GC Wealth Management RIA, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), GC Wealth Management RIA, LLC reported 305 stock positions worth $544.8 million. Its top holding was Salesforce (CRM) at 10.5% of the portfolio, followed by Apple (AAPL, 4.5%) and Microsoft (MSFT, 3.6%). Compared with Q4 2024, it opened 41 new positions, sold out of 25, added to 141 and reduced 101. The biggest buy was a new position in iShares High Yild Muni A ETF (HIMU) and the biggest sale Nvidia (NVDA, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- Cambridge, MA
- CIK
- 0002011169
- Portfolio Value
- $544.8M (Q1 2025)
- SEC Filing
- 0001172661-25-001674 ↗ filed May 12, 2025
Holdings Value
Holdings 305 stocks · $544.8M
| CRM Salesforce Inc. | 10.52% | 213,600 | $57.3M | Add +0.3% |
| AAPL Apple Inc. | 4.52% | 110,935 | $24.6M | Add +1.6% |
| MSFT Microsoft Corp. | 3.56% | 51,633 | $19.4M | Reduce -4.2% |
| GOOG Alphabet Inc. Class C | 2.85% | 99,389 | $15.5M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.82% | 27,497 | $15.4M | Add +1.0% |
| AMZN Amazon.com Inc. | 1.59% | 45,604 | $8.7M | Reduce -4.4% |
| GRW TCW Durable Growth ETF | 1.55% | 254,471 | $8.4M | Reduce -21.7% |
| NVDA Nvidia Corp. | 1.54% | 77,592 | $8.4M | Reduce -13.4% |
| VIG Vanguard Dividend Apprec ETF | 1.50% | 42,255 | $8.2M | Reduce -3.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.48% | 29,340 | $8.1M | Add +3.2% |
| VOO Vanguard S&P 500 ETF | 1.47% | 15,540 | $8.0M | Reduce -1.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.45% | 21,309 | $7.9M | Add +10.3% |
| JPM JPMorgan Chase & Co. | 1.42% | 31,526 | $7.7M | Add +2.7% |
| GOOGL Alphabet Inc. Class A | 1.40% | 49,422 | $7.6M | Reduce -0.9% |
| IVW iShares S&P 500 Growth ETF | 1.36% | 79,834 | $7.4M | No change |
| IJH iShares Core S&P Midcap ETF | 1.35% | 126,018 | $7.4M | Add +0.0% |
| PSA Public Storage | 1.35% | 24,508 | $7.3M | Add +1.0% |
| RSP Invesco S&P 500 Equal Weight | 1.29% | 40,509 | $7.0M | Reduce -1.1% |
| VTIP Vanguard Short-Term Tips | 1.20% | 130,933 | $6.5M | Reduce -2.0% |
| META Meta Platforms Inc. Class A | 1.03% | 9,779 | $5.6M | Add +9.7% |
| VYM Vanguard High DVD Yield ETF | 1.01% | 42,595 | $5.5M | Reduce -3.2% |
| IJR iShares Core S&P Small-Cap E | 0.96% | 49,858 | $5.2M | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.94% | 10,964 | $5.1M | Reduce -0.2% |
| UNH Unitedhealth Group Inc. | 0.91% | 9,474 | $5.0M | Reduce -0.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.88% | 6 | $4.8M | No change |
| SPGP Invesco S&P 500 Garp ETF | 0.84% | 45,905 | $4.6M | Add +0.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.78% | 26,579 | $4.3M | Reduce -1.0% |
| MA Mastercard Inc. Class A | 0.77% | 7,624 | $4.2M | Reduce -2.4% |
| SPHQ Invesco S&P 500 Quality ETF | 0.76% | 62,817 | $4.2M | Add +2.6% |
| RELY Remitly Global Inc. | 0.74% | 193,227 | $4.0M | No change |
| WELL Welltower Inc. | 0.70% | 24,846 | $3.8M | Add +8.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.70% | 31,109 | $3.8M | Add +4.9% |
| WMT Walmart Inc. | 0.69% | 42,953 | $3.8M | Add +0.5% |
| NOBL Proshares S&P 500 Dividend A | 0.67% | 35,794 | $3.7M | Reduce -2.9% |
| TMUS T-Mobile US Inc. | 0.66% | 13,491 | $3.6M | Add +6.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.65% | 13,616 | $3.5M | Reduce -2.8% |
| CB Chubb Ltd. | 0.63% | 11,395 | $3.4M | Add +6.7% |
| V Visa Inc. Class A | 0.62% | 9,622 | $3.4M | Reduce -11.4% |
