GC Wealth Management RIA, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 4, 2024), GC Wealth Management RIA, LLC reported 296 stock positions worth $572.6 million. Its top holding was Salesforce (CRM) at 11.5% of the portfolio, followed by Apple (AAPL, 4.8%) and Microsoft (MSFT, 4.2%). Compared with Q2 2024, it opened 40 new positions, sold out of 12, added to 120 and reduced 114. The biggest buy was a new position in TCW Durable Growth ETF (GRW) and the biggest sale Microsoft (MSFT, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- Cambridge, MA
- CIK
- 0002011169
- Portfolio Value
- $572.6M (Q3 2024)
- SEC Filing
- 0001172661-24-004458 ↗ filed Nov 4, 2024
Holdings Value
Holdings 296 stocks · $572.6M
| CRM Salesforce Inc. | 11.50% | 240,497 | $65.8M | Reduce -0.4% |
| AAPL Apple Inc. | 4.75% | 116,813 | $27.2M | Add +10.0% |
| MSFT Microsoft Corp. | 4.16% | 55,402 | $23.8M | Reduce -24.9% |
| GOOG Alphabet Inc. Class C | 2.94% | 100,546 | $16.8M | Reduce -2.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.86% | 28,574 | $16.4M | Add +0.6% |
| GRW TCW Durable Growth ETF | 2.40% | 371,701 | $13.8M | New |
| NVDA Nvidia Corp. | 2.27% | 106,866 | $13.0M | Add +50.2% |
| GOOGL Alphabet Inc. Class A | 1.80% | 62,046 | $10.3M | Add +22.2% |
| VIG Vanguard Dividend Apprec ETF | 1.74% | 50,188 | $9.9M | Reduce -2.4% |
| AMZN Amazon.com Inc. | 1.64% | 50,516 | $9.4M | Add +11.3% |
| PSA Public Storage | 1.51% | 23,775 | $8.7M | Add +4.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.45% | 29,320 | $8.3M | Reduce -2.5% |
| IJH iShares Core S&P Midcap ETF | 1.37% | 125,969 | $7.9M | Reduce -0.5% |
| IVW iShares S&P 500 Growth ETF | 1.33% | 79,834 | $7.6M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 1.32% | 14,365 | $7.6M | Reduce -11.9% |
| RSP Invesco S&P 500 Equal Weight | 1.32% | 42,125 | $7.5M | Reduce -0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.23% | 18,293 | $7.0M | Reduce -5.5% |
| VYM Vanguard High DVD Yield ETF | 1.08% | 48,196 | $6.2M | Reduce -3.7% |
| JPM JPMorgan Chase & Co. | 1.08% | 29,209 | $6.2M | Add +43.5% |
| IJR iShares Core S&P Small-Cap E | 1.03% | 50,662 | $5.9M | Add +0.0% |
| SHYG iShares 0-5 YR HY Corp. Bond | 1.02% | 134,921 | $5.9M | Reduce -24.2% |
| UNH Unitedhealth Group Inc. | 1.02% | 9,959 | $5.8M | Add +8.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.86% | 10,037 | $4.9M | Reduce -12.2% |
| SPGP Invesco S&P 500 Garp ETF | 0.83% | 45,555 | $4.8M | Reduce -0.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.82% | 27,876 | $4.7M | Reduce -0.4% |
| NOBL Proshares S&P 500 Dividend A | 0.75% | 40,254 | $4.3M | Reduce -5.9% |
| SPHQ Invesco S&P 500 Quality ETF | 0.73% | 62,286 | $4.2M | Add +0.9% |
| META Meta Platforms Inc. Class A | 0.68% | 6,845 | $3.9M | Add +0.5% |
| V Visa Inc. Class A | 0.68% | 14,230 | $3.9M | Reduce -12.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.67% | 32,770 | $3.9M | Add +33.1% |
| TT Trane Technologies PLC | 0.67% | 9,797 | $3.8M | Add +44.5% |
| TMO Thermo Fisher Scientific Inc. | 0.64% | 5,890 | $3.6M | Add +38.9% |
| MA Mastercard Inc. Class A | 0.60% | 6,985 | $3.4M | Add +15.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.59% | 12,801 | $3.4M | Reduce -8.9% |
| COST Costco Wholesale Corp. | 0.58% | 3,773 | $3.3M | Add +62.9% |
| WMT Walmart Inc. | 0.56% | 39,949 | $3.2M | Add +3.9% |
| AMH American Homes 4 Rent- A | 0.56% | 83,938 | $3.2M | Add +2.3% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.53% | 59,214 | $3.0M | Add +13.8% |
