GC Wealth Management RIA, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 16, 2026), GC Wealth Management RIA, LLC reported 483 stock positions worth $1.7 billion. Its top holding was Tempus AI Class A (TEM) at 8.1% of the portfolio, followed by Nvidia (NVDA, 6.2%) and Apple (AAPL, 4.1%). Compared with Q1 2026, it opened 46 new positions, sold out of 70, added to 112 and reduced 304. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +37%) and the biggest sale Meta Platforms Class A (META, shares −86%).

Most Recent 13F
Q2 2026
Location
Cambridge, MA
CIK
0002011169
Portfolio Value
$1.7B (Q2 2026)
SEC Filing
0001172661-26-002644 ↗ filed Jul 16, 2026

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $499.4M Q1 2024 Q2 2024: $506.5M Q2 2024 Q3 2024: $572.6M Q3 2024 Q4 2024: $569.0M Q4 2024 Q1 2025: $544.8M Q1 2025 Q2 2025: $1.2B Q2 2025 Q3 2025: $3.0B Q3 2025 Q4 2025: $2.7B Q4 2025 Q1 2026: $2.4B Q1 2026 Q2 2026: $1.7B $1.7B Q2 2026

Holdings 483 stocks · $1.7B

TEM Tempus AI Inc. Class A 8.05% 2,411,368 $139.7M Reduce -63.5%
NVDA Nvidia Corp. 6.22% 538,713 $107.8M Reduce -29.5%
AAPL Apple Inc. 4.07% 244,096 $70.6M Reduce -31.3%
GOOGL Alphabet Inc. Class A 3.96% 192,237 $68.7M Reduce -62.5%
IVV iShares Core S&P 500 ETF 3.50% 81,012 $60.7M Add +37.5%
MSFT Microsoft Corp. 3.15% 146,616 $54.7M Reduce -16.5%
AMZN Amazon.com Inc. 2.87% 208,781 $49.8M Reduce -15.8%
QQQ Invesco QQQ Trust Series 1 2.19% 51,494 $37.9M Add +7.4%
AVGO Broadcom Inc. 1.78% 81,883 $30.9M Reduce -9.2%
SPY SS SPDR S&P 500 ETF Trust-US 1.65% 38,398 $28.7M Reduce -25.3%
META Meta Platforms Inc. Class A 1.62% 49,735 $28.0M Reduce -86.2%
GOOG Alphabet Inc. Class C 1.51% 74,183 $26.2M Reduce -79.9%
IOT Samsara Inc. Class A 1.47% 788,365 $25.6M Reduce -1.4%
LLY Eli Lilly & Co. 1.27% 18,328 $22.0M Reduce -7.6%
VOO Vanguard S&P 500 ETF 1.16% 29,388 $20.2M Add +19.8%
V Visa Inc. Class A 1.04% 52,659 $18.1M Reduce -9.3%
GLD SPDR Gold Shares 0.96% 45,386 $16.7M Reduce -1.6%
LRCX Lam Research Corp. 0.87% 34,637 $15.0M Reduce -0.5%
PWR Quanta Services Inc. 0.82% 19,805 $14.3M Reduce -1.3%
CRM Salesforce Inc. 0.77% 85,099 $13.3M Reduce -69.8%
JPM JPMorgan Chase & Co. 0.74% 39,243 $12.8M Reduce -24.1%
PANW Palo Alto Networks Inc. 0.72% 36,432 $12.4M Reduce -7.5%
