GC Wealth Management RIA, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), GC Wealth Management RIA, LLC reported 524 stock positions worth $1.2 billion. Its top holding was Meta Platforms Class A (META) at 5.7% of the portfolio, followed by Salesforce (CRM, 5.0%) and Microsoft (MSFT, 4.8%). Compared with Q1 2025, it opened 229 new positions, sold out of 10, added to 213 and reduced 73. The biggest buy was Meta Platforms Class A (META, shares +872%) and the biggest sale Vanguard Dividend Apprec ETF (VIG, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- Cambridge, MA
- CIK
- 0002011169
- Portfolio Value
- $1.2B (Q2 2025)
- SEC Filing
- 0001172661-25-002639 ↗ filed Jul 17, 2025
Holdings Value
Holdings 524 stocks · $1.2B
| META Meta Platforms Inc. Class A | 5.74% | 95,033 | $70.1M | Add +871.8% |
| CRM Salesforce Inc. | 5.04% | 226,080 | $61.6M | Add +5.8% |
| MSFT Microsoft Corp. | 4.83% | 118,675 | $59.0M | Add +129.8% |
| NVDA Nvidia Corp. | 4.49% | 347,789 | $54.9M | Add +348.2% |
| AAPL Apple Inc. | 3.84% | 228,720 | $46.9M | Add +106.2% |
| GOOG Alphabet Inc. Class C | 3.11% | 214,392 | $38.0M | Add +115.7% |
| AMZN Amazon.com Inc. | 2.52% | 140,560 | $30.8M | Add +208.2% |
| GOOGL Alphabet Inc. Class A | 2.35% | 163,146 | $28.8M | Add +230.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.49% | 29,500 | $18.2M | Add +7.3% |
| V Visa Inc. Class A | 1.16% | 39,994 | $14.2M | Add +315.6% |
| AVGO Broadcom Inc. | 1.15% | 51,114 | $14.1M | Add +783.9% |
| JPM JPMorgan Chase & Co. | 1.14% | 47,891 | $13.9M | Add +51.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.85% | 21,388 | $10.4M | Add +272.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.85% | 34,157 | $10.4M | Add +16.4% |
| VOO Vanguard S&P 500 ETF | 0.79% | 17,032 | $9.7M | Add +9.6% |
| LLY Eli Lilly & Co. | 0.76% | 11,993 | $9.3M | Add +278.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.75% | 16,624 | $9.2M | Add +51.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.75% | 20,866 | $9.1M | Reduce -2.1% |
| IVW iShares S&P 500 Growth ETF | 0.72% | 79,900 | $8.8M | Add +0.1% |
| ORCL Oracle Corp. | 0.72% | 40,148 | $8.8M | Add +441.7% |
| GRW TCW Durable Growth ETF | 0.71% | 249,358 | $8.7M | Reduce -2.0% |
| MA Mastercard Inc. Class A | 0.69% | 15,088 | $8.5M | Add +97.9% |
| VIG Vanguard Dividend Apprec ETF | 0.67% | 40,085 | $8.2M | Reduce -5.1% |
| COST Costco Wholesale Corp. | 0.66% | 8,200 | $8.1M | Add +212.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.66% | 11 | $8.0M | Add +83.3% |
| RDDT Reddit Inc. Class A | 0.65% | 52,957 | $8.0M | New |
