GM Advisory Group, LLC
Sector Allocation
- Other67.2%$1.7B
- Financials13.0%$337.1M
- Technology10.4%$271.2M
- Energy2.6%$68.4M
- Consumer Discretionary2.5%$64.4M
- Industrials1.4%$35.4M
- Healthcare1.2%$30.2M
- Consumer Staples0.7%$19.1M
- Communication Services0.5%$12.5M
- Utilities0.3%$6.5M
AUM History
13fpro.ai/research/fund/gm-advisory-group-llc-1598304
Conviction and streaks
Stable · top 10 = 48.2%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 — Q1 2026
- SPDR$372.1M
- iShares$233.0M
IAU
$138.4M- Vanguard$110.7M
- BNY$77.6M
- iShares$74.8M
- iShares$64.2M
AAPL
$64.1M- iShares$62.5M
- iShares$53.8M
- iShares$47.8M
- SPDR$47.7M
NVDA
$46.9M- SPDR$46.3M
IVZ
$41.3MSPY
$39.9MCVX
$38.6M- SPDR$38.1M
MSFT
$36.8M- Vaneck$35.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/gm-advisory-group-llc-1598304
GM Advisory Group, LLC 13F holdings — Q1 2026
$2.6B portfolio (+1.7% QoQ) · 374 holdings · Q1 2026 13F · top 10 are 48% of the stock portfolio
- 1
SPDR Portfolio S&P 500 ETF
$372.1M
14.3% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
iShares TR iShares 0-3 MNTH Treas BD ETF
$233.0M
9.0% of stocks
-7%This quarter—Since filed—HeldAIQuality—Est. buy— $138.4M
5.3% of stocks
+3%This quarter-12.8%Since filed9+ qtrsHeld- 4
Vanguard Index FDS Vanguard Total STK MKT ETF
$110.7M
4.3% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
BNY Mellon ETF TR US Large Cap Core Equity ETF
$77.6M
3.0% of stocks
+15%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
iShares TR MSCI Acwi Ex US ETF
$74.8M
2.9% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
iShares TR Russell 3000 ETF
$64.2M
2.5% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $64.1M
2.5% of stocks
-0.6%This quarter+27.0%Since filed9+ qtrsHeld- 9
iShares Barclays 1-3 YR TSY BD
$62.5M
2.4% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
iShares TR Core S&P Total U S STK MKT ETF
$53.8M
2.1% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPDR Portfolio S&P 500 ETF | $372.1M | 14.3% | +2% | — | — | — | — | |
| 2 | iShares TR iShares 0-3 MNTH Treas BD ETF | $233.0M | 9.0% | -7% | — | — | — | — | |
| 3 | $138.4M | 5.3% | +3% | -12.8% | 9+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | Vanguard Index FDS Vanguard Total STK MKT ETF | $110.7M | 4.3% | +4% | — | — | — | — | |
| 5 | BNY Mellon ETF TR US Large Cap Core Equity ETF | $77.6M | 3.0% | +15% | — | — | — | — | |
| 6 | iShares TR MSCI Acwi Ex US ETF | $74.8M | 2.9% | +7% | — | — | — | — | |
| 7 | iShares TR Russell 3000 ETF | $64.2M | 2.5% | -2% | — | — | — | — | |
| 8 | $64.1M | 2.5% | -0.6% | +27.0% | 9+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | iShares Barclays 1-3 YR TSY BD | $62.5M | 2.4% | +2% | — | — | — | — | |
| 10 | iShares TR Core S&P Total U S STK MKT ETF | $53.8M | 2.1% | +11% | — | — | — | — |
All holdings — GM Advisory Group, LLC (Q1 2026)
374 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 | — | iShares TR PHLX Semiconductor ETFetf/fund | — | $47.8M | 1.8% | 145K | +0.3% | — | — | 13F |
