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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 11 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 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%
202 PFE Pfizer Inc Healthcare 870.0 $21K 0.01% $24.09 +18.1%
203 HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 626.0 $20K 0.01% NEW $32.12 +6.8%
204 WFC Wells Fargo & Co Financial Services 235.0 $19K 0.01% +2.0 +0.9% $82.57 +8.9%
205 DAL Delta Airlines Inc Industrials 204.0 $19K 0.01% $93.49 -14.2%
206 WOR Worthington Enterprises Inc Industrials 353.0 $19K 0.01% $53.72 +16.3%
207 PMAR Innovator S&P 500 Power Buffer ETF Mar 385.0 $18K 0.01% $47.77 +2.3%
208 VSS Vanguard FTSE All-World Ex-U.S. Small-Cap Index Fund ETF Shares 117.0 $18K 0.01% NEW $153.80 +4.9%
209 SMH VanEck Vectors Semiconductor ETF 27.0 $18K 0.01% $655.89 -13.6%
210 T AT&T Inc Communication Services 848.0 $18K 0.01% +9.0 +1.1% $20.70 +24.0%
211 TDVG T. Rowe Price Dividend Growth ETF 355.0 $17K 0.01% $48.96 +1.8%
212 NI Nisource Inc Utilities 355.0 $17K 0.01% +2.0 +0.6% $47.55 -13.0%
213 VONV Vanguard Russell 1000 Value Index Fund ETF Shares 150.0 $16K 0.01% NEW $106.67 +5.9%
214 RTX Rtx Corp Industrials 83.0 $16K 0.01% $190.65 +5.3%
215 BUFF Innovator Laddered Fund of S&P 500 Power Buffer ETF 297.0 $16K 0.01% -548K -100.0% $52.68 +2.3%
216 BMY Bristol-Myers Squibb Co Healthcare 269.0 $16K 0.01% $57.62 +16.0%
217 BBMC JPMorgan Betabuilders U.S. Mid-Cap Equity ETF 118.0 $15K 0.01% +1.0 +0.8% $126.70 +0.1%
218 XLC State Street Communication Services Select Sector SPDR ETF 139.0 $15K 0.01% +1.0 +0.7% $106.97 +4.7%
219 AVEM Avantis Emerging Markets Equity ETF 151.0 $15K 0.01% +1.0 +0.7% $96.44 +0.4%
220 VZ Verizon Communications Inc Communication Services 340.0 $14K 0.01% +2.0 +0.6% $42.35 +18.4%
Page 11 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%