What does GGM Financials LLC hold?

GGM Financials LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2021722.

What is GGM Financials LLC's AUM?

GGM Financials LLC reported approximately $263.7M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities).

Where does 13F Pro source GGM Financials LLC's holdings?

All GGM Financials LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2021722. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is GGM Financials LLC's 13F data updated on 13F Pro?

GGM Financials LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

GGM Financials LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2021722

Institutional-grade research for retail investors

Sector Allocation

Other88.3%$233.0M
Financials3.7%$9.7M
Technology3.5%$9.2M
Healthcare1.2%$3.0M
Industrials1.0%$2.7M
Consumer Discretionary0.8%$2.2M
Consumer Staples0.7%$2.0M
Utilities0.5%$1.4M
Energy0.1%$309,035
Materials0.1%$222,687

AUM History

13fpro.ai/research/fund/ggm-financials-llc-2021722

Conviction and streaks

Stable · top 10 = 70.5%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold22.8% weight · held 7 quarters

$Conviction hold15.5% weight · held 7 quarters

$Conviction hold11.9% weight · held 7 quarters

$Conviction hold3.7% weight · held 7 quarters

$Conviction hold2.6% weight · held 7 quarters

$Accumulating+1638% shares · 6 quarters running

$Accumulating+1076% shares · 6 quarters running

$Accumulating+430% shares · 6 quarters running

$Accumulating+918% shares · 6 quarters running

$GSAccumulating+683% shares · 6 quarters running

$Trimming-22% shares · 6 quarters running

$Trimming-58% shares · 6 quarters running

$IVZTrimming-92% shares · 6 quarters running

$Trimming-23% shares · 5 quarters running

$Trimming-67% shares · 5 quarters running

Largest positions — Q2 2026

JPmorgan
$60.2M
Putnam
$40.9M
Goldman
$31.4M
Thornburg
$10.6M
iShares
$10.6M
Hartford
$9.7M
NYLI
$7.0M
iShares
$6.8M
JPMorgan
$5.2M
iShares
$3.5M
QQQ
$3.4M
PIMCO
$3.1M
JPMorgan
$3.1M
Bank
$3.0M
iShares
$2.9M
JPMorgan
$2.8M
Goldman
$2.3M
NVDA
$2.2M
GS
$2.2M
WT
$2.0M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/ggm-financials-llc-2021722

GGM Financials LLC 13F holdings — Q2 2026

$263.7M portfolio (+21.4% QoQ) · 265 holdings · Q2 2026 13F · top 10 are 71% of the stock portfolio

1
JPmorgan Active Growth ETF - ETF
$60.2M
22.8% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—
2
Putnam Focused Large-Cap Value ETF - ETF
$40.9M
15.5% of stocks
+574%This quarter—Since filed—Held
AIQuality—Est. buy—
3
Goldman Sachs NASDAQ - 100 Premium Income ETF - ETF
$31.4M
11.9% of stocks
+31%This quarter—Since filed—Held
AIQuality—Est. buy—
4
Thornburg Multi Sector Bond ETF - ETF
$10.6M
4.0% of stocks
NewThis quarter—Since filedNew this quarterHeld
AIQuality—Est. buy—
5
iShares Expanded Tech-Software Sector ETF - ETF
$10.6M
4.0% of stocks
-9%This quarter—Since filed—Held
AIQuality—Est. buy—
6
Hartford Municipal Opportunities ETF - ETF
$9.7M
3.7% of stocks
+16%This quarter—Since filed—Held
AIQuality—Est. buy—
7
NYLI Mackay Muni Intermediate ETF - ETF
$7.0M
2.6% of stocks
+15%This quarter—Since filed—Held
AIQuality—Est. buy—
8
iShares Core MSCI EAFE ETF - ETF
$6.8M
2.6% of stocks
+21%This quarter—Since filed—Held
AIQuality—Est. buy—
9
JPMorgan Active Value ETF - ETF
$5.2M
2.0% of stocks
-3%This quarter—Since filed—Held
AIQuality—Est. buy—
10
iShares Russell 1000 Growth ETF - ETF
$3.5M
1.3% of stocks
+381%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	JPmorgan Active Growth ETF - ETF	$60.2M	22.8%	+1%	—	—	—	—
2	Putnam Focused Large-Cap Value ETF - ETF	$40.9M	15.5%	+574%	—	—	—	—
3	Goldman Sachs NASDAQ - 100 Premium Income ETF - ETF	$31.4M	11.9%	+31%	—	—	—	—
4	Thornburg Multi Sector Bond ETF - ETF	$10.6M	4.0%	New	—	New this quarter	—	—
5	iShares Expanded Tech-Software Sector ETF - ETF	$10.6M	4.0%	-9%	—	—	—	—
6	Hartford Municipal Opportunities ETF - ETF	$9.7M	3.7%	+16%	—	—	—	—
7	NYLI Mackay Muni Intermediate ETF - ETF	$7.0M	2.6%	+15%	—	—	—	—
8	iShares Core MSCI EAFE ETF - ETF	$6.8M	2.6%	+21%	—	—	—	—
9	JPMorgan Active Value ETF - ETF	$5.2M	2.0%	-3%	—	—	—	—
10	iShares Russell 1000 Growth ETF - ETF	$3.5M	1.3%	+381%	—	—	—	—

