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Portfolio (Quarterly) Guide ↗

GGM Financial LLC

· CIK 0002021722
13F Portfolio $217M AUM 236 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 72 Added 30 Reduced 11 Exited
Page 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IGV iShares Expanded Tech-Software Sector ETF 127,941.0 $10.2M 4.71% NEW $80.05 +16.2%
2 ESGV Vanguard ESG U.S. Stock ETF 9,429.0 $1.1M 0.49% NEW $112.27 +18.2%
3 VRT Vertiv Holdings Co Industrials 2,092.0 $524K 0.24% NEW $250.64 +27.6%
4 IOT Samsara Inc Technology 10,263.0 $325K 0.15% NEW $31.69 -7.0%
5 PLTR Palantir Technologies Inc Cl A Technology 1,799.0 $263K 0.12% NEW $146.28 -9.4%
6 OKLO OKLO Inc Com Cl A Utilities 4,519.0 $224K 0.10% NEW $49.59 +36.8%
7 XJH iShares ESG Screened S&P Mid-Cap ETF 4,715.0 $214K 0.10% NEW $45.37 +10.7%
8 XSW SPDR S&P Software & Services ETF 1,114.0 $159K 0.07% NEW $142.29 +16.1%
9 WM Waste Management Inc Industrials 677.0 $156K 0.07% NEW $229.72 -6.2%
10 Cencora Inc 291.0 $92K 0.04% NEW $314.65
11 IDMO Invesco S&P International Developed Momentum ETF 911.0 $50K 0.02% NEW $54.86 +10.3%
12 GEM Goldman Sachs Activebeta Emerging Markets Equity ETF 872.0 $38K 0.02% NEW $43.20 +19.9%
13 GCAL Goldman Sachs Dynamic California Municipal Income ETF 258.0 $13K 0.01% NEW $50.76 +0.2%
14 VWO Vanguard FTSE Emerging Markets Index Fund ETF Shares 173.0 $9K 0.00% NEW $54.05 +11.5%
15 IWO iShares Russell 2000 Growth ETF 12.0 $4K 0.00% NEW $313.83 +21.0%
16 IWN iShares Russell 2000 Value ETF 19.0 $4K 0.00% NEW $189.58 +13.3%
17 BSV Vanguard Short-Term Bond Index Fund ETF Shares 38.0 $3K 0.00% NEW $78.42 -0.5%
18 IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF 56.0 $3K 0.00% NEW $52.55 -0.2%
19 IAGG iShares Core International Aggregate Bond ETF 39.0 $2K 0.00% NEW $50.05 +0.3%
20 SHYG iShares 0-5 Year High-Yield Corporate Bond ETF 46.0 $2K 0.00% NEW $42.30 +0.4%
Page 1 of 2  ·  22 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 27.3%
Technology 25.3%
Healthcare 11.6%
Industrials 11.6%
Consumer Cyclical 8.0%
Consumer Defensive 7.0%
Utilities 4.1%
Communication Services 2.6%
Energy 1.9%
Basic Materials 0.5%