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Portfolio (Quarterly) Guide ↗

GGM Financial LLC

· CIK 0002021722
13F Portfolio $206M AUM Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 225 New
Page 6 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLK State Street Technology Select Sector SPDR ETF 532.0 $77K 0.04% NEW $143.92 +29.9%
102 SHYM iShares Short Duration High-Yield Muni Active ETF 3,420.0 $76K 0.04% NEW $22.22 +0.2%
103 VUG Vanguard Growth Index Fund ETF Shares 154.0 $75K 0.04% NEW $486.76 -81.7%
104 SCHW Charles Schwab Corp Financial Services 746.0 $75K 0.04% NEW $99.94 -14.9%
105 JMSI JPMorgan Sustainable Municipal Income ETF 1,479.0 $75K 0.04% NEW $50.38 -0.4%
106 LEU Centrus Energy Corp Energy 300.0 $73K 0.04% NEW $242.76 -24.0%
107 IQDF FlexShares International Quality Dividend Index Fund 2,386.0 $73K 0.04% NEW $30.40 +14.9%
108 IUSG iShares Core U.S. Growth ETF 415.0 $70K 0.03% NEW $167.80 +13.6%
109 RPM RPM International Inc Basic Materials 652.0 $68K 0.03% NEW $104.05 +3.0%
110 VONG Vanguard Russell 1000 Growth Index Fund ETF Shares 541.0 $66K 0.03% NEW $121.65 +7.5%
111 DTE DTE Energy Co Utilities 500.0 $64K 0.03% NEW $128.98 +11.1%
112 FRME First Merchants Corp Financial Services 1,706.0 $64K 0.03% NEW $37.48 +7.8%
113 DE Deere & Company Industrials 131.0 $61K 0.03% NEW $465.90 +15.1%
114 GEV GE Vernova Inc Utilities 93.0 $61K 0.03% NEW $654.98 +52.8%
115 ESGE iShares Esg MSCI Emerging Markets ETF 1,348.0 $60K 0.03% NEW $44.18 +24.0%
116 VGT Vanguard Information Technology Index Fund ETF Shares 78.0 $59K 0.03% NEW $753.78 -84.2%
117 JCPB JPMorgan Core Plus Bond ETF 1,223.0 $58K 0.03% NEW $47.35 -0.9%
118 FTCS First Trust Capital Strength ETF 605.0 $56K 0.03% NEW $92.51 +1.2%
119 BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF 1,203.0 $56K 0.03% NEW $46.42 -1.1%
120 PYLD PIMCO Multisector Bond Active Exchange-Traded Fund 2,017.0 $54K 0.03% NEW $26.67 -0.8%
Page 6 of 12  ·  225 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.6%
Technology 27.8%
Healthcare 13.7%
Industrials 7.6%
Consumer Cyclical 7.1%
Consumer Defensive 6.5%
Communication Services 2.9%
Utilities 2.6%
Energy 1.5%
Basic Materials 0.5%