GC Wealth Management RIA, LLC

Registered adviser

CIK

2011169

Location

Cambridge, MA

Portfolio Value

Mid $2,053,581,730

Diversification

Diversified

Reports for

BlackRock Finance, Inc.

Files via

BlackRock Finance, Inc. General Catalyst Group Management, LLC Quantinno Capital Management LP PARAMETRIC PORTFOLIO ASSOCIATES LLC

Filing Date

Global Rank

#1,764 / 8,826 ▼ 448 · as of Jun 2026

Top Industry

Semiconductors 16.9%

Period ended 36 days ago

Filed Nov 2, 2026 · 3d

12 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 327269

Roster of Nov 1, 2026

Regulatory AUM

$5,832,937,576

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$5,832,937,576	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$2,153,349,029	Individuals and high net worth (99%)
Dec 2024 to Mar 2025	$2,116,540,646	Individuals and high net worth (99%)
Apr 2024 to Nov 2024	$1,714,816,648	Individuals and high net worth (100%)
Jan 2024 to Mar 2024	$1,000,426,129	Individuals and high net worth (100%)
Dec 2023	$282,886,929	Individuals and high net worth (100%)

1 earlier changes not shown.

Stated strategy

Wealth management / planning, Fixed income / rates, Multi-asset, Private markets, Long/short hedge, Income Form ADV Part 2A, Mar 31, 2026 · original

In the firm's words

Wealth management / planning: GC Wealth is an asset management firm providing tailored financial advisory and wealth management services.
Fixed income / rates: The firm invests across a broad mix of traditional and alternative assets, including mutual funds, exchange-traded funds, public equities, fixed income, cash-equivalent instruments, currencies, real assets, natural resources, privately offered securities, options, futures, warrants, swaps and forwards, and commodities.
Multi-asset: The firm invests across a broad mix of traditional and alternative assets, including mutual funds, exchange-traded funds, public equities, fixed income, cash-equivalent instruments, currencies, real assets, natural resources, privately offered securities, options, futures, warrants, swaps and forwards, and commodities.
Private markets: GC Wealth also recommends private investments such as venture capital, private equity, and hedge funds.
Long/short hedge: GC Wealth also recommends private investments such as venture capital, private equity, and hedge funds.
Income: GC Wealth engages Independent Managers who sell put options to generate premium income.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 48.1%, 30.1 effective positions, active share 42.9% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

35.5% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 8.8 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 42.9%; sector active share 18.2% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

512 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

9.6%

−1.3 pts

Top 5

34.9%

+0.2 pts

Top 10

51.1%

+3.0 pts

HHI

349

Diversified+17

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	30.8%	$632,071,463	80
Unclassified	22.3%	$457,836,881	157
Healthcare	14.7%	$300,920,981	51
Communication Services	10.3%	$210,919,247	15
Financial Services	7.4%	$151,253,171	65
Consumer Cyclical	5.5%	$112,193,360	28
Industrials	5.2%	$107,159,706	60
Consumer Defensive	1.6%	$32,096,957	16
Energy	1.2%	$24,428,302	16
Basic Materials	0.8%	$16,647,306	12
Utilities	0.4%	$8,054,356	12

