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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 6 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GAL State Street Global Allocation ETF 2,096.0 $104K 0.05% $49.51 +8.3%
102 ESGE iShares Esg MSCI Emerging Markets ETF 2,222.0 $101K 0.05% +874.0 +64.8% $45.47 +20.6%
103 VOO Vanguard S&P 500 ETF 164.0 $98K 0.04% $597.73 +16.1%
104 DIA State Street SPDR Dow Jones Industrial Average ETF Trust Financial Services 206.0 $95K 0.04% $462.34 +9.6%
105 Berkshire Hathaway Inc Cl B 198.0 $95K 0.04% $479.20
106 XLF State Street Financial Select Sector SPDR ETF 1,889.0 $93K 0.04% -313.0 -14.2% $49.36 +3.8%
107 SUSC iShares Esg Usd Corporate Bond ETF 4,014.0 $93K 0.04% +29.0 +0.7% $23.14 +0.1%
108 Cencora Inc 291.0 $92K 0.04% NEW $314.65
109 RJF Raymond James Financial Inc Financial Services 621.0 $90K 0.04% $144.89 -1.7%
110 JMSI JPMorgan Sustainable Municipal Income ETF 1,798.0 $89K 0.04% +319.0 +21.6% $49.75 +0.9%
111 JEPQ JPMorgan Nasdaq Equity Premium Income ETF 1,574.0 $87K 0.04% +42.0 +2.7% $55.51 +9.9%
112 GEV GE Vernova Inc Utilities 93.0 $81K 0.04% $875.39 +14.5%
113 COF Capital One Financial Corp Financial Services 433.0 $79K 0.04% $182.41 +1.6%
114 IQDF FlexShares International Quality Dividend Index Fund 2,386.0 $76K 0.04% $31.67 +10.3%
115 SHYM iShares Short Duration High-Yield Muni Active ETF 3,420.0 $75K 0.04% $22.02 +1.1%
116 MGC Vanguard Mega Capital Index Fund ETF Shares 318.0 $75K 0.04% $236.59 +17.4%
117 DE Deere & Company Industrials 131.0 $74K 0.03% $565.27 -4.7%
118 DTE DTE Energy Co Utilities 500.0 $73K 0.03% $146.22 -1.5%
119 SCHW Charles Schwab Corp Financial Services 747.0 $70K 0.03% $93.95 -9.6%
120 VUG Vanguard Growth Index Fund ETF Shares 154.0 $67K 0.03% $436.30 -79.6%
Page 6 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%