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Portfolio (Quarterly) Guide ↗

GGM Financial LLC

· CIK 0002021722
13F Portfolio $217M AUM 236 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 72 Added 30 Reduced 11 Exited
Page 11 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IVW iShares S&P 500 Growth ETF 95.0 $11K 0.01% $113.11 +23.5%
202 SMH VanEck Vectors Semiconductor ETF 27.0 $10K 0.01% $383.41 +56.9%
203 ITOT iShares Core S&P Total U.S. Stock Market ETF 71.0 $10K 0.01% -28.0 -28.3% $142.39 +16.0%
204 ECVT Ecovyst Inc Basic Materials 764.0 $10K 0.01% $12.86 +4.9%
205 VWO Vanguard FTSE Emerging Markets Index Fund ETF Shares 173.0 $9K 0.00% NEW $54.05 +11.0%
206 SAIC Science Applications International Corp Technology 97.0 $9K 0.00% $94.99 +8.8%
207 FE FirstEnergy Corp Utilities 170.0 $9K 0.00% $50.65 -8.5%
208 DVY iShares Select Dividend ETF 50.0 $8K 0.00% +1.0 +2.0% $150.16 +3.3%
209 IBM International Business Machines Corp Technology 30.0 $7K 0.00% $245.57 +6.5%
210 ACWV iShares MSCI Global Min Vol Factor ETF 59.0 $7K 0.00% $119.68 +2.0%
211 CTVA Corteva Inc Basic Materials 83.0 $7K 0.00% $83.45 -3.5%
212 Millrose Properties Inc 229.0 $6K 0.00% $28.00
213 BBIN JPMorgan BetaBuilders International Equity ETF 85.0 $6K 0.00% -532.0 -86.2% $73.32 +7.5%
214 IWS iShares Russell Mid-Cap Value ETF 39.0 $6K 0.00% +9.0 +30.0% $145.74 +10.2%
215 IWP iShares Russell Mid-Cap Growth ETF 43.0 $6K 0.00% +14.0 +48.3% $128.12 +11.1%
216 CMCSA Comcast Corp Communication Services 180.0 $5K 0.00% +2.0 +1.1% $28.77 -13.1%
217 PRU Prudential Financial Inc Financial Services 48.0 $5K 0.00% +1.0 +2.1% $97.35 +4.0%
218 VTRS Viatris Inc Healthcare 332.0 $4K 0.00% $13.49 +19.0%
219 CARR Carrier Global Corp Industrials 78.0 $4K 0.00% +1.0 +1.3% $55.97 +14.6%
220 IWO iShares Russell 2000 Growth ETF 12.0 $4K 0.00% NEW $313.83 +22.2%
Page 11 of 12  ·  236 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 27.3%
Technology 25.3%
Healthcare 11.6%
Industrials 11.6%
Consumer Cyclical 8.0%
Consumer Defensive 7.0%
Utilities 4.1%
Communication Services 2.6%
Energy 1.9%
Basic Materials 0.5%