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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 1 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TMB Thornburg Multi Sector Bond ETF 419,150.0 $10.6M 4.03% NEW $25.35 -0.9%
2 USXF iShares ESG Advanced MSCI USA ETF 10,628.0 $738K 0.28% NEW $69.45 -1.5%
3 EFAX State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 11,236.0 $608K 0.23% NEW $54.12 +3.4%
4 RAFE PIMCO RAFI ESG U.S. ETF 10,491.0 $502K 0.19% NEW $47.86 +5.7%
5 EEMX State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 5,039.0 $273K 0.10% NEW $54.15 +0.0%
6 VTV Vanguard Value Index Fund ETF Shares 953.0 $208K 0.08% NEW $217.92 +3.9%
7 Honeywell International Inc 758.0 $170K 0.06% NEW $223.90
8 Honeywell Aerospace Inc 758.0 $168K 0.06% NEW $221.08
9 MGK Vanguard Mega Capital Growth Index Fund ETF Shares 1,901.0 $167K 0.06% NEW $87.92 +2.6%
10 Fedex Freight Holding Co Inc 1,088.0 $164K 0.06% NEW $151.00
11 NUSC Nuveen Esg Small-Cap ETF 2,431.0 $127K 0.05% NEW $52.12 -1.5%
12 AVUV Avantis U.S. Small-Cap Value ETF 1,005.0 $125K 0.05% NEW $124.76 +1.7%
13 XJR iShares ESG Screened S&P Small-Cap ETF 2,002.0 $106K 0.04% NEW $52.74 -2.7%
14 DTH WisdomTree International High Dividend Fund 1,927.0 $104K 0.04% NEW $54.11 +8.8%
15 DMXF iShares ESG Advanced MSCI EAFE ETF 1,114.0 $94K 0.04% NEW $84.59 +3.5%
16 DEM WisdomTree Emerging Markets High Dividend Fund 1,415.0 $76K 0.03% NEW $53.79 +6.2%
17 SCHX Schwab U.S. Large-Cap ETF 2,518.0 $74K 0.03% NEW $29.43 +3.2%
18 DES WisdomTree U.S. Small-Cap Dividend Fund 1,656.0 $67K 0.03% NEW $40.68 -0.7%
19 BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund 618.0 $62K 0.02% NEW $100.93 -0.2%
20 JPMorgan Ultra-Short Income ETF 1,186.0 $60K 0.02% NEW $50.57
Page 1 of 2  ·  36 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%