Fund HoldingsGK Wealth Management LLC

Total Portfolio Value
$165.43M
Total Bought
$180.23M
Total Sold
$104.72M
Net Transaction
+$75.50M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
AMAZON COM INC(AMZN)(Call)032,340+32,34007,589+7,589
MICRON TECHNOLOGY INC(MU)05,635+5,63506,5053.93%+6,505
TESLA INC(TSLA)(Call)015,357+15,35706,413+6,413
LITHIUM AMERS CORP NEW(LAC)(Call)01,427,275+1,427,27505,201+5,201
ISHARES SILVER TR(SLV)085,355+85,35504,5642.76%+4,564
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
087,882+87,88204,4442.69%+4,444
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
016,249+16,24904,4192.67%+4,419
SPDR SERIES TRUST
ST STR BLO 1 ETF
047,906+47,90604,3902.65%+4,390
NVIDIA CORPORATION(NVDA)028,314+28,31405,6653.42%+5,665
ALPHABET INC(GOOG)011,604+11,60404,1472.51%+4,147
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
012,440+12,44003,7692.28%+3,769
TAIWAN SEMICONDUCTOR MANUFAC(TSM)07,015+7,01503,3502.03%+3,350
JANUS DETROIT STR TR
HENDRSON AAA CL
064,808+64,80803,2721.98%+3,272
EA SERIES TRUST
ALPHA ARCH 1-3
027,855+27,85503,2621.97%+3,262
MICROSOFT CORP(MSFT)(Call)08,714+8,71403,143+3,143
VANGUARD SPECIALIZED FUNDS09,808+9,80802,3211.40%+2,321
ISHARES BITCOIN TRUST ETF(IBIT)066,935+66,93502,2281.35%+2,228
ALPHABET INC(GOOG)06,759+6,75902,3881.44%+2,388
SPDR INDEX SHS FDS
ST PORT MARK ETF
040,318+40,31802,0881.26%+2,088
META PLATFORMS INC(META)03,950+3,95002,2251.35%+2,225
SIMPLIFY EXCHANGE TRADED FUN
TREASURY OPT INC
079,699+79,69901,8671.13%+1,867
SPDR SERIES TRUST
ST STR P500ETF
021,019+21,01901,8471.12%+1,847
GLOBAL X FDS
GLOBAL X COPPER
021,083+21,08301,6230.98%+1,623
SCHWAB STRATEGIC TR058,545+58,54501,6220.98%+1,622
CELESTICA INC(CLS)04,196+4,19601,5310.93%+1,531
ADVANCED MICRO DEVICES INC(AMD)02,447+2,44701,4210.86%+1,421
PACER FDS TR
US CASH COWS 100
022,848+22,84801,4210.86%+1,421
STATE STR SPDR S&P 500 ETF T(SPY)02,129+2,12901,5910.96%+1,591
REDDIT INC(RDDT)07,519+7,51901,3050.79%+1,305
FIDELITY WISE ORIGIN BITCOIN(FBTC)023,957+23,95701,2230.74%+1,223
VANGUARD INDEX FDS04,031+4,03101,2220.74%+1,222
SIMPLIFY EXCHANGE TRADED FUN
MBS ETF
024,648+24,64801,2090.73%+1,209
SCHWAB STRATEGIC TR051,837+51,83701,1990.72%+1,199
VANECK ETF TRUST
SEMICONDUCTR ETF
01,791+1,79101,1750.71%+1,175
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
014,163+14,16301,1710.71%+1,171
WISDOMTREE TR(WT)017,075+17,07501,1270.68%+1,127
VANGUARD INDEX FDS01,616+1,61601,1100.67%+1,110
ISHARES TR
MSCI USA QLT FCT
04,975+4,97501,0910.66%+1,091
GLOBAL X FDS
GLOBAL X URANIUM
024,893+24,89301,0880.66%+1,088
BARRICK MNG CORP(B)(Call)031,307+31,30701,073+1,073
PUTNAM ETF TRUST020,720+20,72001,0560.64%+1,056
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
010,644+10,64401,0490.63%+1,049
VANGUARD INDEX FDS02,766+2,76601,0230.62%+1,023
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
05,263+5,26301,0090.61%+1,009
