1y return+11.6%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $132 against $157 in the S&P 500.2
GC Wealth Management RIA, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TEMTempus Ai Inc | $139.7M | 8.1% | −63.5% |
| NVDANvidia Corporation | $107.8M | 6.2% | −29.5% |
| AAPLApple Inc | $70.6M | 4.1% | −31.3% |
| GOOGLAlphabet Inc | $68.7M | 4.0% | −62.5% |
| IVVIshares Tr | $60.7M | 3.5% | +37.5% |
| MSFTMicrosoft Corp | $54.7M | 3.2% | −16.5% |
| AMZNAmazon Com Inc | $49.8M | 2.9% | −15.8% |
| QQQInvesco Qqq Tr | $37.9M | 2.2% | +7.4% |
| AVGOBroadcom Inc | $30.9M | 1.8% | −9.2% |
| SPYState Str Spdr S&p 500 Etf T | $28.7M | 1.7% | −25.3% |
| METAMeta Platforms Inc | $28.0M | 1.6% | −86.1% |
| GOOGAlphabet Inc | $26.2M | 1.5% | −79.9% |
| IOTSamsara Inc | $25.6M | 1.5% | −1.4% |
| LLYEli Lilly & Co | $22.0M | 1.3% | −7.6% |
| VOOVanguard Index Fds | $20.2M | 1.2% | +19.8% |
| VVisa Inc | $18.1M | 1.0% | −9.3% |
| GLDSpdr Gold Tr | $16.7M | 1.0% | −1.6% |
| LRCXLam Research Corp | $15.0M | 0.9% | |
| PWRQuanta Svcs Inc | $14.3M | 0.8% | −1.3% |
| CRMSalesforce Inc | $13.3M | 0.8% | −69.8% |
| JPMJpmorgan Chase & Co | $12.8M | 0.7% | −24.2% |
| PANWPalo Alto Networks Inc | $12.4M | 0.7% | −7.5% |
| IWFIshares Tr | $12.4M | 0.7% | +33.7% |
| NOWServicenow Inc | $11.3M | 0.7% | +2.2% |
| TSMTaiwan Semiconductor Manufac | $11.2M | 0.6% | −33.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Research Corp | March 31, 2025 | +496.1% | $15.0M |
| TSMTaiwan Semiconductor Manufac | December 31, 2023 | +359.2% | $11.2M |
| AMDAdvanced Micro Devices Inc | June 30, 2025 | +309.4% | $9.2M |
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $107.8M |
| AVGOBroadcom Inc | March 31, 2024 | +185.0% | $30.9M |
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $68.7M |
| GOOGAlphabet Inc | December 31, 2023 | +150.7% | $26.2M |
| PWRQuanta Svcs Inc | September 30, 2024 | +141.5% | $14.3M |
| PANWPalo Alto Networks Inc | December 31, 2023 | +131.3% | $12.4M |
| PHParker-hannifin Corp | December 31, 2023 | +112.3% | $10.4M |
Sold off last quarter
- PRCHPorch Group Inc was $29.2M
- TEAMAtlassian Corporation was $22.8M
- RGEFTidal Trust III was $12.2M
- UPSTUpstart Hldgs Inc was $8.8M
- LINDLindblad Expeditions Hldgs I was $5.1M
- RSMCTidal Trust III was $3.8M
- PDPagerduty Inc was $2.6M
- Honeywell Intl IncCUSIP 438516106 was $2.5M
- AMHAmerican Homes 4 Rent was $2.2M
- RUNSunrun Inc was $2.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.3% | +14.8% |
| March 31, 2026 | −11.5% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +7.2% | +7.8% |
| June 30, 2025 | +6.9% | +10.5% |
| March 31, 2025 | −5.9% | −4.6% |
| December 31, 2024 | +3.2% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +0.7% | +4.0% |
| March 31, 2024 | +7.5% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: GC Wealth Management RIA, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2011169&type=13F-HR&dateb=&owner=include&count=40CIK 2011169
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2011169/000117266126002644/Filed July 16, 2026 · accession 0001172661-26-002644