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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 12 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CL Colgate-Palmolive Company Consumer Defensive 156.0 $14K 0.01% +1.0 +0.7% $91.74 -3.2%
222 Wells Fargo & Co 12.0 $14K 0.01% $1157.00
223 IVW iShares S&P 500 Growth ETF 95.0 $13K 0.01% $137.53 +2.2%
224 EFA iShares MSCI EAFE ETF 122.0 $13K 0.01% +2.0 +1.7% $103.80 +4.4%
225 FNDA Schwab Fundamental U.S. Small Company ETF 326.0 $12K 0.01% NEW $38.04 -2.2%
226 BX Blackstone Inc Financial Services 105.0 $12K 0.01% +1.0 +1.0% $117.94 +15.4%
227 APOS Apollo Global Management Inc 102.0 $12K 0.01% $118.74
228 FNDC Schwab Fundamental International Small Equity ETF 234.0 $11K 0.00% NEW $48.63 +6.2%
229 SAIC Science Applications International Corp Technology 97.0 $11K 0.00% $110.92 +14.3%
230 BAI iShares A.i. Innovation & Tech Active ETF 190.0 $10K 0.00% NEW $52.72 -15.4%
231 ECVT Ecovyst Inc Basic Materials 764.0 $10K 0.00% $12.45 -18.0%
232 CLMB Climb Global Solutions Inc Technology 400.0 $9K 0.00% NEW $23.21 +25.7%
233 IBM International Business Machines Corp Technology 31.0 $9K 0.00% +1.0 +3.3% $277.39 -15.3%
234 IXUS iShares Core MSCI Total International Stock ETF 86.0 $8K 0.00% +45.0 +109.8% $95.72 +3.1%
235 FE FirstEnergy Corp Utilities 170.0 $8K 0.00% $47.54 -1.6%
236 ACWV iShares MSCI Global Min Vol Factor ETF 60.0 $7K 0.00% +1.0 +1.7% $119.45 +6.7%
237 CTVA Corteva Inc Basic Materials 83.0 $7K 0.00% $84.61 +3.8%
238 Eaton Vance Income Opportunities ETF 140.0 $7K 0.00% NEW $49.99
239 Millrose Properties Inc 229.0 $7K 0.00% $30.05
240 ASPN Aspen Aerogels Inc Industrials 1,010.0 $6K 0.00% $6.34 -22.4%
Page 12 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%