GK Wealth Management Llc's Q2 2026 Portfolio Activity

Portfolio Overview

GK Wealth Management Llc managed a substantial portfolio valued at $161,047,479 as of June 30th, 2026. This filing details notable changes observed in the second quarter.

Significant Purchases

GK Wealth Management demonstrated strong conviction this quarter by making significant purchases across several sectors:

• NVIDIA Corporation (NVDA), a Technology leader, saw its stake increase dramatically. The fund added 20,415 shares, representing a portfolio allocation jump from 3.42% to an even higher percentage.
• CREDO TECHNOLOGY GROUP HOLDING, symbol G25457105, experienced a huge increase in its position. GKWM added 9,230 shares to this holding.
• Alphabet Inc (GOOGL), another Technology giant, was also significantly bought up by the fund during Q2.
• The firm bolstered its position in JANUS DETROIT STR TR (symbol JAAA), adding shares to this holding that now accounts for 1.98% of the portfolio.

New Positions and Continued Growth in ETFs

Beyond its core Technology focus, GK Wealth Management appears to have broadened its scope slightly:

• The fund initiated a position in CREDO TECHNOLOGY GROUP HOLDING (G25457105), adding 16,249 shares.
• Growing its Technology allocation to 3.42% of the portfolio is TAIWAN SEMICONDUCTOR MANUFACTURING (TSM).
• The fund also added a position in ALTO INGREDIENTS INC (ALTO), investing $109,349.
• Furthermore, GKWM invested in the Bitcoin market via its purchase of shares in ISHARES BITCOIN TRUST ETF.

Major Exits and Portfolio Adjustments

GK Wealth Management also made significant exits from certain holdings:

• The largest reduction was observed in its position of Apple Inc (AAPL). The fund sold a substantial 18,430 shares.
• Exiting the large holding of Alphabet Inc. (GOOGL) is also noteworthy, with GKWM selling all its GOOGL shares in this period.
• The fund significantly reduced its position in FIRST TR EXCHANGE-TRADED FD (FIIG), selling the entire holding.
• GKWM also sold all of its holdings in Vanguard International Equity Index Fund (VWO) and Vanguard Tax-Managed Funds ETF (VEA).

Diversification into Other Sectors

While Technology remains a strong focus, the portfolio shows diversification across other sectors:

• Growing its position in JANUS DETROIT STR TR, which falls under Unknown sector allocation.
• The fund holds a stake in the Communication Services sector via LUMEN TECHNOLOGIES INC (LUMN).
• GKWM also has exposure to Healthcare through its investment in ARDELYX INC (ARDX) and Basic Materials via COEUR MNG INC (CDE).
• Its position in the Financial Services sector includes holdings of BARCLAYS PLC.

No Activity Disclosed for Some Categories

In this filing, no purchases or sales activity is disclosed for certain categories. Specifically, there are no changes reported in holdings categorized under Consumer Defensive, Energy, and Consumer Defensive sectors.