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
UBER	Uber Technologies, Inc	+154,257	213,883	$14,653,124
META	Meta Platforms, Inc.	+83,988	133,723	$96,973,245
GOVT	iShares U.S. Treasury Bond ETF	+52,608	63,060	$1,379,122
CRWD	CrowdStrike Holdings, Inc.	+35,710	46,630	$12,345,292
NVDA	Nvidia Corp	+28,097	566,810	$129,448,067
HEFA	iShares Currency Hedged MSCI EAFE ETF	+24,281	33,000	$1,530,870
MNST	Monster Beverage Corp	+21,271	32,342	$1,346,074
BFLX	Cann American Corp.	+20,866	29,997	$770,322
AMZN	Amazon Com Inc	+19,961	228,742	$56,991,069
MUFG	Mitsubishi Ufj Financial Group Inc	+19,717	112,891	$2,604,395
DGRO	iShares Core Dividend Growth ETF	+14,943	138,543	$10,444,756
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	+14,929	25,619	$1,010,413
IEFA	iShares Core MSCI EAFE ETF	+14,386	27,546	$2,668,656
UBS	UBS Group AG	+13,878	37,696	$1,814,308
T	At&T Inc.	+13,482	26,574	$648,405
AVGO	Broadcom Inc.	+13,341	95,224	$33,441,716
CRCL	Circle Internet Group, Inc.	+12,343	20,740	$1,704,205
HIMU		+10,051	76,795	$3,507,995
IBN	Icici Bank Ltd	+9,932	24,913	$686,353
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	+9,399	20,669	$3,481,072
QQQ	Invesco Qqq Trust, Series 1	+8,874	60,368	$44,658,435
IVV	iShares Core S&P 500 ETF	+8,686	89,698	$68,695,213
SE	Sea Ltd	+8,239	11,928	$1,161,310
CART	Maplebear Inc.	+8,005	37,604	$1,621,484
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+7,730	43,218	$3,338,590
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BCS	Barclays PLC	−51,668	62,931	$1,527,335
PEP	Pepsico Inc	−18,730	13,163	$1,668,015
XLF	State Street Corp	−16,819	27,267	$0
VUG	VANGUARD GROWTH INDEX FUND	−13,056	112,557	$10,142,511
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−12,433	12,492	$591,621
RELX	Relx PLC	−9,661	35,220	$1,168,599
ABNB	Airbnb, Inc.	−9,658	12,496	$2,007,482
STM	STMicroelectronics N.V.	−8,589	10,322	$550,781
SMFG	Sumitomo Mitsui Financial Group, Inc.	−8,056	19,737	$511,385
NU	Nu Holdings Ltd.	−7,112	219,414	$2,777,781
QCOM	Qualcomm Inc	−6,568	8,760	$1,612,190
MDLZ	Mondelez International, Inc.	−6,015	22,770	$1,316,561
NVO	Novo Nordisk A S	−5,853	33,788	$1,280,903
SPY	Spdr S&P 500 ETF Trust	−5,534	32,864	$25,063,072
NWG	NatWest Group plc	−4,982	65,993	$1,197,772
IWR	iShares Russell Mid-Cap ETF	−4,900	3,874	$413,394
EFA	iShares MSCI EAFE ETF	−4,460	21,210	$2,203,506
FTV	Fortive Corp	−4,348	23,361	$1,280,416
TXN	Texas Instruments Inc	−3,555	24,130	$6,758,571
SW	Smurfit Westrock plc	−3,126	20,892	$921,337
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	−3,006	18,275	$899,495
SCCO	Southern Copper Corp	−2,870	2,550	$0
IJH	iShares Core S&P Mid-Cap ETF	−2,659	100,579	$7,236,659
CSX	Csx Corp	−2,610	15,045	$699,742
RF	Regions Financial Corp	−2,516	12,742	$342,504
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CBRS	Cerebras Systems Inc.	311,595	$55,354,851
SPCX	Space Exploration Technologies Corp	136,923	$20,656,203
RGEF	Rockefeller Global Equity ETF	184,177	$6,459,087
RBLX	Roblox Corp	72,870	$3,087,501
UL	Unilever PLC	22,222	$1,349,542
VXUS	Vanguard Total International Stock ETF	14,336	$1,217,986
FIG	Figma, Inc.	32,898	$691,515
FTNT	Fortinet, Inc.	3,747	$669,813
SKHY	SK hynix Inc.	3,403	$626,662
VONE	VANGUARD RUSSELL 1000 INDEX FUND	1,524	$524,256
NBIS	Nebius Group N.V.	2,014	$475,062
BE	Bloom Energy Corp	1,570	$434,858
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	13,790	$408,046
SGOV	iShares 0-3 Month Treasury Bond ETF	3,944	$397,081
IQV	Iqvia Holdings Inc.	1,371	$368,593
IHG	Intercontinental Hotels Group PLC	2,291	$368,392
CNC	Centene Corp	5,655	$351,288
VOTE	TCW Transform 500 ETF	3,648	$328,531
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	4,603	$322,900
MRNA	Moderna, Inc.	1,658	$319,281
FTI	TechnipFMC plc	4,305	$292,395
HWM	Howmet Aerospace Inc.	1,245	$281,594
SN	SharkNinja, Inc.	1,546	$278,465
CVNA	Carvana Co.	4,450	$278,303
RBRK	Rubrik, Inc.	2,393	$273,926
No positions match the current search.