| 12 | — | SPDR Ser TR Barclays Aggregate BD ETFetf/fund | — | $47.7M | 1.8% | 1.86M | +4% | — | — | 13F |
| 13 | NVIDIA CORP | Technology | $46.9M | 1.8% | 269K | -3% | 9+ qtrs | 86.0 | 13F | |
| 14 | — | SPDR Ser TR Bloomberg Barclays 1-3 YR U S Treas Indexetf/fund | — | $46.3M | 1.8% | 1.59M | -3% | — | — | 13F |
| 15 | Invesco Ltd.etf/fund | Financials | $41.3M | 1.6% | 2.39M | +2% | 9+ qtrsAdded 2 qtrs in a row | — | 13F | |
| 16 | SPDR S&P 500 ETF TRUSTetf/fund | — | $39.9M | 1.5% | 61K | +0.5% | 9+ qtrs | — | 13F | |
| 17 | CHEVRON CORP | Energy | $38.6M | 1.5% | 186K | +786% | 9+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | SPDR Port TTL STCK MRKTetf/fund | — | $38.1M | 1.5% | 482K | +0.9% | — | — | 13F |
| 19 | MICROSOFT CORP | Technology | $36.8M | 1.4% | 99K | +16% | 9+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | Vaneck Semiconductor | — | $35.7M | 1.4% | 93K | +62% | — | — | 13F |
| 21 | — | iShares TR Morningstar Large-Cap Growth ETFetf/fund | — | $34.0M | 1.3% | 356K | +7% | — | — | 13F |
| 22 | AMAZON COM INC | Consumer Discretionary | $31.8M | 1.2% | 153K | +8% | 9+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | Technology Select Index 'SPDR'etf/fund | — | $29.8M | 1.1% | 225K | +15% | — | — | 13F |
| 24 | — | SPDR Portfolio World Ex-US ETFetf/fund | — | $27.4M | 1.1% | 601K | +10% | — | — | 13F |
| 25 | — | iShares TR Core Total Usd BD MKT ETFetf/fund | — | $26.5M | 1.0% | 573K | -1% | — | — | 13F |
| 26 | — | BNY Mellon ETF TR Core BD ETF ETF | — | $26.0M | 1.0% | 616K | +5% | |||
| 27 | $AXP | AMERICAN EXPRESS CO | Financials | $24.6M | 0.9% | 81K | -0.2% | |||
| 28 | — | SPDR Ser TR S&P 500 Growth ETF | — | $24.0M | 0.9% | 245K | +7% | |||
| 29 | — | SPDR Portfolio Long Term Treas ETF | — | $22.2M | 0.9% | 846K | +2% | |||
| 30 | — | iShares TR Russell 1000 ETF | — | $20.5M | 0.8% | 57K | -0.8% | |||
| 31 | $GOOGL | Alphabet Inc. | Technology | $20.0M | 0.8% | 69K | +3% | |||
| 32 | — | iShares TR Barclays 20 Treas BD FD | — | $19.0M | 0.7% | 219K | -2% | |||
| 33 | $SOC | Sable Offshore Corp. | Energy | $16.5M | 0.6% | 1.00M | — | |||
| 34 | — | iShares TR Core S&P 500 ETF | — | $16.3M | 0.6% | 25K | +8% | |||
| 35 | — | Vanguard Index FDS S&P 500 ETF SHS New | — | $16.1M | 0.6% | 27K | +2% | |||
| 36 | $GOOG | Alphabet Inc. | Technology | $16.0M | 0.6% | 56K | -5% | |||
| 37 | $IBIT | iShares Bitcoin Trust ETF | Financials | $16.0M | 0.6% | 417K | +1.0% | |||
| 38 | — | iShares Russell 1000 Growth ETF | — | $15.0M | 0.6% | 35K | -0.3% | |||
| 39 | — | SPDR Ser TR Bloomberg Barclays 30-10 YR US Treas Index | — | $13.8M | 0.5% | 482K | +4% | |||
| 40 | — | First TR Exchange Traded FD III Managed Mun ETF | — | $12.2M | 0.5% | 241K | -2% | |||
| 41 | — | iShares TR North Amern Tech ETF | — | $11.8M | 0.5% | 100K | -0.6% | |||
| 42 | $JPM | JPMORGAN CHASE & CO | Financials | $11.6M | 0.4% | 39K | +15% | |||
