GK Wealth Management LLC
•CIK: 2069222•Filing: Q4 2025
**GK Wealth Management LLC** manages $151M across a diversified portfolio of 196 positions. The firm maintains significant exposure to technology and industrials, highlighted by top holdings including AMZN ($6.2M), TSLA ($6.1M), and LAC ($5.7M). Notable allocations also include core tech names like GOOGL ($3.9M) and MSFT ($3.1M), alongside commodity and fixed-income plays such as SLV ($4.8M) and BIL ($4.9M). This positioning suggests a tactical approach balancing high-growth equities with defensive asset classes.
Total AUM
$136.6M
+ $14.2M in options
QoQ Performance
+7.5%
Positions
149
+ 5 options
Top 10 Concentration
30.8%
Latest Filing
Q4 2025
Top Holdings Allocation
AMZN4.1%
TSLA4.0%
LAC3.8%
JPST3.4%
BIL3.2%
SLV3.2%
GOOGL2.6%
NVDA2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.1%
Technology13.1%
Consumer9.0%
Financial2.3%
ETF2.1%
Healthcare1.0%
Industrial1.0%
Communication0.9%
🚪 Exited Positionssold since Q3 2025
+10 more exited positions
Changes from Q3 2025
NEW37 new positions
↑74 increased
↓85 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025