| IJH iShares Core S&P Midcap ETF | 0.64% | 126,025 | $7.8M | Add +0.0% |
| NOW ServiceNow Inc. | 0.62% | 7,324 | $7.5M | Add +552.2% |
| IVV iShares Core S&P 500 ETF | 0.61% | 12,068 | $7.5M | Add +160.4% |
| PSA Public Storage | 0.60% | 24,997 | $7.3M | Add +2.0% |
| WMT Walmart Inc. | 0.56% | 70,076 | $6.9M | Add +63.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.56% | 55,005 | $6.8M | Add +76.8% |
| SNPS Synopsys Inc. | 0.55% | 13,171 | $6.8M | New |
| TXN Texas Instruments Inc. | 0.54% | 31,844 | $6.6M | Add +164.0% |
| NFLX Netflix Inc. | 0.53% | 4,854 | $6.5M | Add +859.3% |
| ANET Arista Networks Inc. | 0.51% | 61,122 | $6.3M | Add +76.2% |
| RSP Invesco S&P 500 Equal Weight | 0.50% | 33,788 | $6.1M | Reduce -16.6% |
| BKNG Booking Holdings Inc. | 0.49% | 1,025 | $5.9M | Add +502.9% |
| HD Home Depot Inc. | 0.46% | 15,345 | $5.6M | Add +522.3% |
| ABBV Abbvie Inc. | 0.45% | 29,969 | $5.6M | Add +292.2% |
| UNH Unitedhealth Group Inc. | 0.45% | 17,608 | $5.5M | Add +85.9% |
| TSLA Tesla Inc. | 0.44% | 16,783 | $5.3M | Add +284.7% |
| VTIP Vanguard Short-Term Tips | 0.43% | 104,154 | $5.2M | Reduce -20.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.42% | 22,515 | $5.1M | Add +201.4% |
| CB Chubb Ltd. | 0.41% | 17,346 | $5.0M | Add +52.2% |
| ISRG Intuitive Surgical Inc. | 0.40% | 8,940 | $4.9M | Add +349.5% |
| PEP Pepsico Inc. | 0.40% | 36,666 | $4.8M | Add +109.8% |
| OPPE Wisdomtree European Opport | 0.39% | 103,473 | $4.8M | New |
| XOM Exxon Mobil Corp. | 0.39% | 43,748 | $4.7M | Add +528.5% |
| CSCO Cisco Systems Inc. | 0.37% | 65,874 | $4.6M | Add +68.2% |
| VYM Vanguard High DVD Yield ETF | 0.37% | 33,495 | $4.5M | Reduce -21.4% |
| SPGP Invesco S&P 500 Garp ETF | 0.36% | 41,356 | $4.5M | Reduce -9.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.36% | 15,799 | $4.4M | Add +16.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.36% | 92,239 | $4.4M | Add +153.7% |
| PLD Prologis Inc. | 0.36% | 41,466 | $4.4M | Add +188.2% |
| DUOL Duolingo | 0.36% | 10,618 | $4.4M | New |
| WELL Welltower Inc. | 0.35% | 27,574 | $4.2M | Add +11.0% |
| DASH DoorDash Inc. Class A | 0.34% | 17,035 | $4.2M | New |
| LIN Linde PLC | 0.34% | 8,935 | $4.2M | Add +390.9% |
| PH Parker Hannifin Corp. | 0.34% | 5,925 | $4.1M | Add +532.3% |
| SPHQ Invesco S&P 500 Quality ETF | 0.34% | 57,505 | $4.1M | Reduce -8.5% |
| TMO Thermo Fisher Scientific Inc. | 0.33% | 9,853 | $4.0M | Add +103.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.32% | 23,968 | $3.9M | Reduce -9.8% |
| PG The Procter & Gamble Co. | 0.32% | 24,350 | $3.9M | Add +185.8% |
