GC Wealth Management RIA, LLC has recently submitted its 13F-HR report, detailing its investment activities as of September 30, 2026. This filing, dated November 2, 2026, is crucial as it provides insights into the firm's investment strategy and portfolio management.

The report shows that GC Wealth Management holds a total portfolio value of approximately $2,079,039,845. This substantial figure reflects the firm's strategic investments across a variety of sectors, including technology, healthcare, and consumer goods. Notable holdings include significant stakes in well-known companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc., indicating a diversified approach to asset management.

Background

GC Wealth Management RIA, LLC is a registered investment advisor based in Cambridge, Massachusetts. The firm, which was previously known as Catalytic Wealth RIA, LLC until a name change in February 2024, operates under the SEC file number 028-23716. The firm focuses on providing wealth management services, catering to a diverse clientele.

What the Filing Says

The 13F-HR filing reveals that GC Wealth Management RIA has reported a total of 512 positions in its portfolio. The document lists various companies and their respective values, showcasing the firm's investment discretion and voting authority over these shares. The filing also includes information about other managers involved, such as BlackRock Finance, Inc., which is noted as an additional manager.

Impact

This filing is significant for various stakeholders, including clients, competitors, and regulatory bodies. Clients can gain insights into the firm's investment strategies and performance, while competitors may analyze GC Wealth Management's holdings to inform their own strategies. The filing also serves as a compliance measure, reinforcing the firm's commitment to transparency in the wealth management sector.

What's Next

The filing does not specify what happens next for GC Wealth Management RIA. However, it is expected that the firm will continue to monitor its investments and provide updates in future filings as required by SEC regulations.

Source: SEC Accession Number 0001172661-26-004801