Gunpowder Capital Management, LLC dba Oliver Wealth Management

Wealth advisor Mechanical CIK 2114795
League rank
#2996
in Wealth advisor · #6681 overall
Long book
$131.8M
Q1 2026
Positions
408
Top-10 weight
58%
concentration
Last quarter
+7.1%
SPY +14.8%
Turnover
10%
of book per quarter

Strategy in plain words

auto-generated from filings

Gunpowder Capital Management, LLC dba Oliver Wealth Management is a wealth-management firm allocating client money, running a $131.8M US long book across 408 positions.

The portfolio is concentrated: the top 10 names carry 58% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: SPDR GOLD SHARES, DIMENSIONAL US CORE EQUITY 2, DIMENSIONAL US CORE EQ 1 ETF, APPLE INC, DIMENSIONAL INTERNATIONAL CO.

Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2025
-1.6%
Q1 2026
+7.1%

Sector allocation

Technology
58%
Consumer discretionary
11%
Financials
9%
Industrials
6%
Energy
4%
Utilities
3%
Healthcare
3%
Services media
2%

Long book by quarter

$128.5M
Q4 2025
$131.8M
Q1 2026

What does Gunpowder Capital own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
AAPL APPLE INCTechnology40.2K$10.2M7.7%-0.5%
META META PLATFORMS INC-CLASS ATechnology6.5K$3.7M2.8%0.0%
WMT WALMART INCConsumer discretionary25.1K$3.1M2.4%-2.9%
PLTR PALANTIR TECHNOLOGIES INC-ATechnology19.3K$2.8M2.1%Held
AVGO BROADCOM INCTechnology5.8K$1.8M1.4%-5.7%
MSFT MICROSOFT CORPTechnology4.4K$1.6M1.2%-7.1%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials2.9K$1.4M1.0%-6.0%
XOM EXXON MOBIL CORPEnergy7.9K$1.3M1.0%-1.7%
NVDA NVIDIA CORPTechnology7.4K$1.3M1.0%Held
GOOGL ALPHABET INC-CL ATechnology2.7K$769K0.6%Held
UPS UNITED PARCEL SERVICE-CL BIndustrials7.4K$723K0.5%-5.6%
BX BLACKSTONE INCFinancials4.9K$568K0.4%Held
V VISA INC-CLASS A SHARESServices media1.7K$508K0.4%Held
AMZN AMAZON.COM INCConsumer discretionary2.3K$479K0.4%Held
CEG CONSTELLATION ENERGYUtilities1.7K$470K0.4%+145.1%
HD HOME DEPOT INCConsumer discretionary1.1K$368K0.3%-8.5%
NEM NEWMONT CORPMaterials3.3K$362K0.3%-1.5%
TEM TEMPUS AI INC-CL ATechnology6.5K$294K0.2%+30.0%
JNJ JOHNSON & JOHNSONHealthcare1.1K$266K0.2%-9.4%
MA MASTERCARD INC - AServices media513$256K0.2%Held
TSLA TESLA INCIndustrials689$256K0.2%Held
CI THE CIGNA GROUPFinancials881$235K0.2%-34.9%
GE GENERAL ELECTRICIndustrials804$228K0.2%Held
MTZ MASTEC INCIndustrials600$193K0.1%Held
EXEL EXELIXIS INCHealthcare4.4K$188K0.1%Held
PG PROCTER & GAMBLE CO/THEOther1.2K$175K0.1%-2.3%
USB US BANCORPFinancials3.4K$175K0.1%-34.7%
EXC EXELON CORPUtilities3.6K$174K0.1%+73.1%
GEV GE VERNOVA INCIndustrials199$174K0.1%Held
CG CARLYLE GROUP INC/THEFinancials3.3K$160K0.1%Held
CL COLGATE-PALMOLIVE COOther1.7K$143K0.1%-0.7%
PRU PRUDENTIAL FINANCIAL INCFinancials1.3K$124K0.1%Held
EMR EMERSON ELECTRIC COIndustrials948$124K0.1%-0.8%
VKTX VIKING THERAPEUTICS INCHealthcare3.7K$120K0.1%-21.4%
MLI MUELLER INDUSTRIES INCIndustrials1.0K$115K0.1%-34.9%
MCD MCDONALD'S CORPConsumer discretionary348$108K0.1%-17.1%
CVX CHEVRON CORPEnergy498$103K0.1%-2.0%
BAC BANK OF AMERICA CORPFinancials2.0K$97K0.1%+0.2%
BDX BECTON DICKINSON AND COHealthcare575$90K0.1%Held
SYK STRYKER CORPHealthcare269$88K0.1%Held
BNY BANK OF NEW YORK MELLON CORPFinancials727$86K0.1%Held
LMT LOCKHEED MARTIN CORPIndustrials142$86K0.1%-6.0%
SNA SNAP-ON INCIndustrials226$82K0.1%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 14, 2026409$408 canonicalSEC ↗
Q4 202513F-HRMar 5, 2026439$128.5M canonicalSEC ↗