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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 7 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 Berkshire Hathaway Inc Cl B 198.0 $99K 0.04% $500.39
122 RJF Raymond James Financial Inc Financial Services 624.0 $95K 0.04% $151.94 +17.3%
123 DMXF iShares ESG Advanced MSCI EAFE ETF 1,114.0 $94K 0.04% NEW $84.59 +3.5%
124 SUSC iShares Esg Usd Corporate Bond ETF 4,060.0 $94K 0.04% +46.0 +1.1% $23.15 -2.6%
125 GEM Goldman Sachs Activebeta Emerging Markets Equity ETF 1,695.0 $88K 0.03% +823.0 +94.4% $52.00 +0.8%
126 MGC Vanguard Mega Capital Index Fund ETF Shares 319.0 $87K 0.03% $273.71 +3.3%
127 COF Capital One Financial Corp Financial Services 435.0 $87K 0.03% $200.52 +9.5%
128 HD The Home Depot Inc Consumer Cyclical 242.0 $85K 0.03% -228.0 -48.5% $352.44 -8.9%
129 DE Deere & Company Industrials 132.0 $84K 0.03% +1.0 +0.8% $633.48 +9.5%
130 GCAL Goldman Sachs Dynamic California Municipal Income ETF 1,632.0 $84K 0.03% +1K +532.6% $51.19 -2.5%
131 IQDF FlexShares International Quality Dividend Index Fund 2,386.0 $82K 0.03% $34.56 +5.0%
132 VONG Vanguard Russell 1000 Growth Index Fund ETF Shares 631.0 $81K 0.03% +128.0 +25.4% $127.91 -0.7%
133 VUG Vanguard Growth Index Fund ETF Shares 924.0 $80K 0.03% +770.0 +500.0% $86.14 +2.7%
134 IUSG iShares Core U.S. Growth ETF 416.0 $78K 0.03% $187.93 +2.1%
135 SHYM iShares Short Duration High-Yield Muni Active ETF 3,420.0 $77K 0.03% $22.45 -2.4%
136 DTE DTE Energy Co Utilities 500.0 $76K 0.03% $152.37 -10.7%
137 DEM WisdomTree Emerging Markets High Dividend Fund 1,415.0 $76K 0.03% NEW $53.79 +6.2%
138 FRME First Merchants Corp Financial Services 1,739.0 $76K 0.03% +16.0 +0.9% $43.68 -3.7%
139 ETN Eaton Corp PLC Industrials 174.0 $74K 0.03% $426.28 -3.6%
140 SCHX Schwab U.S. Large-Cap ETF 2,518.0 $74K 0.03% NEW $29.43 +3.2%
Page 7 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%