Gerald Baker Financial Group LLC
Sector Allocation
- Other51.4%$181.8M
- Technology9.5%$33.7M
- Energy8.0%$28.4M
- Financials7.0%$24.7M
- Industrials6.4%$22.6M
- Real Estate5.8%$20.4M
- Consumer Staples4.8%$17.2M
- Healthcare3.7%$13.0M
- Consumer Discretionary1.9%$6.7M
- Utilities1.1%$4.0M
AUM History
13fpro.ai/research/fund/gerald-baker-financial-group-llc-2133489
Conviction and streaks
Diversifying · top 10 = 43.9%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.
Largest positions — Q3 2026
XOM.R34088
$22.8M- VANGUARD$21.2M
QQQ
$18.6MGBCI
$18.2M- ISHARES$17.8M
NNN
$14.7MCAT
$12.4M- FIRST$10.0M
MSFT
$9.8M- PROSHARES$9.7M
UTG
$9.1M- ISHARES$8.7M
AAPL
$8.0MNVDA
$7.3M- VANGUARD$7.2M
- ISHARES$6.4M
- ISHARES$5.8M
- FIRST$5.7M
CVX
$5.6M- FIRST$5.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/gerald-baker-financial-group-llc-2133489
Gerald Baker Financial Group LLC 13F holdings — Q3 2026
$354.0M portfolio (+0.7% QoQ) · 123 holdings · Q3 2026 13F · top 10 are 44% of the stock portfolio
$22.8M
6.5% of stocks
-0.1%This quarter—Since filed3+ qtrsHeld- 2
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$21.2M
6.0% of stocks
+0.2%This quarter—Since filed—HeldAIQuality—Est. buy— $18.6M
5.3% of stocks
+2%This quarter-5.2%Since filed3+ qtrsHeld$18.2M
5.1% of stocks
-0.0%This quarter+14.7%Since filed2 qtrsHeld- 5
ISHARES TR - CORE S&P500 ETF
$17.8M
5.0% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $14.7M
4.2% of stocks
+3%This quarter+4.5%Since filed3+ qtrsHeld$12.4M
3.5% of stocks
+0.0%This quarter-13.5%Since filed3+ qtrsHeld- 8
FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF
$10.0M
2.8% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $9.8M
2.8% of stocks
No changeThis quarter-0.5%Since filed3+ qtrsHeld- 10
PROSHARES TR - S&P 500 DV ARIST
$9.7M
2.7% of stocks
-0.6%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $22.8M | 6.5% | -0.1% | — | 3+ qtrs | 57.8#1,062 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $21.2M | 6.0% | +0.2% | — | — | — | — | |
| 3 | $18.6M | 5.3% | +2% | -5.2% | 3+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $18.2M | 5.1% | -0.0% | +14.7% | 2 qtrs | 68.0#332 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | ISHARES TR - CORE S&P500 ETF | $17.8M | 5.0% | +3% | — | — | — | — | |
| 6 | $14.7M | 4.2% | +3% | +4.5% | 3+ qtrsAdded 2 qtrs in a row | 63.1#643 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $12.4M | 3.5% | +0.0% | -13.5% | 3+ qtrs | 66.6#398 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $10.0M | 2.8% | +3% | — | — | — | — | |
| 9 | $9.8M | 2.8% | No change | -0.5% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | PROSHARES TR - S&P 500 DV ARIST | $9.7M | 2.7% | -0.6% | — | — | — | — |
All holdings — Gerald Baker Financial Group LLC (Q3 2026)
123 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 | REAVES UTILITY INCOME FUND | Other | $9.1M | 2.6% | 266K | +6% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | ISHARES TR - U.S. TECH ETFetf/fund | — | $8.7M | 2.5% | 33K | -2% | — | — | 13F |
| 13 | Apple Inc. | Technology | $8.0M | 2.3% | 24K | +0.1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | NVIDIA CORP | Technology | $7.3M | 2.1% | 32K | -0.7% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | VANGUARD WORLD FD - ENERGY ETFetf/fund | — | $7.2M | 2.0% | 42K | +0.0% | — | — | 13F |
| 16 | — | ISHARES TR - SP SMCP600VL ETFetf/fund | — | $6.4M | 1.8% | 50K | +0.9% | — | — | 13F |
| 17 | — | ISHARES TR - US HLTHCARE ETFetf/fund | — | $5.8M | 1.6% | 81K | +1% | — | — | 13F |
| 18 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | — | $5.7M | 1.6% | 97K | +54% | — | — | 13F |
