2026 Q1 Portfolio Activity
In 2026 Q1, GC Wealth Management RIA, LLC maintained a portfolio of 569 distinct positions. The most significant new addition was PORCH GROUP INC, now representing 1.21% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 62.0%. The fund also reduced its exposure to VANGUARD INDEX FDS by 55.9%.
Position History
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Total Positions
569
Quarter
2026 Q1
Top Holding
TEM (12.4%)
Top 10 Concentration
49.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 569
GC Wealth Management RIA, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TEM
TEMPUS AI INC
|
Healthcare | 12.37% | 14.66% |
#1
Prev: #1
|
6.5 |
—
|
-150,296 | -2.2% |
P
S
|
6,611,211 | $298,958,961 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 8.50% | 7.92% |
#2
Prev: #2
|
6.9 |
—
|
32,310 | 9.9% |
P
S
|
359,025 | $205,409,075 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 6.10% | 5.79% |
#3
Prev: #3
|
3.9 |
—
|
8,222 | 1.6% |
P
S
|
512,353 | $147,332,153 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 5.52% | 5.23% |
#4
Prev: #4
|
3.2 |
—
|
853 | 0.1% |
P
S
|
764,509 | $133,330,393 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 4.39% | 4.31% |
#5
Prev: #5
|
2.8 |
—
|
-4,359 | -1.2% |
P
S
|
369,728 | $106,060,075 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AAPL
APPLE INC
|
Technology | 3.73% | 3.47% |
#6
Prev: #6
|
2.0 |
—
|
7,529 | 2.2% |
P
S
|
355,283 | $90,167,343 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.69% | 3.00% |
#7
Prev: #7
|
1.6 |
—
|
6,862 | 4.1% |
P
S
|
175,592 | $64,999,063 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CRM
SALESFORCE INC
|
Technology | 2.18% | 2.71% |
#8
Prev: #8
|
1.4 |
—
|
3,194 | 1.1% |
P
S
|
281,677 | $52,580,646 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.14% | 2.01% |
#9
1
Prev: #10
|
1.4 |
—
|
10,340 | 4.3% |
P
S
|
248,043 | $51,659,966 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.70% | 1.77% |
#10
1
Prev: #11
|
1.2 |
—
|
3,410 | 3.2% |
P
S
|
110,410 | $41,044,941 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IVV
ISHARES TR
|
ETF | 1.59% | 0.91% |
#11
5
Prev: #16
|
3.6 |
—
|
22,564 | 62.0% |
P
S
|
58,936 | $38,497,857 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.38% | 1.13% |
#12
2
Prev: #14
|
2.6 |
—
|
6,242 | 13.8% |
P
S
|
51,382 | $33,415,754 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PRCH
PORCH GROUP INC
|
Financial Services | 1.21% | — |
#13
Prev: #—
|
4.0 |
—
|
4,076,745 | — |
NEW
|
4,076,745 | $29,230,262 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.16% | 1.07% |
#14
1
Prev: #15
|
2.5 |
—
|
5,928 | 7.0% |
P
S
|
90,194 | $27,915,997 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.15% | 0.91% |
#15
2
Prev: #17
|
2.5 |
—
|
7,753 | 19.3% |
P
S
|
47,935 | $27,667,141 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IOT
SAMSARA INC
|
Technology | 1.05% | 1.42% |
#16
4
Prev: #12
|
0.4 |
—
|
-292,673 | -26.8% |
P
S
|
799,203 | $25,326,743 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TEAM
ATLASSIAN CORPO...