Sold Out

Positions the filer fully exited

21 positions

Ticker	Company	Shares	Value
APP	AppLovin Corp	1,206	$621,367
WY	Weyerhaeuser Co	17,681	$423,283
—		2,710	$396,771
TIP	iShares TIPS Bond ETF	3,509	$383,989
COHR	Coherent Corp.	878	$346,344
MCO	Moodys Corp	685	$310,250
BBJP	JPMorgan BetaBuilders Japan ETF	4,000	$301,240
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	1,575	$291,737
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	5,880	$275,242
NKE	NIKE, Inc.	6,621	$271,792
—		1,213	$248,713
Q	Qnity Electronics, Inc.	1,496	$244,311
JBL	Jabil Inc	621	$239,383
GVA	Granite Construction Inc	1,458	$230,480
SHV	iShares 0-1 Year Treasury Bond ETF	1,999	$220,589
AOS	Smith A O Corp	3,473	$217,826
YUM	Yum Brands Inc	1,355	$216,610
ALGM	Allegro Microsystems, Inc.	3,085	$214,777
EEM	iShares MSCI Emerging Markets ETF	3,112	$212,891
SAN	Banco Santander, S.A.	12,637	$174,390
LYG	Lloyds Banking Group plc	11,220	$65,412
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

512 tracked positions · $2,053,581,730 total · filing declares 512 positions · $2,079,039,845 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 512 positions by value · page 1 of 11

