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The Analysis of GK Wealth Management LLC's Holdings & P&L

Currently, GK Wealth Management LLC holds 51 types of securities in its portfolio with a total value $115.0M. In the most recent quarter, they have increased their positions in IVV (+23.3K shares, valued at $14.8M), DFAI (+331.1K shares, valued at $12.5M), DUHP (+309.8K shares, valued at $11.1M); decreased their positions in AMZN (-19.2K shares, valued at $3.9M), N/A (-11.0K shares, valued at $3.0M), MSFT (-5.3K shares, valued at $1.9M); initiated new positions in DFAI (+331.1K shares, valued at $12.5M), DUHP (+309.8K shares, valued at $11.1M), VEA (+141.0K shares, valued at $8.7M).

1M P&L

+4.8M+3.89%

3M P&L

+5.8M+4.75%

HY P&L

+14.0M+12.27%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A94.9M

84.2%

2Consumer Electronics6.7M

5.9%

3Internet Retail2.2M

2.0%

Top Industries by Stock Count

1N/A25 stocks

55.6%

2Internet Retail2 stocks

4.4%

3Oil & Gas Integrated2 stocks

4.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR24.5K shares1915.72%2026-03-312026-04-07

DFAI DIMENSIONAL ETF TRUST331.1K sharesnew addition2026-03-312026-04-07

DUHP DIMENSIONAL ETF TRUST309.8K sharesnew addition2026-03-312026-04-07

VEA VANGUARD TAX-MANAGED FDS141.0K sharesnew addition2026-03-312026-04-07

DFAE DIMENSIONAL ETF TRUST208.0K sharesnew addition2026-03-312026-04-07

AAPL APPLE INC27.2K shares220.06%2026-03-312026-04-07

DFUS DIMENSIONAL ETF TRUST75.3K sharesnew addition2026-03-312026-04-07

VNQ VANGUARD INDEX FDS48.4K sharesnew addition2026-03-312026-04-07

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DFAX DIMENSIONAL ETF TRUST127.4K sharesnew addition2026-03-312026-04-07

VWO VANGUARD INTL EQUITY INDEX F74.7K sharesnew addition2026-03-312026-04-07

DFAS DIMENSIONAL ETF TRUST55.9K sharesnew addition2026-03-312026-04-07

DUSB DIMENSIONAL ETF TRUST68.3K sharesnew addition2026-03-312026-04-07

DFCF DIMENSIONAL ETF TRUST69.8K sharesnew addition2026-03-312026-04-07

IWM ISHARES TR11.6K sharesnew addition2026-03-312026-04-07

IWB ISHARES TR7.1K sharesnew addition2026-03-312026-04-07

DFAR DIMENSIONAL ETF TRUST88.1K sharesnew addition2026-03-312026-04-07

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AMZN AMAZON COM INC7.6K shares-71.72%2026-03-312026-04-07

NVDA NVIDIA CORPORATION7.9K shares-58.41%2026-03-312026-04-07

NFLX NETFLIX INC.12.6K shares45.48%2026-03-312026-04-07

XOM EXXON MOBIL CORP6.4K sharesnew addition2026-03-312026-04-07

VGK VANGUARD INTL EQUITY INDEX F12.2K sharesnew addition2026-03-312026-04-07

CVX CHEVRON CORPORATION3.9K shares22.15%2026-03-312026-04-07

VTWO VANGUARD SCOTTSDALE FDS8.4K sharesnew addition2026-03-312026-04-07

SBR SABINE RTY TR10.5K sharesnew addition2026-03-312026-04-07

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IWN ISHARES TR4.0K sharesnew addition2026-03-312026-04-07

MELI MERCADOLIBRE INC417 sharesnew addition2026-03-312026-04-07

NKX NUVEEN CALIF AMT FREE MUNI I54.1K sharesnew addition2026-03-312026-04-07

JNJ JOHNSON & JOHNSON2.4K shares78.89%2026-03-312026-04-07

CSCO CISCO SYS INC7.1K sharesnew addition2026-03-312026-04-07

MDY STATE STR SPDR S&P MIDCAP 40836 sharesnew addition2026-03-312026-04-07

ARISTA NETWORKS INC ARISTA NETWORKS INC4.0K sharesnew addition2026-03-312026-04-07

CCJ CAMECO CORP4.3K sharesnew addition2026-03-312026-04-07

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL916 shares-40.87%2026-03-312026-04-07

