GC Wealth Management RIA, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), GC Wealth Management RIA, LLC reported 289 stock positions worth $569.0 million. Its top holding was Salesforce (CRM) at 12.5% of the portfolio, followed by Apple (AAPL, 4.8%) and Microsoft (MSFT, 4.0%). Compared with Q3 2024, it opened 27 new positions, sold out of 34, added to 100 and reduced 142. The biggest buy was a new position in Vanguard Short-Term Tips (VTIP) and the biggest sale an exit from iShares 0-5 YR HY Corp. Bond (SHYG).
- Most Recent 13F
- Q2 2026
- Location
- Cambridge, MA
- CIK
- 0002011169
- Portfolio Value
- $569.0M (Q4 2024)
- SEC Filing
- 0001172661-25-000589 ↗ filed Feb 7, 2025
Holdings Value
Holdings 289 stocks · $569.0M
| CRM Salesforce Inc. | 12.52% | 213,062 | $71.2M | Reduce -11.4% |
| AAPL Apple Inc. | 4.80% | 109,155 | $27.3M | Reduce -6.6% |
| MSFT Microsoft Corp. | 3.99% | 53,895 | $22.7M | Reduce -2.7% |
| GOOG Alphabet Inc. Class C | 3.37% | 100,707 | $19.2M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.81% | 27,236 | $16.0M | Reduce -4.7% |
| NVDA Nvidia Corp. | 2.12% | 89,630 | $12.0M | Reduce -16.1% |
| GRW TCW Durable Growth ETF | 1.88% | 325,017 | $10.7M | Reduce -12.6% |
| AMZN Amazon.com Inc. | 1.84% | 47,695 | $10.5M | Reduce -5.6% |
| GOOGL Alphabet Inc. Class A | 1.66% | 49,877 | $9.4M | Reduce -19.6% |
| VIG Vanguard Dividend Apprec ETF | 1.51% | 43,930 | $8.6M | Reduce -12.5% |
| VOO Vanguard S&P 500 ETF | 1.49% | 15,779 | $8.5M | Add +9.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.45% | 28,427 | $8.2M | Reduce -3.0% |
| IVW iShares S&P 500 Growth ETF | 1.42% | 79,834 | $8.1M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.39% | 19,317 | $7.9M | Add +5.6% |
| IJH iShares Core S&P Midcap ETF | 1.38% | 125,969 | $7.8M | No change |
| JPM JPMorgan Chase & Co. | 1.29% | 30,692 | $7.4M | Add +5.1% |
| PSA Public Storage | 1.28% | 24,274 | $7.3M | Add +2.1% |
| RSP Invesco S&P 500 Equal Weight | 1.26% | 40,977 | $7.2M | Reduce -2.7% |
| VTIP Vanguard Short-Term Tips | 1.14% | 133,564 | $6.5M | New |
| IJR iShares Core S&P Small-Cap E | 1.01% | 49,881 | $5.7M | Reduce -1.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.99% | 10,987 | $5.6M | Add +9.5% |
| VYM Vanguard High DVD Yield ETF | 0.99% | 43,984 | $5.6M | Reduce -8.7% |
| META Meta Platforms Inc. Class A | 0.92% | 8,917 | $5.2M | Add +30.3% |
| UNH Unitedhealth Group Inc. | 0.85% | 9,562 | $4.8M | Reduce -4.0% |
| SPGP Invesco S&P 500 Garp ETF | 0.84% | 45,692 | $4.8M | Add +0.3% |
| RELY Remitly Global Inc. | 0.77% | 193,227 | $4.4M | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.76% | 26,839 | $4.3M | Reduce -3.7% |
| MA Mastercard Inc. Class A | 0.72% | 7,814 | $4.1M | Add +11.9% |
| SPHQ Invesco S&P 500 Quality ETF | 0.72% | 61,215 | $4.1M | Reduce -1.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.72% | 6 | $4.1M | New |
| WMT Walmart Inc. | 0.68% | 42,735 | $3.9M | Add +7.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.65% | 14,002 | $3.7M | Add +9.4% |
| NOBL Proshares S&P 500 Dividend A | 0.64% | 36,843 | $3.7M | Reduce -8.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.63% | 29,656 | $3.6M | Reduce -9.5% |
| GS Goldman Sachs Group Inc. | 0.62% | 6,180 | $3.5M | Add +22.3% |
| V Visa Inc. Class A | 0.60% | 10,860 | $3.4M | Reduce -23.7% |
| AMH American Homes 4 Rent- A | 0.56% | 84,987 | $3.2M | Add +1.3% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.52% | 58,674 | $3.0M | Reduce -0.9% |