| VT Vanguard Tot World STK ETF | 0.52% | 25,068 | $3.0M | No change |
| LLY Eli Lilly & Co. | 0.50% | 3,254 | $2.9M | Add +2.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.50% | 31,290 | $2.9M | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.50% | 6,219 | $2.9M | Add +15.6% |
| ESGD iShares Trust iShares ESG Aw | 0.49% | 33,477 | $2.8M | Reduce -2.1% |
| AZPN Aspen Technology Inc. | 0.48% | 11,549 | $2.8M | Reduce -5.5% |
| IVV iShares Core S&P 500 ETF | 0.46% | 4,614 | $2.7M | Add +1.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.46% | 15,269 | $2.7M | Add +67.2% |
| IWM iShares Russell 2000 ETF | 0.46% | 11,899 | $2.6M | Reduce -0.1% |
| RELY Remitly Global Inc. | 0.45% | 193,227 | $2.6M | No change |
| GS Goldman Sachs Group Inc. | 0.44% | 5,053 | $2.5M | Add +7.0% |
| NKE Nike Inc. Class B | 0.44% | 28,247 | $2.5M | Reduce -4.2% |
| IWF iShares Russell 1000 Growth | 0.43% | 6,619 | $2.5M | Add +3.2% |
| CVX Chevron Corp. | 0.43% | 16,616 | $2.4M | Reduce -3.1% |
| MRK Merck & Co. Inc. | 0.43% | 21,463 | $2.4M | Add +21.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.42% | 13,749 | $2.4M | Reduce -8.1% |
| CSCO Cisco Systems Inc. | 0.40% | 43,435 | $2.3M | Add +16.9% |
| TMUS T-Mobile US Inc. | 0.40% | 11,111 | $2.3M | Add +9.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.40% | 18,304 | $2.3M | Reduce -0.1% |
| AZN Astrazeneca PLC-Spons ADR | 0.39% | 29,008 | $2.3M | Add +7.0% |
| PEP Pepsico Inc. | 0.39% | 13,228 | $2.2M | Add +16.2% |
| FTSM First Trust Enh Short Mat FD | 0.38% | 36,588 | $2.2M | Add +15.3% |
| PLD Prologis Inc. | 0.38% | 17,032 | $2.2M | Add +59.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.37% | 8,591 | $2.1M | Add +9.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.36% | 7,765 | $2.1M | Add +5.3% |
| MDT Medtronic PLC | 0.35% | 21,998 | $2.0M | Add +25.0% |
| WELL Welltower Inc. | 0.34% | 15,371 | $2.0M | Add +61.1% |
| VNQ Vanguard Real Estate ETF | 0.34% | 19,742 | $1.9M | Reduce -4.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.33% | 15,689 | $1.9M | Add +5.0% |
| ACN Accenture PLC Class A | 0.32% | 5,240 | $1.9M | Add +75.8% |
| PG The Procter & Gamble Co. | 0.32% | 10,664 | $1.8M | Add +33.3% |
| HD Home Depot Inc. | 0.32% | 4,495 | $1.8M | Add +63.8% |
| DUK Duke Energy Corp. | 0.32% | 15,673 | $1.8M | Add +6.5% |
| VEA Vanguard Ftse Developed ETF | 0.31% | 33,800 | $1.8M | Add +13.0% |
| RTX RTX Corp. | 0.30% | 14,111 | $1.7M | Reduce -2.2% |
| ETN Eaton Corp. PLC | 0.30% | 5,119 | $1.7M | Add +74.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 42,204 | $1.7M | Reduce -5.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.29% | 6,976 | $1.7M | Add +13.4% |
| TLT iShares 20+ Year Treasury BD | 0.27% | 15,991 | $1.6M | New |
| IWV iShares Russell 3000 ETF | 0.27% | 4,775 | $1.6M | Reduce -0.7% |
| IJS iShares S&P Small-Cap 600 Va | 0.27% | 14,415 | $1.6M | Reduce -8.8% |
| ORCL Oracle Corp. | 0.26% | 8,748 | $1.5M | Add +26.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.26% | 13,170 | $1.5M | Add +0.1% |
| HON Honeywell International Inc. | 0.26% | 7,169 | $1.5M | Reduce -5.9% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.25% | 27,525 | $1.4M | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.25% | 7,324 | $1.4M | Reduce -7.2% |
| JNJ Johnson & Johnson | 0.25% | 8,715 | $1.4M | Add +0.5% |
| AMGN Amgen Inc. | 0.24% | 4,244 | $1.4M | Reduce -3.9% |
