1y return+17.8%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, 2024: $120 against $127 in the S&P 500.2
GK Wealth Management 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 |
|---|---|---|---|
| MUMicron Technology Inc | $6.5M | 3.9% | New |
| NVDANvidia Corporation | $5.7M | 3.4% | +258.5% |
| SLVIshares Silver Tr | $4.6M | 2.8% | New |
| JPSTJ P Morgan Exchange Traded F | $4.4M | 2.7% | New |
| Credo Technology Group HoldiCUSIP G25457105 | $4.4M | 2.7% | New |
| BILSpdr Series Trust | $4.4M | 2.7% | New |
| GOOGLAlphabet Inc | $4.1M | 2.5% | +778.4% |
| QQQMInvesco Exch Traded Fd Tr II | $3.8M | 2.3% | New |
| TSMTaiwan Semiconductor Manufac | $3.4M | 2.0% | New |
| JAAAJanus Detroit Str Tr | $3.3M | 2.0% | New |
| BOXXEa Series Trust | $3.3M | 2.0% | New |
| AAPLApple Inc | $2.5M | 1.5% | −67.9% |
| GOOGAlphabet Inc | $2.4M | 1.4% | +530.5% |
| VIGVanguard Specialized Funds | $2.3M | 1.4% | New |
| IBITIshares Bitcoin Trust Etf | $2.2M | 1.3% | New |
| METAMeta Platforms Inc | $2.2M | 1.3% | +661.1% |
| SPEMSpdr Index Shs Fds | $2.1M | 1.3% | New |
| BUCKSimplify Exchange Traded Fun | $1.9M | 1.1% | New |
| SPYMSpdr Series Trust | $1.8M | 1.1% | New |
| COPXGlobal X Fds | $1.6M | 1.0% | New |
| SCHFSchwab Strategic Tr | $1.6M | 1.0% | New |
| SPYState Str Spdr S&p 500 Etf T | $1.6M | 1.0% | +433.6% |
| CLSCelestica Inc | $1.5M | 0.9% | New |
| AMDAdvanced Micro Devices Inc | $1.4M | 0.9% | New |
| COWZPacer Fds Tr | $1.4M | 0.9% | New |
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 |
|---|---|---|---|
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $4.1M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $2.4M |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $5.7M |
| SPYState Str Spdr S&p 500 Etf T | December 31, 2024 | +27.4% | $1.6M |
| IVVIshares Tr | December 31, 2024 | +27.2% | $1.1M |
| AAPLApple Inc | December 31, 2024 | +15.5% | $2.5M |
| METAMeta Platforms Inc | December 31, 2024 | −3.8% | $2.2M |
Sold off last quarter
- DFAIDimensional Etf Trust was $12.5M
- Dimensional Etf TrustCUSIP 25434V831 was $11.1M
- DFAEDimensional Etf Trust was $6.8M
- DFUSDimensional Etf Trust was $5.2M
- VNQVanguard Index Fds was $4.2M
- DFAXDimensional Etf Trust was $4.2M
- Dimensional Etf TrustCUSIP 25434V500 was $3.9M
- DUSBDimensional Etf Trust was $3.5M
- DFCFDimensional Etf Trust was $2.9M
- IWMIshares Tr was $2.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.1% | +14.8% |
| March 31, 2026 | −3.1% | −4.6% |
| December 31, 2025 | +1.2% | +2.4% |
| September 30, 2025 | +8.2% | +7.8% |
| June 30, 2025 | +8.8% | +10.5% |
| March 31, 2025 | −6.0% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: GK Wealth Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2069222&type=13F-HR&dateb=&owner=include&count=40CIK 2069222
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2069222/000206922226000003/Filed July 7, 2026 · accession 0002069222-26-000003