| AMH American Homes 4 Rent- A | 0.60% | 86,477 | $3.3M | Add +1.8% |
| GS Goldman Sachs Group Inc. | 0.58% | 5,781 | $3.2M | Reduce -6.5% |
| CVX Chevron Corp. | 0.56% | 18,372 | $3.1M | Add +0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.56% | 5,745 | $3.1M | Add +2.0% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.54% | 58,208 | $3.0M | Reduce -0.8% |
| VT Vanguard Tot World STK ETF | 0.53% | 25,069 | $2.9M | No change |
| ANET Arista Networks Inc. | 0.49% | 34,688 | $2.7M | Add +715.2% |
| HIMU iShares High Yild Muni A ETF | 0.49% | 53,557 | $2.7M | New |
| LLY Eli Lilly & Co. | 0.48% | 3,173 | $2.6M | Reduce -2.2% |
| PEP Pepsico Inc. | 0.48% | 17,475 | $2.6M | Add +7.1% |
| IVV iShares Core S&P 500 ETF | 0.48% | 4,634 | $2.6M | Add +0.2% |
| MRK Merck & Co. Inc. | 0.48% | 28,977 | $2.6M | Add +4.4% |
| IWF iShares Russell 1000 Growth | 0.47% | 7,159 | $2.6M | Add +3.7% |
| ESGD iShares Trust iShares ESG Aw | 0.46% | 30,797 | $2.5M | Add +3.7% |
| IWM iShares Russell 2000 ETF | 0.46% | 12,607 | $2.5M | Add +6.0% |
| MDT Medtronic PLC | 0.46% | 27,835 | $2.5M | Add +6.5% |
| COST Costco Wholesale Corp. | 0.46% | 2,622 | $2.5M | Reduce -0.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.45% | 14,313 | $2.5M | Add +4.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.45% | 29,523 | $2.5M | Reduce -2.9% |
| CSCO Cisco Systems Inc. | 0.44% | 39,176 | $2.4M | Add +1.3% |
| TMO Thermo Fisher Scientific Inc. | 0.44% | 4,848 | $2.4M | Reduce -4.3% |
| TT Trane Technologies PLC | 0.43% | 6,911 | $2.3M | Add +0.0% |
| TLT iShares 20+ Year Treasury BD | 0.42% | 25,437 | $2.3M | New |
| AMT American Tower Corp. | 0.42% | 10,589 | $2.3M | Add +6.8% |
| VEA Vanguard Ftse Developed ETF | 0.42% | 45,039 | $2.3M | Add +30.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.41% | 9,130 | $2.2M | Add +5.5% |
| IBIT iShares Bitcoin Trust ETF | 0.40% | 46,849 | $2.2M | New |
| TXN Texas Instruments Inc. | 0.40% | 12,061 | $2.2M | Add +7.6% |
| FTSM First Trust Enh Short Mat FD | 0.39% | 35,928 | $2.1M | Reduce -0.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.39% | 17,912 | $2.1M | Reduce -1.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.39% | 29,000 | $2.1M | Reduce -2.0% |
| VNQ Vanguard Real Estate ETF | 0.39% | 23,261 | $2.1M | Add +22.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.37% | 8,057 | $2.0M | Add +3.5% |
| RTX RTX Corp. | 0.33% | 13,680 | $1.8M | Add +0.3% |
| QCOM Qualcomm Inc. | 0.32% | 11,399 | $1.8M | Add +9.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.32% | 7,889 | $1.7M | Reduce -0.1% |
| VWO Vanguard Ftse Emerging Marke | 0.30% | 35,700 | $1.6M | Add +25.2% |
| VUSB Vanguard Ultra Short Bond Et | 0.30% | 32,386 | $1.6M | New |
| PLD Prologis Inc. | 0.30% | 14,389 | $1.6M | Add +3.4% |
| ABBV Abbvie Inc. | 0.29% | 7,642 | $1.6M | Add +5.5% |
| HON Honeywell International Inc. | 0.28% | 7,296 | $1.5M | Reduce -0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 36,358 | $1.5M | Add +1.8% |
| JNJ Johnson & Johnson | 0.28% | 9,098 | $1.5M | Add +0.3% |
| VGT Vanguard Info Tech ETF | 0.28% | 2,778 | $1.5M | Add +2.6% |
| KMI Kinder Morgan Inc. | 0.27% | 52,186 | $1.5M | Add +1.4% |
| IWV iShares Russell 3000 ETF | 0.27% | 4,655 | $1.5M | Reduce -0.4% |
| AMGN Amgen Inc. | 0.27% | 4,673 | $1.5M | Add +4.7% |
| PG The Procter & Gamble Co. | 0.27% | 8,521 | $1.5M | Add +4.8% |
| GLD SPDR Gold Shares | 0.26% | 4,989 | $1.4M | Add +144.6% |