| CVX Chevron Corp. | 0.31% | 26,599 | $3.8M | Add +44.8% |
| GLD SPDR Gold Shares | 0.31% | 12,365 | $3.8M | Add +147.8% |
| IWF iShares Russell 1000 Growth | 0.31% | 8,854 | $3.8M | Add +23.7% |
| TT Trane Technologies PLC | 0.31% | 8,594 | $3.8M | Add +24.4% |
| ABT Abbott Laboratories | 0.30% | 27,299 | $3.7M | Add +302.6% |
| RELY Remitly Global Inc. | 0.30% | 193,227 | $3.6M | No change |
| HOOD Robinhood Markets Inc. Class A | 0.30% | 38,540 | $3.6M | New |
| PANW Palo Alto Networks Inc. | 0.29% | 17,491 | $3.6M | Add +365.4% |
| TMUS T-Mobile US Inc. | 0.29% | 15,005 | $3.6M | Add +11.2% |
| ICE Intercontinental Exchange Inc. | 0.29% | 19,441 | $3.6M | New |
| JNJ Johnson & Johnson | 0.28% | 22,733 | $3.5M | Add +149.9% |
| PWR Quanta Services Inc. | 0.28% | 9,174 | $3.5M | Add +873.9% |
| LIND Lindblad Expeditions Holding | 0.28% | 297,069 | $3.5M | New |
| ADI Analog Devices Inc. | 0.27% | 14,113 | $3.4M | Add +584.1% |
| VT Vanguard Tot World STK ETF | 0.27% | 25,986 | $3.3M | Add +3.7% |
| RTX RTX Corp. | 0.26% | 22,131 | $3.2M | Add +61.8% |
| IJR iShares Core S&P Small-Cap E | 0.26% | 29,375 | $3.2M | Reduce -41.1% |
| SPOT Spotify Technology SA | 0.26% | 4,146 | $3.2M | New |
| UBER Uber Technologies Inc. | 0.26% | 34,095 | $3.2M | Add +727.4% |
| ETN Eaton Corp. PLC | 0.26% | 8,875 | $3.2M | Add +283.7% |
| AMH American Homes 4 Rent- A | 0.25% | 86,388 | $3.1M | Reduce -0.1% |
| WFC Wells Fargo & Co. | 0.25% | 38,328 | $3.1M | Add +773.9% |
| MS Morgan Stanley | 0.25% | 21,640 | $3.0M | New |
| UNP Union Pacific Corp. | 0.25% | 13,156 | $3.0M | Add +529.5% |
| QCOM Qualcomm Inc. | 0.24% | 18,507 | $2.9M | Add +62.4% |
| MDT Medtronic PLC | 0.24% | 33,569 | $2.9M | Add +20.6% |
| CTAS Cintas Corp. | 0.24% | 13,106 | $2.9M | New |
| AMT American Tower Corp. | 0.24% | 13,161 | $2.9M | Add +24.3% |
| MCK McKesson Corp. | 0.24% | 3,963 | $2.9M | Add +845.8% |
| INTU Intuit Inc. | 0.24% | 3,682 | $2.9M | Add +369.6% |
| EQIX Equinix Inc. | 0.23% | 3,552 | $2.8M | Add +164.1% |
| XYZ Block Inc. | 0.23% | 41,408 | $2.8M | New |
| KO The Coca-Cola Co. | 0.23% | 39,655 | $2.8M | Add +230.0% |
| HON Honeywell International Inc. | 0.23% | 12,016 | $2.8M | Add +64.7% |
| PGR Progressive Corp. | 0.23% | 10,383 | $2.8M | New |
| ESGD iShares Trust iShares ESG Aw | 0.22% | 30,797 | $2.7M | No change |
Other holdings (2): bonds, preferreds, convertibles and warrants · $649K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 272 | $330K | New |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 272 | $319K | New |
Total filed on the 13F, all lines: $1.2B.