IWF iShares Russell 1000 Growth 0.71% 99,550 $12.4M Add +33.7%
NOW ServiceNow Inc. 0.65% 114,088 $11.3M Add +2.2%
TSM Taiwan Semiconductor-SP ADR 0.64% 23,407 $11.2M Reduce -33.6%
VTI VG Morningstar TS MKT ETF-US 0.63% 29,694 $11.0M Reduce -13.8%
VUG Vanguard Mrngstar GR ETF-Sui 0.62% 125,613 $10.8M Reduce -13.9%
PH Parker Hannifin Corp. 0.60% 10,643 $10.4M Add +0.1%
MU Micron Technology Inc. 0.60% 8,993 $10.4M Reduce -11.3%
COST Costco Wholesale Corp. 0.59% 11,027 $10.3M Reduce -8.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.59% 67,855 $10.3M Reduce -7.2%
IWB iShares Russell 1000 ETF 0.59% 24,847 $10.2M Add +5.1%
VIG Vanguard Dividend Apprec ETF 0.56% 41,364 $9.8M Reduce -5.9%
IVW iShares S&P 500 Growth ETF 0.56% 70,508 $9.7M Reduce -8.8%
DASH DoorDash Inc. Class A 0.56% 52,531 $9.7M Reduce -10.7%
DGRO iShares Core Dividend Growth 0.54% 123,600 $9.4M Add +47.7%
ABBV Abbvie Inc. 0.54% 37,102 $9.3M Reduce -6.1%
AMD Advanced Micro Devices 0.53% 15,805 $9.2M Reduce -2.5%
CRWD CrowdStrike Holdings Inc. Class A 0.48% 10,920 $8.3M Reduce -14.4%
TXN Texas Instruments Inc. 0.48% 27,685 $8.3M Reduce -14.6%
BRK.A Berkshire Hathaway Inc. Class A 0.47% 11 $8.2M Reduce -8.3%
BRK.B Berkshire Hathaway Inc. Class B 0.46% 16,010 $8.0M Reduce -59.2%
IJH iShares Core S&P Midcap ETF 0.46% 103,238 $8.0M Reduce -17.6%
ETN Eaton Corp. PLC 0.45% 18,256 $7.8M Reduce -6.8%
ANET Arista Networks Inc. 0.43% 44,048 $7.5M Reduce -61.8%
VEA Vanguard Ftse Developed ETF 0.43% 104,307 $7.4M Add +5.5%
ADI Analog Devices Inc. 0.42% 18,421 $7.3M Reduce -1.5%
TSLA Tesla Inc. 0.42% 17,263 $7.3M Reduce -84.4%
COF Capital One Financial Corp. 0.41% 35,174 $7.1M Add +43.8%
EAGL Eagle Capital Select Eqty 0.40% 217,728 $7.0M Reduce -12.8%
MA Mastercard Inc. Class A 0.40% 13,578 $7.0M Reduce -13.1%
SNOW Snowflake Inc. 0.40% 27,326 $7.0M Add +6.0%
CB Chubb Ltd. 0.39% 19,931 $6.8M Reduce -12.8%
TMO Thermo Fisher Scientific Inc. 0.38% 13,285 $6.7M Reduce -21.4%
BAC Bank of America Corp. 0.38% 115,603 $6.6M Reduce -16.0%
UNH Unitedhealth Group Inc. 0.38% 15,847 $6.6M Reduce -18.8%
AMAT Applied Materials Inc. 0.38% 9,035 $6.5M Reduce -10.5%
ISRG Intuitive Surgical Inc. 0.37% 16,188 $6.4M Reduce -3.6%
MS Morgan Stanley 0.37% 30,605 $6.4M Reduce -14.9%
IEMG iShares Core MSCI Emerging 0.34% 70,714 $5.9M Add +8.1%
