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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 12 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GBIL Goldman Sachs Access Treasury 0-1 Year ETF 22.0 $2K 0.00% NEW $98.27 +1.9%
222 XRP Bitwise XRP ETF Financial Services 96.0 $2K 0.00% NEW $20.52 -29.1%
223 Lennar Corp 9.0 $856.0 NEW $95.11
224 WBD Warner Bros. Discovery Inc Communication Services 22.0 $634.0 NEW $28.82 -5.9%
225 BROS Dutch Bros Inc Consumer Cyclical 9.0 $551.0 NEW $61.22 -9.3%
Page 12 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%