TTM TECHNOLOGIES INC(TTMI)05,354+5,35401,0010.61%+1,001
STERLING INFRASTRUCTURE INC(STRL)01,140+1,14009570.58%+957
BOEING CO(BA)04,251+4,25109200.56%+920
GOLDMAN SACHS ETF TR04,836+4,83609130.55%+913
SIMPLIFY EXCHANGE TRADED FUN
AGGREGATE BD ETF
044,862+44,86209050.55%+905
VISA INC(V)02,631+2,63109030.55%+903
VANECK ETF TRUST
GOLD MINERS ETF
011,820+11,82008920.54%+892
VANGUARD INDEX FDS010,096+10,09608700.53%+870
ZACKS TRUST
SMALL/MID CAP
019,312+19,31208620.52%+862
TCW ETF TRUST
TRANS SYSTE ETF
06,946+6,94608540.52%+854
BROADCOM INC(AVGO)02,175+2,17508220.50%+822
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
09,809+9,80907950.48%+795
ISHARES TR07,806+7,80607860.48%+786
SPDR SERIES TRUST
ST STR BL 12 ETF
07,763+7,76307720.47%+772
PALANTIR TECHNOLOGIES INC(PLTR)(Call)06,679+6,6790771+771
PROFESIONALLY MANAGED PORTFO
CONG SMID GR ETF
019,965+19,96507290.44%+729
ORACLE CORP(ORCL)04,801+4,80107040.43%+704
INCYTE CORP(INCY)06,188+6,18807010.42%+701
ZACKS TRUST
FOCUS GROWTH ETF
021,875+21,87506950.42%+695
ISHARES TR
0-5YR HI YL CP
016,240+16,24006890.42%+689
COEUR MNG INC(CDE)040,622+40,62206630.40%+663
MAXLINEAR INC(MXL)05,063+5,06306480.39%+648
NEWMONT CORP(NEM)06,899+6,89906440.39%+644
ISHARES TR0999+99906400.39%+640
OKTA INC(OKTA)04,686+4,68606390.39%+639
NEBIUS GROUP N.V.(NBIS)02,225+2,22506140.37%+614
DELTA AIR LINES INC(DAL)06,543+6,54306130.37%+613
VANECK ETF TRUST
RARE EAR STR ETF
06,474+6,47405730.35%+573
SPDR SERIES TRUST
ST SHOR CORP ETF
018,968+18,96805690.34%+569
JD.COM INC(JD)022,118+22,11805640.34%+564
LUMENTUM HLDGS INC(LITE)0648+64805560.34%+556
PACER FDS TR
US LRG CP CASH
013,839+13,83905560.34%+556
SCHWAB STRATEGIC TR018,264+18,26405380.32%+538
JANUS DETROIT STR TR
HEND SECU IN ETF
010,391+10,39105320.32%+532
ISHARES TR04,878+4,87805320.32%+532
SEZZLE INC(SEZL)03,094+3,09405310.32%+531
USA RARE EARTH INC(USAR)024,601+24,60105310.32%+531
SELECT SECTOR SPDR TR
ST STR CARE ETF
03,325+3,32505270.32%+527
INVESCO EXCH TRADED FD TR II03,264+3,26405270.32%+527
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
06,876+6,87605170.31%+517
CENTENE CORP DEL(CNC)08,024+8,02405150.31%+515
ISHARES TR
MSCI INTL QUALTY
010,323+10,32305120.31%+512
UBER TECHNOLOGIES INC(UBER)(Call)08,036+8,0360501+501
APPLOVIN CORP(APP)0969+96904990.30%+499
DELL TECHNOLOGIES INC(DELL)01,148+1,14804950.30%+495
JANUS DETROIT STR TR
B-BBB CLO ETF
010,423+10,42304940.30%+494
SANDISK CORP(SNDK)0215+21504890.30%+489
ISHARES INC014,147+14,14704880.30%+488
GENERAL MTRS CO(GM)06,321+6,32104870.29%+487
RBB FD INC
MOTLEY FOL ETF
06,344+6,34404830.29%+483
STONEX GROUP INC(SNEX)04,076+4,07604830.29%+483
CONSTELLIUM SE(CSTM)015,056+15,05604800.29%+480
KB FINL GROUP INC(KB)04,469+4,46904690.28%+469
SPDR GOLD TR(GLD)01,267+1,26704670.28%+467
SALESFORCE INC(CRM)02,932+2,93204590.28%+459
VERTEX PHARMACEUTICALS INC(VRTX)0922+92204580.28%+458
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