SMH Vaneck Semiconductor ETF 0.33% 8,728 $5.7M Add +20.6%
BKNG Booking Holdings Inc. 0.33% 32,098 $5.7M Reduce -0.5%
HD Home Depot Inc. 0.33% 16,216 $5.7M Reduce -15.1%
WMT Walmart Inc. 0.33% 50,166 $5.7M Reduce -39.9%
HOOD Robinhood Markets Inc. Class A 0.32% 55,711 $5.6M Reduce -32.2%
XOM Exxon Mobil Corp. 0.32% 40,038 $5.5M Reduce -8.0%
CVX Chevron Corp. 0.31% 32,827 $5.4M Reduce -5.0%
CSCO Cisco Systems Inc. 0.31% 45,626 $5.4M Reduce -47.6%
ORCL Oracle Corp. 0.29% 34,838 $5.1M Reduce -10.9%
LIN Linde PLC 0.29% 9,683 $5.0M Add +0.1%
MRK Merck & Co. Inc. 0.29% 39,089 $5.0M Reduce -5.9%
NFLX Netflix Inc. 0.29% 70,325 $5.0M Reduce -26.5%
CTVA Corteva Inc. 0.28% 58,067 $4.9M Reduce -0.4%
MCK McKesson Corp. 0.28% 6,427 $4.9M Add +0.9%
JNJ Johnson & Johnson 0.27% 18,773 $4.8M Reduce -13.1%
GLDM SPDR Gold Minishares Trust 0.26% 57,375 $4.6M New
IWM iShares Russell 2000 ETF 0.26% 15,064 $4.5M Reduce -8.3%
WFC Wells Fargo & Co. 0.26% 54,405 $4.5M Reduce -3.3%
CAT Caterpillar Inc. 0.26% 4,222 $4.5M Reduce -5.8%
UNP Union Pacific Corp. 0.26% 16,455 $4.5M Reduce -6.4%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.26% 2,237 $4.5M Reduce -15.1%
ICE Intercontinental Exchange Inc. 0.25% 35,757 $4.4M Reduce -9.1%
PEP Pepsico Inc. 0.25% 31,893 $4.3M Reduce -14.5%
UBER Uber Technologies Inc. 0.25% 59,626 $4.3M Reduce -36.2%
VWO Vanguard Ftse Emerging Marke 0.24% 70,020 $4.2M Add +2.9%
CTAS Cintas Corp. 0.24% 24,398 $4.1M Add +0.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.24% 18,973 $4.1M Add +0.7%
GS Goldman Sachs Group Inc. 0.23% 4,005 $4.1M Reduce -13.9%
XLK SS Technology Select Sector 0.23% 20,488 $3.9M Add +57.4%
VYM Vanguard High DVD Yield ETF 0.22% 23,999 $3.8M Reduce -20.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.22% 46,919 $3.8M Add +5.3%
RTX RTX Corp. 0.21% 18,897 $3.6M Reduce -15.4%
TT Trane Technologies PLC 0.20% 7,111 $3.5M Add +1.8%
VT Vanguard Tot World STK ETF 0.20% 21,935 $3.4M Reduce -7.0%
AZN Astrazeneca PLC 0.20% 18,143 $3.4M Reduce -11.6%
ESGD iShares Trust iShares ESG Aw 0.20% 33,427 $3.4M Reduce -2.1%
HIMU iShares High Yild Muni A ETF 0.19% 66,744 $3.3M Add +3.4%
SPHQ Invesco S&P 500 Quality ETF 0.19% 36,786 $3.3M Reduce -14.0%
KO The Coca-Cola Co. 0.19% 40,198 $3.3M Reduce -11.3%
DHR Danaher Corp. 0.18% 16,810 $3.2M Reduce -8.1%

