account_balance

Investment manager · 13F filer · SEC CIK 2021722

GGM Financial LLC

Reported value$311Mas of Sep 30, 2026
Positions288 35 new, 12 sold out
Top 10 weight67.5%JGRO alone is 18%
FiledNov 536 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
JGRO JPmorgan Active Growth ETF 18.4% Trimmed −3%
PVAL Putnam Focused Large-Cap Value ETF 13.2% Trimmed −3%
GPIQ Goldman Sachs Nasdaq - 100 Premium Income ETF 9.9% Held
BOND Pimco Active Bond Exchange-Traded Fund 7.4% New
TMB Thornburg Multi Sector Bond ETF 4.3% Added +31%
IGV iShares Expanded Tech-Software Sector ETF 3.7% Trimmed −8%
BKGI BNY Mellon Global Infrastructure Income ETF 3.5% New
MMIT NYLI Mackay Muni Intermediate ETF 2.4% Added +16%
IEFA iShares Core MSCI EAFE ETF 2.4% Added +8%
HMOP Hartford Municipal Opportunities ETF 2.2% Trimmed −25%
JAVA JPMorgan Active Value ETF 1.6% Trimmed −2%
IWF iShares Russell 1000 Growth ETF 1.3% Added +12%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 5, 2026, compared with the Jul 23, 2026 filing
add_circleNew
  • BOND $23.1M
  • BKGI $10.9M
  • BMOP $2M
  • EVIM $1.68M
arrow_upwardAdded
  • PYLD +536%
  • PG +65%
  • AAPL +44%
  • TMB +31%
arrow_downwardTrimmed
  • HMOP −25%
  • JMHI −18%
  • IJH −10%
  • IGV −8%
remove_circleSold out
  • WM $250K
  • SUSC $94K
  • JPST $60K
  • LOW $25.9K

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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