| 19 | CHEVRON CORP | Energy | $5.6M | 1.6% | 27K | +0.5% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETFetf/fund | — | $5.4M | 1.5% | 132K | +2% | — | — | 13F |
| 21 | Philip Morris International Inc. | Consumer Staples | $5.3M | 1.5% | 28K | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - U.S. BAS MTL ETFetf/fund | — | $4.9M | 1.4% | 28K | -0.7% | — | — | 13F |
| 23 | — | AMERICAN CENTY ETF TR - CORE PLUS INCOMetf/fund | — | $4.9M | 1.4% | 118K | +16% | — | — | 13F |
| 24 | JOHNSON & JOHNSON | Healthcare | $4.8M | 1.4% | 18K | +0.1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | ISHARES TR - MSCI EAFE ETFetf/fund | — | $4.5M | 1.3% | 43K | -0.1% | — | — | 13F |
| 26 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $3.6M | 1.0% | 7,146 | — | |||
| 27 | — | ISHARES TR - U.S. ENERGY ETF | — | $3.5M | 1.0% | 53K | -0.3% | |||
| 28 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $3.3M | 0.9% | 49K | -0.0% | |||
| 29 | — | ISHARES TR - CORE HIGH DV ETF | — | $3.2M | 0.9% | 113K | +2% | |||
| 30 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500 | — | $3.0M | 0.8% | 63K | +4% | |||
| 31 | $O | REALTY INCOME CORP | Real Estate | $2.8M | 0.8% | 51K | +1% | |||
| 32 | — | ISHARES TR - CORE S&P SCP ETF | — | $2.6M | 0.8% | 19K | +0.2% | |||
| 33 | — | ISHARES TR - S&P MC 400VL ETF | — | $2.6M | 0.7% | 19K | +3% | |||
| 34 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.6M | 0.7% | 10K | -0.3% | |||
| 35 | $ABBV | AbbVie Inc. | Healthcare | $2.5M | 0.7% | 9,632 | -0.1% | |||
| 36 | — | ISHARES TR - CORE S&P MCP ETF | — | $2.4M | 0.7% | 34K | +0.2% | |||
| 37 | $WELL | WELLTOWER INC. | Real Estate | $2.4M | 0.7% | 11K | +0.3% | |||
| 38 | $MCD | MCDONALDS CORP | Consumer Discretionary | $2.4M | 0.7% | 10K | +1.0% | |||
| 39 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $2.3M | 0.7% | 15K | +5% | |||
| 40 | $GOOGL | Alphabet Inc. | Technology | $2.2M | 0.6% | 6,307 | +0.0% | |||
| 41 | — | ISHARES TR - INTL SEL DIV ETF | — | $2.1M | 0.6% | 50K | +5% | |||
| 42 | $LUV | SOUTHWEST AIRLINES CO | Industrials | $2.1M | 0.6% | 50K | +0.2% | |||
| 43 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $2.0M | 0.6% | 12K | +10% | |||
| 44 | $CEG | Constellation Energy Corp | Utilities | $2.0M | 0.6% | 7,894 | +0.1% | |||
| 45 | — | FIRST TR EXCHANGE TRAD FD VI - FST TR GLB FD | — | $2.0M | 0.6% | 64K | +0.2% | |||
| 46 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $2.0M | 0.6% | 3,196 | — | |||
| 47 | $MRK | Merck & Co., Inc. | Healthcare | $1.9M | 0.6% | 13K | -0.0% | |||
| 48 | — | SPDR SERIES TRUST - ST STR SP HOME | — | $1.7M | 0.5% | 18K | +0.2% | |||
| 49 | $UNP | UNION PACIFIC CORP | Industrials | $1.7M | 0.5% | 6,143 | — | |||
| 50 | — | ISHARES TR - U.S. FINLS ETF | — | $1.6M | 0.5% | 13K | +0.6% | |||
| 51 | $KO | COCA COLA CO | Consumer Staples | $1.5M | 0.4% | 18K | +0.4% | |||
| 52 | $CSX | CSX CORP | Industrials | $1.5M | 0.4% | 33K | -0.1% | |||
| 53 | $AVTR | Avantor, Inc. | Healthcare | $1.4M | 0.4% | 94K | — | |||
| 54 | $WMT | Walmart Inc. | Consumer Staples | $1.4M | 0.4% | 13K | -2% | |||
| 55 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.2M | 0.3% | 1,361 | +0.1% | |||
| 56 | $GLD | SPDR GOLD TRUST | Financials | $1.2M | 0.3% | 3,169 | +4% | |||
| 57 | $PEP | PEPSICO INC | Consumer Staples | $1.2M | 0.3% | 9,173 | +2% | |||
| 58 | $CMC | COMMERCIAL METALS Co | Materials | $1.2M | 0.3% | 19K | — | |||
| 59 | — | FLEXSHARES TR - NRTRN TR MRN GBL | — | $1.2M | 0.3% | 22K | +20% | |||
| 60 | $GOOG | Alphabet Inc. | Technology | $1.1M | 0.3% | 3,369 | -5% | |||
| 61 | $KR | KROGER CO | Consumer Staples | $1.1M | 0.3% | 18K | +0.1% | |||
| 62 | $DHI | HORTON D R INC /DE/ | Industrials | $1.1M | 0.3% | 7,793 | +0.1% | |||
