Filed: 7/17/2025ACC: 0001172661-25-002639
๐ What this filing means
GC WEALTH MANAGEMENT RIA, LLC filed this quarterly 13FโHR report disclosing 526 equity positions with a total reported market value of $1.22B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
526
Positions
$1.22B
Total AUM (reported)
12.60M
Total Shares
Allocation by class
COM$671.91M54.9%
CL A$123.90M10.1%
CAP STK CL C$38.03M3.1%
CAP STK CL A$28.75M2.3%
COM CL A$22.54M1.8%
SHS$21.60M1.8%
COM NEW$20.41M1.7%
Portfolio Concentration
Top 3$190.82M15.6%
4โ10$231.92M19.0%
11โ25$145.21M11.9%
Rest$655.55M53.6%
Top 3 weight
15.6%
Top 10 weight
34.6%
Voting Authority Distribution
Total shares with voting rights: 12.60M
Sole
Full voting authority
12.60M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole526
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings526
Rows:
META PLATFORMS INC
SOLEShares95.03K
TypeSH
Market value$70.14M
5.73%
Sole
95.03K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares226.08K
TypeSH
Market value$61.65M
5.04%
Sole
226.08K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares118.67K
TypeSH
Market value$59.03M
4.82%
Sole
118.67K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares347.79K
TypeSH
Market value$54.95M
4.49%
Sole
347.79K
Shared
0.00
None
0.00
APPLE INC
SOLEShares228.72K
TypeSH
Market value$46.93M
3.84%
Sole
228.72K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares214.39K
TypeSH
Market value$38.03M
3.11%
Sole
214.39K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares140.56K
TypeSH
Market value$30.84M
2.52%
Sole
140.56K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares163.15K
TypeSH
Market value$28.75M
2.35%
Sole
163.15K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares29.50K
TypeSH
Market value$18.23M
1.49%
Sole
29.50K
Shared
0.00
None
0.00
VISA INC
SOLEShares39.99K
TypeSH
Market value$14.20M
1.16%
Sole
39.99K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares51.11K
TypeSH
Market value$14.09M
1.15%
Sole
51.11K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares47.89K
TypeSH
Market value$13.88M
1.13%
Sole
47.89K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares21.39K
TypeSH
Market value$10.39M
0.85%
Sole
21.39K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares34.16K
TypeSH
Market value$10.38M
0.85%
Sole
34.16K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares17.03K
TypeSH
Market value$9.67M
0.79%
Sole
17.03K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares11.99K
TypeSH
Market value$9.35M
0.76%
Sole
11.99K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares16.62K
TypeSH
Market value$9.17M
0.75%
Sole
16.62K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares20.87K
TypeSH
Market value$9.15M
0.75%
Sole
20.87K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares79.90K
TypeSH
Market value$8.80M
0.72%
Sole
79.90K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares40.15K
TypeSH
Market value$8.78M
0.72%
Sole
40.15K
Shared
0.00
None
0.00
TCW ETF TRUST
SOLEShares249.36K
TypeSH
Market value$8.73M
0.71%
Sole
249.36K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares15.09K
TypeSH
Market value$8.48M
0.69%
Sole
15.09K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares40.09K
TypeSH
Market value$8.20M
0.67%
Sole
40.09K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares8.20K
TypeSH
Market value$8.12M
0.66%
Sole
8.20K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.00
TypeSH
Market value$8.02M
0.66%
Sole
11.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 95.03K | SH | $70.14M 5.73% | 95.03K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 226.08K | SH | $61.65M 5.04% | 226.08K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 118.67K | SH | $59.03M 4.82% | 118.67K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 347.79K | SH | $54.95M 4.49% | 347.79K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 228.72K | SH | $46.93M 3.84% | 228.72K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 214.39K | SH | $38.03M 3.11% | 214.39K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 140.56K | SH | $30.84M 2.52% | 140.56K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 163.15K | SH | $28.75M 2.35% | 163.15K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 29.50K | SH | $18.23M 1.49% | 29.50K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 39.99K | SH | $14.20M 1.16% | 39.99K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 51.11K | SH | $14.09M 1.15% | 51.11K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 47.89K | SH | $13.88M 1.13% | 47.89K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 21.39K | SH | $10.39M 0.85% | 21.39K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 34.16K | SH | $10.38M 0.85% | 34.16K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 17.03K | SH | $9.67M 0.79% | 17.03K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 11.99K | SH | $9.35M 0.76% | 11.99K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 16.62K | SH | $9.17M 0.75% | 16.62K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 20.87K | SH | $9.15M 0.75% | 20.87K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 79.90K | SH | $8.80M 0.72% | 79.90K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 40.15K | SH | $8.78M 0.72% | 40.15K | 0.00 | 0.00 |
TCW ETF TRUSTSOLE | COMPOUNDERS ETF | 249.36K | SH | $8.73M 0.71% | 249.36K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 15.09K | SH | $8.48M 0.69% | 15.09K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 40.09K | SH | $8.20M 0.67% | 40.09K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 8.20K | SH | $8.12M 0.66% | 8.20K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 11.00 | SH | $8.02M 0.66% | 11.00 | 0.00 | 0.00 |
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