ETF Holders

GC Wealth Management RIA, LLC ETF holdings

Cambridge, MA

Reported $451.0M in 155 ETFs in its Form 13F for June 30, 2026.

ETF value
$451.0M
ETFs held
155
Change from prior quarter
+11.4%
With price moves
ETFs as a share of its 13F
26.0%
of $1.7B

Top 10 of 155 ETF holdings

TickerFundValueSharesChange
IVViShares Core S&P 500 ETF$60.7M81,012+22,076 shares
QQQInvesco QQQ Trust$37.9M51,494+3,559 shares
SPYState Street SPDR S&P 500 ETF Trust$28.7M38,398−12,984 shares
VOOVanguard S&P 500 ETF$20.2M29,388+4,863 shares
GLDSPDR Gold Shares$16.7M45,386−744 shares
IWFiShares Russell 1000 Growth ETF$12.4M99,550+80,936 shares
VTIVanguard Morningstar Total Stock Market ETF$11.0M29,694−4,769 shares
VUGVanguard Morningstar Growth ETF$10.8M125,613+101,305 shares
IWBiShares Russell 1000 ETF$10.2M24,847+1,204 shares
VIGVanguard Dividend Appreciation ETF$9.8M41,364−2,602 shares
145 more ETF positions

The full list comes with the Advisors and Institutions package.

Sign up to see them all

From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002011169. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does GC Wealth Management RIA, LLC own?

GC Wealth Management RIA, LLC reported 155 ETF positions worth $451.0M in its Form 13F for June 30, 2026. The largest was IVV, at $60.7M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.