| 63 | — | ISHARES TR - S&P 500 GRWT ETF | — | $1.1M | 0.3% | 7,425 | +0.1% | |||
| 64 | $TSLA | Tesla, Inc. | Consumer Discretionary | $974K | 0.3% | 2,745 | -1% | |||
| 65 | — | ISHARES TR - SELECT DIVID ETF | — | $926K | 0.3% | 6,088 | +4% | |||
| 66 | $EXC | EXELON CORP | Utilities | $884K | 0.3% | 22K | -0.6% | |||
| 67 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $872K | 0.3% | 2,329 | -11% | |||
| 68 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $839K | 0.2% | 26K | +1% | |||
| 69 | $ABT | ABBOTT LABORATORIES | Healthcare | $814K | 0.2% | 8,238 | -0.2% | |||
| 70 | $PFE | PFIZER INC | Healthcare | $811K | 0.2% | 28K | +7% | |||
| 71 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $792K | 0.2% | 14K | — | |||
| 72 | $RRR | Red Rock Resorts, Inc. | Consumer Discretionary | $759K | 0.2% | 15K | +0.2% | |||
| 73 | $LMT | LOCKHEED MARTIN CORP | Industrials | $750K | 0.2% | 1,473 | +0.4% | |||
| 74 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $747K | 0.2% | 1 | — | |||
| 75 | — | ISHARES TR - S&P SML 600 GWT | — | $744K | 0.2% | 4,639 | +0.1% | |||
| 76 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $723K | 0.2% | 4,978 | -0.2% | |||
| 77 | — | ISHARES TR - ULTRA SHORT DUR | — | $699K | 0.2% | 14K | +14% | |||
| 78 | $BA | BOEING CO | Industrials | $672K | 0.2% | 3,614 | -2% | |||
| 79 | $DLTR | DOLLAR TREE, INC. | Consumer Staples | $643K | 0.2% | 5,637 | — | |||
| 80 | $NEE | NEXTERA ENERGY INC | Utilities | $627K | 0.2% | 8,282 | +0.8% | |||
| 81 | — | ISHARES TR - 20 YR TR BD ETF | — | $622K | 0.2% | 7,998 | +0.8% | |||
| 82 | $PLTR | Palantir Technologies Inc. | Technology | $616K | 0.2% | 3,294 | — | |||
| 83 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $531K | 0.1% | 2,004 | +300% | |||
| 84 | $VNO | VORNADO REALTY TRUST | Real Estate | $521K | 0.1% | 15K | — | |||
| 85 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $500K | 0.1% | 3,317 | New | |||
| 86 | — | ISHARES TR - ISHARES BIOTECH | — | $494K | 0.1% | 2,346 | -0.4% | |||
| 87 | $SHOP | SHOPIFY INC. | Technology | $489K | 0.1% | 3,300 | — | |||
| 88 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $479K | 0.1% | 1,552 | — | |||
| 89 | $PWR | QUANTA SERVICES, INC. | Industrials | $478K | 0.1% | 744 | +3% | |||
| 90 | — | FRANKLIN TEMPLETON ETF TR - FRANKLIN DYN MUN | — | $448K | 0.1% | 19K | +27% | |||
| 91 | $SCHW | SCHWAB CHARLES CORP | Financials | $442K | 0.1% | 4,517 | +0.2% | |||
| 92 | $DE | DEERE & CO | Industrials | $429K | 0.1% | 638 | -0.3% | |||
| 93 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $422K | 0.1% | 8,382 | +3% | |||
| 94 | — | ISHARES TR - S&P MC 400GR ETF | — | $410K | 0.1% | 3,744 | +0.1% | |||
| 95 | — | VANGUARD WORLD FD - INF TECH ETF | — | $385K | 0.1% | 3,065 | +0.1% | |||
| 96 | — | ISHARES TR - NATIONAL MUN ETF | — | $374K | 0.1% | 3,696 | -40% | |||
| 97 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $373K | 0.1% | 7,203 | — | |||
| 98 | — | FIRST TR EXCHANGE TRADED FD - NASDQ ARTFCIAL | — | $371K | 0.1% | 6,267 | — | |||
| 99 | $SPY | SPDR S&P 500 ETF TRUST | — | $357K | 0.1% | 468 | -3% | |||
| 100 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST RIS | — | $352K | 0.1% | 13K | +2% | |||
| 101 | $TMUS | T-Mobile US, Inc. | Communication Services | $347K | 0.1% | 2,127 | +0.6% | |||
| 102 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $331K | 0.1% | 4,110 | +0.7% | |||
| 103 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $327K | 0.1% | 1,550 | +1.0% | |||
| 104 | — | ISHARES TR - US INDUSTRIALS | — | $326K | 0.1% | 2,122 | +0.2% | |||
| 105 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $324K | 0.1% | 5,961 | -3% | |||
