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GC Wealth Management RIA, LLC — 13F Holdings & Portfolio

CIK 2011169 · latest 13F-HR filed 2026-07-16

Backtest portfolio

GC Wealth Management RIA, LLC manages $1.73B in 13F-reported U.S. long-equity assets across 483 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TEM (8.05%), NVDA (6.22%), AAPL (4.07%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 49 new positions and exited 72; 173 existing positions rose in reported value and 174 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$1.73B

Long-equity book

Holdings
483

Distinct positions

Period
2026-06-30

Filed 2026-07-16

Q/Q Activity
+49 / −72 / ↑173 / ↓174

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
TEM8.1% · -64%NVDA6.2% · -30%AAPL4.1% · -31%GOOGL4.0% · -62%IVV3.5% · +38%MSFT3.2% · -16%AMZN2.9% · -16%QQQ2.2% · +7%AVGO1.8% · -9%SPY1.7% · -25%META1.6% · -86%GOOG1.5% · -80%IOT1.5% · -1%LLY1.3% · -8%VOO1.2% · +20%V1.0% · -9%GLD1.0% · -2%LRCX0.9% · -0%PWR0.8% · -1%CRM0.8% · -70%JPM0.7% · -24%PANW0.7% · -8%IWF0.7% · +435%NOW0.7% · +2%TSM0.6% · -34%VTI0.6% · -14%VUG0.6% · +417%PH0.6% · 0%MU0.6% · -11%COST0.6% · -9%TJX0.6% · -7%IWB0.6% · +5%VIG0.6% · -6%IVW0.6% · -9%DASH0.6% · -11%DGRO0.5% · +48%ABBV0.5% · -6%AMD0.5% · -2%CRWD0.5% · -14%TXN0.5% · -15%BRK.A0.5% · -8%BRK.B0.5% · -59%IJH0.5% · -18%ETN0.4% · -7%ANET0.4% · -62%VEA0.4% · +6%ADI0.4% · -2%TSLA0.4% · -84%COF0.4% · +44%EAGL0.4% · -13%MA0.4% · -13%SNOW0.4% · +6%CB0.4% · -13%TMO0.4% · -21%BAC0.4% · -16%UNH0.4% · -19%AMAT0.4% · -10%ISRG0.4% · -4%MS0.4% · -15%IEMG0.3% · +8%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 37.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People
Assets Under Management
$5.83B
Discretionary
$5.83B
Employees
44
Accounts
1,731
Address
20 UNIVERSITY ROAD
4TH FLOOR
CAMBRIDGE, MA 02138-5815
Phone
(617) 234-7000
Website
Name Title / Status Ownership Type
ALLEN, MARK, JOSEPH ControlCHIEF FINANCIAL OFFICERLess than 5%Individual
BRESLIN, DAVID, STEVEN ControlEXECUTIVE VICE PRESIDENTLess than 5%Individual
CHENAULT, KENNETH, IRVINE ControlLIMITED PARTNER25–50%Individual
CHENAULT, KENNETH, IRVINE ControlMEMBER25–50%Individual
FIALKOW, DAVID, PAUL ControlLIMITED PARTNER25–50%Individual
FIALKOW, DAVID, PAUL ControlMEMBER25–50%Individual
GC GOVERNANCE LLC ControlMEMBER75% or moreDomestic Entity
GC MANAGEMENT PARTNERS, L.P ControlMEMBER75% or moreDomestic Entity
GC PARTNERS HOLDINGS, LP ControlLIMITED PARTNER75% or moreDomestic Entity
GC PARTNERS HOLDINGS, LP ControlMEMBER75% or moreDomestic Entity
GC WEALTH MANAGEMENT INTERMEDIATE, LLC ControlMEMBER75% or moreDomestic Entity
GC WEALTH MANAGEMENT PARENT, LLC ControlMEMBER75% or moreDomestic Entity
GCMP GP, LLC ControlGENERAL PARTNERGeneral partnerDomestic Entity
GCMP GP, LLC ControlGENERAL PARTNERGeneral partnerDomestic Entity
GCMP HOLDCO, LP ControlLIMITED PARTNER75% or moreDomestic Entity
GENERAL CATALYST GROUP MANAGEMENT HOLDINGS GP, LLC ControlGENERAL PARTNERGeneral partnerDomestic Entity
GENERAL CATALYST GROUP MANAGEMENT HOLDINGS GP, LLC ControlGENERAL PARTNERGeneral partnerDomestic Entity
GENERAL CATALYST GROUP MANAGEMENT HOLDINGS, L.P. ControlLIMITED PARTNER75% or moreDomestic Entity
GENERAL CATALYST GROUP MANAGEMENT MIDCO FEEDER, LP ControlLIMITED PARTNER75% or moreDomestic Entity
GENERAL CATALYST GROUP MANAGEMENT, LLC ControlMEMBER75% or moreDomestic Entity
GENERAL CATALYST GROUP ULTIMATE HOLDINGS, LP ControlLIMITED PARTNER75% or moreDomestic Entity
HALE, JESSICA, RILEY ControlCHIEF COMPLIANCE OFFICER AND CHIEF LEGAL OFFICERLess than 5%Individual
TANEJA, HEMANT, NMN ControlLIMITED PARTNER25–50%Individual
TANEJA, HEMANT, NMN ControlMEMBER25–50%Individual
Thornton, Robert ControlCHIEF EXECUTIVE OFFICERLess than 5%Individual
Wolfe, Christopher, James ControlCHIEF INVESTMENT OFFICERLess than 5%Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 173 →

