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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 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLK State Street Technology Select Sector SPDR ETF 330.0 $44K 0.02% -202.0 -38.0% $132.99 +38.7%
22 IAK iShares U.S. Insurance ETF 246.0 $32K 0.01% -73K -99.7% $128.38 +2.2%
23 VB Vanguard Small-Cap Index Fund ETF Shares 117.0 $31K 0.01% -5.0 -4.1% $262.66 +11.4%
24 T AT&T Inc Communication Services 839.0 $24K 0.01% -72.0 -7.9% $29.00 -14.1%
25 VZ Verizon Communications Inc Communication Services 338.0 $17K 0.01% -136.0 -28.7% $50.26 -4.0%
26 CL Colgate-Palmolive Company Consumer Defensive 155.0 $13K 0.01% -1.0 -0.6% $85.33 +7.0%
27 ITOT iShares Core S&P Total U.S. Stock Market ETF 71.0 $10K 0.01% -28.0 -28.3% $142.39 +15.2%
28 BBIN JPMorgan BetaBuilders International Equity ETF 85.0 $6K 0.00% -532.0 -86.2% $73.32 +7.5%
29 IXUS iShares Core MSCI Total International Stock ETF 41.0 $4K 0.00% -22.0 -34.9% $87.00 +10.9%
30 WBD Warner Bros. Discovery Inc Communication Services 11.0 $302.0 -11.0 -50.0% $27.45 -1.7%
Page 2 of 2  ·  30 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%