All holdings — GGM Financials LLC (Q2 2026)

Sort

265 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$QQQ	INVESCO QQQ TRUST, SERIES 1etf/fund	—	$3.4M	1.3%	4,667	-7%	4+ qtrs	—	13F
12	—	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund - ETFnote	—	$3.1M	1.2%	59K	+23%	—	—	13F
13	—	JPMorgan High Yield Municipal ETF - ETFetf/fund	—	$3.1M	1.2%	61K	+9%	—	—	13F
14	—	Bank of New York Mellon Dynamic Value ETF - ETFetf/fund	—	$3.0M	1.1%	90K	+38%	—	—	13F
15	—	iShares MSCI USA Min Vol Factor ETF - ETFetf/fund	—	$2.9M	1.1%	30K	-2%	—	—	13F
16	—	JPMorgan Active Bond ETF - ETFnote	—	$2.8M	1.1%	53K	-4%	—	—	13F
17	—	Goldman Sachs Municipal Income ETF - ETFetf/fund	—	$2.3M	0.9%	45K	+181%	—	—	13F
18	$NVDA	NVIDIA CORP	Technology	$2.2M	0.8%	11K	+2%	4+ qtrs	86.0	13F
19	$GS	GOLDMAN SACHS GROUP INCetf/fund	Financials	$2.2M	0.8%	31K	+12%	4+ qtrsAdded 3 qtrs in a row	73.2	13F
20	$WT	WisdomTree, Inc.etf/fund	Financials	$2.0M	0.8%	21K	+12%	4+ qtrsAdded 3 qtrs in a row	61.4	13F
21	$AAPL	Apple Inc.	Technology	$2.0M	0.8%	6,947	+0.4%	4+ qtrs	75.7	13F
22	—	iShares Russell Mid-Cap ETF - ETFetf/fund	—	$1.9M	0.7%	18K	-88%	—	—	13F
23	—	iShares Core S&P Mid-Cap ETF - ETFetf/fund	—	$1.8M	0.7%	24K	+1%	—	—	13F
24	—	iShares High-Yield Muni Active ETF - ETFetf/fund	—	$1.8M	0.7%	35K	+74%	—	—	13F
25	—	iShares MSCI EAFE Value ETF - ETFetf/fund	—	$1.7M	0.7%	23K	+4%	—	—	13F
26	$JPM	JPMORGAN CHASE & CO	Financials	$1.4M	0.5%	4,299	+5%
27	$ABBV	AbbVie Inc.	Healthcare	$1.4M	0.5%	5,528	-5%
28	—	State Street SPDR Portfolio S&P 500 Value ETF - ETF	—	$1.3M	0.5%	21K	-0.2%
29	—	State Street SPDR Portfolio S&P 500 Growth ETF - ETF	—	$1.2M	0.5%	10K	-2%
30	—	First Trust Value Line Dividend Index Fund - ETF	—	$1.2M	0.5%	25K	+0.3%
31	$PG	PROCTER & GAMBLE Co	Consumer Staples	$1.2M	0.4%	7,910	+0.4%
32	$GLD	SPDR GOLD TRUST	Financials	$1.1M	0.4%	2,970	—
33	—	iShares MSCI EAFE Growth ETF - ETF	—	$976K	0.4%	7,846	+6%
34	$MSFT	MICROSOFT CORP	Technology	$927K	0.3%	2,486	+0.2%
35	$AVGO	Broadcom Inc.	Technology	$826K	0.3%	2,188	-2%
36	—	iShares Core S&P Small-Cap ETF - ETF	—	$824K	0.3%	5,553	+2%
37	$LLY	ELI LILLY & Co	Healthcare	$786K	0.3%	656	+0.6%
38	—	iShares Core S&P 500 ETF - ETF	—	$780K	0.3%	1,041	+0.2%
39	$GOOGL	Alphabet Inc.	Technology	$773K	0.3%	2,162	+3%
40	—	iShares ESG Advanced MSCI USA ETF - ETF	—	$738K	0.3%	11K	New
41	—	Vanguard Total Stock Market Index Fund ETF Shares - ETF	—	$707K	0.3%	1,911	+0.2%
42	$VRT	Vertiv Holdings Co	Technology	$701K	0.3%	2,093	+0.0%
