GC Wealth Management RIA, LLC
SEC Form 13F institutional filer · CIK 0002011169
13F-HR · 254 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.73B
Top-10 concentration
55.7%
GC Wealth Management RIA, LLC — $1.73B AUM allocation strategy
GC Wealth Management RIA, LLC files SEC Form 13F and reports $1.73B of long US equity value across 254 reported holdings for 2026-03-31.
Its largest sector bet is Communication Services 26.6%, followed by Information Technology 22.4% and Consumer Discretionary 5.4%.
The top 10 holdings account for 56% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
GC Wealth Management RIA, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.73B
total across 254 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
56% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +172K sh · +$25.2M+$SCHW +48.9K sh · +$1.25M+$META +32.3K sh · −$10.3M
Biggest trims (shares)
−$IVZ −266K sh · −$3.4M−$ABNB −115K sh · −$15.8M−$VOO −40.8K sh · −$20.7M
Exited to nil (held last quarter, gone now)
$INCY ($1.63M last qtr)$BEN ($728K last qtr)$APH ($488K last qtr)$CMG ($406K last qtr)$STZ ($316K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services26.6%—
- Semiconductors9.4%—
- Technology Hardware, Storage & Peripherals5.2%—
- Systems Software3.8%—
- Application Software3.3%—
- Broadline Retail3.0%—
- Automobile Manufacturers2.4%—
- Multi-Sector Holdings1.1%—
- Other holdings45.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $META | Meta Platforms Inc | 359K | $205M | +32.3K | 11.9% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 512K | $147M | +8.22K | 8.5% |
| $NVDA | NVIDIA Corporation | 765K | $133M | +853 | 7.7% |
| $GOOGL | Alphabet Inc | 370K | $106M | -4.36K | 6.1% |
| $AAPL | Apple Inc | 355K | $90.2M | +7.53K | 5.2% |
| $MSFT | Microsoft Corporation | 176K | $65M | +6.86K | 3.8% |
| $CRM | Salesforce Inc | 314K | $56.9M | -3.31K | 3.3% |
| $AMZN | Amazon.com Inc | 248K | $51.7M | +10.3K | 3.0% |
| $TSLA | Tesla Inc | 110K | $41M | +3.41K | 2.4% |
…and 245 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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