account_balance

Investment manager · 13F filer · SEC CIK 1598304

GM Advisory Group, LLC

Reported value$2.6Bas of Mar 31, 2026
Positions374
Top 10 weight48.2%SPYM alone is 14%
FiledApr 2828 days after quarter end

Portfolio · as of Mar 31, 2026

Where the money is

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYM SPDR Portfolio S&P 500 ETF 14.3%
SGOV iShares TR iShares 0-3 MNTH Treas BD ETF 9.0%
IAU iShares Gold Trust 5.3%
VTI Vanguard Total Com Market ETF 4.3%
BKLC BNY Mellon ETF TR US Large Cap Core Equity ETF 3.0%
ACWX iShares TR MSCI Acwi Ex US ETF 2.9%
IWV iShares TR Russell 3000 ETF 2.5%
AAPL Apple Inc. 2.5%
SHY iShares Barclays 1-3 YR TSY BD 2.4%
ITOT iShares TR Core S&P Total U S STK MKT ETF 2.1%
SOXX iShares TR PHLX Semiconductor ETF 1.8%
SPAB SPDR Ser TR Barclays Aggregate BD ETF 1.8%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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