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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 6 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VGT Vanguard Information Technology Index Fund ETF Shares 1,257.0 $150K 0.06% +1K +1511.5% $119.50 +1.5%
102 VEA Vanguard FTSE Developed Markets ETF 2,037.0 $145K 0.06% +1K +172.7% $71.23 +3.5%
103 GE GE Aerospace Industrials 381.0 $142K 0.05% $373.40 -9.7%
104 SPY State Street SPDR S&P 500 ETF Trust Financial Services 188.0 $140K 0.05% $747.14 +3.1%
105 JMST JPMorgan Ultra-Short Municipal Income ETF 2,601.0 $133K 0.05% +17.0 +0.7% $51.00 -0.3%
106 SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1,950.0 $132K 0.05% +58.0 +3.1% $67.56 -1.6%
107 NUSC Nuveen Esg Small-Cap ETF 2,431.0 $127K 0.05% NEW $52.12 -1.5%
108 D Dominion Energy Inc Utilities 1,852.0 $126K 0.05% +18.0 +1.0% $68.28 -3.6%
109 AVUV Avantis U.S. Small-Cap Value ETF 1,005.0 $125K 0.05% NEW $124.76 +1.7%
110 ESGE iShares Esg MSCI Emerging Markets ETF 2,238.0 $122K 0.05% +16.0 +0.7% $54.70 +1.5%
111 DFEB FT CBOE Vest U.S. Equity Deep Buffer ETF Feb 2,370.0 $120K 0.04% $50.49 +2.2%
112 IDMO Invesco S&P International Developed Momentum ETF 1,966.0 $119K 0.04% +1K +115.8% $60.28 +5.3%
113 DELL Dell Technologies Inc Technology 270.0 $116K 0.04% +143.0 +112.6% $431.14 +21.5%
114 VOO Vanguard S&P 500 ETF 164.0 $113K 0.04% $688.49 +2.8%
115 DIA State Street SPDR Dow Jones Industrial Average ETF Trust Financial Services 206.0 $108K 0.04% $523.01 +2.1%
116 XJR iShares ESG Screened S&P Small-Cap ETF 2,002.0 $106K 0.04% NEW $52.74 -2.7%
117 DTH WisdomTree International High Dividend Fund 1,927.0 $104K 0.04% NEW $54.11 +8.8%
118 XLF State Street Financial Select Sector SPDR ETF 1,895.0 $102K 0.04% $53.61 +8.4%
119 JEPQ JPMorgan Nasdaq Equity Premium Income ETF 1,620.0 $100K 0.04% +46.0 +2.9% $61.47 -2.6%
120 REGN Regeneron Pharmaceuticals Inc Healthcare 159.0 $99K 0.04% $624.89 +32.5%
Page 6 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%