Titelia

Holdings of GC Wealth Management RIA, LLC

457 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 51.3 % of the equity sleeve

Sector breakdown

  • Technology 21.5 %
  • Communication 20.6 %
  • Financials 6.3 %
  • Consumer discretionary 6.2 %
  • Health care 3.9 %
  • Funds 3.9 %
  • Industrials 3.0 %
  • Consumer staples 1.9 %
  • Energy 0.8 %
  • Materials 0.4 %
  • Utilities 0.4 %
  • Unattributed 31.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.4 %
  • GB 0.6 %
  • TW 0.5 %
  • NL 0.2 %
  • DE 0.1 %
  • BE 0.0 %
  • FR 0.0 %
  • DK 0.0 %
  • LU 0.0 %
  • ZA 0.0 %
  • IN 0.0 %
  • KR 0.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US4332.3B $98.38 %
GB1113.3M $0.57 %
TW111.9M $0.51 %
NL35.5M $0.24 %
DE11.7M $0.07 %
BE11.2M $0.05 %
FR11.1M $0.05 %
DK11.1M $0.05 %
LU1529.5K $0.02 %
ZA1400.7K $0.02 %
IN1396.3K $0.02 %
KR1377.7K $0.02 %

Positions

CompanySharesValueWeight
Tempus AI Inc 6,611,211299M $
Meta Platforms Inc 359,025205.4M $
Alphabet Inc 512,353147.3M $
NVIDIA Corp 764,509133.3M $
Alphabet Inc 369,728106.1M $
Apple Inc 355,28390.2M $
Microsoft Corp 175,59265M $
Salesforce Inc 281,67752.6M $
Amazon.com Inc 248,04351.7M $
Tesla Inc 110,41041M $
iShares Core S&P 500 ETF 58,93638.5M $
State Street SPDR S&P 500 ETF Trust 51,38233.4M $
Porch Group Inc 4,076,74529.2M $
Broadcom Inc 90,19427.9M $
Invesco QQQ Trust Series 1 47,93527.7M $
Samsara Inc 799,20325.3M $
Atlassian Corp 333,71222.8M $
SPDR Gold Shares 46,13019.8M $
Berkshire Hathaway Inc 39,27918.8M $
Eli Lilly & Co 19,83718.2M $
Visa Inc 58,06617.5M $
JPMorgan Chase & Co 51,74015.2M $
Vanguard S&P 500 ETF 24,52514.7M $
Arista Networks Inc 115,19314.1M $
Costco Wholesale Corp 12,06312M $
Taiwan Semiconductor Manufacturing Co Ltd 35,26911.9M $
TJX Cos Inc/The 73,11611.7M $
ServiceNow Inc 111,62011.7M $
Vanguard Total Stock Market ETF 34,46311.1M $
Quanta Services Inc 20,06211M $
Vanguard Growth ETF 24,30810.6M $
Walmart Inc 83,52110.4M $
Parker-Hannifin Corp 10,6389.5M $
VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 43,9669.5M $
Netflix Inc 95,6289.2M $
Upstart Holdings Inc 344,6468.8M $
DoorDash Inc 58,8398.8M $
iShares Trust 77,3138.7M $
Berkshire Hathaway Inc 128.6M $
AbbVie Inc 39,5018.6M $
iShares Core S&P Mid-Cap ETF 125,2838.5M $
iShares Trust 23,6438.4M $
Thermo Fisher Scientific Inc 16,9078.3M $
iShares Russell 1000 Growth ETF 18,6147.9M $
Mastercard Inc 15,6267.8M $
Intuitive Surgical Inc 16,7867.7M $
Lam Research Corp 34,8077.4M $
Exxon Mobil Corp 43,5077.4M $
Chevron Corp 34,5647.2M $
Cisco Systems, Inc. 87,0106.8M $
Uber Technologies Inc 93,5196.7M $
Bank of America Corp 137,6446.7M $
Vanguard FTSE Developed Markets ETF 98,8446.3M $
Palo Alto Networks Inc 39,3936.3M $
Texas Instruments Inc 32,4196.3M $
Home Depot Inc/The 19,0906.3M $
Intercontinental Exchange Inc 39,3436.2M $
Analog Devices Inc 18,7025.9M $
Morgan Stanley 35,9825.9M $
iShares Core Dividend Growth ETF 83,6915.9M $
Circle Internet Group Inc 61,0915.8M $
PepsiCo Inc 37,3125.8M $
Oracle Corp 39,0925.8M $
Robinhood Markets Inc 82,1905.7M $
McKesson Corp 6,3695.5M $
Booking Holdings Inc 1,2905.4M $
UnitedHealth Group Inc 19,5085.3M $
Johnson & Johnson 21,5945.3M $
Lindblad Expeditions Holdings Inc 297,0795.1M $
Synopsys Inc 12,8005.1M $
Merck & Co Inc 41,5375M $
Crowdstrike Holdings Inc 12,7615M $
Intuit Inc 11,3914.9M $
Corteva Inc 58,2744.9M $
American Century ETF Trust 43,6714.8M $
iShares Core MSCI Emerging Markets ETF 65,4404.6M $
Wells Fargo & Co 56,2414.5M $
Capital One Financial Corp 24,4624.5M $
Vanguard High Dividend Yield E 30,0224.4M $
Reddit Inc 32,1024.3M $
RTX Corp 22,3324.3M $
Union Pacific Corp 17,5814.3M $
Invesco S&P 500 Equal Weight ETF 21,5464.1M $
Cintas Corp 24,3754.1M $
iShares Russell 2000 ETF 16,4214.1M $
Goldman Sachs Group Inc/The 4,6543.9M $
Snowflake Inc 25,7773.9M $
Vanguard Value ETF 18,8363.7M $
Vanguard International Equity Index Funds 68,0563.7M $
ASML Holding NV 2,6343.5M $
Barclays PLC 163,9623.5M $
Danaher Corp 18,2903.5M $
Applied Materials Inc 10,0983.5M $
Coca-Cola Co/The 45,3473.4M $
Blackrock Inc 3,5703.4M $
Micron Technology Inc 10,1343.4M $
Phillips 66 18,4813.4M $
Advanced Micro Devices Inc 16,2123.3M $
McDonald's Corp. 10,5353.3M $
Illumina Inc 26,4933.3M $