43	$FDX	FEDEX CORP	Industrials	$683K	0.3%	2,182	+0.4%
44	—	iShares Russell 1000 Value ETF - ETF	—	$609K	0.2%	2,512	-17%
45	—	State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF - ETF	—	$608K	0.2%	11K	New
46	$AMZN	AMAZON COM INC	Consumer Discretionary	$570K	0.2%	2,390	+0.9%
47	—	PIMCO RAFI ESG U.S. ETF - ETF	—	$502K	0.2%	10K	New
48	—	NYLI FTSE International Equity Currency Neutral ETF - ETF	—	$489K	0.2%	13K	-0.1%
49	$WMT	Walmart Inc.	Consumer Staples	$484K	0.2%	4,270	+91%
50	$MCD	MCDONALDS CORP	Consumer Discretionary	$483K	0.2%	1,785	+0.4%
51	—	JPMorgan Municipal ETF - ETF	—	$473K	0.2%	9,343	-9%
52	$CAT	CATERPILLAR INC	Industrials	$461K	0.2%	433	—
53	$ABT	ABBOTT LABORATORIES	Healthcare	$451K	0.2%	4,965	-22%
54	$LMT	LOCKHEED MARTIN CORP	Industrials	$445K	0.2%	874	-9%
55	$AZO	AUTOZONE INC	Consumer Discretionary	$419K	0.2%	131	+72%
56	—	PIMCO Multisector Bond Active Exchange-Traded Fund - ETF	—	$418K	0.2%	16K	+226%
57	—	JPMorgan BetaBuilders U.S. Equity ETF - ETF	—	$414K	0.2%	3,071	-0.9%
58	—	Schwab U.S. Dividend Equity ETF - ETF	—	$409K	0.2%	13K	+0.2%
59	$TSLA	Tesla, Inc.	Consumer Discretionary	$405K	0.1%	963	—
60	—	Fidelity MSCI Information Technology Index ETF - ETF	—	$371K	0.1%	1,299	+0.1%
61	$DUK	Duke Energy CORP	Utilities	$338K	0.1%	2,670	+49%
62	$AEP	AMERICAN ELECTRIC POWER CO INC	Utilities	$335K	0.1%	2,450	+0.8%
63	—	Vanguard Dividend Appreciation Index Fund ETF Shares - ETF	—	$323K	0.1%	1,366	+0.4%
64	$MA	Mastercard Inc	Financials	$302K	0.1%	589	+21%
65	$USB	US BANCORP DE	Financials	$298K	0.1%	4,928	+58%
66	—	State Street Energy Select Sector SPDR ETF - ETF	—	$295K	0.1%	5,552	+0.7%
67	$CSCO	CISCO SYSTEMS, INC.	Technology	$284K	0.1%	2,422	+16%
68	—	State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF - ETF	—	$273K	0.1%	5,039	New
69	$TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	$255K	0.1%	1,686	+84%
70	$WM	WASTE MANAGEMENT INC	Utilities	$250K	0.1%	1,124	+66%
71	$BAH	Booz Allen Hamilton Holding Corp	Technology	$244K	0.1%	5,949	-11%
72	—	Franklin Short-Term Municipal Income ETF - ETF	—	$239K	0.1%	24K	+0.8%
73	$OKLO	Oklo Inc.	Utilities	$236K	0.1%	4,519	—
74	—	JPMorgan Sustainable Municipal Income ETF - ETF	—	$232K	0.1%	4,592	+155%
75	$PLTR	Palantir Technologies Inc.	Technology	$231K	0.1%	1,981	+10%
76	—	iShares Esg Aware MSCI USA ETF - ETF	—	$229K	0.1%	1,401	+0.1%
77	—	Amplify Etho Climate Leadership U.S. ETF - ETF	—	$219K	0.1%	2,719	+334%