| CB Chubb Ltd. | 0.52% | 10,681 | $3.0M | Add +329.5% |
| VT Vanguard Tot World STK ETF | 0.52% | 25,069 | $2.9M | Add +0.0% |
| WELL Welltower Inc. | 0.51% | 23,006 | $2.9M | Add +49.7% |
| AZPN Aspen Technology Inc. | 0.51% | 11,549 | $2.9M | No change |
| TMUS T-Mobile US Inc. | 0.49% | 12,703 | $2.8M | Add +14.3% |
| IWF iShares Russell 1000 Growth | 0.49% | 6,902 | $2.8M | Add +4.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.49% | 30,390 | $2.8M | Reduce -2.9% |
| MRK Merck & Co. Inc. | 0.49% | 27,747 | $2.8M | Add +29.3% |
| IVV iShares Core S&P 500 ETF | 0.48% | 4,624 | $2.7M | Add +0.2% |
| BITB Bitwise Bitcoin ETF | 0.47% | 52,528 | $2.7M | New |
| CVX Chevron Corp. | 0.46% | 18,203 | $2.6M | Add +9.6% |
| TMO Thermo Fisher Scientific Inc. | 0.46% | 5,064 | $2.6M | Reduce -14.0% |
| IWM iShares Russell 2000 ETF | 0.46% | 11,899 | $2.6M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.45% | 5,634 | $2.6M | Reduce -9.4% |
| TT Trane Technologies PLC | 0.45% | 6,908 | $2.6M | Reduce -29.5% |
| LLY Eli Lilly & Co. | 0.44% | 3,244 | $2.5M | Reduce -0.3% |
| PEP Pepsico Inc. | 0.44% | 16,312 | $2.5M | Add +23.3% |
| COST Costco Wholesale Corp. | 0.42% | 2,637 | $2.4M | Reduce -30.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.41% | 13,754 | $2.3M | Add +0.0% |
| CSCO Cisco Systems Inc. | 0.40% | 38,657 | $2.3M | Reduce -11.0% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.40% | 18,168 | $2.3M | Reduce -0.7% |
| ESGD iShares Trust iShares ESG Aw | 0.40% | 29,697 | $2.3M | Reduce -11.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.39% | 8,651 | $2.2M | Add +0.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.38% | 7,788 | $2.2M | Add +0.3% |
| FTSM First Trust Enh Short Mat FD | 0.38% | 36,045 | $2.2M | Reduce -1.5% |
| TXN Texas Instruments Inc. | 0.37% | 11,205 | $2.1M | New |
| MDT Medtronic PLC | 0.37% | 26,143 | $2.1M | Add +18.8% |
| AZN Astrazeneca PLC-Spons ADR | 0.34% | 29,607 | $1.9M | Add +2.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.33% | 7,901 | $1.9M | Add +13.3% |
| AMT American Tower Corp. | 0.32% | 9,915 | $1.8M | Add +80.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.30% | 8,775 | $1.7M | Reduce -42.5% |
| VNQ Vanguard Real Estate ETF | 0.30% | 19,018 | $1.7M | Reduce -3.7% |
| VGT Vanguard Info Tech ETF | 0.30% | 2,707 | $1.7M | Add +27.9% |
| HON Honeywell International Inc. | 0.29% | 7,322 | $1.7M | Add +2.1% |
| VEA Vanguard Ftse Developed ETF | 0.29% | 34,412 | $1.6M | Add +1.8% |
| DLR Digital Realty Trust Inc. | 0.28% | 9,004 | $1.6M | Add +36.0% |
| QCOM Qualcomm Inc. | 0.28% | 10,370 | $1.6M | Add +34.7% |
| RTX RTX Corp. | 0.28% | 13,633 | $1.6M | Reduce -3.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 35,729 | $1.6M | Reduce -15.3% |
| IWV iShares Russell 3000 ETF | 0.27% | 4,675 | $1.6M | Reduce -2.1% |
| TSLA Tesla Inc. | 0.27% | 3,764 | $1.5M | Add +2.8% |
| PLD Prologis Inc. | 0.26% | 13,914 | $1.5M | Reduce -18.3% |
| ORCL Oracle Corp. | 0.26% | 8,804 | $1.5M | Add +0.6% |
| IJS iShares S&P Small-Cap 600 Va | 0.26% | 13,458 | $1.5M | Reduce -6.6% |
| NOW ServiceNow Inc. | 0.25% | 1,367 | $1.4M | Add +1.6% |
| KMI Kinder Morgan Inc. | 0.25% | 51,462 | $1.4M | Reduce -6.2% |
| PG The Procter & Gamble Co. | 0.24% | 8,127 | $1.4M | Reduce -23.8% |
| APP AppLovin Corp. Class A | 0.24% | 4,150 | $1.3M | Reduce -16.0% |
| JNJ Johnson & Johnson | 0.23% | 9,069 | $1.3M | Add +4.1% |
