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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 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XSW SPDR S&P Software & Services ETF 1,059.0 $182K 0.07% -55.0 -4.9% $171.81 +18.1%
22 PEP PepsiCo Inc Consumer Defensive 1,318.0 $178K 0.07% -727.0 -35.5% $135.38 +1.7%
23 SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2,886.0 $166K 0.06% -289.0 -9.1% $57.67 -2.0%
24 HD The Home Depot Inc Consumer Cyclical 242.0 $85K 0.03% -228.0 -48.5% $352.44 -8.9%
25 CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 597.0 $58K 0.02% -752.0 -55.7% $96.90 -2.6%
26 XJH iShares ESG Screened S&P Mid-Cap ETF 981.0 $51K 0.02% -4K -79.2% $52.16 -1.7%
27 MCK McKesson Corp Healthcare 67.0 $51K 0.02% -75.0 -52.8% $755.60 +20.2%
28 IOT Samsara Inc Technology 1,379.0 $45K 0.02% -9K -86.6% $32.43 +24.0%
29 LOW Lowe's Companies Inc Consumer Cyclical 117.0 $26K 0.01% -93.0 -44.3% $221.25 -7.6%
30 DLN WisdomTree U.S. Large-Cap Dividend Fund 235.0 $23K 0.01% -104.0 -30.7% $96.40 +4.6%
31 MDY State Street SPDR S&P Mid-Cap 400 ETF Trust Financial Services 31.0 $21K 0.01% -58.0 -65.2% $692.26 -0.1%
32 BUFF Innovator Laddered Fund of S&P 500 Power Buffer ETF 297.0 $16K 0.01% -548K -100.0% $52.68 +2.3%
33 BBIN JPMorgan BetaBuilders International Equity ETF 70.0 $5K 0.00% -15.0 -17.6% $78.43 +3.8%
34 BSV Vanguard Short-Term Bond Index Fund ETF Shares 36.0 $3K 0.00% -2.0 -5.3% $77.94 -0.9%
35 IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF 53.0 $3K 0.00% -3.0 -5.4% $52.79 -1.8%
36 IWS iShares Russell Mid-Cap Value ETF 14.0 $2K 0.00% -25.0 -64.1% $160.50 +6.1%
37 IWP iShares Russell Mid-Cap Growth ETF 15.0 $2K 0.00% -28.0 -65.1% $148.33 -5.8%
38 IAGG iShares Core International Aggregate Bond ETF 32.0 $2K 0.00% -7.0 -17.9% $50.53 -1.6%
39 SHYG iShares 0-5 Year High-Yield Corporate Bond ETF 30.0 $1K -16.0 -34.8% $42.23 -0.6%
40 IWO iShares Russell 2000 Growth ETF 2.0 $808.0 -10.0 -83.3% $404.00 -6.5%
Page 2 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%