|
⚲
|
| Keyboard |
| GKV Capital Management Co Inc
✚
|
|
|---|---|
| CRD # | 108767 |
| SEC # | 801-11341 |
| CIK # | 0002052321 |
| AUM | 357.2 M (2026-02-18) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 925-627-8680 |
| Address | 1350 Treat Blvd Walnut Creek, CA 94597 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002052321 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 33.5 | ||
| Broadcom Inc | 15.8 | ||
| Lilly Eli & Co | 12.8 | ||
| Microsoft Corp | 11.8 | ||
| Wal Mart Stores Inc | 9.3 | ||
| Costco Wholesale Corp /NEW | 8.7 | ||
| SPDR Gold Trust | 8.1 | ||
| Apple Inc | 7.9 | ||
| O Reilly Automotive Inc | 7.0 | ||
| Powell Industries Inc | 7.0 | ||
| Alphabet Inc | 6.6 | ||
| TJX Companies Inc /DE/ | 5.8 | ||
| United Technologies Corp /DE/ | 5.8 | ||
| Arista Networks Inc | 5.8 | ||
| Quanta Services Inc | 5.6 | ||
| Amazon Com Inc | 5.3 | ||
| Visa Inc | 5.1 | ||
| Verizon Communications Inc | 4.5 | ||
| Amgen Inc | 4.3 | ||
| Transdigm Group Inc | 3.6 | ||
| J P Morgan Chase & Co | 3.5 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.3 | ||
| Monolithic Power Systems Inc | 3.2 | ||
| Alibaba Group Holding Ltd | 3.1 | ||
| Corning Inc /NY | 3.0 | ||
| Chevron Corp | 3.0 | ||
| Barclays PLC | 3.0 | ||
| Netflix Inc | 2.6 | ||
| Deere & Co | 2.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 9.0 |
| (b) Individuals (high net worth individuals) | 136 | 346.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 1.0 |
| (h) Charitable organizations | 1 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 425 | 357.2 |
| By Discretionary | ||
| Discretionary | 425 | 357.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 425 | 357.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 357.2 | |
| Total | 425 | 357.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002052321] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Washington Park Capital Management LLC
✚
|
OR | 359.5 M |
|
Lifeway Financial Corporation
✚
|
TX | 358.7 M |
|
Bluestem Financial Advisors LLC
✚
|
IL | 358.2 M |
|
Pillar Financial Advisors LLC
✚
|
KY | 357.9 M |
|
Applied Capital LLC
✚
|
AR | 357.5 M |
|
Montvue Capital Management Inc
✚
|
VA | 357.2 M |
|
Houlihan Financial Resource Group Ltd
✚
|
VA | 357.2 M |
|
Saltmarsh Financial Advisors LLC
✚
|
FL | 356.5 M |
|
Alcyon Wealth Advisors LLC
✚
|
OH | 356.5 M |
|
South Lakeview LLC
✚
|
355.0 M |