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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 HON Honeywell International Inc Industrials 1,513 $342K 0.16% SOLD
2 VO Vanguard Mid-Cap Index Fund ETF Shares 662 $190K 0.09% SOLD
3 Cencora Inc 291 $92K 0.04% SOLD
4 IAK iShares U.S. Insurance ETF 246 $32K 0.01% SOLD
5 KKR Kkr & Co Inc 206 $19K 0.01% SOLD
6 KMB Kimberly-Clark Corp Consumer Defensive 129 $12K 0.01% SOLD
7 DVY iShares Select Dividend ETF 50 $8K 0.00% SOLD
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%