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CIK: 0002021722
Total reported value
$263.7M
$263.7M
236 檔
46.3%
As reported in its official Q1 2026 Form 13F filing, GGM Financial LLC's tracked investment portfolio stood at $263.7M with 236 total positions.
In Q1 2026, GGM Financial LLC displayed an active expansion posture, initiating 21 new positions and adding to 91 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including JGRO, BUFF, GPIQ) accounted for 46.3% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 236 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 23.39% | -0.58% | +11.49% | |
| 2 | BUFF | Innovator Laddered Allocatio | ETF-Other | 12.47% | -12.46% | +4.51% | |
| 3 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | ETF-Tech | 9.20% | +2.70% | +6.92% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 6.38% | -5.65% | +3.13% | |
| 5 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 4.71% | -0.69% | — | |
| 6 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 3.82% | -0.13% | +22.33% | |
| 7 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 2.75% | -0.11% | +15.86% | |
| 8 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 2.54% | +12.96% | +14.04% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.42% | +0.15% | +40.51% | |
| 10 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 2.22% | -0.25% | -9.81% | |
| 11 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 1.36% | -0.29% | +7.49% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.33% | -0.03% | -0.44% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.30% | -0.21% | -0.41% | |
| 14 | JMHI | Jpmorgan High Yield Municpl | ETF-High Yield | 1.28% | -0.11% | +5.11% | |
| 15 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.14% | +0.03% | +33.21% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.14% | +0.18% | +16.35% | |
| 17 | BKDV | Bny Mellon Dynamic Value | ETF-Other | 0.89% | +0.26% | +67.03% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.87% | -0.04% | -4.33% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.81% | -0.05% | -6.24% | |
| 20 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.77% | — | +2.48% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.75% | -0.09% | +0.97% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.73% | -0.04% | -1.33% | |
| 23 | GSC | Goldman Sachs Small Cap Equi | ETF-Commodities | 0.70% | +0.12% | +22.80% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.59% | -0.18% | — | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | -0.05% | -9.00% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | -0.02% | -2.41% | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.55% | -0.06% | +0.28% | |
| 28 | FVD | First Trust Value Line Dvd | ETF-Other | 0.53% | -0.08% | -0.17% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | -0.08% | +0.32% | |
| 30 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.49% | -0.41% | — | |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.48% | -0.01% | +1.40% | |
| 32 | HIMU | Ishares High Yild Muni A ETF | ETF-Other | 0.45% | +0.22% | +57.27% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | -0.07% | -14.56% | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.38% | -0.01% | +0.08% | |
| 35 | GMUB | Gs Municipal Income ETF | ETF-Other | 0.37% | +0.50% | +703.89% | |
| 36 | FDX | Fedex CORP | Stock-Industrials | 0.36% | -0.10% | +0.42% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.32% | -0.01% | +0.22% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.31% | — | -0.71% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | -0.01% | -2.26% | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.30% | -0.13% | +0.49% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.30% | -0.07% | +2.26% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.28% | -0.01% | +0.21% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | +0.01% | +0.05% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.28% | +0.02% | -13.18% | |
