Jessica Riley Hale
Gc Wealth Management Ria, Llc
Assets Managed
$1.734B
Holdings
483
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
-28.21%(2Q avg: -19.74%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Gc Wealth Management Ria, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 483 positions.
Assets under management
The assets under management (AUM) of Gc Wealth Management Ria, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.734B in assets, with a quarterly growth rate of -28.21% and a 2-quarter average growth rate of -19.74%. The portfolio is managed by Jessica Riley Hale, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
TEM Tempus Ai Inc
| 8.06% | $139.691M 2.411M shares@ $57.93 avg price | Decreased -63.52% |
NVDA Nvidia Corp
| 6.22% | $107.791M 538,713 shares@ $200.1 avg price | Decreased -29.53% |
AAPL Apple Inc
| 4.08% | $70.632M 244,096 shares@ $289.36 avg price | Decreased -31.29% |
GOOGL Alphabet Inc-cl A
| 3.97% | $68.7M 192,237 shares@ $357.38 avg price | Decreased -62.47% |
IVV Ishares Core S&p 500 Etf
| 3.5% | $60.669M 81,012 shares@ $748.9 avg price | Increased 37.46% |
MSFT Microsoft Corp
| 3.16% | $54.691M 146,616 shares@ $373.02 avg price | Decreased -16.5% |
AMZN Amazon.com Inc
| 2.87% | $49.761M 208,781 shares@ $238.35 avg price | Decreased -15.82% |
QQQ Invesco Qqq Trust Series 1
| 2.19% | $37.921M 51,494 shares@ $736.41 avg price | Increased 7.43% |
AVGO Broadcom Inc
| 1.79% | $30.931M 81,883 shares@ $377.75 avg price | Decreased -9.21% |
SPY Spdr S&p 500 Etf Trust
| 1.66% | $28.674M 38,398 shares@ $746.77 avg price | Decreased -25.26% |
1-10 of 483