| 43 | $AON | Aon plc | Financials | $11.5M | 0.4% | 36K | -14% | |||
| 44 | $META | Meta Platforms, Inc. | Technology | $11.2M | 0.4% | 19K | -1% | |||
| 45 | — | SPDR Ser TR SPDR Bloomberg Barclays 1-3 MNTH T Bill ETF New | — | $10.9M | 0.4% | 119K | +3% | |||
| 46 | $AVGO | Broadcom Inc. | Technology | $10.8M | 0.4% | 35K | -2% | |||
| 47 | — | PIMCO ETF TR Total Return Active ETF | — | $10.1M | 0.4% | 109K | +3% | |||
| 48 | $LLY | ELI LILLY & Co | Healthcare | $9.2M | 0.3% | 10K | +3% | |||
| 49 | — | Vanguard Specialized Portfolios Dividend Appreciation Index FD ETF | — | $8.8M | 0.3% | 41K | +0.5% | |||
| 50 | — | RBB FD Inc (imotley Fool 100 Index Etf) | — | $8.5M | 0.3% | 129K | +0.1% | |||
| 51 | $V | VISA INC. | Financials | $8.1M | 0.3% | 27K | +1% | |||
| 52 | — | iShares TR Core U S Aggregate BD ETF | — | $7.7M | 0.3% | 77K | -1% | |||
| 53 | — | iShares National Muni Bond ETF | — | $6.9M | 0.3% | 65K | +1% | |||
| 54 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $6.6M | 0.3% | 14K | +13% | |||
| 55 | $HQY | HEALTHEQUITY, INC. | Industrials | $6.3M | 0.2% | 75K | +0.0% | |||
| 56 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $5.9M | 0.2% | 5,934 | -7% | |||
| 57 | $MA | Mastercard Inc | Financials | $5.8M | 0.2% | 12K | +2% | |||
| 58 | — | Vanguard Admiral FDS Inc S&P 500 Growth Index FD ETF SHS | — | $5.4M | 0.2% | 13K | -6% | |||
| 59 | $NFLX | NETFLIX INC | Communication Services | $5.3M | 0.2% | 56K | +2% | |||
| 60 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $5.2M | 0.2% | 31K | +0.7% | |||
| 61 | $WMT | Walmart Inc. | Consumer Staples | $5.2M | 0.2% | 42K | -0.3% | |||
| 62 | $BWFG | Bankwell Financial Group, Inc. | Financials | $5.2M | 0.2% | 106K | +0.4% | |||
| 63 | — | Schwab Strategic TR US Dividend Equity ETF | — | $5.1M | 0.2% | 167K | +18% | |||
| 64 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $4.8M | 0.2% | 14K | New | |||
| 65 | $CRCL | Circle Internet Group, Inc. | Financials | $4.8M | 0.2% | 50K | -12% | |||
| 66 | $UBER | Uber Technologies, Inc | Technology | $4.7M | 0.2% | 66K | -44% | |||
| 67 | $GS | GOLDMAN SACHS GROUP INC | Financials | $4.7M | 0.2% | 5,566 | +27% | |||
| 68 | $ORCL | ORACLE CORP | Technology | $4.7M | 0.2% | 32K | -0.4% | |||
| 69 | $KLAC | KLA CORP | Technology | $4.6M | 0.2% | 3,105 | -4% | |||
| 70 | $WULF | TERAWULF INC. | Financials | $4.4M | 0.2% | 306K | — | |||
| 71 | $PURR | Hyperliquid Strategies Inc | Financials | $4.2M | 0.2% | 828K | — | |||
| 72 | $ULTA | Ulta Beauty, Inc. | Consumer Discretionary | $4.1M | 0.2% | 7,853 | +127% | |||
| 73 | $TSLA | Tesla, Inc. | Consumer Discretionary | $4.0M | 0.2% | 11K | +5% | |||
| 74 | $Z | ZILLOW GROUP, INC. | Industrials | $3.8M | 0.1% | 93K | New | |||
| 75 | $IREN | IREN Ltd | Financials | $3.8M | 0.1% | 110K | +119% | |||
| 76 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $3.7M | 0.1% | 11K | -3% | |||
