17,2275,626,21413,197,9290.43%+7,571,715
SNOWFLAKE INC(SNOW)027,898+27,89806,292,3940.21%+6,292,394
PARKER-HANNIFIN CORP(PH)5,92513,300+7,3754,138,43510,083,3950.33%+5,944,960
TJX COS INC NEW(TJX)55,00587,880+32,8756,792,56712,702,1760.42%+5,909,609
MASTERCARD INCORPORATED(MA)15,08825,188+10,1008,478,55114,327,1870.47%+5,848,636
JOHNSON & JOHNSON(JNJ)22,73350,258+27,5253,472,4669,318,7730.31%+5,846,307
SHOPIFY INC(SHOP)10,54446,626+36,0821,216,2506,929,0900.23%+5,712,840
WALMART INC(WMT)70,076120,935+50,8596,852,07012,463,5260.41%+5,611,456
THERMO FISHER SCIENTIFIC INC(TMO)9,85319,737+9,8843,994,9979,572,8390.32%+5,577,842
SPDR S&P 500 ETF TR(SPY)29,50035,670+6,17018,226,43223,762,3670.78%+5,535,935
CHEVRON CORP NEW(CVX)26,59960,117+33,5183,808,7119,335,5360.31%+5,526,825
PALO ALTO NETWORKS INC(PANW)17,49144,192+26,7013,579,3588,998,3750.30%+5,419,017
DIMENSIONAL ETF TRUST0140,451+140,45105,417,1950.18%+5,417,195
UBER TECHNOLOGIES INC(UBER)34,09586,997+52,9023,181,0648,523,0970.28%+5,342,033
2023 ETF SERIES TRUST0169,543+169,54305,299,9050.17%+5,299,905
ABBOTT LABS27,29966,693+39,3943,712,9378,932,8610.29%+5,219,924
CROWDSTRIKE HLDGS INC(CRWD)5,23116,040+10,8092,664,2017,865,6950.26%+5,201,494
SCHWAB STRATEGIC TR23,424244,294+220,870517,6705,687,1640.19%+5,169,494
AUTODESK INC2,37318,415+16,042734,6105,849,8930.19%+5,115,283
LAM RESEARCH CORP(LRCX)21,72353,647+31,9242,114,5177,183,3330.24%+5,068,816
EXXON MOBIL CORP43,74886,161+42,4134,715,9849,714,6310.32%+4,998,647
PALANTIR TECHNOLOGIES INC(PLTR)16,56539,687+23,1222,258,2057,239,7270.24%+4,981,522
MORGAN STANLEY(MS)21,64050,290+28,6503,048,2337,994,0350.26%+4,945,802
WARBY PARKER INC(WRBY)0178,597+178,59704,925,7050.16%+4,925,705
UNITEDHEALTH GROUP INC(UNH)17,60829,920+12,3125,493,26310,331,3760.34%+4,838,113
ISHARES INC070,157+70,15704,624,7500.15%+4,624,750
ISHARES TR6,25473,367+67,113399,8814,994,8250.16%+4,594,944
ASANA INC(ASAN)61,552404,601+343,049830,9525,405,4690.18%+4,574,517
CISCO SYS INC(CSCO)65,874133,348+67,4744,570,3389,123,6660.30%+4,553,328
INTERCONTINENTAL EXCHANGE IN(ICE)19,44147,664+28,2233,566,8408,030,4310.26%+4,463,591
BRISTOL-MYERS SQUIBB CO(BMY)9,086107,003+97,917420,5914,825,8570.16%+4,405,266
QUANTA SVCS INC9,17418,961+9,7873,468,5067,857,8180.26%+4,389,312
ISHARES TR40,810137,534+96,7241,760,5435,955,2230.20%+4,194,680
CAPITAL ONE FINL CORP(COF)12,71532,354+19,6392,705,2436,877,8130.23%+4,172,570
