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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 7 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MDY SPDR S&P Mid-Cap 400 ETF Trust Financial Services 89.0 $53K 0.03% NEW $599.97 +13.3%
122 ETN Eaton Corp PLC Industrials 159.0 $51K 0.03% NEW $317.99 +26.4%
123 IVOG Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares 417.0 $50K 0.02% NEW $120.09 +17.7%
124 GLTR Aberdeen Std Physical Precious Metals Basket Shrs ETF Financial Services 227.0 $47K 0.02% NEW $205.60 +3.5%
125 LEN Lennar Corp Consumer Cyclical 450.0 $46K 0.02% NEW $102.80 -12.8%
126 META Meta Platforms Inc Class A Communication Services 69.0 $46K 0.02% NEW $660.09 -4.3%
127 BBIN JPMorgan BetaBuilders International Equity ETF 617.0 $45K 0.02% NEW $72.33 +8.8%
128 IJT iShares S&P Small-Cap 600 Growth ETF 313.0 $44K 0.02% NEW $141.33 +16.5%
129 JPIE JPMorgan Income ETF 938.0 $43K 0.02% NEW $46.27 -0.3%
130 IMCG iShares Morningstar Mid-Cap Growth ETF 535.0 $43K 0.02% NEW $79.90 +16.4%
131 QUAL iShares MSCI USA Quality Factor ETF 211.0 $42K 0.02% NEW $198.40 +8.7%
132 SPGP Invesco S&P 500 GARP ETF 367.0 $42K 0.02% NEW $113.85 +5.7%
133 IMCV iShares Morningstar Mid-Cap Value ETF 504.0 $41K 0.02% NEW $82.31 +9.1%
134 ETHO Amplify Etho Climate Leadership U.S. ETF 626.0 $41K 0.02% NEW $65.31 +16.7%
135 MPC Marathon Petroleum Corp Energy 238.0 $39K 0.02% NEW $162.41 +54.9%
136 IGPT Invesco AI and Next Gen Software ETF 631.0 $38K 0.02% NEW $59.45 +67.6%
137 LOW Lowe's Companies Inc Consumer Cyclical 155.0 $37K 0.02% NEW $241.05 -9.9%
138 TJX TJX Companies Inc Consumer Cyclical 235.0 $36K 0.02% NEW $153.34 +0.8%
139 IWM iShares Russell 2000 ETF 145.0 $36K 0.02% NEW $246.64 +18.5%
140 MDLZ Mondelez International Inc Consumer Defensive 657.0 $35K 0.02% NEW $53.85 +15.8%
Page 7 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%