GK Wealth Management LLC

All 13F Filings

Location
Reno, NV
Most recent 13F
Q1 2026
Holdings value ($000)
114,954
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 4/7/2026 51 114,954 13F-HR GK Wealth Management LLC
Q4 2025 1/5/2026 196 150,826 13F-HR GK Wealth Management LLC
Q3 2025 11/6/2025 175 136,689 13F-HR GK Wealth Management LLC
Q2 2025 7/8/2025 155 110,900 13F-HR GK Wealth Management LLC
Q1 2025 7/8/2025 140 87,772 13F-HR/A - RESTATEMENT GK Wealth Management LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 20.48 K 17.8% 0 83.41 K -83.41 K
ETFs 94.47 K 82.2% 62.95 K 0 62.95 K
Debt 0 0.0% 0 984 -984
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Fund Snapshot

Q1 2026
Latest filed
4/7/2026
Total value ($000)
114,954
Holdings
51
QoQ value change ($000)
-35,872 (-23.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.