GK Wealth Management LLC - Portfolio overview

GK Wealth Management LLC has 207 reported holdings in this dataset, with the latest filing dated 2026-04-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Basic Materials.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 7.16%
2. DFAI - DIMENSIONAL ETF TRUST, 5.77%
3. DUHP - DIMENSIONAL ETF TRUST, 5.11%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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