| DLR Digital Realty Trust Inc. | 0.26% | 9,758 | $1.4M | Add +8.4% |
| SPG Simon Property Group Inc. | 0.24% | 8,011 | $1.3M | Add +8.1% |
| CCI Crown Castle Inc. | 0.24% | 12,506 | $1.3M | Add +13.4% |
| MCD McDonald's Corp. | 0.23% | 4,074 | $1.3M | Reduce -0.4% |
| CWS Advisorshares Equity Focused | 0.23% | 19,190 | $1.3M | Add +2.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.23% | 11,523 | $1.3M | Reduce -4.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.23% | 7,469 | $1.2M | Reduce -14.9% |
| MINT PIMCO Enhanced Short Maturit | 0.22% | 11,843 | $1.2M | Add +96.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.22% | 22,705 | $1.2M | Reduce -4.0% |
| IJS iShares S&P Small-Cap 600 Va | 0.21% | 11,631 | $1.1M | Reduce -13.6% |
| TSLA Tesla Inc. | 0.21% | 4,363 | $1.1M | Add +15.9% |
| SMMD iShares Russell 2500 ETF | 0.20% | 17,812 | $1.1M | Reduce -1.6% |
| EQIX Equinix Inc. | 0.20% | 1,345 | $1.1M | Reduce -1.9% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -13.4% | 1.54% | −0.57 |
| GOOG Alphabet Inc. Class C | Reduce -1.3% | 2.85% | −0.52 |
| AZPN Aspen Technology Inc. | Sold out | 0.00% | −0.51 |
| BITB Bitwise Bitcoin ETF | Sold out | 0.00% | −0.47 |
| MSFT Microsoft Corp. | Reduce -4.2% | 3.56% | −0.44 |
| GRW TCW Durable Growth ETF | Reduce -21.7% | 1.55% | −0.33 |
| GOOGL Alphabet Inc. Class A | Reduce -0.9% | 1.40% | −0.26 |
| AMZN Amazon.com Inc. | Reduce -4.4% | 1.59% | −0.25 |
| ETHW Bitwise Ethereum ETF | Sold out | 0.00% | −0.14 |
| VEU Vanguard Ftse All-World Ex-U | Sold out | 0.00% | −0.12 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -37.0% | 0.12% | −0.11 |
| NOW ServiceNow Inc. | Reduce -17.9% | 0.16% | −0.09 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.09 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.09 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.08 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -14.9% | 0.23% | −0.08 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -66.5% | 0.04% | −0.07 |
| ORCL Oracle Corp. | Reduce -15.8% | 0.19% | −0.07 |
| ELS Equity Lifestyle Properties | Sold out | 0.00% | −0.07 |
| APP AppLovin Corp. Class A | Reduce -15.1% | 0.17% | −0.06 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −0.06 |
| MMM 3M Co. | Sold out | 0.00% | −0.06 |
| BAH Booz Allen Hamilton Holdings | Sold out | 0.00% | −0.06 |
| SAP Sap SE-Sponsored ADR | Reduce -35.1% | 0.16% | −0.06 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.06 |
| SW Smurfit Westrock PLC | Reduce -37.6% | 0.06% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.1% | 0.96% | −0.05 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.05 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -13.6% | 0.21% | −0.05 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.05 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.04 |
| ACN Accenture PLC Class A | Reduce -21.6% | 0.12% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.2% | 0.94% | −0.04 |
| GS Goldman Sachs Group Inc. | Reduce -6.5% | 0.58% | −0.04 |
| ILMN Illumina Inc. | Sold out | 0.00% | −0.04 |
| DESP Despegar.com Corp. | Sold out | 0.00% | −0.04 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.04 |
| NFLX Netflix Inc. | Reduce -36.6% | 0.09% | −0.04 |
| UPS United Parcel Service Class B | Reduce -10.0% | 0.17% | −0.04 |
| LPLA LPL Financial Holdings Inc. | Sold out | 0.00% | −0.04 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.04 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.04 |
