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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 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AVEM Avantis Emerging Markets Equity ETF 151.0 $15K 0.01% +1.0 +0.7% $96.44 +0.4%
82 VZ Verizon Communications Inc Communication Services 340.0 $14K 0.01% +2.0 +0.6% $42.35 +18.4%
83 CL Colgate-Palmolive Company Consumer Defensive 156.0 $14K 0.01% +1.0 +0.7% $91.74 -3.2%
84 EFA iShares MSCI EAFE ETF 122.0 $13K 0.01% +2.0 +1.7% $103.80 +4.4%
85 BX Blackstone Inc Financial Services 105.0 $12K 0.01% +1.0 +1.0% $117.94 +15.4%
86 IBM International Business Machines Corp Technology 31.0 $9K 0.00% +1.0 +3.3% $277.39 -15.3%
87 IXUS iShares Core MSCI Total International Stock ETF 86.0 $8K 0.00% +45.0 +109.8% $95.72 +3.1%
88 ACWV iShares MSCI Global Min Vol Factor ETF 60.0 $7K 0.00% +1.0 +1.7% $119.45 +6.7%
89 CMCSA Comcast Corp Communication Services 182.0 $4K 0.00% +2.0 +1.1% $24.60 +7.7%
Page 5 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%