GK Wealth Management LLC
Top Portfolio Positions
28 positions ·
$21,765,521 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
27,160 | $6,892,936 | 31.67% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,578 | $1,578,270 | 7.25% |
| NVDA |
Nvidia Corp
Technology
|
7,899 | $1,377,585 | 6.33% |
| NFLX |
Netflix Inc
Communication Services
|
12,644 | $1,215,720 | 5.59% |
| XOM |
Exxon Mobil Corp
Energy
|
6,387 | $1,083,618 | 4.98% |
| CVX |
Chevron Corp
Energy
|
3,893 | $805,461 | 3.70% |
| SBR |
Sabine Royalty Trust
Energy
|
10,466 | $788,508 | 3.62% |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
417 | $721,001 | 3.31% |
| NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
Financial Services
|
54,096 | $643,742 | 2.96% |
| JNJ |
Johnson & Johnson
Healthcare
|
2,415 | $590,322 | 2.71% |
Portfolio Trend
Holdings in BITW
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $761,059 | 12,952 | Shares | Defined | 2026-01-05 | |
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