ESGD ISHARES TR4.6K sharesnew addition2026-03-312026-04-07

MSFT MICROSOFT CORP1.1K shares-82.48%2026-03-312026-04-07

INVESCO QQQ TR INVESCO QQQ TR678 shares-9.60%2026-03-312026-04-07

ALPHABET INC ALPHABET INC1.3K shares-89.26%2026-03-312026-04-07

GE AEROSPACE GE AEROSPACE1.3K sharesnew addition2026-03-312026-04-07

JPM JPMORGAN CHASE & CO1.2K shares-20.37%2026-03-312026-04-07

ESGU ISHARES TR2.4K sharesnew addition2026-03-312026-04-07

Sponsored

ALPHABET INC ALPHABET INC1.1K shares-84.99%2026-03-312026-04-07

META META PLATFORMS INC519 shares-84.30%2026-03-312026-04-07

TSLA TESLA INC746 sharesnew addition2026-03-312026-04-07

SPY STATE STR SPDR S&P 500 ETF T399 shares-80.20%2026-03-312026-04-07

GEV GE VERNOVA INC300 sharesnew addition2026-03-312026-04-07

MA MASTERCARD INCORPORATED495 sharesnew addition2026-03-312026-04-07

VOTE TCW ETF TRUST3.2K sharesnew addition2026-03-312026-04-07

ET ENERGY TRANSFER L P10.0K sharesnew addition2026-03-312026-04-07

Sponsored

GNT GAMCO NAT RES GOLD & INCOME16.2K sharesnew addition2026-03-312026-04-07

SJT SAN JUAN BASIN RTY TR20.5K sharesnew addition2026-03-312026-04-07

LOAN MANHATTAN BRDG CAP INC86.8K sharesnew addition2026-03-312026-04-07

IVV

ISHARES TR

1915.72%

Shares24.5K

Event2026-03-31

Filed2026-04-07

DFAI

DIMENSIONAL ETF TRUST

New

Shares331.1K

Event2026-03-31

Filed2026-04-07

DUHP

DIMENSIONAL ETF TRUST

New

Shares309.8K

Event2026-03-31

Filed2026-04-07

VEA

VANGUARD TAX-MANAGED FDS

New

Shares141.0K

Event2026-03-31

Filed2026-04-07

DFAE

DIMENSIONAL ETF TRUST

New

Shares208.0K

Event2026-03-31

Filed2026-04-07

AAPL

APPLE INC

220.06%

Shares27.2K

Event2026-03-31

Filed2026-04-07

DFUS

DIMENSIONAL ETF TRUST

New

Shares75.3K

Event2026-03-31

Filed2026-04-07

VNQ

VANGUARD INDEX FDS

New

Shares48.4K

Event2026-03-31

Filed2026-04-07

DFAX

DIMENSIONAL ETF TRUST

New

Shares127.4K

Event2026-03-31

Filed2026-04-07

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares74.7K

Event2026-03-31

Filed2026-04-07

DFAS

DIMENSIONAL ETF TRUST

New

Shares55.9K

Event2026-03-31

Filed2026-04-07

DUSB

DIMENSIONAL ETF TRUST

New

Shares68.3K

Event2026-03-31

Filed2026-04-07

DFCF

DIMENSIONAL ETF TRUST

New

Shares69.8K

Event2026-03-31

Filed2026-04-07

IWM

ISHARES TR

New

Shares11.6K

Event2026-03-31

Filed2026-04-07

IWB

ISHARES TR

New

Shares7.1K

Event2026-03-31

Filed2026-04-07

DFAR

DIMENSIONAL ETF TRUST

New

Shares88.1K

Event2026-03-31

Filed2026-04-07

AMZN

AMAZON COM INC

-71.72%

Shares7.6K

Event2026-03-31

Filed2026-04-07

NVDA

NVIDIA CORPORATION

-58.41%

Shares7.9K

Event2026-03-31

Filed2026-04-07

NFLX

NETFLIX INC.

45.48%

Shares12.6K

Event2026-03-31

Filed2026-04-07

XOM

EXXON MOBIL CORP

New

Shares6.4K

Event2026-03-31

Filed2026-04-07

VGK

VANGUARD INTL EQUITY INDEX F

New

Shares12.2K

Event2026-03-31

Filed2026-04-07

CVX

CHEVRON CORPORATION

22.15%

Shares3.9K

Event2026-03-31

Filed2026-04-07

VTWO

VANGUARD SCOTTSDALE FDS

New

Shares8.4K

Event2026-03-31

Filed2026-04-07

SBR

SABINE RTY TR

New

Shares10.5K

Event2026-03-31

Filed2026-04-07

IWN

ISHARES TR

New

Shares4.0K

Event2026-03-31

Filed2026-04-07

MELI

MERCADOLIBRE INC

New

Shares417

Event2026-03-31

Filed2026-04-07

NKX

NUVEEN CALIF AMT FREE MUNI I

New

Shares54.1K

Event2026-03-31

Filed2026-04-07

JNJ

JOHNSON & JOHNSON

78.89%

Shares2.4K

Event2026-03-31

Filed2026-04-07

CSCO

CISCO SYS INC

New

Shares7.1K

Event2026-03-31

Filed2026-04-07

MDY

STATE STR SPDR S&P MIDCAP 40

New

Shares836

Event2026-03-31

Filed2026-04-07

ARISTA NETWORKS INC

New

Shares4.0K

Event2026-03-31

Filed2026-04-07

CCJ

CAMECO CORP

New

Shares4.3K

Event2026-03-31

Filed2026-04-07

BERKSHIRE HATHAWAY INC DEL

-40.87%

Shares916

Event2026-03-31

Filed2026-04-07

ESGD

ISHARES TR

New

Shares4.6K

Event2026-03-31

Filed2026-04-07

MSFT

MICROSOFT CORP

-82.48%

Shares1.1K

Event2026-03-31

Filed2026-04-07

INVESCO QQQ TR

-9.60%

Shares678

Event2026-03-31

Filed2026-04-07

ALPHABET INC

-89.26%

Shares1.3K

Event2026-03-31

Filed2026-04-07

GE AEROSPACE

New

Shares1.3K

Event2026-03-31

Filed2026-04-07

JPM

JPMORGAN CHASE & CO

-20.37%

Shares1.2K

Event2026-03-31

Filed2026-04-07

ESGU

ISHARES TR

New

Shares2.4K

Event2026-03-31

Filed2026-04-07

ALPHABET INC

-84.99%

Shares1.1K

Event2026-03-31

Filed2026-04-07