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Portfolio (Quarterly) Guide ↗

GGM Financial LLC

· CIK 0002021722
13F Portfolio $264M AUM 265 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 36 New 89 Added 41 Reduced 7 Exited
Page 3 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GPIX Goldman Sachs S&P 500 Premium Income ETF 3,114.0 $173K 0.07% +25.0 +0.8% $55.56 +0.9%
42 GEV GE Vernova Inc Utilities 141.0 $166K 0.06% +48.0 +51.6% $1177.46 -20.0%
43 ORCL Oracle Corp Technology 1,066.0 $156K 0.06% +301.0 +39.4% $146.56 +8.4%
44 AOR iShares Core 60/40 Balanced Allocation ETF 2,205.0 $153K 0.06% +1K +154.9% $69.51 +0.8%
45 GAL State Street Global Allocation ETF 2,881.0 $152K 0.06% +785.0 +37.5% $52.85 +2.2%
46 VGT Vanguard Information Technology Index Fund ETF Shares 1,257.0 $150K 0.06% +1K +1511.5% $119.50 +1.5%
47 VEA Vanguard FTSE Developed Markets ETF 2,037.0 $145K 0.06% +1K +172.7% $71.23 +3.5%
48 JMST JPMorgan Ultra-Short Municipal Income ETF 2,601.0 $133K 0.05% +17.0 +0.7% $51.00 -0.3%
49 SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1,950.0 $132K 0.05% +58.0 +3.1% $67.56 -1.6%
50 D Dominion Energy Inc Utilities 1,852.0 $126K 0.05% +18.0 +1.0% $68.28 -3.6%
51 ESGE iShares Esg MSCI Emerging Markets ETF 2,238.0 $122K 0.05% +16.0 +0.7% $54.70 +1.5%
52 IDMO Invesco S&P International Developed Momentum ETF 1,966.0 $119K 0.04% +1K +115.8% $60.28 +5.3%
53 DELL Dell Technologies Inc Technology 270.0 $116K 0.04% +143.0 +112.6% $431.14 +21.5%
54 JEPQ JPMorgan Nasdaq Equity Premium Income ETF 1,620.0 $100K 0.04% +46.0 +2.9% $61.47 -2.6%
55 SUSC iShares Esg Usd Corporate Bond ETF 4,060.0 $94K 0.04% +46.0 +1.1% $23.15 -2.6%
56 GEM Goldman Sachs Activebeta Emerging Markets Equity ETF 1,695.0 $88K 0.03% +823.0 +94.4% $52.00 +0.8%
57 DE Deere & Company Industrials 132.0 $84K 0.03% +1.0 +0.8% $633.48 +9.5%
58 GCAL Goldman Sachs Dynamic California Municipal Income ETF 1,632.0 $84K 0.03% +1K +532.6% $51.19 -2.5%
59 VONG Vanguard Russell 1000 Growth Index Fund ETF Shares 631.0 $81K 0.03% +128.0 +25.4% $127.91 -0.7%
60 VUG Vanguard Growth Index Fund ETF Shares 924.0 $80K 0.03% +770.0 +500.0% $86.14 +2.7%
Page 3 of 5  ·  89 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 28.3%
Technology 26.2%
Healthcare 10.8%
Industrials 10.4%
Consumer Cyclical 8.2%
Consumer Defensive 6.7%
Utilities 4.6%
Communication Services 3.0%
Energy 1.3%
Basic Materials 0.5%