| 77 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $3.6M | 0.1% | 6,228 | -6% | |||
| 78 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $3.6M | 0.1% | 18K | +3% | |||
| 79 | $JNJ | JOHNSON & JOHNSON | Healthcare | $3.5M | 0.1% | 14K | +7% | |||
| 80 | $SHOP | SHOPIFY INC. | Technology | $3.5M | 0.1% | 29K | +6% | |||
| 81 | $MS | MORGAN STANLEY | Financials | $3.5M | 0.1% | 21K | +0.2% | |||
| 82 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $3.4M | 0.1% | 1,952 | +339% | |||
| 83 | $LULU | lululemon athletica inc. | Consumer Discretionary | $3.4M | 0.1% | 22K | -0.2% | |||
| 84 | $NEE | NEXTERA ENERGY INC | Utilities | $3.3M | 0.1% | 36K | +3% | |||
| 85 | $SOFI | SoFi Technologies, Inc. | Financials | $3.2M | 0.1% | 200K | +396% | |||
| 86 | $PLTR | Palantir Technologies Inc. | Technology | $3.2M | 0.1% | 22K | +18% | |||
| 87 | $ASML | ASML HOLDING NV | Technology | $3.1M | 0.1% | 2,332 | -15% | |||
| 88 | $SCHW | SCHWAB CHARLES CORP | Financials | $3.1M | 0.1% | 33K | +0.7% | |||
| 89 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $3.0M | 0.1% | 62K | +1% | |||
| 90 | $MU | MICRON TECHNOLOGY INC | Technology | $3.0M | 0.1% | 8,898 | +11% | |||
| 91 | $UNP | UNION PACIFIC CORP | Industrials | $3.0M | 0.1% | 12K | +0.9% | |||
| 92 | $BX | Blackstone Inc. | Financials | $2.9M | 0.1% | 25K | +0.4% | |||
| 93 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $2.7M | 0.1% | 6,915 | +0.7% | |||
| 94 | — | Listed FDS TR Roundhill Ball Metaverse ETF | — | $2.7M | 0.1% | 168K | +0.6% | |||
| 95 | — | Vanguard Value ETF | — | $2.7M | 0.1% | 14K | -6% | |||
| 96 | $T | AT&T INC. | Communication Services | $2.6M | 0.1% | 89K | +18% | |||
| 97 | $MSTR | Strategy Inc | Financials | $2.5M | 0.1% | 20K | -0.0% | |||
| 98 | — | iShares TR MSCI EAFE ETF | — | $2.4M | 0.1% | 25K | -6% | |||
| 99 | $SLV | iShares Silver Trust | Financials | $2.3M | 0.1% | 34K | +1% | |||
| 100 | $PM | Philip Morris International Inc. | Consumer Staples | $2.2M | 0.1% | 13K | -69% | |||
| 101 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.2M | 0.1% | 15K | -38% | |||
| 102 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $2.2M | 0.1% | 28K | -6% | |||
| 103 | — | Schwab Strategic TR US Broad MKT ETF | — | $2.2M | 0.1% | 87K | New | |||
| 104 | $CSCO | CISCO SYSTEMS, INC. | Technology | $2.2M | 0.1% | 28K | +0.0% | |||
| 105 | — | iShares TR Russell 2000 Index FD | — | $2.2M | 0.1% | 8,672 | +9% | |||
| 106 | $MRK | Merck & Co., Inc. | Healthcare | $2.1M | 0.1% | 18K | -2% | |||
| 107 | $RTX | RTX Corp | Industrials | $2.1M | 0.1% | 11K | +0.4% | |||
| 108 | $GLD | SPDR GOLD TRUST | Financials | $2.1M | 0.1% | 4,796 | -1% | |||
| 109 | $MRVL | Marvell Technology, Inc. | Technology | $2.1M | 0.1% | 21K | +7% | |||
| 110 | — | iShares TR Core S&P Mid-Cap ETF | — | $2.1M | 0.1% | 30K | +0.5% | |||
| 111 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $2.0M | 0.1% | 52K | -9% | |||
| 112 | — | Vanguard Growth ETF | — | $2.0M | 0.1% | 4,518 | +0.2% | |||
