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GK Wealth Management LLC - Portfolio Stock Holdings

GK Wealth Management LLC disclosed 260 stock positions in a recent SEC 13F filing. $165,236,795 of stock holdings were filed, with the largest holdings including MU, NVDA, and SLV. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $258,807,064 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

260

Est. Stock Holding Value:

$165,236,795

Top Stock Holdings By Sector

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Portfolio Stock Holdings - GK Wealth Management LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - GK Wealth Management LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.