GC Wealth Management RIA, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), GC Wealth Management RIA, LLC reported 271 stock positions worth $499.4 million. Its top holding was Salesforce (CRM) at 15.9% of the portfolio, followed by Microsoft (MSFT, 6.0%) and Apple (AAPL, 3.6%). Compared with Q4 2023, it opened 66 new positions, sold out of 17, added to 157 and reduced 34. The biggest buy was Salesforce (CRM, shares +2982%) and the biggest sale Vanguard Tot World STK ETF (VT, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Cambridge, MA
- CIK
- 0002011169
- Portfolio Value
- $499.4M (Q1 2024)
- SEC Filing
- 0001172661-24-002171 ↗ filed May 10, 2024
Holdings Value
Holdings 271 stocks · $499.4M
| CRM Salesforce Inc. | 15.90% | 263,669 | $79.4M | Add +2981.7% |
| MSFT Microsoft Corp. | 5.97% | 70,837 | $29.8M | Add +289.7% |
| AAPL Apple Inc. | 3.57% | 103,925 | $17.8M | Add +43.3% |
| GOOG Alphabet Inc. Class C | 3.43% | 112,427 | $17.1M | Add +823.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.96% | 28,242 | $14.8M | Add +71.6% |
| VIG Vanguard Dividend Apprec ETF | 1.85% | 50,477 | $9.2M | Add +51.1% |
| AMZN Amazon.com Inc. | 1.63% | 45,223 | $8.2M | Add +170.1% |
| VTI VG Morningstar TS MKT ETF-US | 1.57% | 30,114 | $7.8M | Add +2565.0% |
| IJH iShares Core S&P Midcap ETF | 1.55% | 127,045 | $7.7M | Add +1900.7% |
| GOOGL Alphabet Inc. Class A | 1.52% | 50,299 | $7.6M | Add +40.9% |
| NVDA Nvidia Corp. | 1.44% | 7,985 | $7.2M | Add +8.2% |
| RSP Invesco S&P 500 Equal Weight | 1.43% | 42,292 | $7.2M | Add +2.9% |
| IVW iShares S&P 500 Growth ETF | 1.35% | 79,770 | $6.7M | Add +603.4% |
| PSA Public Storage | 1.30% | 22,456 | $6.5M | New |
| VOO Vanguard S&P 500 ETF | 1.29% | 13,383 | $6.4M | Add +115.4% |
| VYM Vanguard High DVD Yield ETF | 1.25% | 51,493 | $6.2M | Add +14.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.18% | 17,106 | $5.9M | New |
| IJR iShares Core S&P Small-Cap E | 1.14% | 51,677 | $5.7M | Add +856.8% |
| VT Vanguard Tot World STK ETF | 1.08% | 48,686 | $5.4M | Reduce -2.5% |
| SHYG iShares 0-5 YR HY Corp. Bond | 1.06% | 124,729 | $5.3M | Add +79.6% |
| SPGP Invesco S&P 500 Garp ETF | 0.97% | 45,681 | $4.9M | Add +9.3% |
| NOBL Proshares S&P 500 Dividend A | 0.88% | 43,428 | $4.4M | Reduce -1.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.88% | 28,044 | $4.4M | Add +0.6% |
| V Visa Inc. Class A | 0.85% | 15,209 | $4.2M | Add +33.2% |
| UNH Unitedhealth Group Inc. | 0.85% | 8,542 | $4.2M | Add +41.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.84% | 9,443 | $4.2M | Add +256.3% |
| JPM JPMorgan Chase & Co. | 0.81% | 20,274 | $4.1M | Add +17.7% |
| SPHQ Invesco S&P 500 Quality ETF | 0.73% | 60,566 | $3.7M | Add +4.3% |
| META Meta Platforms Inc. Class A | 0.69% | 7,131 | $3.5M | Add +24.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.66% | 13,193 | $3.3M | Add +786.0% |
