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GK Wealth Management LLC

Q1 2026 13F Holdings

  • Location
    reno, NV
  • Num holdings

    51

  • Value ($000)

    $114,954

  • Date Filed
    04/07/2026
  • Form type
    13F-HR
  • CIK
    0002069222
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$15.55M
14 %

24,491

D
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
25434V203
$12.53M
11 %

331,117

D
DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
25434V831
$11.1M
10 %

309,770

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$8.75M
8 %

141,015

D
DFAE

DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG
25434V302
$6.8M
6 %

208,033

A
AAPL

APPLE INC

COM
037833100
$6.7M
6 %

27,160

D
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
25434V401
$5.19M
5 %

75,323

V
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
922908553
$4.22M
4 %

48,353

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$4.2M
4 %

127,398

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$3.92M
3 %

74,749

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