|
Technology | 0.94% | 2.07% |
#17
8
Prev: #9
|
0.9 |
—
|
-13,755 | -4.0% |
P
S
|
333,712 | $22,775,844 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.82% | 0.89% |
#18
Prev: #18
|
0.3 |
—
|
-15,327 | -24.9% |
P
S
|
46,130 | $19,849,423 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.78% | 0.74% |
#19
2
Prev: #21
|
0.8 |
—
|
-741 | -1.9% |
P
S
|
39,279 | $18,822,497 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.76% | 0.78% |
#20
1
Prev: #19
|
0.8 |
—
|
192 | 1.0% |
P
S
|
19,837 | $18,245,477 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
V
VISA INC
|
Financial Services | 0.73% | 0.76% |
#21
1
Prev: #20
|
0.8 |
—
|
-854 | -1.4% |
P
S
|
58,066 | $17,549,877 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.63% | 0.59% |
#22
4
Prev: #26
|
0.8 |
—
|
1,633 | 3.3% |
P
S
|
51,740 | $15,219,838 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.61% | 1.28% |
#23
10
Prev: #13
|
0.2 |
—
|
-31,059 | -55.9% |
P
S
|
24,525 | $14,654,700 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 0.59% | 0.44% |
#24
4
Prev: #28
|
2.7 |
—
|
24,707 | 27.3% |
P
S
|
115,193 | $14,143,397 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
RGEF
TIDAL TRUST III
|
Unknown | 0.51% | 0.46% |
#25
2
Prev: #27
|
1.2 |
—
|
no change | no change |
P
S
|
406,769 | $12,224,425 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.50% | 0.38% |
#26
7
Prev: #33
|
0.7 |
—
|
144 | 1.2% |
P
S
|
12,063 | $12,019,994 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.49% | 0.36% |
#27
11
Prev: #38
|
2.2 |
—
|
3,415 | 10.7% |
P
S
|
35,269 | $11,919,159 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.48% | 0.43% |
#28
1
Prev: #29
|
0.7 |
—
|
-3,780 | -4.9% |
P
S
|
73,116 | $11,676,625 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.48% | 0.60% |
#29
4
Prev: #25
|
2.2 |
—
|
5,771 | 5.5% |
P
S
|
111,620 | $11,669,819 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.46% | 0.41% |
#30
1
Prev: #31
|
0.7 |
—
|
942 | 2.8% |
P
S
|
34,463 | $11,055,957 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PWR
QUANTA SVCS INC
|
Industrials | 0.46% | 0.30% |
#31
17
Prev: #48
|
0.7 |
—
|
766 | 4.0% |
P
S
|
20,062 | $11,014,439 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.44% | 0.42% |
#32
2
Prev: #30
|
0.7 |
—
|
638 | 2.7% |
P
S
|
24,308 | $10,617,690 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.43% | 0.32% |
#33
11
Prev: #44
|
2.2 |
—
|
4,626 | 5.9% |
P
S
|
83,521 | $10,379,957 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 0.39% | 0.37% |
#34
Prev: #34
|
0.7 |
—
|
-715 | -6.3% |
P
S
|
10,638 | $9,523,563 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.39% | 0.32% |
#35
10
Prev: #45
|
2.2 |
—
|
3,976 | 9.9% |
P
S
|
43,966 | $9,455,328 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.38% | 0.32% |
#36
10
Prev: #46
|
0.7 |
—
|
3,247 | 3.5% |
P
S
|
95,628 | $9,194,632 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
UPST
UPSTART HLDGS I...
|
Financial Services | 0.37% | 0.40% |
#37
5
Prev: #32
|
2.6 |
—
|
95,172 | 38.1% |
P
S
|
344,646 | $8,840,170 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DASH
DOORDASH INC
|
Consumer Cyclical | 0.37% | 0.68% |
#38
16
Prev: #22
|
0.1 |
—
|
-22,834 | -28.0% |
P
S
|
58,839 | $8,834,676 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IVW
ISHARES TR
|
Warrant | 0.36% | 0.35% |
#39
Prev: #39
|
0.6 |
—
|
137 | 0.2% |
P
S
|
77,313 | $8,744,873 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.36% | 0.28% |
#40
9
Prev: #49
|
2.6 |
—
|
2 | 20.0% |
P
S
|
12 | $8,617,680 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.36% | 0.36% |
#41
4
Prev: #37
|
0.6 |
—
|
-3,179 | -7.4% |
P
S
|
39,501 | $8,591,072 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IJH
ISHARES TR
|
ETF | 0.35% | 0.30% |
#42
5
Prev: #47
|
0.6 |
—
|
208 | 0.2% |
P
S
|
125,283 | $8,460,361 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWB
ISHARES TR
|
ETF | 0.35% | 0.36% |
#43
7
Prev: #36
|
0.6 |
—
|
-2,575 | -9.8% |
P
S
|
23,643 | $8,430,148 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 0.34% | 0.35% |
#44
4
Prev: #40
|
0.6 |
—
|
573 | 3.5% |
P
S
|
16,907 | $8,310,298 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWF
ISHARES TR
|
ETF | 0.33% | 0.24% |
#45
15
Prev: #60
|
2.6 |
—
|
4,688 | 33.7% |
P
S
|
18,614 | $7,936,913 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.32% | 0.34% |
#46
5
Prev: #41
|
0.6 |
—
|
-543 | -3.4% |
P
S
|
15,626 | $7,807,705 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.32% | 0.36% |
#47
12
Prev: #35
|
0.6 |
—
|
-705 | -4.0% |
P
S
|
16,786 | $7,737,948 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
EAGL
2023 ETF SERIES...
|
ETF | 0.31% | 0.26% |
#48
8
Prev: #56
|
2.1 |
—
|
35,566 | 16.6% |
P
S
|
249,622 | $7,593,494 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CB
CHUBB LTD SWITZ
|
Financial Services | 0.31% | 0.27% |
#49
1
Prev: #50
|
0.6 |
—
|
-596 | -2.5% |
P
S
|
22,852 | $7,448,152 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.31% | 0.23% |
#50
15
Prev: #65
|
0.6 |
—
|
-1,413 | -3.9% |
P
S
|
34,807 | $7,436,864 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-50 of 569 holdings