| 113 | $CPNG | Coupang, Inc. | Consumer Discretionary | $1.9M | 0.1% | 100K | New | |||
| 114 | $KKR | KKR & Co. Inc. | Financials | $1.9M | 0.1% | 20K | -1% | |||
| 115 | $APH | AMPHENOL CORP /DE/ | Technology | $1.8M | 0.1% | 14K | -16% | |||
| 116 | — | Select Sector SPDR TR Health Care | — | $1.8M | 0.1% | 12K | +2% | |||
| 117 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $1.8M | 0.1% | 3,842 | +2% | |||
| 118 | $AXON | AXON ENTERPRISE, INC. | Industrials | $1.8M | 0.1% | 4,158 | +61% | |||
| 119 | $NOW | ServiceNow, Inc. | Technology | $1.7M | 0.1% | 16K | +390% | |||
| 120 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.7M | 0.1% | 5,371 | +10% | |||
| 121 | $VRT | Vertiv Holdings Co | Technology | $1.7M | 0.1% | 6,631 | -16% | |||
| 122 | $IVZ | Invesco Ltd. | Financials | $1.7M | 0.1% | 35K | +166% | |||
| 123 | — | Schwab Strategic TR Intl Equity ETF | — | $1.6M | 0.1% | 65K | +234% | |||
| 124 | $ABBV | AbbVie Inc. | Healthcare | $1.6M | 0.1% | 7,400 | -4% | |||
| 125 | $FCX | FREEPORT-MCMORAN INC | Materials | $1.6M | 0.1% | 27K | +285% | |||
| 126 | — | Schwab 5-10 Year Corporate B | — | $1.6M | 0.1% | 70K | New | |||
| 127 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.6M | 0.1% | 3,208 | +12% | |||
| 128 | — | Select Sector SPDR TR Utils | — | $1.6M | 0.1% | 34K | +22% | |||
| 129 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $1.5M | 0.1% | 6,783 | +4% | |||
| 130 | $DIS | Walt Disney Co | Communication Services | $1.5M | 0.1% | 16K | -0.5% | |||
| 131 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $1.5M | 0.1% | 20K | +11% | |||
| 132 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $1.5M | 0.1% | 2,369 | +8% | |||
| 133 | $MASS | 908 Devices Inc. | Technology | $1.5M | 0.1% | 238K | -15% | |||
| 134 | $INTU | INTUIT INC. | Technology | $1.5M | 0.1% | 3,368 | -0.4% | |||
| 135 | $CAT | CATERPILLAR INC | Industrials | $1.4M | 0.1% | 2,030 | +3% | |||
| 136 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.4M | 0.1% | 2 | — | |||
| 137 | $BBAI | BigBear.ai Holdings, Inc. | Technology | $1.4M | 0.1% | 400K | +33% | |||
| 138 | $C | CITIGROUP INC | Financials | $1.3M | 0.1% | 12K | +0.0% | |||
| 139 | $APO | Apollo Global Management, Inc. | Financials | $1.3M | 0.1% | 12K | +0.9% | |||
| 140 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $1.3M | 0.1% | 10K | New | |||
| 141 | $FOUR | Shift4 Payments, Inc. | Industrials | $1.3M | 0.1% | 30K | — | |||
| 142 | $PWR | QUANTA SERVICES, INC. | Industrials | $1.3M | 0.1% | 2,380 | +0.3% | |||
| 143 | $RH | RH | Consumer Discretionary | $1.3M | 0.1% | 9,010 | -3% | |||
| 144 | $PANW | Palo Alto Networks Inc | Technology | $1.3M | 0.1% | 7,838 | +9% | |||
| 145 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $1.3M | 0.1% | 298 | +0.3% | |||
| 146 | $SPGI | S&P Global Inc. | Financials | $1.3M | 0.1% | 2,943 | — | |||