| MSCI MSCI Inc. | Sold out | 0.00% | −0.04 |
| TER Teradyne Inc. | Reduce -0.3% | 0.08% | −0.04 |
| ESGU iShares ESG Aware MSCI USA | Sold out | 0.00% | −0.04 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.04 |
| RGA Reinsurance Group of America | Sold out | 0.00% | −0.04 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -2.9% | 0.45% | −0.03 |
| NKE Nike Inc. Class B | Reduce -9.8% | 0.13% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -1.5% | 1.47% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| HIMU iShares High Yild Muni A ETF | New | 0.49% | +0.49 |
| TLT iShares 20+ Year Treasury BD | New | 0.42% | +0.42 |
| ANET Arista Networks Inc. | Add +715.2% | 0.49% | +0.41 |
| IBIT iShares Bitcoin Trust ETF | New | 0.40% | +0.40 |
| VUSB Vanguard Ultra Short Bond Et | New | 0.30% | +0.30 |
| WELL Welltower Inc. | Add +8.0% | 0.70% | +0.19 |
| GLD SPDR Gold Shares | Add +144.6% | 0.26% | +0.18 |
| TMUS T-Mobile US Inc. | Add +6.2% | 0.66% | +0.17 |
| VEA Vanguard Ftse Developed ETF | Add +30.9% | 0.42% | +0.13 |
| JPM JPMorgan Chase & Co. | Add +2.7% | 1.42% | +0.13 |
| BSV Vanguard Short-Term Bond ETF | New | 0.13% | +0.13 |
| META Meta Platforms Inc. Class A | Add +9.7% | 1.03% | +0.12 |
| SHYG iShares 0-5 YR HY Corp. Bond | New | 0.12% | +0.12 |
| CB Chubb Ltd. | Add +6.7% | 0.63% | +0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.0% | 0.56% | +0.11 |
| MINT PIMCO Enhanced Short Maturit | Add +96.6% | 0.22% | +0.11 |
| AMT American Tower Corp. | Add +6.8% | 0.42% | +0.10 |
| CVX Chevron Corp. | Add +0.9% | 0.56% | +0.10 |
| AVIV Avantis Intl LRG Cap Val ETF | New | 0.09% | +0.09 |
| MDT Medtronic PLC | Add +6.5% | 0.46% | +0.09 |
| VNQ Vanguard Real Estate ETF | Add +22.3% | 0.39% | +0.09 |
| IGEB iShares Investment Grade SYS | New | 0.09% | +0.09 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | New | 0.09% | +0.09 |
| SCHF Schwab Intl Equity ETF | New | 0.08% | +0.08 |
| AMAT Applied Materials Inc. | New | 0.08% | +0.08 |
| SCHP Schwab U.S. Tips ETF | New | 0.08% | +0.08 |
| VGIT Vanguard Intermediate-Term T | New | 0.08% | +0.08 |
| MCO Moody's Corp. | New | 0.08% | +0.08 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Add +98.2% | 0.15% | +0.08 |
| VWO Vanguard Ftse Emerging Marke | Add +25.2% | 0.30% | +0.08 |
| FALN iShares Fallen Angels ETF | New | 0.08% | +0.08 |
| PSA Public Storage | Add +1.0% | 1.35% | +0.07 |
| CCL Carnival Corp. | New | 0.07% | +0.07 |
| ABBV Abbvie Inc. | Add +5.5% | 0.29% | +0.07 |
| TJX TJX Companies Inc. | Add +4.9% | 0.70% | +0.07 |
| ESGD iShares Trust iShares ESG Aw | Add +3.7% | 0.46% | +0.06 |
| CCI Crown Castle Inc. | Add +13.4% | 0.24% | +0.06 |
| AMGN Amgen Inc. | Add +4.7% | 0.27% | +0.06 |
| USIG iShares Broad Usd Investment | Add +86.6% | 0.12% | +0.06 |
| ETHA iShares Ethereum Trust ETF | New | 0.06% | +0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +10.3% | 1.45% | +0.06 |
| FLOT iShares Floating Rate Bond E | New | 0.06% | +0.06 |
| RTX RTX Corp. | Add +0.3% | 0.33% | +0.06 |
| UBER Uber Technologies Inc. | New | 0.06% | +0.06 |
| VGLT Vanguard Long-Term Treasury | New | 0.05% | +0.05 |
| SBAC SBA Communications Corp. | New | 0.05% | +0.05 |
| HSY The Hershey Co. | New | 0.05% | +0.05 |
| ECL Ecolab Inc. | New | 0.05% | +0.05 |
| JNJ Johnson & Johnson | Add +0.3% | 0.28% | +0.05 |
| DELL Dell Technologies -C | New | 0.05% | +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 |