| 106 | $NVS | NOVARTIS AG | Healthcare | $313K | 0.1% | 2,194 | — | |||
| 107 | $NTRA | Natera, Inc. | Healthcare | $310K | 0.1% | 750 | — | |||
| 108 | $DUK | Duke Energy CORP | Utilities | $299K | 0.1% | 2,625 | — | |||
| 109 | — | PROSHARES TR - PSHS ULTRA QQQ | — | $279K | 0.1% | 2,914 | -1% | |||
| 110 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $272K | 0.1% | 5,095 | +0.1% | |||
| 111 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $269K | 0.1% | 5,311 | -15% | |||
| 112 | — | ENTREPRENEURSHARES SERIES TR - ERSH PRI PUB ETF | — | $266K | 0.1% | 12K | +15% | |||
| 113 | $INTC | INTEL CORP | Technology | $260K | 0.1% | 2,163 | — | |||
| 114 | $GEV | GE Vernova Inc. | Industrials | $249K | 0.1% | 262 | — | |||
| 115 | $IBIT | iShares Bitcoin Trust ETF | Financials | $242K | 0.1% | 5,103 | New | |||
| 116 | $HONA | Honeywell Aerospace Inc. | Industrials | $238K | 0.1% | 1,535 | — | |||
| 117 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $227K | 0.1% | 497 | +3% | |||
| 118 | $VST | Vistra Corp. | Utilities | $226K | 0.1% | 1,633 | +0.2% | |||
| 119 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $224K | 0.1% | 1,018 | +13% | |||
| 120 | $AVGO | Broadcom Inc. | Technology | $221K | 0.1% | 629 | -0.9% | |||
| 121 | $PANW | Palo Alto Networks Inc | Technology | $215K | 0.1% | 541 | New | |||
| 122 | $LOAR | Loar Holdings Inc. | Industrials | $203K | 0.1% | 3,300 | — | |||
| 123 | $ATNM | Actinium Pharmaceuticals, Inc. | Healthcare | $22K | 0.0% | 20K | -12% |
What changed in Q3 2026
Against the previous quarter's 13F: 3 new, 67 added to, 30 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
Added to (67)
- FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW+54%
now $5.7M
- AMERICAN CENTY ETF TR - CORE PLUS INCOM+16%
now $4.9M
now $9.1M · held 3+ qtrs, 2 adds in a row
now $14.7M · held 3+ qtrs, 2 adds in a row
- ISHARES TR - CORE S&P500 ETF+3%
now $17.8M
$CRWDCrowdStrike Holdings, Inc.+300%
now $531K · held 2 qtrs
+61 more in the Excel export
Trimmed (30)
- ISHARES TR - NATIONAL MUN ETF-40%
now $374K
- ISHARES TR - U.S. TECH ETF-2%
now $8.7M
- VANGUARD INDEX FDS - MRNGSTR TTL STK-11%
now $872K
- PROSHARES TR - S&P 500 DV ARIST-0.6%
now $9.7M
$GOOGAlphabet Inc.-5%
now $1.1M · held 3+ qtrs
now $7.3M · held 3+ qtrs
+24 more in the Excel export
Holdings by quarter
Every 13F Gerald Baker Financial Group LLC has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Gerald Baker Financial Group?
Q3 2026 13F filed with the SEC on Oct 9, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Gerald Baker Financial Group's top 20 holdings: 68/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+0.3%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter
Top 10 weight
44%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
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 Q1 2026 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
Gerald Baker Financial Group LLC disclosed 123 positions worth $354.0M in its Form 13F-HR for Q3 2026, led by $XOM.R34088 (EXXON MOBIL CORP) at 6.5% of the equity portfolio. During the quarter the fund opened 3 new positions and exited 6 — including a new stake in $SPCX and a full exit from $LOW. The portfolio is most concentrated in Other (51.4% of disclosed assets). All figures are sourced directly from Gerald Baker Financial Group LLC’s Form 13F-HR filing with the SEC under CIK 2133489.
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AI-Powered Hedge Fund Analysis: Gerald Baker Financial Group LLC
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Every holding in Gerald Baker Financial Group 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.