| 45 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.27% | -0.10% | +0.42% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.25% | -0.07% | +0.34% | |
| 47 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.24% | +0.03% | — | |
| 48 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.24% | -0.06% | +5.88% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | -0.01% | +4.73% | |
| 50 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 0.20% | -0.01% | -0.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +0.6% | +40.51% | Add |
| 2 | HMOP | Hartford Municipal Opp ETF | +0.5% | +22.33% | Add |
| 3 | BKDV | Bny Mellon Dynamic Value | +0.3% | +67.03% | Add |
| 4 | GMUB | Gs Municipal Income ETF | +0.3% | +703.89% | Add |
| 5 | PVAL | Putnam Focused Lrg Cap Value | +0.2% | +14.04% | Add |
| 6 | MUNI | Pimco Intermediate Municipal | +0.2% | +33.21% | Add |
| 7 | MMIT | Nyli Mackay Muni Intrm ETF | +0.2% | +15.86% | Add |
| 8 | HIMU | Ishares High Yild Muni A ETF | +0.1% | +57.27% | Add |
| 9 | AZO | Autozone Inc | +0.1% | +7500.00% | Add |
| 10 | GSC | Goldman Sachs Small Cap Equi | +0.1% | +22.80% | Add |
| 11 | FDX | Fedex CORP | +0.1% | +0.42% | Add |
| 12 | WMT | Walmart Inc | +0.1% | +58.88% | Add |
| 13 | LMT | Lockheed Martin CORP | +0.1% | +0.42% | Add |
| 14 | TJX | Tjx Companies Inc | +0.1% | +290.21% | Add |
| 15 | MCK | Mckesson CORP | +0.1% | +330.30% | Add |
| 16 | CVX | Chevron CORP | 0% | +0.66% | Add |
| 17 | DUK | Duke Energy CORP | 0% | +47.66% | Add |
| 18 | XLE | Ss Energy Select Sector | 0% | -6.32% | Trim |
| 19 | PYLD | Pimco Multisector Bond Actv | 0% | +139.61% | Add |
| 20 | JBND | Jpmorgan Active Bond ETF | 0% | +7.49% | Add |
| 21 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 22 | CAT | Caterpillar Inc | 0% | +0.23% | Add |
| 23 | HON | Honeywell International Inc | 0% | +0.27% | Add |
| 24 | ESGE | Ishares Inc Ishares Esg Awar | 0% | +64.84% | Add |
| 25 | AOR | Ishares Core 60/40 Balanced | 0% | +110.46% | Add |
| 26 | SCHD | Schwab US Dvd Equity ETF | 0% | +0.23% | Add |
| 27 | AEP | American Electric Power | 0% | +0.70% | Add |
| 28 | PEP | Pepsico Inc | 0% | +1.74% | Add |
| 29 | MRK | Merck & Co. Inc. | 0% | +0.75% | Add |
| 30 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 31 | MPC | Marathon Petroleum CORP | 0% | +0.42% | Add |
| 32 | VEA | Vanguard Ftse Developed ETF | 0% | +62.75% | Add |
| 33 | VO | Vanguard Mid-cap ETF | 0% | +12.20% | Add |
| 34 | XOM | Exxon Mobil CORP | 0% | +17.13% | Add |
| 35 | ETN | Eaton Corporation plc | 0% | +9.43% | Add |
| 36 | BBMC | JPM Betabuilders US Mid Cap | 0% | +21.88% | Add |
| 37 | EFV | Ishares Msci Eafe Value ETF | — | +0.97% | Add |
| 38 | IWD | Ishares Russell 1000 Value E | — | +2.26% | Add |
| 39 | JMUB | Jpmorgan Municipal ETF | — | +5.88% | Add |
| 40 | JMSI | JPM Sus Municipal Income | — | +21.57% | Add |
| 41 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | — | -0.24% | Trim |
| 42 | DE | Deere & Co | — | — | Unchanged |
| 43 | LOW | Lowe's Cos Inc | — | +35.48% | Add |
| 44 | VONG | Vanguard Russell 1000 Growth | — | -7.02% | Trim |
| 45 | SOLS | Solstice Adv Materials Inc | — | — | Unchanged |
| 46 | GLW | Corning Inc | — | — | Unchanged |
| 47 | DTE | Dte Energy Company | — | — | Unchanged |
| 48 | LEN | Lennar Corp-a | — | — | Unchanged |
| 49 | KKR | Kkr & Co Inc | — | — | Unchanged |
| 50 | D | Dominion Energy Inc | — | +1.10% | Add |
According to official SEC Form 13F filings, GGM Financial LLC reported a total U.S. public equity portfolio value of $263.7M across 236 disclosed positions in Q1 2026.
During Q1 2026, GGM Financial LLC's top holdings by market value included JGRO (23.4%)、BUFF (12.5%)、GPIQ (9.2%). The largest single position, JGRO, represented 23.4% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
IGV
市值: $10.2M
Top Position Liquidated / Trimmed
KBWP
前期市值: $169.0K
In Q1 2026, GGM Financial LLC made 155 total portfolio adjustments, initiating 21 new buys, adding to 91 positions, trimming 32 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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