13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001598304
Total reported value
$2.6B
$2.6B
303 檔
34.8%
According to the latest 13F quarterly dataset, GM Advisory Group, LLC managed an equity portfolio of $2.6B at the end of Q3 2025, spanning 303 distinct U.S. exchange-listed positions.
In Q3 2025, GM Advisory Group, LLC displayed an active expansion posture, initiating 2 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 303 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 15.19% | -0.58% | +3.47% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 11.00% | -0.84% | +112.19% | |
| 3 | IAU | Ishares Gold Trust | ETF-Commodities | 4.81% | +0.47% | -0.03% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.52% | -0.08% | +3.06% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.92% | — | -0.54% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-Other | 2.91% | -0.22% | +1.49% | |
| 7 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 2.83% | +0.21% | +14.38% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.70% | -0.24% | -0.87% | |
| 9 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.45% | +0.20% | +6.99% | |
| 10 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 2.38% | -0.09% | -4.60% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.15% | -0.21% | -5.55% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.86% | +0.04% | +2.41% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.77% | +0.09% | +12.21% | |
| 14 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.70% | +0.13% | -16.17% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.50% | -0.20% | -1.87% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.47% | -0.07% | -1.06% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.32% | -0.04% | -3.15% | |
| 18 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 1.29% | +0.37% | -1.14% | |
| 19 | ILCG | Ishares Morningstar Growth E | ETF-Other | 1.27% | -0.05% | +16.05% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.20% | -0.09% | -12.83% | |
| 21 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 1.04% | +0.03% | +0.21% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.00% | -0.03% | -6.32% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.00% | -0.06% | -2.86% | |
| 24 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.97% | -0.18% | +1272.53% | |
| 25 | AXP | American Express Co | Stock-Financials | 0.91% | -0.23% | +0.00% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.88% | -0.04% | +18.97% | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 0.88% | +0.05% | +1683.44% | |
| 28 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.86% | — | -0.85% | |
| 29 | SOC | Sable Offshore CORP | Stock-Other | 0.76% | +0.29% | +0.97% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | -0.06% | -3.69% | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.69% | — | -27.72% | |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.68% | +0.11% | -1.40% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.63% | -0.07% | +9.29% | |
| 34 | AON | Aon plc | Stock-Financials | 0.63% | -0.14% | — | |
| 35 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.60% | +0.01% | -1.62% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | -0.10% | -0.79% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.01% | +25.44% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.08% | -4.47% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.54% | -0.06% | -3.83% | |
| 40 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.53% | -0.05% | +1.48% | |
| 41 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.51% | +0.57% | — | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 0.51% | -0.20% | +1.04% | |
| 43 | FMB | First Trust Managed Municipa | ETF-Other | 0.47% | -0.02% | +3.06% | |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.45% | +0.01% | -1.33% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | +0.01% | +1.49% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | -0.03% | -10.41% | |
| 47 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.39% | — | -1.11% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.39% | -0.06% | -4.92% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.35% | -0.01% | -2.44% | |
| 50 | HQY | Healthequity Inc | Stock-Healthcare | 0.34% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +2.9% | +112.19% | Add |
| 2 | IBIT | Ishares Bitcoin Trust ETF | +0.9% | +1272.53% | Add |
| 3 | ILCG | Ishares Morningstar Growth E | +0.9% | +16.05% | Add |
| 4 | XLK | Ss Technology Select Sector | +0.8% | +1683.44% | Add |
| 5 | NVDA | Nvidia CORP | +0.7% | -5.55% | Add |
| 6 | SOXX | Ishares Semiconductor ETF | +0.6% | -16.17% | Add |
| 7 | BKLC | Bny Mellon US Lrg Cap Cor | +0.4% | +14.38% | Add |
| 8 | ITOT | Ishares Core S&p Total U.s. | +0.4% | +12.21% | Add |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +3.47% | Add |
| 10 | MSFT | Microsoft CORP | +0.3% | -1.87% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.69% | Add |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | +18.97% | Add |
| 13 | ORCL | Oracle CORP | +0.2% | +12.35% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | -0.79% | Add |
| 15 | AVGO | Broadcom Inc | +0.2% | -3.83% | Trim |
| 16 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +6.99% | Add |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.1% | +25.44% | Add |
| 18 | LULU | Lululemon Athletica Inc | +0.1% | +1029.87% | Add |
| 19 | GS | Goldman Sachs Group Inc | +0.1% | +6.18% | Add |
| 20 | MS | Morgan Stanley | +0.1% | +0.49% | Add |
| 21 | PM | Philip Morris International | +0.1% | +1362.67% | Add |
| 22 | WMT | Walmart Inc | +0.1% | +24.16% | Add |
| 23 | META | Meta Platforms Inc-class A | +0.1% | -4.47% | Add |
| 24 | PLTR | Palantir Technologies Inc-a | +0.1% | +4.58% | Add |
| 25 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +3.06% | Add |
| 26 | AAPL | Apple Inc | +0.1% | -0.87% | Add |
| 27 | WULF | Terawulf Inc | +0.1% | — | Unchanged |
| 28 | IGM | Ishares Expanded Tech Sector | +0.1% | +1.48% | Add |
| 29 | JPM | Jpmorgan Chase & Co | +0.1% | +1.49% | Add |
| 30 | IWF | Ishares Russell 1000 Growth | +0.1% | +9.29% | Add |
| 31 | NFLX | Netflix Inc | +0.1% | -1.75% | Add |
| 32 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.56% | Add |
| 33 | AMZN | Amazon.com Inc | 0% | -2.86% | Add |
| 34 | UBER | Uber Technologies Inc | 0% | +1.04% | Add |
| 35 | AXP | American Express Co | 0% | +0.00% | Add |
| 36 | SOC | Sable Offshore CORP | -0.1% | +0.97% | Add |
| 37 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.1% | -1.40% | Trim |
| 38 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.1% | -1.06% | Trim |
| 39 | IWV | Ishares Russell 3000 ETF | -0.2% | +1.49% | Trim |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -12.83% | Trim |
| 41 | TLT | Ishares 20+ Year Treasury Bd | -0.4% | -6.32% | Trim |
| 42 | SPTS | Ss Spdr P St Term Tsy ETF | -0.8% | -4.60% | Trim |
| 43 | AON | Aon plc | -1% | — | Trim |
| 44 | SPSM | Ss Spdr P S&p 600 Small Cap | -1.1% | +12.94% | Trim |
| 45 | IAU | Ishares Gold Trust | -1.8% | -0.03% | Trim |
| 46 | SHV | Ishares 0-1 Year Treasury Bo | -2.1% | -27.72% | Trim |
| 47 | SMH | Vaneck Semiconductor ETF | — | NEW | New buy |
| 48 | MASS | 908 Devices Inc | — | NEW | New buy |
| 49 | FXI | Ishares China Large-cap ETF | — | EXIT | Sold out |
| 50 | ARES | Ares Management CORP - A | — | EXIT | Sold out |
According to official SEC Form 13F filings, GM Advisory Group, LLC reported a total U.S. public equity portfolio value of $2.6B across 303 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, SGOV, IAU) accounted for 34.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
SMH
市值: $12.1M
Top Position Liquidated / Trimmed
FXI
前期市值: $2.8M
During Q3 2025, GM Advisory Group, LLC's top holdings by market value included SPYM (15.2%)、SGOV (11.0%)、IAU (4.8%). The largest single position, SPYM, represented 15.2% of total portfolio value.
In Q3 2025, GM Advisory Group, LLC made 49 total portfolio adjustments, initiating 2 new buys, adding to 34 positions, trimming 11 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.