| EQIX Equinix Inc. | 0.23% | 1,371 | $1.3M | Reduce -1.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.23% | 14,992 | $1.3M | Reduce -4.4% |
| AVGO Broadcom Inc. | 0.23% | 5,558 | $1.3M | Reduce -24.1% |
| ABBV Abbvie Inc. | 0.23% | 7,245 | $1.3M | Reduce -1.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.23% | 12,022 | $1.3M | Reduce -8.7% |
| SPG Simon Property Group Inc. | 0.22% | 7,408 | $1.3M | Add +19.3% |
| VWO Vanguard Ftse Emerging Marke | 0.22% | 28,516 | $1.3M | Reduce -0.1% |
| SAP Sap SE-Sponsored ADR | 0.22% | 5,074 | $1.2M | Reduce -8.9% |
| SMMD iShares Russell 2500 ETF | 0.22% | 18,110 | $1.2M | Reduce -10.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.21% | 23,660 | $1.2M | Reduce -14.0% |
| CWS Advisorshares Equity Focused | 0.21% | 18,699 | $1.2M | Add +31.5% |
| UPS United Parcel Service Class B | 0.21% | 9,584 | $1.2M | Reduce -3.4% |
| MCD McDonald's Corp. | 0.21% | 4,091 | $1.2M | Add +0.3% |
Portfolio Sells Q3 2024 → Q4 2024
| SHYG iShares 0-5 YR HY Corp. Bond | Sold out | 0.00% | −1.02 |
| GRW TCW Durable Growth ETF | Reduce -12.6% | 1.88% | −0.53 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.32 |
| NKE Nike Inc. Class B | Reduce -57.8% | 0.16% | −0.28 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.27 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.23 |
| VIG Vanguard Dividend Apprec ETF | Reduce -12.5% | 1.51% | −0.22 |
| TT Trane Technologies PLC | Reduce -29.5% | 0.45% | −0.22 |
| TMO Thermo Fisher Scientific Inc. | Reduce -14.0% | 0.46% | −0.17 |
| MSFT Microsoft Corp. | Reduce -2.7% | 3.99% | −0.17 |
| UNH Unitedhealth Group Inc. | Reduce -4.0% | 0.85% | −0.17 |
| ACN Accenture PLC Class A | Reduce -50.6% | 0.16% | −0.16 |
| COST Costco Wholesale Corp. | Reduce -30.1% | 0.42% | −0.16 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -42.5% | 0.30% | −0.16 |
| ETN Eaton Corp. PLC | Reduce -53.8% | 0.14% | −0.16 |
| NVDA Nvidia Corp. | Reduce -16.1% | 2.12% | −0.15 |
| HD Home Depot Inc. | Reduce -44.4% | 0.17% | −0.15 |
| GOOGL Alphabet Inc. Class A | Reduce -19.6% | 1.66% | −0.14 |
| AXP American Express Co. | Sold out | 0.00% | −0.13 |
| IBMM iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.13 |
| SAFT Safety Insurance Group Inc. | Sold out | 0.00% | −0.12 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.12 |
| PLD Prologis Inc. | Reduce -18.3% | 0.26% | −0.12 |
| CNI Canadian Natl Railway Co. | Sold out | 0.00% | −0.11 |
| SYK Stryker Corp. | Reduce -67.2% | 0.05% | −0.11 |
| ECL Ecolab Inc. | Sold out | 0.00% | −0.11 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.11 |
| NOBL Proshares S&P 500 Dividend A | Reduce -8.5% | 0.64% | −0.11 |
| MS Morgan Stanley | Sold out | 0.00% | −0.10 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -4.4% | 0.23% | −0.10 |
| ROK Rockwell Automation Inc. | Sold out | 0.00% | −0.10 |
| ESGD iShares Trust iShares ESG Aw | Reduce -11.3% | 0.40% | −0.09 |
| NVS Novartis AG-Sponsored ADR | Sold out | 0.00% | −0.09 |
| VYM Vanguard High DVD Yield ETF | Reduce -8.7% | 0.99% | −0.09 |
| LH Labcorp Holdings Inc. | Sold out | 0.00% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -23.8% | 0.24% | −0.08 |
| V Visa Inc. Class A | Reduce -23.7% | 0.60% | −0.08 |
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −0.07 |
| MELI MercadoLibre Inc. | Reduce -31.2% | 0.09% | −0.07 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.07 |
| TAK Takeda Pharmaceutic-SP ADR | Sold out | 0.00% | −0.07 |