| 147 | — | SPDR Dow Jones Indl Average ETF TR Unit Ser 1 | — | $1.2M | 0.1% | 2,689 | +4% | |||
| 148 | $DE | DEERE & CO | Industrials | $1.2M | 0.1% | 2,203 | +7% | |||
| 149 | — | SPDR Ser TR S&P BK ETF | — | $1.2M | 0.1% | 21K | — | |||
| 150 | $WT | WisdomTree, Inc. | Financials | $1.2M | 0.1% | 18K | +4% |
What changed in Q1 2026
Against the previous quarter's 13F: 55 new, 174 added to, 93 trimmed, 26 sold out. Share-count changes; largest moves by dollar size first.
New positions (55)
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$4.8M
first bought this quarter
$ZZILLOW GROUP, INC.$3.8M
first bought this quarter
- Schwab Strategic TR US Broad MKT ETF$2.2M
first bought this quarter
$CPNGCoupang, Inc.$1.9M
first bought this quarter
- Schwab 5-10 Year Corporate B$1.6M
first bought this quarter
$BABAAlibaba Group Holding Ltd$1.3M
first bought this quarter
+49 more in the Excel export
Added to (174)
now $38.6M · held 9+ qtrs, 4 adds in a row
- Vaneck Semiconductor+62%
now $35.7M
- BNY Mellon ETF TR US Large Cap Core Equity ETF+15%
now $77.6M
- SPDR Portfolio S&P 500 ETF+2%
now $372.1M
- iShares TR Core S&P Total U S STK MKT ETF+11%
now $53.8M
- iShares TR MSCI Acwi Ex US ETF+7%
now $74.8M
+168 more in the Excel export
Trimmed (93)
- iShares TR iShares 0-3 MNTH Treas BD ETF-7%
now $233.0M
$PMPhilip Morris International Inc.-69%
now $2.2M · held 7 qtrs
$UBERUber Technologies, Inc-44%
now $4.7M · held 9+ qtrs, 2 trims in a row
$AONAon plc-14%
now $11.5M · held 8 qtrs
$UNHUNITEDHEALTH GROUP INC-64%
now $1.1M · held 9+ qtrs, 3 trims in a row
$TWLOTWILIO INC-76%
now $549K · held 9+ qtrs, 2 trims in a row
+87 more in the Excel export
Holdings by quarter
Every 13F GM Advisory Group, LLC has filed, 40 earlier quarters. Pick one to see what it held then.
Is it too late to follow GM Advisory Group?
Q1 2026 13F filed with the SEC on Apr 28, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of GM Advisory Group's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)
Top 10 since filing
+4.6%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 17% over the last 4
Top 10 weight
48%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
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 2024 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
GM Advisory Group, LLC disclosed 374 positions worth $2.6B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 55 new positions and exited 26 — including a new stake in $TSM and a full exit from $UPS. The portfolio is most concentrated in Other (67.2% of disclosed assets). All figures are sourced directly from GM Advisory Group, LLC’s Form 13F-HR filing with the SEC under CIK 1598304.
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AI-Powered Hedge Fund Analysis: GM Advisory Group, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For GM Advisory Group, LLC (SEC CIK: 1598304), 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 GM Advisory 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.