Top Trims

Show all 174 →

New Positions

Show all 49 →

Exited Positions

Show all 72 →

GC Wealth Management RIA, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 TEMPUS AI INC TEM 88023B103 $139.7M 8.05% 2,411,368 SH
2 NVIDIA CORPORATION NVDA 67066G104 $107.8M 6.22% 538,713 SH
3 APPLE INC AAPL 037833100 $70.6M 4.07% 244,096 SH
4 ALPHABET INC GOOGL 02079K305 $68.7M 3.96% 192,237 SH
5 ISHARES TR IVV 464287200 $60.7M 3.50% 81,012 SH
6 MICROSOFT CORP MSFT 594918104 $54.7M 3.15% 146,616 SH
7 AMAZON COM INC AMZN 023135106 $49.8M 2.87% 208,781 SH
8 INVESCO QQQ TR QQQ 46090E103 $37.9M 2.19% 51,494 SH
9 BROADCOM INC AVGO 11135F101 $30.9M 1.78% 81,883 SH
10 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $28.7M 1.65% 38,398 SH
11 META PLATFORMS INC META 30303M102 $28.0M 1.62% 49,735 SH
12 ALPHABET INC GOOG 02079K107 $26.2M 1.51% 74,183 SH
13 SAMSARA INC IOT 79589L106 $25.6M 1.47% 788,365 SH
14 ELI LILLY & CO LLY 532457108 $22.0M 1.27% 18,328 SH
15 VANGUARD INDEX FDS VOO 922908363 $20.2M 1.16% 29,388 SH
16 VISA INC V 92826C839 $18.1M 1.04% 52,659 SH
17 SPDR GOLD TR GLD 78463V107 $16.7M 0.96% 45,386 SH
18 LAM RESEARCH CORP LRCX 512807306 $15.0M 0.87% 34,637 SH
19 QUANTA SVCS INC PWR 74762E102 $14.3M 0.82% 19,805 SH
20 SALESFORCE INC CRM 79466L302 $13.3M 0.77% 85,099 SH
21 JPMORGAN CHASE & CO JPM 46625H100 $12.8M 0.74% 39,243 SH
22 PALO ALTO NETWORKS INC PANW 697435105 $12.4M 0.72% 36,432 SH
23 ISHARES TR IWF 464287614 $12.4M 0.71% 99,550 SH
24 SERVICENOW INC NOW 81762P102 $11.3M 0.65% 114,088 SH
25 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $11.2M 0.64% 23,407 SH
26 VANGUARD INDEX FDS VTI 922908769 $11.0M 0.63% 29,694 SH
27 VANGUARD INDEX FDS VUG 922908736 $10.8M 0.62% 125,613 SH
28 PARKER-HANNIFIN CORP PH 701094104 $10.4M 0.60% 10,643 SH
29 MICRON TECHNOLOGY INC MU 595112103 $10.4M 0.60% 8,993 SH
30 COSTCO WHOLESALE CORPORATION COST 22160K105 $10.3M 0.59% 11,027 SH
31 TJX COS INC NEW TJX 872540109 $10.3M 0.59% 67,855 SH
32 ISHARES TR IWB 464287622 $10.2M 0.59% 24,847 SH
33 VANGUARD SPECIALIZED FUNDS VIG 921908844 $9.8M 0.56% 41,364 SH
34 ISHARES TR IVW 464287309 $9.7M 0.56% 70,508 SH
35 DOORDASH INC DASH 25809K105 $9.7M 0.56% 52,531 SH
36 ISHARES TR DGRO 46434V621 $9.4M 0.54% 123,600 SH
37 ABBVIE INC ABBV 00287Y109 $9.3M 0.54% 37,102 SH
38 ADVANCED MICRO DEVICES INC AMD 007903107 $9.2M 0.53% 15,805 SH
39 CROWDSTRIKE HLDGS INC CRWD 22788C105 $8.3M 0.48% 10,920 SH
40 TEXAS INSTRS INC TXN 882508104 $8.3M 0.48% 27,685 SH
41 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $8.2M 0.47% 11 SH
42 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $8.0M 0.46% 16,010 SH
43 ISHARES TR IJH 464287507 $8.0M 0.46% 103,238 SH
44 EATON CORP PLC ETN G29183103 $7.8M 0.45% 18,256 SH
45 ARISTA NETWORKS INC ANET 040413205 $7.5M 0.43% 44,048 SH
46 VANGUARD TAX-MANAGED FDS VEA 921943858 $7.4M 0.43% 104,307 SH
47 ANALOG DEVICES INC ADI 032654105 $7.3M 0.42% 18,421 SH
48 TESLA INC TSLA 88160R101 $7.3M 0.42% 17,263 SH
49 CAPITAL ONE FINL CORP COF 14040H105 $7.1M 0.41% 35,174 SH
50 2023 ETF SERIES TRUST EAGL 88339Y102 $7.0M 0.40% 217,728 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-16 $1.73B 483 0001172661-26-002644
2026-03-31 2026-05-14 $2.42B 512 0001172661-26-001946
2025-12-31 2026-01-30 $2.72B 649 0001172661-26-000407
2025-09-30 2025-11-13 $3.04B 1,116 0001172661-25-004778
Filer Information
Address
20 UNIVERSITY ROAD
4TH FLOOR
CAMBRIDGE, MA 02138
Phone
(628) 400-9980
Filing Manager
GC Wealth Management RIA, LLC
Cambridge, MA
Signatory
Jessica Riley Hale
Chief Compliance Officer