78	$UBER	Uber Technologies, Inc	Technology	$219K	0.1%	3,034	—
79	—	Vanguard ESG U.S. Stock ETF - ETF	—	$218K	0.1%	1,652	-82%
80	—	iShares U.S. Technology ETF - ETF	—	$218K	0.1%	863	-5%
81	$CVX	CHEVRON CORP	Energy	$210K	0.1%	1,269	-25%
82	$SPGI	S&P Global Inc.	Financials	$209K	0.1%	512	+0.2%
83	—	Vanguard Value Index Fund ETF Shares - ETF	—	$208K	0.1%	953	New
84	$MRK	Merck & Co., Inc.	Healthcare	$207K	0.1%	1,615	+0.7%
85	$BAC	BANK OF AMERICA CORP /DE/	Financials	$204K	0.1%	3,589	+0.5%
86	$IVZ	Invesco Ltd.	Financials	$194K	0.1%	1,715	-8%
87	$MS	MORGAN STANLEY	Financials	$187K	0.1%	895	+0.4%
88	$QCOM	QUALCOMM INC/DE	Technology	$186K	0.1%	1,005	-9%
89	—	SPDR S&P Software & Services ETF - ETF	—	$182K	0.1%	1,059	-5%
90	$PEP	PEPSICO INC	Consumer Staples	$178K	0.1%	1,318	-36%
91	—	Goldman Sachs S&P 500 Premium Income ETF - ETF	—	$173K	0.1%	3,114	+0.8%
92	$HON	HONEYWELL INTERNATIONAL INC	Industrials	$170K	0.1%	758	-50%
93	$HONA	Honeywell Aerospace Inc.	Industrials	$168K	0.1%	758	New
94	—	Vanguard Mega Capital Growth Index Fund ETF Shares - ETF	—	$167K	0.1%	1,901	New
95	—	State Street SPDR Portfolio S&P 600 Small Cap ETF - ETF	—	$166K	0.1%	2,886	-9%
96	$GEV	GE Vernova Inc.	Industrials	$166K	0.1%	141	+52%
97	$FDXF	FedEx Freight Holding Company, Inc.	Industrials	$164K	0.1%	1,088	New
98	$ORCL	ORACLE CORP	Technology	$156K	0.1%	1,066	+39%
99	—	iShares Core 60/40 Balanced Allocation ETF - ETF	—	$153K	0.1%	2,205	+155%
100	—	State Street Global Allocation ETF - ETF	—	$152K	0.1%	2,881	+37%
101	—	Vanguard Information Technology Index Fund ETF Shares - ETF	—	$150K	0.1%	1,257	+1512%
102	—	Vanguard FTSE Developed Markets ETF - ETF	—	$145K	0.1%	2,037	+173%
103	$GE	GENERAL ELECTRIC CO	Industrials	$142K	0.1%	381	+0.3%
104	$SPY	SPDR S&P 500 ETF TRUST	—	$140K	0.1%	188	—
105	—	JPMorgan Ultra-Short Municipal Income ETF - ETF	—	$133K	0.1%	2,601	+0.7%
106	—	State Street SPDR Portfolio S&P 400 Mid Cap ETF - ETF	—	$132K	0.1%	1,950	+3%
107	$NU	Nu Holdings Ltd.	Financials	$127K	0.1%	2,431	New
108	$D	DOMINION ENERGY, INC	Utilities	$126K	0.1%	1,852	+1.0%
109	—	Avantis U.S. Small-Cap Value ETF - ETF	—	$125K	0.1%	1,005	New
110	$MUFG	MITSUBISHI UFJ FINANCIAL GROUP INC	Financials	$122K	0.1%	2,238	+0.7%
111	—	FT CBOE Vest U.S. Equity Deep Buffer ETF Feb - ETF	—	$120K	0.1%	2,370	—
112	$IVZ	Invesco Ltd.	Financials	$119K	0.0%	1,966	+116%
113	$DELL	Dell Technologies Inc.	Technology	$116K	0.0%	270	+113%
114	—	Vanguard S&P 500 ETF - ETF	—	$113K	0.0%	164	—