| AMH American Homes 4 Rent- A | 0.58% | 78,937 | $2.9M | New |
| ESGD iShares Trust iShares ESG Aw | 0.55% | 34,104 | $2.7M | New |
| CVX Chevron Corp. | 0.54% | 17,126 | $2.7M | Add +8.8% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.53% | 29,244 | $2.7M | New |
| MA Mastercard Inc. Class A | 0.53% | 5,520 | $2.7M | Add +23.3% |
| IWM iShares Russell 2000 ETF | 0.52% | 12,375 | $2.6M | New |
| LLY Eli Lilly & Co. | 0.52% | 3,324 | $2.6M | Add +36.9% |
| JNJ Johnson & Johnson | 0.50% | 15,772 | $2.5M | Add +25.6% |
| AZPN Aspen Technology Inc. | 0.48% | 11,197 | $2.4M | New |
| NEAR iShares SH Dba ETF Usd Inc. | 0.48% | 47,175 | $2.4M | Add +36.3% |
| MRK Merck & Co. Inc. | 0.45% | 17,060 | $2.3M | Add +61.9% |
| NKE Nike Inc. Class B | 0.44% | 23,287 | $2.2M | Add +9.8% |
| IVV iShares Core S&P 500 ETF | 0.44% | 4,150 | $2.2M | Add +36.1% |
| WMT Walmart Inc. | 0.43% | 35,824 | $2.2M | Add +34.4% |
| TMO Thermo Fisher Scientific Inc. | 0.43% | 3,703 | $2.2M | Add +89.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 5,053 | $2.1M | Add +14.4% |
| IWF iShares Russell 1000 Growth | 0.42% | 6,170 | $2.1M | Add +657.1% |
| IJS iShares S&P Small-Cap 600 Va | 0.41% | 19,878 | $2.0M | New |
| WRK Westrock Co. | 0.41% | 41,260 | $2.0M | Reduce -20.0% |
| TT Trane Technologies PLC | 0.41% | 6,793 | $2.0M | New |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.40% | 16,867 | $2.0M | Add +9.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.40% | 52,308 | $2.0M | Add +5.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.39% | 7,396 | $1.9M | Add +58.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.38% | 14,894 | $1.9M | Add +7.0% |
| VNQ Vanguard Real Estate ETF | 0.38% | 22,072 | $1.9M | New |
| CSCO Cisco Systems Inc. | 0.38% | 37,934 | $1.9M | Add +18.3% |
| COST Costco Wholesale Corp. | 0.37% | 2,552 | $1.9M | Add +31.6% |
| AZN Astrazeneca PLC-Spons ADR | 0.37% | 27,386 | $1.9M | Add +4.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.37% | 7,817 | $1.8M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.36% | 17,837 | $1.8M | Add +99.2% |
| FTSM First Trust Enh Short Mat FD | 0.34% | 28,794 | $1.7M | New |
| PEP Pepsico Inc. | 0.34% | 9,650 | $1.7M | Add +48.8% |
| VEA Vanguard Ftse Developed ETF | 0.34% | 33,491 | $1.7M | Add +624.0% |
| ABBV Abbvie Inc. | 0.32% | 8,670 | $1.6M | Reduce -6.5% |
| UPS United Parcel Service Class B | 0.31% | 10,530 | $1.6M | Add +11.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.30% | 6,648 | $1.5M | New |
| HON Honeywell International Inc. | 0.30% | 7,317 | $1.5M | Add +0.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.30% | 13,555 | $1.5M | Add +0.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.29% | 28,571 | $1.5M | Reduce -0.1% |
| IWV iShares Russell 3000 ETF | 0.29% | 4,809 | $1.4M | Add +4.0% |
| CVS CVS Health Corp. | 0.28% | 17,534 | $1.4M | Add +13.0% |
| TMUS T-Mobile US Inc. | 0.28% | 8,476 | $1.4M | Add +52.4% |
