GC Wealth Management RIA, LLC

Q1 2025 13F Holdings

  • Location
    cambridge, MA
  • Num holdings

    305

  • Value ($000)

    $544,825

  • Date Filed
    05/12/2025
  • Form type
    13F-HR
  • CIK
    0002011169
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
CRM
CRM

SALESFORCE INC

COM
79466L302
$57.32M
11 %

213,600

AAPL
AAPL

APPLE INC

COM
037833100
$24.64M
5 %

110,935

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$19.38M
4 %

51,633

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$15.53M
3 %

99,389

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$15.38M
3 %

27,497

AMZN
AMZN

AMAZON COM INC

COM
023135106
$8.68M
2 %

45,604

GRW
GRW

TCW ETF TRUST

COMPOUNDERS ETF
29287L601
$8.43M
2 %

254,471

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$8.41M
2 %

77,592

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$8.20M
2 %

42,255

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$8.06M
2 %

29,340

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