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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 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL Apple Inc Technology 6,947.0 $2.0M 0.76% $289.35 +10.6%
22 IWR iShares Russell Mid-Cap ETF 17,549.0 $1.9M 0.73% -125K -87.7% $110.32 +1.4%
23 IJH iShares Core S&P Mid-Cap ETF 23,640.0 $1.8M 0.69% +281.0 +1.2% $77.11 -1.6%
24 iShares High-Yield Muni Active ETF 35,362.0 $1.8M 0.67% +15K +73.8% $49.80
25 EFV iShares MSCI EAFE Value ETF 22,767.0 $1.7M 0.66% +864.0 +3.9% $76.55 +8.4%
26 JPM JPMorgan Chase & Co Financial Services 4,299.0 $1.4M 0.53% +204.0 +5.0% $327.34 +9.6%
27 ABBV Abbvie Inc Healthcare 5,528.0 $1.4M 0.53% -288.0 -5.0% $251.63 +1.9%
28 SPYV State Street SPDR Portfolio S&P 500 Value ETF 21,110.0 $1.3M 0.49% $60.79 +4.4%
29 SPYG State Street SPDR Portfolio S&P 500 Growth ETF 10,385.0 $1.2M 0.47% -216.0 -2.0% $118.99 +2.3%
30 FVD First Trust Value Line Dividend Index Fund 24,702.0 $1.2M 0.45% $48.18 +4.0%
31 PG Procter & Gamble Co Consumer Defensive 7,910.0 $1.2M 0.44% $146.64 -0.1%
32 GLD SPDR Gold Shares Financial Services 2,970.0 $1.1M 0.41% $368.38 +10.4%
33 EFG iShares MSCI EAFE Growth ETF 7,846.0 $976K 0.37% +427.0 +5.8% $124.42 +0.1%
34 MSFT Microsoft Corp Technology 2,486.0 $927K 0.35% $373.05 +34.0%
35 AVGO Broadcom Inc Technology 2,188.0 $826K 0.31% -54.0 -2.4% $377.68 -5.2%
36 IJR iShares Core S&P Small-Cap ETF 5,553.0 $824K 0.31% +83.0 +1.5% $148.30 -2.0%
37 LLY Eli Lilly & Co Healthcare 656.0 $786K 0.30% +4.0 +0.6% $1198.52 -4.2%
38 IVV iShares Core S&P 500 ETF 1,041.0 $780K 0.30% $749.21 +3.3%
39 GOOGL Alphabet Inc Communication Services 2,162.0 $773K 0.29% +59.0 +2.8% $357.39 -5.3%
40 USXF iShares ESG Advanced MSCI USA ETF 10,628.0 $738K 0.28% NEW $69.45 -1.5%
Page 2 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%