| RTX RTX Corp. | 0.28% | 14,174 | $1.4M | Add +4.2% |
| NFLX Netflix Inc. | 0.27% | 2,239 | $1.4M | Add +187.1% |
| PG The Procter & Gamble Co. | 0.27% | 8,275 | $1.3M | Add +77.9% |
| SMMD iShares Russell 2500 ETF | 0.27% | 20,282 | $1.3M | Add +1.6% |
| LOW Lowe's Cos Inc. | 0.26% | 5,042 | $1.3M | Add +1.2% |
| EFA iShares MSCI Eafe ETF | 0.25% | 15,886 | $1.3M | New |
| MCD McDonald's Corp. | 0.25% | 4,470 | $1.3M | Add +3.9% |
| CMCSA Comcast Corp. Class A | 0.25% | 29,032 | $1.3M | Add +18.3% |
| AMGN Amgen Inc. | 0.25% | 4,408 | $1.3M | Add +366.5% |
| SAFT Safety Insurance Group Inc. | 0.25% | 14,906 | $1.2M | No change |
| MDT Medtronic PLC | 0.24% | 13,693 | $1.2M | Add +57.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.24% | 7,308 | $1.2M | New |
| DUK Duke Energy Corp. | 0.24% | 12,263 | $1.2M | Add +70.7% |
| QCOM Qualcomm Inc. | 0.24% | 6,980 | $1.2M | Add +35.6% |
| SAP Sap SE-Sponsored ADR | 0.23% | 5,797 | $1.1M | Add +2.8% |
| HD Home Depot Inc. | 0.22% | 2,925 | $1.1M | Add +45.4% |
| NOW ServiceNow Inc. | 0.22% | 1,463 | $1.1M | Add +8.0% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.22% | 13,826 | $1.1M | New |
| COP Conocophillips | 0.22% | 8,703 | $1.1M | Add +7.4% |
| VWO Vanguard Ftse Emerging Marke | 0.22% | 26,333 | $1.1M | New |
| ACN Accenture PLC Class A | 0.22% | 3,141 | $1.1M | Add +17.9% |
| KMI Kinder Morgan Inc. | 0.21% | 58,503 | $1.1M | Add +4.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.21% | 1,085 | $1.1M | Reduce -8.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.21% | 7,716 | $1.0M | Add +173.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.21% | 14,073 | $1.0M | Add +55.1% |
| PFE Pfizer Inc. | 0.21% | 36,918 | $1.0M | Add +4.1% |
| LIN Linde PLC | 0.20% | 2,186 | $1.0M | Add +17.0% |
| ABT Abbott Laboratories | 0.20% | 8,710 | $990K | Add +25.8% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $205K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 4,750 | $205K | New |
Total filed on the 13F, all lines: $499.6M.
Portfolio Sells Q4 2023 → Q1 2024
| VT Vanguard Tot World STK ETF | Reduce -2.5% | 1.08% | −1.24 |
| NOBL Proshares S&P 500 Dividend A | Reduce -1.4% | 0.88% | −1.01 |
| GLD SPDR Gold Shares | Reduce -74.3% | 0.08% | −0.60 |
| WRK Westrock Co. | Reduce -20.0% | 0.41% | −0.56 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −0.52 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -0.1% | 0.29% | −0.37 |
| ABBV Abbvie Inc. | Reduce -6.5% | 0.32% | −0.33 |
| BA The Boeing Co. | Sold out | 0.00% | −0.32 |
| NAD Nuveen Quality Municipal Inc. | Reduce -13.0% | 0.18% | −0.29 |
| PYPL PayPal Holdings Inc. | Reduce -63.8% | 0.05% | −0.24 |
| VMO Invesco Municipal Opport | Sold out | 0.00% | −0.23 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Reduce -13.5% | 0.14% | −0.22 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -8.9% | 0.21% | −0.20 |
