Institutional Fund
Gk Wealth Management LLC
Reno, NVCIK 20692227 filings on record
Portfolio Value
$114.95M
Q1 2026
Holdings
51
Reported positions
New Buys
36
Opened this quarter
QoQ Change
-15.9%
from $136.64M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr13.5%
- Dimensional ETF Trust10.9%
- Dimensional ETF Trust9.7%
- Vanguard Tax-Managed Fds7.6%
- Dimensional ETF Trust5.9%
- Apple Inc5.8%
- Other46.6%
Portfolio Holdings
51 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 24.5K | $15.55M | 13.5% | +23.3K | Added |
| 2 | Dimensional ETF Trust | 331.1K | $12.53M | 10.9% | +331.1K | New |
| 3 | Dimensional ETF Trust | 309.8K | $11.10M | 9.7% | +309.8K | New |
| 4 | Vanguard Tax-Managed Fds | 141.0K | $8.75M | 7.6% | +141.0K | New |
| 5 | Dimensional ETF Trust | 208.0K | $6.80M | 5.9% | +208.0K | New |
| 6 | Apple Inc | 27.2K | $6.70M | 5.8% | +18.7K | Added |
| 7 | Dimensional ETF Trust | 75.3K | $5.19M | 4.5% | +75.3K | New |
| 8 | Vanguard Index Fds | 48.4K | $4.22M | 3.7% | +48.4K | New |
| 9 | Dimensional ETF Trust | 127.4K | $4.20M | 3.7% | +127.4K | New |
| 10 | Vanguard Intl Equity Index F | 74.7K | $3.92M | 3.4% | +74.7K | New |
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