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TEM	Tempus AI, Inc. Healthcare	Reduced	2,411,178	-190	$197,475,478	+41.4%	9.62%
NVDA	Nvidia Corp Technology	Added	566,810	+28,097	$129,448,067	+20.1%	6.30%
META	Meta Platforms, Inc. Communication Services	Added	133,723	+83,988	$96,973,245	+246.1%	4.72%
AAPL	Apple Inc. Technology	Added	249,827	+5,731	$83,197,387	+17.8%	4.05%
MSFT	Microsoft Corp Technology	Added	150,227	+3,611	$77,051,428	+40.9%	3.75%
GOOGL	Alphabet Inc. Communication Services	Added	199,779	+7,542	$68,739,958	+0.1%	3.35%
IVV	iShares Core S&P 500 ETF	Added	89,698	+8,686	$68,695,213	+13.2%	3.35%
AMZN	Amazon Com Inc Consumer Cyclical	Added	228,742	+19,961	$56,991,069	+14.5%	2.78%
CBRS	Cerebras Systems Inc. Technology	NEW	311,595	NEW	$55,354,851	NEW	2.70%
QQQ	Invesco Qqq Trust, Series 1	Added	60,368	+8,874	$44,658,435	+17.8%	2.17%
AVGO	Broadcom Inc. Technology	Added	95,224	+13,341	$33,441,716	+8.1%	1.63%
IOT	Samsara Inc. Technology	Added	793,097	+4,732	$30,240,788	+18.3%	1.47%
GOOG	Alphabet Inc. Communication Services	Added	77,635	+3,452	$26,453,349	+0.9%	1.29%
SPY	Spdr S&P 500 ETF Trust	Reduced	32,864	-5,534	$25,063,072	−12.6%	1.22%
VOO	VANGUARD 500 INDEX FUND	Added	31,771	+2,383	$22,267,023	+10.3%	1.08%
LLY	ELI LILLY & Co Healthcare	Added	18,689	+361	$21,624,668	−1.6%	1.05%
SPCX	Space Exploration Technologies Corp Industrials	NEW	136,923	NEW	$20,656,203	NEW	1.01%
CRM	Salesforce, Inc. Technology	Added	86,682	+1,583	$19,899,586	+49.3%	0.97%
V	Visa Inc. Financial Services	Added	53,487	+828	$19,219,483	+6.4%	0.94%
GLD	Spdr Gold Trust	Added	46,221	+835	$17,602,805	+5.3%	0.86%
NOW	ServiceNow, Inc. Technology	Reduced	114,065	-23	$15,285,850	+35.0%	0.74%
PANW	Palo Alto Networks Inc Technology	Added	37,248	+816	$14,799,002	+19.1%	0.72%
UBER	Uber Technologies, Inc Technology	Added	213,883	+154,257	$14,653,124	+240.6%	0.71%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	39,178	-65	$12,961,257	+0.9%	0.63%
IWF	iShares Russell 1000 Growth ETF	Added	103,129	+3,579	$12,917,938	+4.5%	0.63%
PWR	Quanta Services, Inc. Industrials	Added	19,988	+183	$12,842,489	−9.9%	0.63%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	46,630	+35,710	$12,345,292	+48.1%	0.60%
LRCX	Lam Research Corp Technology	Added	37,061	+2,424	$12,174,909	−18.9%	0.59%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	32,359	+2,665	$12,110,032	+10.2%	0.59%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	23,998	+591	$10,947,647	−2.1%	0.53%
IWB	iShares Russell 1000 ETF	Added	26,120	+1,273	$10,869,315	+6.8%	0.53%
DGRO	iShares Core Dividend Growth ETF	Added	138,543	+14,943	$10,444,756	+11.5%	0.51%
AMD	Advanced Micro Devices Inc Technology	Added	16,910	+1,105	$10,344,861	+12.7%	0.50%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	112,557	-13,056	$10,142,511	−6.3%	0.49%
PH	Parker-Hannifin Corp Industrials	Reduced	10,545	-98	$10,074,903	−3.2%	0.49%
IVW	iShares S&P 500 Growth ETF	Added	70,764	+256	$10,066,886	+3.8%	0.49%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	11,001	-26	$10,014,650	−2.9%	0.49%
DASH	DoorDash, Inc. Consumer Cyclical	Added	54,469	+1,938	$9,997,784	+3.1%	0.49%
ABBV	AbbVie Inc. Healthcare	Reduced	36,761	-341	$9,616,309	+3.0%	0.47%
ANET	Arista Networks, Inc. Technology	Added	47,185	+3,137	$9,606,394	+28.4%	0.47%
VIG	Vanguard Specialized Funds	Reduced	40,260	-1,104	$9,393,060	−4.0%	0.46%
SNOW	Snowflake Inc. Technology	Added	27,525	+199	$9,346,389	+34.4%	0.46%
TJX	Tjx Companies Inc Consumer Cyclical	Added	69,752	+1,897	$9,228,887	−10.2%	0.45%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	12,604	-681	$8,508,330	+27.7%	0.41%
MU	Micron Technology Inc Technology	Reduced	7,825	-1,168	$8,334,485	−19.7%	0.41%
ETN	Eaton Corp plc Industrials	Added	19,358	+1,102	$8,318,326	+6.9%	0.41%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	16,137	+127	$8,035,419	+0.3%	0.39%
VEA	Vanguard FTSE Developed Markets ETF	Added	109,192	+4,885	$7,710,047	+3.7%	0.38%
BRK-A	Berkshire Hathaway Inc Financial Services	Reduced	10	-1	$7,470,050	−9.3%	0.36%
ADI	Analog Devices Inc Technology	Added	18,699	+278	$7,418,080	+1.4%	0.36%

Showing the top 50 of 512 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.