| ADP Automatic Data Processing | Reduce -4.6% | 0.16% | −0.19 |
| EIM Eaton Vance Municipal Bond | Sold out | 0.00% | −0.19 |
| HDB HDFC Bank Ltd.-ADR | Sold out | 0.00% | −0.19 |
| DHI D.R. Horton Inc. | Reduce -11.7% | 0.14% | −0.19 |
| PANW Palo Alto Networks Inc. | Reduce -5.1% | 0.12% | −0.18 |
| INTU Intuit Inc. | Reduce -3.3% | 0.13% | −0.17 |
| SPGI S&P Global Inc. | Reduce -3.6% | 0.11% | −0.16 |
| CB Chubb Ltd. | Reduce -2.7% | 0.15% | −0.15 |
| CARR Carrier Global Corp. | Reduce -6.2% | 0.11% | −0.15 |
| SHW The Sherwin-Williams Co. | Reduce -8.2% | 0.12% | −0.15 |
| NUE Nucor Corp. | Reduce -2.4% | 0.14% | −0.15 |
| PH Parker Hannifin Corp. | Reduce -8.1% | 0.14% | −0.14 |
| DG Dollar General Corp. | Reduce -11.2% | 0.12% | −0.14 |
| TER Teradyne Inc. | Reduce -0.6% | 0.12% | −0.14 |
| VGM Invesco Trust for Investmen | Sold out | 0.00% | −0.13 |
| MYI BlackRock Muniyield QLTY III | Reduce -9.8% | 0.08% | −0.13 |
| VKQ Invesco Municipal Trust | Sold out | 0.00% | −0.13 |
| HYT BlackRock Corp. Hi YLD | Sold out | 0.00% | −0.11 |
| BTI British American Tob-SP ADR | Reduce -18.9% | 0.07% | −0.11 |
| UL Unilever PLC | Sold out | 0.00% | −0.11 |
| LEG Leggett & Platt Inc. | Sold out | 0.00% | −0.10 |
| PPL PPL Corp. | Reduce -2.6% | 0.08% | −0.10 |
| EMR Emerson Electric Co. | Reduce -0.9% | 0.10% | −0.10 |
| STM Stmicroelectronics NV-NY SHS | Sold out | 0.00% | −0.10 |
| MHD BlackRock Muniholdings Fund | Sold out | 0.00% | −0.10 |
| ELS Equity Lifestyle Properties | Sold out | 0.00% | −0.09 |
| PXD Pioneer Natural Resources Co. | Reduce -13.9% | 0.07% | −0.08 |
| XMVFX BlackRock Munivest Fund | Sold out | 0.00% | −0.08 |
| WPC WP Carey Inc. | Reduce -6.1% | 0.04% | −0.08 |
| TFII Tfi International Inc. | Reduce -30.6% | 0.04% | −0.07 |
| CCI Crown Castle Inc. | Reduce -2.5% | 0.04% | −0.06 |
| USB US Bancorp | Reduce -2.5% | 0.05% | −0.06 |
| INVH Invitation Homes Inc. | Reduce -4.1% | 0.04% | −0.05 |
| SMFG Sumitomo Mitsui-Spons ADR | Sold out | 0.00% | −0.05 |
| MMYT Makemytrip Ltd. | Reduce -11.3% | 0.06% | −0.04 |
| BBD Banco Bradesco-ADR | Reduce -9.5% | 0.02% | −0.04 |
| XEADX Allspring Income Opport | Sold out | 0.00% | −0.04 |
Portfolio Buys Q4 2023 → Q1 2024
| CRM Salesforce Inc. | Add +2981.7% | 15.90% | +14.89 |
| MSFT Microsoft Corp. | Add +289.7% | 5.97% | +2.89 |
| GOOG Alphabet Inc. Class C | Add +823.9% | 3.43% | +2.66 |
| VTI VG Morningstar TS MKT ETF-US | Add +2565.0% | 1.57% | +1.45 |
| IJH iShares Core S&P Midcap ETF | Add +1900.7% | 1.55% | +1.39 |
| PSA Public Storage | New | 1.30% | +1.30 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 1.18% | +1.18 |
| IVW iShares S&P 500 Growth ETF | Add +603.4% | 1.35% | +0.97 |
| IJR iShares Core S&P Small-Cap E | Add +856.8% | 1.14% | +0.88 |
| AMH American Homes 4 Rent- A | New | 0.58% | +0.58 |
| ESGD iShares Trust iShares ESG Aw | New | 0.55% | +0.55 |
