SEC 13F Intelligence

Managers / Q2 2026

GK Wealth Management LLC

CIK 0002069222 · 98 WINTER STREET, RENO, NV, 89503 · 7753546622

Reported Value
$190M
Q2 2026
Positions
234
Filings on Record
8
2019–present window
Filed
Jul 7, 2026
original filing

Summary

Gk Wealth Management LLC reported $190M in U.S.-listed holdings across 234 positions for Q2 2026.

Its largest position, MU, represents 3.4% of the portfolio.

Compared with Q1 2026, the fund opened 215 new positions and exited 32.

Portfolio Metrics

Turnover
+67.1%
vs prior filed quarter
Top-10 Concentration
+23.4%
share of reported value
Largest Position
+3.4%
Micron Technology
New / Exited
215 / 32
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’25: $86MQ1 ’25Q2 ’25: $111MQ2 ’25Q3 ’25: $137MQ3 ’25Q4 ’25: $151MQ4 ’25Q1 ’26: $115MQ1 ’26Q2 ’26: $190MQ2 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 47.4%Common Stock: 45.6%Other: 3.7%ADR: 2.9%NY Reg Shrs: 0.2%Other: 0.1%
  • ETP · 47.4% · $90M
  • Common Stock · 45.6% · $87M
  • Other · 3.7% · $7M
  • ADR · 2.9% · $6M
  • NY Reg Shrs · 0.2% · $408,292
  • Other · 0.1% · $259,979

Quarter-over-Quarter Changes full breakdown →

vs Q1 2026 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
MUMICRON TECHNOLOGY INCNEW+5.6K5.6K+$7M$7M
LACLITHIUM AMERS CORP NEWNEW+1.43M1.43M+$5M$5M
SLVISHARES SILVER TRNEW+85.4K85.4K+$5M$5M
J P MORGAN EXCHANGE TRADED FNEW+87.9K87.9K+$4M$4M
CREDO TECHNOLOGY GROUP HOLDINEW+16.2K16.2K+$4M$4M
SPDR SERIES TRUSTNEW+47.9K47.9K+$4M$4M
INVESCO EXCH TRADED FD TR IINEW+12.4K12.4K+$4M$4M
TSMTAIWAN SEMICONDUCTOR MANUFACNEW+7.0K7.0K+$3M$3M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2026

36 positions
#IssuerClass% PortfolioValueShares
1GOOGLALPHABET INCCAP STK CL A · CAP STK CL C3.43%$7M18.4K
2MUMICRON TECHNOLOGY INChistory →COM3.42%$7M5.6K
3SPDR SERIES TRUSTST STR BLO 1 ETF · ST STR P500ETF3.27%$6M68.9K
4NVDANVIDIA CORPORATIONhistory →COM2.97%$6M28.3K
5JGROJ P MORGAN EXCHANGE TRADED FULTRA SHRT ETF · ACTIVE GROWTH2.88%$5M98.5K
6SLVISHARES SILVER TRhistory →ISHARES2.40%$5M85.4K
7CREDO TECHNOLOGY GROUP HOLDIORDINARY SHARES2.32%$4M16.2K
8INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF1.98%$4M12.4K
9VANGUARD INDEX FDSSMALL CP ETF · S&P 500 ETF SHS · TOTAL STK MKT1.76%$3M8.4K
10TSMTAIWAN SEMICONDUCTOR MANUFAChistory →SPONSORED ADS1.76%$3M7.0K
11JANUS DETROIT STR TRHENDRSON AAA CL1.72%$3M64.8K
12EA SERIES TRUSTALPHA ARCH 1-31.71%$3M27.9K
13SIMPLIFY EXCHANGE TRADED FUNTREASURY OPT INC · MBS ETF1.62%$3M104.3K
14SCHWAB STRATEGIC TRINTL EQTY ETF · US AGGREGATE B1.48%$3M110.4K
15GLOBAL X FDSGLOBAL X COPPER · GLOBAL X URANIUM1.42%$3M46.0K
16AAPLAPPLE INChistory →COM1.33%$3M8.7K
17VANGUARD SPECIALIZED FUNDSDIV APP ETF1.22%$2M9.8K
18IBITISHARES BITCOIN TRUST ETFhistory →SHS BEN INT1.17%$2M66.9K
19METAMETA PLATFORMS INChistory →CL A1.17%$2M4.0K
20ISHARES TRCORE S&P500 ETF · MSCI USA QLT FCT1.15%$2M6.5K
21SPDR INDEX SHS FDSST PORT MARK ETF1.10%$2M40.3K
22STATE STR SPDR S&P 500 ETF TTR UNIT0.84%$2M2.1K
23CLSCELESTICA INCCOM0.80%$2M4.2K
24AMDADVANCED MICRO DEVICES INCCOM0.75%$1M2.4K
25PACER FDS TRUS CASH COWS 1000.75%$1M22.8K
26RDDTREDDIT INCCL A0.69%$1M7.5K
27FBTCFIDELITY WISE ORIGIN BITCOINSHS0.64%$1M24.0K
28VANECK ETF TRUSTSEMICONDUCTR ETF0.62%$1M1.8K
29VANGUARD SCOTTSDALE FDSINT-TERM CORP0.61%$1M14.2K
30WISDOMTREE TRUS QUALITY GROW0.59%$1M17.1K
31PUTNAM ETF TRUSTFOCUSED LAR CAP0.55%$1M20.7K
32FIRST TR EXCHANGE-TRADED FDNASDQ CLN EDGE0.53%$1M5.3K
33TTMITTM TECHNOLOGIES INCCOM0.53%$1M5.4K
34UAOSTERLING INFRASTRUCTURE INCCOM0.50%$956,8711.1K
35BABOEING COCOM0.48%$920,2144.3K
36GOLDMAN SACHS ETF TRHEDGE IND ETF0.48%$912,6054.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$190M234Jul 7, 202613F-HRchanges · EDGAR ↗
Q1 2026$115M51Apr 7, 202613F-HRchanges · EDGAR ↗
Q4 2025$151M196Jan 5, 202613F-HRchanges · EDGAR ↗
Q3 2025$137M175Nov 6, 202513F-HRchanges · EDGAR ↗
Q2 2025$111M155Jul 8, 202513F-HRchanges · EDGAR ↗
Q1 2025$86M136May 28, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.