SEC 13F Intelligence

Managers / Q4 2025 · view latest →

GK Wealth Management LLC

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

Reported Value
$151M
Q4 2025
Positions
196
Filings on Record
8
2019–present window
Filed
Jan 5, 2026
original filing

Summary

Gk Wealth Management LLC reported $151M in U.S.-listed holdings across 196 positions for Q4 2025.

Its largest position, AMZN, represents 4.1% of the portfolio.

Compared with Q3 2025, the fund opened 37 new positions and exited 15.

Portfolio Metrics

Turnover
+7.1%
vs prior filed quarter
Top-10 Concentration
+26.4%
share of reported value
Largest Position
+4.1%
Amazon Com
New / Exited
37 / 15
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: 49.2%Common Stock: 46.6%ADR: 2.6%Other: 1.0%REIT: 0.3%Other: 0.2%
  • ETP · 49.2% · $74M
  • Common Stock · 46.6% · $70M
  • ADR · 2.6% · $4M
  • Other · 1.0% · $1M
  • REIT · 0.3% · $524,910
  • Other · 0.2% · $320,813

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ISHARES TRNEW+10.9K10.9K+$1M$1M
WISDOMTREE TRNEW+17.7K17.7K+$1M$1M
PUTNAM ETF TRUSTNEW+22.2K22.2K+$1M$1M
JGROJ P MORGAN EXCHANGE TRADED FNEW+10.9K10.9K+$1M$1M
BITWBITWISE 10 CRYPTO INDEX ETFNEW+13.0K13.0K+$761,059$761,059
ARDXARDELYX INCNEW+74.6K74.6K+$434,731$434,731
ISHARES TRNEW+8.3K8.3K+$377,575$377,575
TTMITTM TECHNOLOGIES INCNEW+5.4K5.4K+$369,771$369,771

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

Holdings — Q4 2025

37 positions
#IssuerClass% PortfolioValueShares
1SPDR SERIES TRUSTSTATE STREET SPD4.41%$7M73.4K
2AMZNAMAZON COM INChistory →COM4.10%$6M26.8K
3GOOGLALPHABET INCCAP STK CL A · CAP STK CL C4.04%$6M19.4K
4JGROJ P MORGAN EXCHANGE TRADED FULTRA SHRT ETF · ACTIVE GROWTH4.03%$6M111.1K
5SLVISHARES SILVER TRhistory →ISHARES3.17%$5M74.2K
6SIMPLIFY EXCHANGE TRADED FUNTREASURY OPT INC · AGGREGATE BOND E · MBS ETF2.62%$4M151.1K
7NVDANVIDIA CORPORATIONhistory →COM2.35%$4M19.0K
8EA SERIES TRUSTALPHA ARCH 1-32.13%$3M28.0K
9MSFTMICROSOFT CORPhistory →COM2.07%$3M6.4K
10INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF1.80%$3M10.8K
11SCHWAB STRATEGIC TRINTL EQTY ETF · US AGGREGATE B1.68%$3M107.2K
12VANGUARD SPECIALIZED FUNDSDIV APP ETF1.66%$2M11.4K
13AAPLAPPLE INChistory →COM1.53%$2M8.5K
14TSMTAIWAN SEMICONDUCTOR MFG LTDhistory →SPONSORED ADS1.48%$2M7.4K
15METAMETA PLATFORMS INChistory →CL A1.45%$2M3.3K
16JANUS DETROIT STR TRHENDRSON AAA CL1.44%$2M43.1K
17ISHARES TR0-3 MNTH TREASRY · MSCI USA QLT FCT1.42%$2M16.2K
18VANGUARD INDEX FDSSMALL CP ETF · S&P 500 ETF SHS1.39%$2M5.9K
19VANGUARD SCOTTSDALE FDSINT-TERM CORP · LG-TERM COR BD1.36%$2M25.7K
20RDDTREDDIT INChistory →CL A1.13%$2M7.4K
21FBTCFIDELITY WISE ORIGIN BITCOINhistory →SHS1.09%$2M21.7K
22PACER FDS TRUS CASH COWS 1001.04%$2M26.1K
23SPDR INDEX SHS FDSPORTFOLIO EMG MK1.03%$2M33.3K
24SPDR S&P 500 ETF TRTR UNIT0.91%$1M2.0K
25CLSCELESTICA INCCOM0.84%$1M4.3K
26MUMICRON TECHNOLOGY INCCOM0.73%$1M3.8K
27WISDOMTREE TRUS QUALITY GROW0.69%$1M17.7K
28PUTNAM ETF TRUSTFOCUSED LAR CAP0.67%$1M22.2K
29CREDO TECHNOLOGY GROUP HOLDIORDINARY SHARES0.67%$1M7.0K
30BABOEING COCOM0.62%$941,4334.3K
31VVISA INCCOM CL A0.61%$918,0002.6K
32DALDELTA AIR LINES INC DELCOM NEW0.60%$900,33813.0K
33ORCLORACLE CORPCOM0.59%$889,9554.6K
34VANECK ETF TRUSTGOLD MINERS ETF0.57%$861,18710.0K
35PROFESIONALLY MANAGED PORTFOCONGRESS SMID GR0.56%$846,21526.8K
36GLOBAL X FDSGLOBAL X URANIUM0.56%$842,50219.7K
37VISNCOMMSCOPE HLDG CO INCCOM0.56%$840,43446.4K

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 ↗.