Institutional filer · SEC 13F · Q1 2025
GK Wealth Management LLC
The reported 13F portfolio of GK Wealth Management LLC (CIK 2069222) - top holdings, how concentrated the book is, and what changed last quarter.
- $85.5M
- Reported book
- 135
- Positions
- #315
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, GK Wealth Management LLC ranks #315 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q1 2025 the reported book is $85.5M across 135 positions, a broadly diversified portfolio.
- $85.5M
- reported 13F value
- 135
- disclosed positions
- 5.4%
- in J P MORGAN EXCHANGE TR
- #315
- of 360 filers
Top-5 share 21.1% → SPREAD book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, GK Wealth Management LLC ranks #315 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where GK Wealth Management LLC sits by disclosed position count
GK Wealth Management LLC reports 135 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
GK Wealth Management LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
135 156th of 360 higher than 204 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
GK Wealth Management LLC reports a book ($0.09B) spread across 135 disclosed positions -- more than the 71-position median among similarly sized filers, a broadly diversified book relative to its size.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2069222 · Q1 2025 $85M book
BOOK-LIGHT · POS-FOCUS · CONC-MID · LEAD-MIX · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #315/360
- POS-FOCUS 135 names
- CONC-MID 21% top-5
- LEAD-MIX 5.4% top
- PHOTO-FINISH Aldebaran Financial .
- TREND-FLAT Book steady
- FY-SNAPSHOT Q1 2025
Photo-finish peer on reported book: Aldebaran Financial Inc.
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · GK Wealth Management LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$85.5M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | $4.6M | 5.4% |
| 2 | AMAZON COM INC | $4.4M | 5.1% |
| 3 | LITHIUM AMERS CORP NEW | $3.2M | 3.8% |
| 4 | SPDR SER TR | $3.1M | 3.6% |
| 5 | MICROSOFT CORP | $2.8M | 3.3% |
| 6 | SIMPLIFY EXCHANGE TRADED FUN | $2.8M | 3.3% |
| 7 | TESLA INC | $2.7M | 3.2% |
| 8 | APPLE INC | $2.2M | 2.5% |
| 9 | ALPHABET INC | $2.0M | 2.3% |
| 10 | ISHARES SILVER TR | $1.8M | 2.1% |
| 11 | VANGUARD SPECIALIZED FUNDS | $1.5M | 1.7% |
| 12 | FIDELITY WISE ORIGIN BITCOIN | $1.3M | 1.6% |
| 13 | PACER FDS TR | $1.3M | 1.6% |
| 14 | SIMPLIFY EXCHANGE TRADED FUN | $1.3M | 1.5% |
| 15 | SIMPLIFY EXCHANGE TRADED FUN | $1.3M | 1.5% |
| 16 | VANGUARD INDEX FDS | $1.2M | 1.4% |
| 17 | INVESCO EXCH TRADED FD TR II | $1.2M | 1.4% |
| 18 | META PLATFORMS INC | $1.1M | 1.3% |
| 19 | VISA INC | $1.1M | 1.3% |
| 20 | SPDR SER TR | $1.1M | 1.3% |
| 21 | ISHARES TR | $945K | 1.1% |
| 22 | JD.COM INC | $880K | 1.0% |
| 23 | VANGUARD SCOTTSDALE FDS | $875K | 1.0% |
| 24 | NVIDIA CORPORATION | $828K | 1.0% |
| 25 | BERKSHIRE HATHAWAY INC DEL | $762K | 0.9% |
Latest Quarter Trades · Q1 2025
New positions (135)
Frequently Asked Questions
- How big is GK Wealth Management LLC's 13F portfolio?
- GK Wealth Management LLC reports $85.5M of long US-equity positions across 135 securities as of Q1 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does GK Wealth Management LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, GK Wealth Management LLC ranks #315 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is GK Wealth Management LLC's largest position?
- GK Wealth Management LLC's largest reported position is J P MORGAN EXCHANGE TRADED F at $4.6M, about 5.4% of its reported book as of Q1 2025.
- What did GK Wealth Management LLC trade last quarter?
- In its Q1 2025 filing, GK Wealth Management LLC opened 135 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for GK Wealth Management LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($85.5M here).
Similar holding count
Nearest filers by number of disclosed positions (135 here).
Using this filing
- The rankings sort every tracked filer the same way GK Wealth Management LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Aldebaran Financial Inc. reported the nearest book value ($84.8M) this quarter, a useful scale comparison for GK Wealth Management LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q1 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.