| SMMD iShares Russell 2500 ETF | 0.24% | 20,179 | $1.4M | Reduce -0.4% |
| VWO Vanguard Ftse Emerging Marke | 0.24% | 28,559 | $1.4M | Add +8.4% |
| UPS United Parcel Service Class B | 0.24% | 9,923 | $1.4M | Reduce -1.1% |
| REGN Regeneron Pharmaceuticals | 0.23% | 1,269 | $1.3M | New |
| QCOM Qualcomm Inc. | 0.23% | 7,698 | $1.3M | Add +5.0% |
| ABT Abbott Laboratories | 0.22% | 11,260 | $1.3M | Add +14.8% |
| LOW Lowe's Cos Inc. | 0.22% | 4,726 | $1.3M | Reduce -4.8% |
| AMT American Tower Corp. | 0.22% | 5,488 | $1.3M | Reduce -6.4% |
| SAP Sap SE-Sponsored ADR | 0.22% | 5,569 | $1.3M | Reduce -3.1% |
| AVGO Broadcom Inc. | 0.22% | 7,318 | $1.3M | Add +12.2% |
| MCD McDonald's Corp. | 0.22% | 4,079 | $1.2M | Reduce -6.3% |
| VGT Vanguard Info Tech ETF | 0.22% | 2,116 | $1.2M | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 0.22% | 14,797 | $1.2M | Reduce -5.8% |
| EQIX Equinix Inc. | 0.22% | 1,392 | $1.2M | Add +39.9% |
Portfolio Sells Q2 2024 → Q3 2024
| MSFT Microsoft Corp. | Reduce -24.9% | 4.16% | −2.35 |
| GOOG Alphabet Inc. Class C | Reduce -2.5% | 2.94% | −0.80 |
| CRM Salesforce Inc. | Reduce -0.4% | 11.50% | −0.76 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -24.2% | 1.02% | −0.46 |
| VOO Vanguard S&P 500 ETF | Reduce -11.9% | 1.32% | −0.29 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -12.2% | 0.86% | −0.23 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -5.5% | 1.23% | −0.20 |
| IRM Iron Mountain Inc. | Reduce -63.3% | 0.14% | −0.18 |
| NFLX Netflix Inc. | Reduce -63.6% | 0.09% | −0.17 |
| V Visa Inc. Class A | Reduce -12.6% | 0.68% | −0.16 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.15 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.15 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.5% | 1.45% | −0.14 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -58.5% | 0.08% | −0.13 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.4% | 1.74% | −0.12 |
| CVX Chevron Corp. | Reduce -3.1% | 0.43% | −0.10 |
| SAFT Safety Insurance Group Inc. | Reduce -42.1% | 0.12% | −0.10 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -0.2% | 0.83% | −0.09 |
| VYM Vanguard High DVD Yield ETF | Reduce -3.7% | 1.08% | −0.09 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.5% | 1.37% | −0.09 |
| SHEL Shell PLC-ADR | Reduce -38.3% | 0.08% | −0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -8.9% | 0.59% | −0.08 |
| ADBE Adobe Inc. | Reduce -49.3% | 0.06% | −0.08 |
| WRK Westrock Co. | Sold out | 0.00% | −0.08 |
| HON Honeywell International Inc. | Reduce -5.9% | 0.26% | −0.06 |
| NOBL Proshares S&P 500 Dividend A | Reduce -5.9% | 0.75% | −0.06 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.06 |
| BAC Bank of America Corp. | Reduce -5.0% | 0.29% | −0.06 |
| MYI BlackRock Muniyield QLTY III | Sold out | 0.00% | −0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -8.1% | 0.42% | −0.05 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.3% | 1.32% | −0.05 |
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −0.05 |
| ODFL Old Dominion Freight Line | Sold out | 0.00% | −0.05 |
| WPC WP Carey Inc. | Sold out | 0.00% | −0.04 |
| NGVT Ingevity Corp. | Sold out | 0.00% | −0.04 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -0.2% | 0.50% | −0.04 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.04 |
| LPLA LPL Financial Holdings Inc. | Sold out | 0.00% | −0.04 |
| ESGD iShares Trust iShares ESG Aw | Reduce -2.1% | 0.49% | −0.04 |
| COP Conocophillips | Reduce -2.0% | 0.15% | −0.04 |