115	—	State Street SPDR Dow Jones Industrial Average ETF Trust - ETF	—	$108K	0.0%	206	—
116	—	iShares ESG Screened S&P Small-Cap ETF - ETF	—	$106K	0.0%	2,002	New
117	$WT	WisdomTree, Inc.	Financials	$104K	0.0%	1,927	New
118	—	State Street Financial Select Sector SPDR ETF - ETF	—	$102K	0.0%	1,895	+0.3%
119	—	JPMorgan Nasdaq Equity Premium Income ETF - ETF	—	$100K	0.0%	1,620	+3%
120	$REGN	REGENERON PHARMACEUTICALS, INC.	Healthcare	$99K	0.0%	159	—
121	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$99K	0.0%	198	—
122	$RJF	RAYMOND JAMES FINANCIAL INC	Financials	$95K	0.0%	624	+0.5%
123	—	iShares ESG Advanced MSCI EAFE ETF - ETF	—	$94K	0.0%	1,114	New
124	—	iShares Esg Usd Corporate Bond ETF - ETF	—	$94K	0.0%	4,060	+1%
125	$GS	GOLDMAN SACHS GROUP INC	Financials	$88K	0.0%	1,695	+94%
126	—	Vanguard Mega Capital Index Fund ETF Shares - ETF	—	$87K	0.0%	319	+0.3%
127	$COF	CAPITAL ONE FINANCIAL CORP	Financials	$87K	0.0%	435	+0.5%
128	$HD	HOME DEPOT, INC.	Consumer Discretionary	$85K	0.0%	242	-49%
129	$DE	DEERE & CO	Industrials	$84K	0.0%	132	+0.8%
130	—	Goldman Sachs Dynamic California Municipal Income ETF - ETF	—	$84K	0.0%	1,632	+533%
131	—	FlexShares International Quality Dividend Index Fund - ETF	—	$82K	0.0%	2,386	—
132	—	Vanguard Russell 1000 Growth Index Fund ETF Shares - ETF	—	$81K	0.0%	631	+25%
133	—	Vanguard Growth Index Fund ETF Shares - ETF	—	$80K	0.0%	924	+500%
134	—	iShares Core U.S. Growth ETF - ETF	—	$78K	0.0%	416	+0.2%
135	—	iShares Short Duration High-Yield Muni Active ETF - ETF	—	$77K	0.0%	3,420	—
136	$DTB	DTE ENERGY CO	Utilities	$76K	0.0%	500	—
137	$WT	WisdomTree, Inc.	Financials	$76K	0.0%	1,415	New
138	$FRME	FIRST MERCHANTS CORP	Financials	$76K	0.0%	1,739	+0.9%
139	$ETN	Eaton Corp plc	Industrials	$74K	0.0%	174	—
140	—	Schwab U.S. Large-Cap ETF - ETF	—	$74K	0.0%	2,518	New
141	$RPM	RPM INTERNATIONAL INC/DE/	Materials	$73K	0.0%	659	+0.5%
142	$AFL	AFLAC INC	Financials	$70K	0.0%	593	+0.5%
143	$SCHW	SCHWAB CHARLES CORP	Financials	$69K	0.0%	747	—
144	$WT	WisdomTree, Inc.	Financials	$67K	0.0%	1,656	New
145	$LRCX	LAM RESEARCH CORP	Technology	$66K	0.0%	152	+0.7%
146	$IVZ	Invesco Ltd.	Financials	$66K	0.0%	631	—
147	$MPC	Marathon Petroleum Corp	Energy	$64K	0.0%	250	+5%
148	—	State Street Technology Select Sector SPDR ETF - ETF	—	$63K	0.0%	331	+0.3%
149	$GS	GOLDMAN SACHS GROUP INC	Financials	$62K	0.0%	623	+2732%
150	—	PIMCO Ultra Short Government Active Exchange-Traded Fund - ETF	—	$62K	0.0%	618	New

