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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 10 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RCL Royal Caribbean Group Consumer Cyclical 103.0 $33K 0.01% $318.72 -16.8%
182 SPDW State Street SPDR Portfolio Developed World ex-US ETF 630.0 $32K 0.01% +9.0 +1.4% $50.38 +3.8%
183 DEO Diageo PLC Consumer Defensive 395.0 $32K 0.01% +4.0 +1.0% $80.31 +11.1%
184 LHX L3harris Technologies Inc Industrials 107.0 $31K 0.01% +1.0 +0.9% $290.19 -11.6%
185 SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF 326.0 $30K 0.01% $90.73 +2.9%
186 TXN Texas Instruments Inc Technology 94.0 $28K 0.01% +1.0 +1.1% $296.66 -12.9%
187 JEPI JPMorgan Equity Premium Income ETF 483.0 $27K 0.01% +11.0 +2.3% $56.47 +1.3%
188 MHF Western Asset Municipal High Income Fund Inc Financial Services 3,835.0 $27K 0.01% NEW $7.00 -3.6%
189 LOW Lowe's Companies Inc Consumer Cyclical 117.0 $26K 0.01% -93.0 -44.3% $221.25 -7.6%
190 JNJ Johnson & Johnson Healthcare 100.0 $25K 0.01% $253.97 +8.4%
191 VWO Vanguard FTSE Emerging Markets Index Fund ETF Shares 416.0 $25K 0.01% +243.0 +140.5% $59.72 +2.9%
192 WS Worthington Steel Inc Basic Materials 699.0 $23K 0.01% $33.58 +7.7%
193 AAAU Goldman Sachs Physical Gold ETF Financial Services 582.0 $23K 0.01% $39.57 +10.5%
194 HBAN Huntington Bancshares Inc Financial Services 1,295.0 $23K 0.01% $17.73 -3.9%
195 DLN WisdomTree U.S. Large-Cap Dividend Fund 235.0 $23K 0.01% -104.0 -30.7% $96.40 +4.6%
196 ITOT iShares Core S&P Total U.S. Stock Market ETF 134.0 $22K 0.01% +63.0 +88.7% $164.67 +2.4%
197 PNC PNC Financial Services Group Inc Financial Services 89.0 $22K 0.01% $247.38 -0.7%
198 SCHG Schwab U.S. Large-Cap Growth ETF 645.0 $22K 0.01% $33.83 +5.0%
199 Innovator Equity Defined Protection ETF - 1 Yr January 774.0 $22K 0.01% $27.99
200 IYH iShares U.S. Healthcare ETF 322.0 $22K 0.01% $66.93 +8.2%
Page 10 of 14  ·  265 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%