| CMRC Commerce.com Inc. | Sold out | 0.00% | −0.04 |
| UPS United Parcel Service Class B | Reduce -1.1% | 0.24% | −0.03 |
| AMGN Amgen Inc. | Reduce -3.9% | 0.24% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Reduce -58.8% | 0.04% | −0.03 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -8.8% | 0.27% | −0.03 |
| ABNB Airbnb Inc. Class A | Reduce -20.6% | 0.04% | −0.03 |
| PFE Pfizer Inc. | Reduce -13.9% | 0.11% | −0.03 |
| LIN Linde PLC | Reduce -12.4% | 0.16% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -5.8% | 0.22% | −0.03 |
| EMR Emerson Electric Co. | Reduce -17.9% | 0.07% | −0.03 |
Portfolio Buys Q2 2024 → Q3 2024
| GRW TCW Durable Growth ETF | New | 2.40% | +2.40 |
| NVDA Nvidia Corp. | Add +50.2% | 2.27% | +0.53 |
| AAPL Apple Inc. | Add +10.0% | 4.75% | +0.34 |
| TLT iShares 20+ Year Treasury BD | New | 0.27% | +0.27 |
| JPM JPMorgan Chase & Co. | Add +43.5% | 1.08% | +0.26 |
| REGN Regeneron Pharmaceuticals | New | 0.23% | +0.23 |
| TT Trane Technologies PLC | Add +44.5% | 0.67% | +0.22 |
| AVSC Avantis US Small Cap Equity | New | 0.21% | +0.21 |
| PSA Public Storage | Add +4.0% | 1.51% | +0.21 |
| COST Costco Wholesale Corp. | Add +62.9% | 0.58% | +0.20 |
| TMO Thermo Fisher Scientific Inc. | Add +38.9% | 0.64% | +0.17 |
| TSM Taiwan Semiconductor-SP ADR | Add +67.2% | 0.46% | +0.15 |
| WELL Welltower Inc. | Add +61.1% | 0.34% | +0.15 |
| ACN Accenture PLC Class A | Add +75.8% | 0.32% | +0.14 |
| PLD Prologis Inc. | Add +59.4% | 0.38% | +0.14 |
| TJX TJX Companies Inc. | Add +33.1% | 0.67% | +0.14 |
| AXP American Express Co. | New | 0.13% | +0.13 |
| HD Home Depot Inc. | Add +63.8% | 0.32% | +0.13 |
| TRV The Travelers Cos Inc. | New | 0.12% | +0.12 |
| ETN Eaton Corp. PLC | Add +74.7% | 0.30% | +0.11 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.11% | +0.11 |
| ORLY O'reilly Automotive Inc. | New | 0.11% | +0.11 |
| SYK Stryker Corp. | Add +181.0% | 0.16% | +0.10 |
| MS Morgan Stanley | New | 0.10% | +0.10 |
| ROK Rockwell Automation Inc. | New | 0.10% | +0.10 |
| UNH Unitedhealth Group Inc. | Add +8.8% | 1.02% | +0.10 |
| LH Labcorp Holdings Inc. | New | 0.09% | +0.09 |
| SW Smurfit Westrock PLC | New | 0.09% | +0.09 |
| AVLV Avantis US Large Cap Value | New | 0.09% | +0.09 |
| AVUV Avantis US Small Cap Value | New | 0.08% | +0.08 |
| BNY Bank of New York Mellon Corp. | New | 0.07% | +0.07 |
| MA Mastercard Inc. Class A | Add +15.1% | 0.60% | +0.07 |
| MDT Medtronic PLC | Add +25.0% | 0.35% | +0.07 |
| ECL Ecolab Inc. | Add +187.3% | 0.11% | +0.07 |
| EA Electronic Arts Inc. | New | 0.07% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +15.6% | 0.50% | +0.07 |
| ORCL Oracle Corp. | Add +26.5% | 0.26% | +0.07 |
| EQIX Equinix Inc. | Add +39.9% | 0.22% | +0.07 |
| MT Arcelormittal-NY Registered | New | 0.06% | +0.06 |
| CL Colgate-Palmolive Co. | New | 0.06% | +0.06 |
| PG The Procter & Gamble Co. | Add +33.3% | 0.32% | +0.06 |
| SCHV Schwab US Large-Cap Value | New | 0.06% | +0.06 |
| COO The Cooper Cos Inc. | New | 0.06% | +0.06 |
| CSCO Cisco Systems Inc. | Add +16.9% | 0.40% | +0.06 |
| KIM Kimco Realty Corp. | New | 0.05% | +0.05 |
| XYL Xylem Inc. | New | 0.05% | +0.05 |
| WMT Walmart Inc. | Add +3.9% | 0.56% | +0.05 |
| FTV Fortive Corp. | New | 0.05% | +0.05 |
| SCHG Schwab US Large-Cap Growth | Add +122.3% | 0.10% | +0.05 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Add +71.1% | 0.13% | +0.05 |
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 |