| EFA iShares MSCI Eafe ETF | Reduce -23.1% | 0.15% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -0.3% | 0.44% | −0.06 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.7% | 2.81% | −0.06 |
| IR Ingersoll-Rand Inc. | Reduce -32.6% | 0.09% | −0.06 |
| FND Floor & Decor Holdings Inc. Class A | Sold out | 0.00% | −0.06 |
| RSP Invesco S&P 500 Equal Weight | Reduce -2.7% | 1.26% | −0.06 |
| COO The Cooper Cos Inc. | Sold out | 0.00% | −0.06 |
| NGG National Grid PLC-SP ADR | Sold out | 0.00% | −0.06 |
Portfolio Buys Q3 2024 → Q4 2024
| VTIP Vanguard Short-Term Tips | New | 1.14% | +1.14 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.72% | +0.72 |
| BITB Bitwise Bitcoin ETF | New | 0.47% | +0.47 |
| GOOG Alphabet Inc. Class C | Add +0.2% | 3.37% | +0.44 |
| CB Chubb Ltd. | Add +329.5% | 0.52% | +0.39 |
| TXN Texas Instruments Inc. | New | 0.37% | +0.37 |
| META Meta Platforms Inc. Class A | Add +30.3% | 0.92% | +0.23 |
| JPM JPMorgan Chase & Co. | Add +5.1% | 1.29% | +0.22 |
| GS Goldman Sachs Group Inc. | Add +22.3% | 0.62% | +0.19 |
| VOO Vanguard S&P 500 ETF | Add +9.8% | 1.49% | +0.17 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +5.6% | 1.39% | +0.17 |
| WELL Welltower Inc. | Add +49.7% | 0.51% | +0.17 |
| ETHW Bitwise Ethereum ETF | New | 0.14% | +0.14 |
| TECH Bio-Techne Corp. | New | 0.14% | +0.14 |
| QQQ Invesco QQQ Trust Series 1 | Add +9.5% | 0.99% | +0.13 |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | New | 0.13% | +0.13 |
| MA Mastercard Inc. Class A | Add +11.9% | 0.72% | +0.12 |
| WMT Walmart Inc. | Add +7.0% | 0.68% | +0.12 |
| TSLA Tesla Inc. | Add +2.8% | 0.27% | +0.10 |
| AMT American Tower Corp. | Add +80.7% | 0.32% | +0.10 |
| DLR Digital Realty Trust Inc. | Add +36.0% | 0.28% | +0.09 |
| TMUS T-Mobile US Inc. | Add +14.3% | 0.49% | +0.09 |
| VGT Vanguard Info Tech ETF | Add +27.9% | 0.30% | +0.08 |
| MSI Motorola Solutions Inc. | Add +54.8% | 0.19% | +0.07 |
| INDA iShares MSCI India ETF | New | 0.06% | +0.06 |
| MCHP Microchip Technology Inc. | New | 0.06% | +0.06 |
| PTCT PTC Therapeutics Inc. | New | 0.06% | +0.06 |
| SUI Sun Communities Inc. | Add +105.7% | 0.13% | +0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +9.4% | 0.65% | +0.06 |
| VCLT Vanguard Long-Term Corp. Bond | New | 0.06% | +0.06 |
| SE Sea Ltd.-ADR | New | 0.06% | +0.06 |
| MRK Merck & Co. Inc. | Add +29.3% | 0.49% | +0.06 |
| WY Weyerhaeuser Co. | Add +141.2% | 0.11% | +0.06 |
| MAGS Roundhill Magnificent Seven | New | 0.06% | +0.06 |
| BYD Boyd Gaming Corp. | New | 0.05% | +0.05 |
| IWF iShares Russell 1000 Growth | Add +4.3% | 0.49% | +0.05 |
| QCOM Qualcomm Inc. | Add +34.7% | 0.28% | +0.05 |
| GDDY GoDaddy Inc. Class A | New | 0.05% | +0.05 |
| GEV GE Vernova Inc. | New | 0.05% | +0.05 |
| BX Blackstone Inc. | New | 0.05% | +0.05 |
| BLK BlackRock Inc. | New | 0.05% | +0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +13.3% | 0.33% | +0.04 |
| NOW ServiceNow Inc. | Add +1.6% | 0.25% | +0.04 |
| PEP Pepsico Inc. | Add +23.3% | 0.44% | +0.04 |
| CWS Advisorshares Equity Focused | Add +31.5% | 0.21% | +0.04 |
| SPG Simon Property Group Inc. | Add +19.3% | 0.22% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +1.3% | 0.08% | +0.04 |
| NFLX Netflix Inc. | Add +16.3% | 0.13% | +0.04 |
| COLD Americold Realty Trust Inc. | New | 0.04% | +0.04 |
| AVB Avalonbay Communities Inc. | New | 0.04% | +0.04 |
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 |