GC Wealth Management RIA, LLC

Position in UPST — Upstart Holdings, Inc.

CIK 2011169 Cambridge, MA

Position in UPST

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$8,840,169

-$2,069,329 QoQ

Shares Held

344,646

+38.1% QoQ

Ownership

0.354%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GC Wealth Management RIA, LLC holds $35,065,186 across 4 Credit Services names.

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	52,659	$18,066,776
2	COF	Capital One Financial Corp	35,174	$7,056,607
3	MA	Mastercard Inc	13,578	$6,973,660
4	AXP	American Express Co	8,775	$2,968,143

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,840,169	344,646	+38.1%	Shares	Sole	2026-05-14
2025-12-31	$10,909,498	249,474	+8.4%	Shares	Sole	2026-01-30
2025-09-30	$11,687,657	230,072	+1779.2%	Shares	Sole	2025-11-13
2025-06-30	$791,877	12,243	—	Shares	Sole	2025-07-17
No filing history on record for this holder in this stock.