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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 8 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XLK State Street Technology Select Sector SPDR ETF 330.0 $44K 0.02% -202.0 -38.0% $132.99 +32.0%
142 JPIE JPMorgan Income ETF 950.0 $44K 0.02% +12.0 +1.3% $46.08 -0.4%
143 IMCV iShares Morningstar Mid-Cap Value ETF 506.0 $43K 0.02% $84.77 +11.4%
144 XOM Exxon Mobil Corp Energy 253.0 $43K 0.02% +37.0 +17.1% $169.34 -13.0%
145 IMCG iShares Morningstar Mid-Cap Growth ETF 536.0 $42K 0.02% $78.80 +20.8%
146 ETHO Amplify Etho Climate Leadership U.S. ETF 626.0 $41K 0.02% $66.09 +20.0%
147 QUAL iShares MSCI USA Quality Factor ETF 211.0 $41K 0.02% $192.01 +13.5%
148 META Meta Platforms Inc Class A Communication Services 69.0 $39K 0.02% $572.13 +12.9%
149 LEN Lennar Corp Consumer Cyclical 450.0 $39K 0.02% $86.84 -3.4%
150 MDLZ Mondelez International Inc Consumer Defensive 663.0 $38K 0.02% +6.0 +0.9% $57.65 +5.8%
151 GEM Goldman Sachs Activebeta Emerging Markets Equity ETF 872.0 $38K 0.02% NEW $43.20 +11.9%
152 LHX L3harris Technologies Inc Industrials 106.0 $37K 0.02% $346.42 -18.6%
153 IGPT Invesco AI and Next Gen Software ETF 631.0 $37K 0.02% $58.04 +52.4%
154 IWM iShares Russell 2000 ETF 148.0 $37K 0.02% +3.0 +2.1% $247.24 +18.9%
155 BALT Innovator Defined Wealth Shield ETF 1,014.0 $34K 0.02% $33.47 +2.6%
156 LRCX Lam Research Corp Technology 151.0 $32K 0.01% $214.17 +46.3%
157 IAK iShares U.S. Insurance ETF 246.0 $32K 0.01% -73K -99.7% $128.38 +13.8%
158 VB Vanguard Small-Cap Index Fund ETF Shares 117.0 $31K 0.01% -5.0 -4.1% $262.66 +12.8%
159 VEU Vanguard FTSE All-World Ex-U.S. Index Fund ETF Shares 407.0 $31K 0.01% $75.06 +8.7%
160 DLN WisdomTree U.S. Large-Cap Dividend Fund 339.0 $30K 0.01% $89.32 +9.4%
Page 8 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%