Show all 483 holdings

Portfolio Sells Q1 2026 → Q2 2026

META Meta Platforms Inc. Class A Reduce -86.2% 1.62% −6.89
TEM Tempus AI Inc. Class A Reduce -63.5% 8.05% −4.32
GOOG Alphabet Inc. Class C Reduce -79.9% 1.51% −2.88
GOOGL Alphabet Inc. Class A Reduce -62.5% 3.96% −2.14
CRM Salesforce Inc. Reduce -69.8% 0.77% −1.41
TSLA Tesla Inc. Reduce -84.4% 0.42% −1.28
PRCH Porch Group Inc. Sold out 0.00% −1.21
TEAM Atlassian Corp. Class A Sold out 0.00% −0.94
RGEF Rockefeller Global Eqty ETF Sold out 0.00% −0.51
UPST Upstart Holdings Inc. Sold out 0.00% −0.37
BRK.B Berkshire Hathaway Inc. Class B Reduce -59.2% 0.46% −0.32
LIND Lindblad Expeditions Holding Sold out 0.00% −0.21
CRCL Circle Internet Group Inc. Reduce -86.3% 0.03% −0.21
SNPS Synopsys Inc. Reduce -96.2% 0.01% −0.20
RSMC Rockefeller US Small-Mid Cap Sold out 0.00% −0.16
ANET Arista Networks Inc. Reduce -61.8% 0.43% −0.15
AVUV Avantis US Small Cap Value Reduce -78.0% 0.07% −0.13
PD Pagerduty Inc. Sold out 0.00% −0.11
WMT Walmart Inc. Reduce -39.9% 0.33% −0.10
NFLX Netflix Inc. Reduce -26.5% 0.29% −0.09
AMH American Homes 4 Rent- A Sold out 0.00% −0.09
ILMN Illumina Inc. Reduce -82.4% 0.05% −0.09
INTU Intuit Inc. Reduce -32.0% 0.12% −0.09
RUN Sunrun Inc. Sold out 0.00% −0.08
COIN Coinbase Global Inc. Class A Sold out 0.00% −0.08
BMY Bristol-Myers Squibb Co. Reduce -84.6% 0.02% −0.08
BP BP PLC-Spons ADR Sold out 0.00% −0.07
XYZ Block Inc. Reduce -80.4% 0.04% −0.07
RDDT Reddit Inc. Class A Reduce -66.7% 0.11% −0.07
APPS Digital Turbine Inc. Sold out 0.00% −0.07
ICSH iShares Ultra Short Duration Sold out 0.00% −0.07
BABA Alibaba Group Holding-SP ADR Sold out 0.00% −0.06
EFV iShares MSCI Eafe Value ETF Sold out 0.00% −0.06
AVDV Avantis Intl S/C Value ETF Sold out 0.00% −0.06
RBLX Roblox Corp. Class A Sold out 0.00% −0.05
KAZR Skyline Builders Group Hol-A Sold out 0.00% −0.05
SPOT Spotify Technology SA Reduce -51.3% 0.09% −0.05
DDOG Datadog Inc. Class A Sold out 0.00% −0.05
FIG Figma Inc. Class A Sold out 0.00% −0.05
HON Honeywell International Inc. Reduce -19.9% 0.06% −0.05
OPPE Wisdomtree European Opport Reduce -47.6% 0.14% −0.05
CUE Cue Biopharma Inc. Sold out 0.00% −0.04
UI Ubiquiti Inc. Sold out 0.00% −0.04
LEU Centrus Energy Corp. Class A Sold out 0.00% −0.04
NCLO Nuveen Aa-BBB Clo ETF Sold out 0.00% −0.03
UBER Uber Technologies Inc. Reduce -36.2% 0.25% −0.03
NOBL Proshares S&P 500 Dividend A Reduce -55.4% 0.05% −0.03
SUB iShares Short-Term National Sold out 0.00% −0.03
SLNO Soleno Therapeutics Inc. Sold out 0.00% −0.03
FBTC Fidelity Wise Origin Bitcoin Reduce -54.3% 0.03% −0.03