What changed in Q2 2026

Against the previous quarter's 13F: 32 new, 124 added to, 44 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.

New positions (32)

Thornburg Multi Sector Bond ETF - ETF$10.6M
first bought this quarter
iShares ESG Advanced MSCI USA ETF - ETF$738K
first bought this quarter
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF - ETF$608K
first bought this quarter
PIMCO RAFI ESG U.S. ETF - ETF$502K
first bought this quarter
State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF - ETF$273K
first bought this quarter
Vanguard Value Index Fund ETF Shares - ETF$208K
first bought this quarter

+26 more in the Excel export

Added to (124)

Putnam Focused Large-Cap Value ETF - ETF+574%
now $40.9M
Goldman Sachs NASDAQ - 100 Premium Income ETF - ETF+31%
now $31.4M
iShares Russell 1000 Growth ETF - ETF+381%
now $3.5M
Goldman Sachs Municipal Income ETF - ETF+181%
now $2.3M
Hartford Municipal Opportunities ETF - ETF+16%
now $9.7M
iShares Core MSCI EAFE ETF - ETF+21%
now $6.8M

+118 more in the Excel export

Trimmed (44)

Innovator Laddered Fund of S&P 500 Power Buffer ETF - ETF-100%
now $16K
iShares Russell Mid-Cap ETF - ETF-88%
now $1.9M
Vanguard ESG U.S. Stock ETF - ETF-82%
now $218K
iShares Expanded Tech-Software Sector ETF - ETF-9%
now $10.6M
$IOTSamsara Inc.-87%
now $45K · held 2 qtrs
$QQQINVESCO QQQ TRUST, SERIES 1-7%
now $3.4M · held 4+ qtrs

+38 more in the Excel export

Sold out (6)

Vanguard Mid-Cap Index Fund ETF Shareswas $190K
$CORCencora, Inc.was $92K
held 1 qtr
iShares U.S. Insurance ETFwas $32K
$KKRKKR & Co. Inc.was $19K
held 3+ qtrs
$KMBKIMBERLY CLARK CORPwas $12K
iShares Select Dividend ETFwas $8K

Holdings by quarter

Every 13F GGM Financials LLC has filed, 8 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Jul 23, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of GGM Financials's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)

Top 10 since filing

+3.5%

Value-weighted move of the 10 largest stock positions

Turnover

20%

Last quarter

Top 10 weight

71%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

93%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

GGM Financials LLC disclosed 265 positions worth $263.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 32 new positions and exited 6. The portfolio is most concentrated in Other (88.3% of disclosed assets). All figures are sourced directly from GGM Financials LLC’s Form 13F-HR filing with the SEC under CIK 2021722.

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AI-Powered Hedge Fund Analysis: GGM Financials LLC

13F Pro is an AI hedge fund tracker and stock research platform. For GGM Financials LLC (SEC CIK: 2021722), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in GGM Financials LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.