Institutions / GC Wealth Management RIA, LLC / Holdings

GC Wealth Management RIA, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value ↓	Shares	% of portfolio
ORACLE CORP	—	$7.30M	37,465	0.3%
Booking Holdings Inc	—	$7.27M	1,357	0.3%
ISHARES TR	—	$7.20M	167,889	0.3%
SHOPIFY INC	—	$7.14M	44,331	0.3%
UNITEDHEALTH GROUP INC	—	$6.95M	21,058	0.3%
Eagle Capital Management, LLC	—	$6.95M	214,056	0.3%
Palo Alto Networks Inc	—	$6.75M	36,621	0.2%
HOME DEPOT, INC.	—	$6.64M	19,284	0.2%
Intercontinental Exchange, Inc.	—	$6.63M	40,913	0.2%
ISHARES TR	—	$6.59M	13,926	0.2%
BANK OF AMERICA CORP /DE	—	$6.45M	117,260	0.2%
INTUIT INC.	—	$6.38M	9,626	0.2%
CISCO SYSTEMS, INC.	—	$6.37M	82,724	0.2%
Morgan Stanley	—	$6.35M	35,774	0.2%
LAM RESEARCH CORP	—	$6.20M	36,220	0.2%
CAPITAL ONE FINANCIAL CORP	—	$6.17M	25,451	0.2%
Uber Technologies, Inc	—	$6.10M	74,664	0.2%
SYNOPSYS INC	—	$6.06M	12,909	0.2%
CrowdStrike Holdings, Inc.	—	$6.06M	12,933	0.2%
TEXAS INSTRUMENTS INC	—	$5.86M	33,786	0.2%
Eaton Corp plc	—	$5.73M	18,003	0.2%
Snowflake Inc.	—	$5.62M	25,598	0.2%
CHEVRON CORP	—	$5.55M	36,408	0.2%
Asana, Inc.	—	$5.51M	402,100	0.2%
WELLS FARGO & COMPANY/MN	—	$5.48M	58,755	0.2%
PEPSICO INC	—	$5.46M	38,032	0.2%
DIMENSIONAL ETF TRUST	—	$5.35M	135,251	0.2%
EXXON MOBIL CORP	—	$5.35M	44,453	0.2%
MCKESSON CORP	—	$5.28M	6,433	0.2%
ANALOG DEVICES INC	—	$5.16M	19,018	0.2%
JOHNSON & JOHNSON	—	$4.80M	23,205	0.2%
CINTAS CORP	—	$4.65M	24,742	0.2%
Merck & Co., Inc.	—	$4.64M	44,077	0.2%
SPOTIFY TECHNOLOGY S A	—	$4.60M	7,922	0.2%
ABBOTT LABORATORIES	—	$4.58M	36,583	0.2%
DANAHER CORP /DE	—	$4.47M	19,521	0.2%
WISDOMTREE TR	—	$4.46M	86,774	0.2%
LINDE PLC	—	$4.36M	10,220	0.2%
Union Pacific Corp	—	$4.29M	18,533	0.2%
LINDBLAD EXPEDITIONS HOLDINGS, INC.LIND	Common Stock	$4.28M	297,089	0.2%
AMERICAN CENTY ETF TR	—	$4.26M	41,767	0.2%
KKR & Co. Inc.	—	$4.26M	33,384	0.2%
VANGUARD WHITEHALL FDS	—	$4.24M	29,519	0.2%
Corteva, Inc.	—	$4.15M	61,879	0.2%
THE GOLDMAN SACHS GROUP, INC.	—	$4.13M	4,704	0.2%
RTX Corp	—	$4.11M	22,406	0.2%
Autodesk, Inc.	—	$4.08M	13,773	0.1%
Medtronic plc	—	$4.08M	42,426	0.1%
Block, Inc.	—	$4.00M	61,523	0.1%
ISHARES TR	—	$3.99M	16,194	0.1%