Portfolio Sells Q1 2025 → Q2 2025
| VIG Vanguard Dividend Apprec ETF | Reduce -5.1% | 0.67% | −0.83 |
| GRW TCW Durable Growth ETF | Reduce -2.0% | 0.71% | −0.83 |
| RSP Invesco S&P 500 Equal Weight | Reduce -16.6% | 0.50% | −0.79 |
| VTIP Vanguard Short-Term Tips | Reduce -20.4% | 0.43% | −0.77 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.1% | 0.75% | −0.70 |
| IJR iShares Core S&P Small-Cap E | Reduce -41.1% | 0.26% | −0.69 |
| VYM Vanguard High DVD Yield ETF | Reduce -21.4% | 0.37% | −0.64 |
| NOBL Proshares S&P 500 Dividend A | Reduce -44.7% | 0.16% | −0.51 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -9.9% | 0.36% | −0.48 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -9.8% | 0.32% | −0.46 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -8.5% | 0.34% | −0.43 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.40 |
| GS Goldman Sachs Group Inc. | Reduce -39.2% | 0.20% | −0.38 |
| AMH American Homes 4 Rent- A | Reduce -0.1% | 0.25% | −0.35 |
| MRK Merck & Co. Inc. | Reduce -22.1% | 0.15% | −0.33 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -9.7% | 0.22% | −0.32 |
| HIMU iShares High Yild Muni A ETF | Reduce -2.7% | 0.21% | −0.28 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.7% | 0.20% | −0.25 |
| FTSM First Trust Enh Short Mat FD | Reduce -18.6% | 0.14% | −0.25 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -4.9% | 0.21% | −0.24 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -12.2% | 0.16% | −0.23 |
| VEA Vanguard Ftse Developed ETF | Reduce -7.6% | 0.19% | −0.23 |
| VNQ Vanguard Real Estate ETF | Reduce -0.2% | 0.17% | −0.22 |
| IJS iShares S&P Small-Cap 600 Va | Sold out | 0.00% | −0.21 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -1.8% | 0.21% | −0.20 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -1.2% | 0.18% | −0.19 |
| VWO Vanguard Ftse Emerging Marke | Reduce -4.9% | 0.14% | −0.16 |
| SPG Simon Property Group Inc. | Reduce -6.0% | 0.10% | −0.15 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -22.2% | 0.08% | −0.14 |
| VGT Vanguard Info Tech ETF | Reduce -9.2% | 0.14% | −0.14 |
| IWV iShares Russell 3000 ETF | Reduce -0.1% | 0.13% | −0.14 |
| CWS Advisorshares Equity Focused | Reduce -6.2% | 0.10% | −0.13 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -0.3% | 0.10% | −0.13 |
| APP AppLovin Corp. Class A | Reduce -51.0% | 0.05% | −0.12 |
| AVSC Avantis US Small Cap Equity | Reduce -32.7% | 0.05% | −0.11 |
| SMMD iShares Russell 2500 ETF | Reduce -3.9% | 0.09% | −0.11 |
| VICI Vici Properties Inc. | Reduce -41.9% | 0.04% | −0.10 |
| SAP Sap SE-Sponsored ADR | Reduce -22.7% | 0.06% | −0.10 |
| OEF iShares S&P 100 ETF | Reduce -0.1% | 0.10% | −0.10 |
| IBMN iShares Ibonds Dec 2025 Term | Reduce -2.0% | 0.07% | −0.08 |
| IBMO iShares Ibonds Dec 2026 Term | Reduce -2.0% | 0.07% | −0.08 |
| IBMP iShares Ibonds Dec 2027 Term | Reduce -2.0% | 0.07% | −0.08 |
| EFA iShares MSCI Eafe ETF | Reduce -20.9% | 0.05% | −0.08 |
| IBMQ iShares Ibonds Dec 2028 Muni | Reduce -2.0% | 0.06% | −0.08 |
| IBMR iShares Ibonds Dec 2029 M BD | Reduce -2.0% | 0.06% | −0.08 |
| PUK Prudential PLC-ADR | Reduce -30.3% | 0.05% | −0.08 |