| IJK iShares S&P Mid-Cap 400 Grow | New | 0.53% | +0.53 |
| IWM iShares Russell 2000 ETF | New | 0.52% | +0.52 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +786.0% | 0.66% | +0.50 |
| AMZN Amazon.com Inc. | Add +170.1% | 1.63% | +0.49 |
| AZPN Aspen Technology Inc. | New | 0.48% | +0.48 |
| IJS iShares S&P Small-Cap 600 Va | New | 0.41% | +0.41 |
| TT Trane Technologies PLC | New | 0.41% | +0.41 |
| VNQ Vanguard Real Estate ETF | New | 0.38% | +0.38 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.37% | +0.37 |
| QQQ Invesco QQQ Trust Series 1 | Add +256.3% | 0.84% | +0.35 |
| FTSM First Trust Enh Short Mat FD | New | 0.34% | +0.34 |
| IWF iShares Russell 1000 Growth | Add +657.1% | 0.42% | +0.31 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.30% | +0.30 |
| EFA iShares MSCI Eafe ETF | New | 0.25% | +0.25 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.24% | +0.24 |
| VEA Vanguard Ftse Developed ETF | Add +624.0% | 0.34% | +0.24 |
| IRM Iron Mountain Inc. | New | 0.22% | +0.22 |
| VWO Vanguard Ftse Emerging Marke | New | 0.22% | +0.22 |
| AVGO Broadcom Inc. | New | 0.18% | +0.18 |
| AMD Advanced Micro Devices | New | 0.18% | +0.18 |
| XLK SS Technology Select Sector | New | 0.17% | +0.17 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.17% | +0.17 |
| T AT&T Inc. | New | 0.17% | +0.17 |
| CWS Advisorshares Equity Focused | New | 0.16% | +0.16 |
| GS Goldman Sachs Group Inc. | New | 0.15% | +0.15 |
| KO The Coca-Cola Co. | New | 0.15% | +0.15 |
| TSLA Tesla Inc. | New | 0.15% | +0.15 |
| AMGN Amgen Inc. | Add +366.5% | 0.25% | +0.13 |
| IR Ingersoll-Rand Inc. | New | 0.11% | +0.11 |
| IBMM iShares Ibonds Dec 2024 Term | New | 0.11% | +0.11 |
| IBMN iShares Ibonds Dec 2025 Term | New | 0.11% | +0.11 |
| IBMO iShares Ibonds Dec 2026 Term | New | 0.11% | +0.11 |
| IBMR iShares Ibonds Dec 2029 M BD | New | 0.11% | +0.11 |
| IBMP iShares Ibonds Dec 2027 Term | New | 0.11% | +0.11 |
| IBMQ iShares Ibonds Dec 2028 Muni | New | 0.11% | +0.11 |
| XOM Exxon Mobil Corp. | New | 0.10% | +0.10 |
| NFLX Netflix Inc. | Add +187.1% | 0.27% | +0.10 |
| LRCX Lam Research Corp. | New | 0.10% | +0.10 |
| C Citigroup Inc. | New | 0.10% | +0.10 |
Notes & Other Activity Q4 2023 → Q1 2024
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | New | 4,750 | $205K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 483 | $1.7B | TEM, NVDA, AAPL, GOOGL, IVV |
| Q1 2026 | 506 | $2.4B | TEM, META, GOOGL, NVDA, GOOG |
| Q4 2025 | 526 | $2.7B | TEM, META, GOOGL, NVDA, GOOG |
| Q3 2025 | 848 | $3.0B | META, NVDA, GOOGL, MSFT, AAPL |
| Q2 2025 | 524 | $1.2B | META, CRM, MSFT, NVDA, AAPL |
| Q1 2025 | 305 | $544.8M | CRM, AAPL, MSFT, GOOG, SPY |
| Q4 2024 | 289 | $569.0M | CRM, AAPL, MSFT, GOOG, SPY |
| Q3 2024 | 296 | $572.6M | CRM, AAPL, MSFT, GOOG, SPY |
| Q2 2024 | 268 | $506.5M | CRM, MSFT, AAPL, GOOG, SPY |
| Q1 2024 | 271 | $499.4M | CRM, MSFT, AAPL, GOOG, SPY |