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CIK: 0001598304
Total reported value
$2.6B
$2.6B
345 檔
36.1%
During the Q4 2025 filing period, GM Advisory Group, LLC (CIK: 0001598304) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.6B across 345 reported positions.
In Q4 2025, GM Advisory Group, LLC displayed an active expansion posture, initiating 5 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 345 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 | 14.91% | -0.58% | +4.07% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 9.81% | -0.84% | -2.96% | |
| 3 | IAU | Ishares Gold Trust | ETF-Commodities | 4.86% | +0.47% | -1.77% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.34% | -0.08% | +2.07% | |
| 5 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 2.78% | +0.21% | +4.63% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.71% | -0.24% | +1.93% | |
| 7 | IWV | Ishares Russell 3000 ETF | ETF-Other | 2.69% | -0.22% | -1.68% | |
| 8 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.68% | +0.20% | +14.76% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.41% | — | -10.42% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.02% | -0.21% | +2.05% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.98% | +0.09% | +19.32% | |
| 12 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.87% | -0.09% | -14.37% | |
| 13 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.80% | +0.04% | +5.58% | |
| 14 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.71% | +0.13% | -1.69% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.63% | -0.09% | +43.68% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.62% | -0.20% | +25.57% | |
| 17 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.54% | -0.07% | +11.40% | |
| 18 | ILCG | Ishares Morningstar Growth E | ETF-Other | 1.36% | -0.05% | +16.49% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.28% | -0.06% | +31.81% | |
| 20 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 1.22% | +0.37% | +3.92% | |
| 21 | AXP | American Express Co | Stock-Financials | 1.18% | -0.23% | +26.74% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 1.10% | +0.05% | +164.49% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.06% | -0.04% | -12.76% | |
| 24 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 0.97% | +0.03% | +1.59% | |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.96% | -0.04% | +15.49% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.95% | +0.11% | +46.15% | |
| 27 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.86% | — | +9.63% | |
| 28 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.85% | -0.06% | +345.84% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.83% | -0.06% | -3.82% | |
| 30 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.81% | +0.57% | +55.16% | |
| 31 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.80% | -0.18% | +17.16% | |
| 32 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.76% | -0.03% | -15.37% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | -0.10% | +4.34% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.65% | -0.07% | +10.98% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | -0.03% | +56.16% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.01% | +13.72% | |
| 37 | AON | Aon plc | Stock-Financials | 0.58% | -0.14% | +0.19% | |
| 38 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.52% | +0.01% | -6.06% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.08% | +6.55% | |
| 40 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.51% | -0.05% | +0.46% | |
| 41 | FMB | First Trust Managed Municipa | ETF-Other | 0.49% | -0.02% | +12.09% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.48% | -0.06% | -6.47% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | +0.01% | +2.56% | |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.41% | +0.01% | -0.45% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | -0.06% | -19.62% | |
| 46 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.39% | — | +6.46% | |
| 47 | UBER | Uber Technologies Inc | Stock-Industrials | 0.38% | -0.20% | -3.13% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | -0.05% | +86.13% | |
| 49 | TMFC | Motley Fool 100 Index ETF | ETF-Large Cap & Growth | 0.36% | -0.03% | — | |
| 50 | SOC | Sable Offshore CORP | Stock-Other | 0.35% | +0.29% | -2.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | +0.7% | +345.84% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +43.68% | Add |
| 3 | SMH | Vaneck Semiconductor ETF | +0.3% | +55.16% | Add |
| 4 | AMZN | Amazon.com Inc | +0.3% | +31.81% | Add |
| 5 | AXP | American Express Co | +0.3% | +26.74% | Add |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.3% | +46.15% | Add |
| 7 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +246.59% | Add |
| 8 | ACWX | Ishares Msci Acwi Ex US ETF | +0.2% | +14.76% | Add |
| 9 | XLK | Ss Technology Select Sector | +0.2% | +164.49% | Add |
| 10 | ITOT | Ishares Core S&p Total U.s. | +0.2% | +19.32% | Add |
| 11 | VOO | Vanguard S&p 500 ETF | +0.2% | +56.16% | Add |
| 12 | MA | Mastercard Inc - A | +0.2% | +241.49% | Add |
| 13 | V | Visa Inc-class A Shares | +0.2% | +86.13% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +4.34% | Add |
| 15 | MSFT | Microsoft CORP | +0.1% | +25.57% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.82% | Trim |
| 17 | ILCG | Ishares Morningstar Growth E | +0.1% | +16.49% | Add |
| 18 | SHOP | Shopify Inc - Class A | +0.1% | +130.06% | Add |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +73.70% | Add |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +137.82% | Add |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +15.49% | Add |
| 22 | PM | Philip Morris International | +0.1% | +53.15% | Add |
| 23 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | +11.40% | Add |
| 24 | NEE | Nextera Energy Inc | +0.1% | +211.74% | Add |
| 25 | IAU | Ishares Gold Trust | +0.1% | -1.77% | Trim |
| 26 | IVV | Ishares Core S&p 500 ETF | 0% | +13.72% | Add |
| 27 | AAPL | Apple Inc | 0% | +1.93% | Add |
| 28 | SOXX | Ishares Semiconductor ETF | 0% | -1.69% | Trim |
| 29 | BKLC | Bny Mellon US Lrg Cap Cor | -0.1% | +4.63% | Add |
| 30 | SPAB | Ss Spdr P Agg Bond ETF | -0.1% | +5.58% | Add |
| 31 | UBER | Uber Technologies Inc | -0.1% | -3.13% | Trim |
| 32 | IBIT | Ishares Bitcoin Trust ETF | -0.2% | +17.16% | Add |
| 33 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | +2.07% | Add |
| 34 | MASS | 908 Devices Inc | -0.2% | -58.89% | Trim |
| 35 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | -15.37% | Trim |
| 36 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.3% | -12.76% | Trim |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.3% | +4.07% | Add |
| 38 | SOC | Sable Offshore CORP | -0.4% | -2.26% | Trim |
| 39 | SPTS | Ss Spdr P St Term Tsy ETF | -0.5% | -14.37% | Trim |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | -0.5% | -10.42% | Trim |
| 41 | SGOV | Ishares 0-3 Month Treasury B | -1.2% | -2.96% | Trim |
| 42 | SHV | Ishares 0-1 Year Treasury Bo | — | EXIT | Sold out |
| 43 | TMFC | Motley Fool 100 Index ETF | — | NEW | New buy |
| 44 | CRCL | Circle Internet Group Inc | — | NEW | New buy |
| 45 | TSM | Taiwan Semiconductor-sp Adr | — | EXIT | Sold out |
| 46 | MSTR | Strategy Inc | — | NEW | New buy |
| 47 | PURR | Hyperliquid Strategies | — | NEW | New buy |
| 48 | EL | Estee Lauder Companies-cl A | — | EXIT | Sold out |
| 49 | RSP | Invesco S&p 500 Equal Weight | — | EXIT | Sold out |
| 50 | SARO | Standardaero Inc | — | NEW | New buy |
According to official SEC Form 13F filings, GM Advisory Group, LLC reported a total U.S. public equity portfolio value of $2.6B across 345 disclosed positions in Q4 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 36.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
TMFC
市值: $9.2M
Top Position Liquidated / Trimmed
SHV
前期市值: $16.2M
During Q4 2025, GM Advisory Group, LLC's top holdings by market value included SPYM (14.9%)、SGOV (9.8%)、IAU (4.9%). The largest single position, SPYM, represented 14.9% of total portfolio value.
In Q4 2025, GM Advisory Group, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 30 positions, trimming 11 holdings, and fully liquidating 4 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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