INTUITIVE SURGICAL INC8,94019,993+11,0534,858,0858,941,4690.29%+4,083,384
LINDE PLC(LIN)8,93517,294+8,3594,192,1238,214,6500.27%+4,022,527
COINBASE GLOBAL INC(COIN)1,24012,793+11,553434,6084,317,5100.14%+3,882,902
PEPSICO INC(PEP)36,66662,092+25,4264,841,3798,720,2010.29%+3,878,822
EATON CORP PLC(ETN)8,87518,818+9,9433,168,2867,042,4530.23%+3,874,167
BANK AMERICA CORP92,239158,585+66,3464,364,7438,181,4010.27%+3,816,658
TIDAL TRUST III0144,387+144,38703,801,3780.13%+3,801,378
MERCK & CO INC(MRK)22,57766,413+43,8361,787,2005,574,0110.18%+3,786,811
BLACKROCK INC(BLK)1,9454,916+2,9712,040,7915,731,4170.19%+3,690,626
AMERICAN CENTY ETF TR4,82940,818+35,989439,8964,062,5870.13%+3,622,691
WELLS FARGO CO NEW(WFC)38,32879,837+41,5093,070,8396,691,9370.22%+3,621,098
DUOLINGO INC(DUOL)10,61824,726+14,1084,353,5927,957,8160.26%+3,604,224
VANGUARD SPECIALIZED FUNDS40,08554,384+14,2998,204,19711,735,5230.39%+3,531,326
BOOKING HOLDINGS INC(BKNG)1,0251,751+7265,933,9719,454,1210.31%+3,520,150
PROLOGIS INC.(PLD)41,46668,328+26,8624,358,9067,824,9220.26%+3,466,016
ANALOG DEVICES INC(ADI)14,11327,343+13,2303,359,1766,718,1750.22%+3,358,999
TEXAS INSTRS INC(TXN)31,84454,110+22,2666,611,4519,941,6870.33%+3,330,236
BERKSHIRE HATHAWAY INC DEL1115+48,016,80011,313,0000.37%+3,296,200
GOLDMAN SACHS GROUP INC(GS)3,5137,234+3,7212,486,3265,760,7960.19%+3,274,470
RTX CORPORATION(RTX)22,13138,464+16,3333,231,5746,436,1810.21%+3,204,607
GE AEROSPACE(GE)7,48317,034+9,5511,926,0495,124,1680.17%+3,198,119
ROBLOX CORP(RBLX)2,83125,147+22,316297,8213,483,3620.11%+3,185,541
LOWES COS INC(LOW)7,71519,472+11,7571,711,7274,893,5090.16%+3,181,782
ADOBE INC(ADBE)5,24814,576+9,3282,030,3465,141,6840.17%+3,111,338
TAIWAN SEMICONDUCTOR MFG LTD(TSM)22,51529,116+6,6015,099,4228,131,8070.27%+3,032,385
PROCTER AND GAMBLE CO(PG)24,35044,969+20,6193,879,4426,909,4870.23%+3,030,045
BOEING CO(BA)2,93116,742+13,811614,1323,613,4260.12%+2,999,294
UNION PAC CORP(UNP)13,15625,454+12,2983,026,9326,016,5620.20%+2,989,630
MCKESSON CORP(MCK)3,9637,568+3,6052,904,0075,846,5830.19%+2,942,576
CINTAS CORP(CTAS)13,10628,179+15,0732,920,9345,784,0220.19%+2,863,088
KKR & CO INC(KKR)17,39539,777+22,3822,314,0575,169,0210.17%+2,854,964
BLOCK INC(XYZ)41,40877,980+36,5722,812,8455,635,6150.19%+2,822,770
INTUIT(INTU)3,6828,375+4,6932,900,0545,719,3720.19%+2,819,318
J P MORGAN EXCHANGE TRADED F048,394+48,39402,783,6230.09%+2,783,623
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