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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 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IGV iShares Expanded Tech-Software Sector ETF 116,968.0 $10.6M 4.02% -11K -8.6% $90.60 +15.4%
2 JAVA JPMorgan Active Value ETF 65,487.0 $5.2M 1.97% -2K -2.5% $79.41 +4.3%
3 QQQ Invesco QQQ Trust Financial Services 4,667.0 $3.4M 1.30% -329.0 -6.6% $736.35 -2.4%
4 USMV iShares MSCI USA Min Vol Factor ETF 29,705.0 $2.9M 1.09% -747.0 -2.5% $96.46 +4.5%
5 JBND JPMorgan Active Bond ETF 52,646.0 $2.8M 1.07% -2K -4.2% $53.50 -2.1%
6 IWR iShares Russell Mid-Cap ETF 17,549.0 $1.9M 0.73% -125K -87.7% $110.32 +1.4%
7 ABBV Abbvie Inc Healthcare 5,528.0 $1.4M 0.53% -288.0 -5.0% $251.63 +1.9%
8 SPYG State Street SPDR Portfolio S&P 500 Growth ETF 10,385.0 $1.2M 0.47% -216.0 -2.0% $118.99 +2.3%
9 AVGO Broadcom Inc Technology 2,188.0 $826K 0.31% -54.0 -2.4% $377.68 -5.2%
10 IWD iShares Russell 1000 Value ETF 2,512.0 $609K 0.23% -521.0 -17.2% $242.44 +6.3%
11 JMUB JPMorgan Municipal ETF 9,343.0 $473K 0.18% -967.0 -9.4% $50.66 -3.3%
12 ABT Abbott Laboratories Healthcare 4,965.0 $451K 0.17% -1K -22.2% $90.75 +19.4%
13 LMT Lockheed Martin Corp Industrials 874.0 $445K 0.17% -87.0 -9.1% $509.61 +3.1%
14 BBUS JPMorgan BetaBuilders U.S. Equity ETF 3,071.0 $414K 0.16% -27.0 -0.9% $134.72 +3.2%
15 TCAF T. Rowe Price Capital Appreciation Equity ETF 5,949.0 $244K 0.09% -765.0 -11.4% $41.10 +4.2%
16 ESGV Vanguard ESG U.S. Stock ETF 1,652.0 $218K 0.08% -8K -82.5% $132.21 +3.4%
17 IYW iShares U.S. Technology ETF 863.0 $218K 0.08% -41.0 -4.5% $252.23 +0.4%
18 CVX Chevron Corp Energy 1,269.0 $210K 0.08% -415.0 -24.6% $165.82 +25.8%
19 XMHQ Invesco S&P Mid-Cap Quality ETF 1,715.0 $194K 0.07% -146.0 -7.8% $112.89 +4.6%
20 QCOM Qualcomm Inc Technology 1,005.0 $186K 0.07% -96.0 -8.7% $184.72 -8.7%
Page 1 of 3  ·  41 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%