GK WEALTH MANAGEMENT LLC

PrivateCIK: 2069222
Location

RENO, NV

234
Positions
$190.46M
Total AUM (reported)
3.96M
Total Shares

Allocation by class

TOTAL AUM$190.46M234 positions
COM$61.72M32.4%
COM SHS$6.72M3.5%
CL A$5.68M3.0%
ISHARES$4.56M2.4%
ULTRA SHRT ETF$4.44M2.3%
ORDINARY SHARES$4.42M2.3%
ST STR BLO 1 ETF$4.39M2.3%

Portfolio Concentration

Top 310.8%4–1017.2%11–2519.7%Rest52.3%TOP 1028.0%0%100%
Top 3$20.51M10.8%
4–10$32.83M17.2%
11–25$37.53M19.7%
Rest$99.59M52.3%

Top 3 weight

10.8%

Top 10 weight

28.0%

Voting Authority Distribution

Total shares with voting rights: 3.96M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

3.96M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole0
Shared0
Other234
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings234
Rows:

AMAZON COM INC

DFND
COM
Shares32.34K
TypeSH
Market value$7.59M
3.98%
Sole
0.00
Shared
0.00
None
32.34K

MICRON TECHNOLOGY INC

DFND
COM
Shares5.63K
TypeSH
Market value$6.50M
3.42%
Sole
0.00
Shared
0.00
None
5.63K

TESLA INC

DFND
COM
Shares15.36K
TypeSH
Market value$6.41M
3.37%
Sole
0.00
Shared
0.00
None
15.36K

NVIDIA CORPORATION

DFND
COM
Shares28.31K
TypeSH
Market value$5.67M
2.97%
Sole
0.00
Shared
0.00
None
28.31K

LITHIUM AMERS CORP NEW

DFND
COM SHS
Shares1.43M
TypeSH
Market value$5.20M
2.73%
Sole
0.00
Shared
0.00
None
1.43M

ISHARES SILVER TR

DFND
ISHARES
Shares85.36K
TypeSH
Market value$4.56M
2.40%
Sole
0.00
Shared
0.00
None
85.36K

J P MORGAN EXCHANGE TRADED F

DFND
ULTRA SHRT ETF
Shares87.88K
TypeSH
Market value$4.44M
2.33%
Sole
0.00
Shared
0.00
None
87.88K

CREDO TECHNOLOGY GROUP HOLDI

DFND
ORDINARY SHARES
Shares16.25K
TypeSH
Market value$4.42M
2.32%
Sole
0.00
Shared
0.00
None
16.25K

SPDR SERIES TRUST

DFND
ST STR BLO 1 ETF
Shares47.91K
TypeSH
Market value$4.39M
2.31%
Sole
0.00
Shared
0.00
None
47.91K

ALPHABET INC

DFND
CAP STK CL A
Shares11.60K
TypeSH
Market value$4.15M
2.18%
Sole
0.00
Shared
0.00
None
11.60K

INVESCO EXCH TRADED FD TR II

DFND
NASDAQ 100 ETF
Shares12.44K
TypeSH
Market value$3.77M
1.98%
Sole
0.00
Shared
0.00
None
12.44K

TAIWAN SEMICONDUCTOR MANUFAC

DFND
SPONSORED ADS
Shares7.01K
TypeSH
Market value$3.35M
1.76%
Sole
0.00
Shared
0.00
None
7.01K

JANUS DETROIT STR TR

DFND
HENDRSON AAA CL
Shares64.81K
TypeSH
Market value$3.27M
1.72%
Sole
0.00
Shared
0.00
None
64.81K

EA SERIES TRUST

DFND
ALPHA ARCH 1-3
Shares27.86K
TypeSH
Market value$3.26M
1.71%
Sole
0.00
Shared
0.00
None
27.86K

MICROSOFT CORP

DFND
COM
Shares8.71K
TypeSH
Market value$3.14M
1.65%
Sole
0.00
Shared
0.00
None
8.71K

APPLE INC

DFND
COM
Shares8.73K
TypeSH
Market value$2.53M
1.33%
Sole
0.00
Shared
0.00
None
8.73K

ALPHABET INC

DFND
CAP STK CL C
Shares6.76K
TypeSH
Market value$2.39M
1.25%
Sole
0.00
Shared
0.00
None
6.76K

VANGUARD SPECIALIZED FUNDS

DFND
DIV APP ETF
Shares9.81K
TypeSH
Market value$2.32M
1.22%
Sole
0.00
Shared
0.00
None
9.81K

ISHARES BITCOIN TRUST ETF

DFND
SHS BEN INT
Shares66.94K
TypeSH
Market value$2.23M
1.17%
Sole
0.00
Shared
0.00
None
66.94K

META PLATFORMS INC

DFND
CL A
Shares3.95K
TypeSH
Market value$2.23M
1.17%
Sole
0.00
Shared
0.00
None
3.95K

SPDR INDEX SHS FDS

DFND
ST PORT MARK ETF
Shares40.32K
TypeSH
Market value$2.09M
1.10%
Sole
0.00
Shared
0.00
None
40.32K

SIMPLIFY EXCHANGE TRADED FUN

DFND
TREASURY OPT INC
Shares79.70K
TypeSH
Market value$1.87M
0.98%
Sole
0.00
Shared
0.00
None
79.70K

SPDR SERIES TRUST

DFND
ST STR P500ETF
Shares21.02K
TypeSH
Market value$1.85M
0.97%
Sole
0.00
Shared
0.00
None
21.02K

GLOBAL X FDS

DFND
GLOBAL X COPPER
Shares21.08K
TypeSH
Market value$1.62M
0.85%
Sole
0.00
Shared
0.00
None
21.08K

SCHWAB STRATEGIC TR

DFND
INTL EQTY ETF
Shares58.55K
TypeSH
Market value$1.62M
0.85%
Sole
0.00
Shared
0.00
None
58.55K
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