Portfolio Buys Q1 2026 → Q2 2026

IVV iShares Core S&P 500 ETF Add +37.5% 3.50% +1.90
QQQ Invesco QQQ Trust Series 1 Add +7.4% 2.19% +1.04
VOO Vanguard S&P 500 ETF Add +19.8% 1.16% +0.56
IWF iShares Russell 1000 Growth Add +33.7% 0.71% +0.38
DGRO iShares Core Dividend Growth Add +47.7% 0.54% +0.30
GLDM SPDR Gold Minishares Trust New 0.26% +0.26
SNOW Snowflake Inc. Add +6.0% 0.40% +0.24
IWB iShares Russell 1000 ETF Add +5.1% 0.59% +0.24
COF Capital One Financial Corp. Add +43.8% 0.41% +0.22
SMH Vaneck Semiconductor ETF Add +20.6% 0.33% +0.22
PH Parker Hannifin Corp. Add +0.1% 0.60% +0.21
NOW ServiceNow Inc. Add +2.2% 0.65% +0.17
VEA Vanguard Ftse Developed ETF Add +5.5% 0.43% +0.17
TLT iShares 20+ Year Treasury BD New 0.16% +0.16
UPS United Parcel Service Class B Add +341.1% 0.18% +0.15
XLK SS Technology Select Sector Add +57.4% 0.23% +0.15
IEMG iShares Core MSCI Emerging Add +8.1% 0.34% +0.15
VCSH Vanguard S/T Corp. Bond ETF Add +763.9% 0.16% +0.15
MDB Mongodb Inc. Add +350.4% 0.16% +0.15
IEI iShares 3-7 Year Treasury Bo New 0.14% +0.14
IEUR iShares Core MSCI Europe ETF Add +692.3% 0.14% +0.13
BAR Graniteshares Gold Trust New 0.12% +0.12
NU Nu Holdings Ltd./Cayman Isl-A Add +138.7% 0.17% +0.12
ABNB Airbnb Inc. Class A Add +69.4% 0.18% +0.11
VEU Vanguard Ftse All-World Ex-U New 0.11% +0.11
XLF SS Financial Select Sector Add +172.9% 0.14% +0.10
LIN Linde PLC Add +0.1% 0.29% +0.09
VWO Vanguard Ftse Emerging Marke Add +2.9% 0.24% +0.09
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +5.3% 0.22% +0.09
VTV Vanguard Mrngstr Val ETF-Aui Add +0.7% 0.24% +0.09
IEF iShares 7-10 Year Treasury B Add +409.1% 0.10% +0.08
STM Stmicroelectronics NV-NY SHS New 0.08% +0.08
TT Trane Technologies PLC Add +1.8% 0.20% +0.08
IJR iShares Core S&P Small-Cap E Add +10.0% 0.17% +0.08
CTAS Cintas Corp. Add +0.1% 0.24% +0.07
MLPX Global X MLP & Energy Infras New 0.07% +0.07
IJK iShares S&P Mid-Cap 400 Grow Add +0.9% 0.17% +0.07
NVO Novo-Nordisk A/S-Spons ADR Add +38.4% 0.11% +0.07
HIMU iShares High Yild Muni A ETF Add +3.4% 0.19% +0.06
MUB iShares National Muni Bond E Add +38.6% 0.12% +0.06
TSEM Tower Semiconductor Ltd. New 0.06% +0.06
IUSG iShares Core S&P U.S. Growth Add +2.5% 0.13% +0.06
VB Vanguard Most SM-Cap ETF-Usd Add +4.0% 0.14% +0.06
XLC SS Comm Select Sector SPDR New 0.06% +0.06
NOK Nokia Corp.-Spon ADR New 0.06% +0.06
MCK McKesson Corp. Add +0.9% 0.28% +0.05
MUFG Mitsubishi Ufj Finl-Spon ADR Add +14.9% 0.11% +0.05
STX Seagate Technology Holdings New 0.05% +0.05
KKR KKR & Co. Inc. Add +0.0% 0.17% +0.05
SAP Sap SE-Sponsored ADR Add +32.1% 0.12% +0.05

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 483$1.7BTEM, NVDA, AAPL, GOOGL, IVV
Q1 2026 506$2.4BTEM, META, GOOGL, NVDA, GOOG
Q4 2025 526$2.7BTEM, META, GOOGL, NVDA, GOOG
Q3 2025 848$3.0BMETA, NVDA, GOOGL, MSFT, AAPL
Q2 2025 524$1.2BMETA, CRM, MSFT, NVDA, AAPL
Q1 2025 305$544.8MCRM, AAPL, MSFT, GOOG, SPY
Q4 2024 289$569.0MCRM, AAPL, MSFT, GOOG, SPY
Q3 2024 296$572.6MCRM, AAPL, MSFT, GOOG, SPY
Q2 2024 268$506.5MCRM, MSFT, AAPL, GOOG, SPY
Q1 2024 271$499.4MCRM, MSFT, AAPL, GOOG, SPY