| NAD Nuveen Quality Municipal Inc. | Reduce -15.8% | 0.05% | −0.08 |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | Reduce -1.6% | 0.06% | −0.08 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Reduce -15.3% | 0.05% | −0.08 |
| CP Canadian Pacific Kansas City | Reduce -1.0% | 0.08% | −0.08 |
Portfolio Buys Q1 2025 → Q2 2025
| META Meta Platforms Inc. Class A | Add +871.8% | 5.74% | +4.70 |
| NVDA Nvidia Corp. | Add +348.2% | 4.49% | +2.95 |
| MSFT Microsoft Corp. | Add +129.8% | 4.83% | +1.27 |
| AVGO Broadcom Inc. | Add +783.9% | 1.15% | +0.97 |
| GOOGL Alphabet Inc. Class A | Add +230.1% | 2.35% | +0.95 |
| AMZN Amazon.com Inc. | Add +208.2% | 2.52% | +0.93 |
| RDDT Reddit Inc. Class A | New | 0.65% | +0.65 |
| SNPS Synopsys Inc. | New | 0.55% | +0.55 |
| V Visa Inc. Class A | Add +315.6% | 1.16% | +0.54 |
| ORCL Oracle Corp. | Add +441.7% | 0.72% | +0.53 |
| NOW ServiceNow Inc. | Add +552.2% | 0.62% | +0.45 |
| NFLX Netflix Inc. | Add +859.3% | 0.53% | +0.44 |
| OPPE Wisdomtree European Opport | New | 0.39% | +0.39 |
| DUOL Duolingo | New | 0.36% | +0.36 |
| DASH DoorDash Inc. Class A | New | 0.34% | +0.34 |
| BKNG Booking Holdings Inc. | Add +502.9% | 0.49% | +0.34 |
| HOOD Robinhood Markets Inc. Class A | New | 0.30% | +0.30 |
| HD Home Depot Inc. | Add +522.3% | 0.46% | +0.29 |
| ICE Intercontinental Exchange Inc. | New | 0.29% | +0.29 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +272.3% | 0.85% | +0.29 |
| LLY Eli Lilly & Co. | Add +278.0% | 0.76% | +0.28 |
| LIND Lindblad Expeditions Holding | New | 0.28% | +0.28 |
| SPOT Spotify Technology SA | New | 0.26% | +0.26 |
| GOOG Alphabet Inc. Class C | Add +115.7% | 3.11% | +0.26 |
| MS Morgan Stanley | New | 0.25% | +0.25 |
| PWR Quanta Services Inc. | Add +873.9% | 0.28% | +0.24 |
| CTAS Cintas Corp. | New | 0.24% | +0.24 |
| PH Parker Hannifin Corp. | Add +532.3% | 0.34% | +0.23 |
| XOM Exxon Mobil Corp. | Add +528.5% | 0.39% | +0.23 |
| XYZ Block Inc. | New | 0.23% | +0.23 |
| TSLA Tesla Inc. | Add +284.7% | 0.44% | +0.23 |
| PGR Progressive Corp. | New | 0.23% | +0.23 |
| COF Capital One Financial Corp. | New | 0.22% | +0.22 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.22% | +0.22 |
| ISRG Intuitive Surgical Inc. | Add +349.5% | 0.40% | +0.22 |
| COST Costco Wholesale Corp. | Add +212.7% | 0.66% | +0.21 |
| UBER Uber Technologies Inc. | Add +727.4% | 0.26% | +0.20 |
| ADI Analog Devices Inc. | Add +584.1% | 0.27% | +0.20 |
| WFC Wells Fargo & Co. | Add +773.9% | 0.25% | +0.19 |
| CTVA Corteva Inc. | New | 0.19% | +0.19 |
| TSM Taiwan Semiconductor-SP ADR | Add +201.4% | 0.42% | +0.19 |
| KKR KKR & Co. Inc. | New | 0.19% | +0.19 |
| LIN Linde PLC | Add +390.9% | 0.34% | +0.19 |
| ILMN Illumina Inc. | New | 0.19% | +0.19 |
| CUE Cue Biopharma Inc. | New | 0.19% | +0.19 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.19% | +0.19 |
| MCK McKesson Corp. | Add +845.8% | 0.24% | +0.19 |
| PANW Palo Alto Networks Inc. | Add +365.4% | 0.29% | +0.17 |
| ABNB Airbnb Inc. Class A | New | 0.17% | +0.17 |
| DHR Danaher Corp. | Add +1064.3% | 0.21% | +0.17 |
Notes & Other Activity Q1 2025 → Q2 2025
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | New | 272 | $330K |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | New | 272 | $319K |
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 |