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GGM Financial LLC

Portfolio Manager
GGM Financial LLC
Performance
-4.26% (2026 Q1)
AUM (13F)
$217.27M
# of Holdings
236
Performance Rank
Allocation (Top 20)
80.79%

GGM Financial LLC Holdings Map

Top 50 GGM Financial LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
JGRO
JPmorgan Active Growth ETF
23.39%601.2K$50.8M
+11.49%(+61.97K)
2025-Q1: 532.8K shares2025-Q2: 556.4K shares2025-Q3: 531.8K shares2025-Q4: 539.2K shares2026-Q1: 601.2K shares
$78.01(+21.67%)
2026-03-31
BUFF
Innovator Laddered Fund of S&P 500 Power Buffer ETF
12.47%548.4K$27.1M
+4.51%(+23.67K)
2025-Q1: 486.7K shares2025-Q2: 504.2K shares2025-Q3: 513.6K shares2025-Q4: 524.7K shares2026-Q1: 548.4K shares
$44.92(+17.17%)
2026-03-31
GPIQ
Goldman Sachs NASDAQ - 100 Premium Income ETF
9.2%403.9K$20.0M
+6.92%(+26.13K)
2025-Q1: 359.4K shares2025-Q2: 374.6K shares2025-Q3: 363.6K shares2025-Q4: 377.8K shares2026-Q1: 403.9K shares
$47.80(+19.56%)
2026-03-31
IWR
iShares Russell Mid-Cap ETF
6.38%142.6K$13.9M
+3.13%(+4.33K)
2025-Q1: 123.4K shares2025-Q2: 131.8K shares2025-Q3: 137.7K shares2025-Q4: 138.3K shares2026-Q1: 142.6K shares
$87.51(+26.09%)
2026-03-31
IGV
iShares Expanded Tech-Software Sector ETF
4.71%127.9K$10.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 127.9K shares
$92.87(+0.75%)
2026-03-31
HMOP
Hartford Municipal Opportunities ETF
3.82%214.3K$8.3M
+22.33%(+39.11K)
2025-Q1: 16.4K shares2025-Q2: 92.1K shares2025-Q3: 158.4K shares2025-Q4: 175.2K shares2026-Q1: 214.3K shares
$38.63(+1.52%)
2026-03-31
MMIT
NYLI Mackay Muni Intermediate ETF
2.75%248.1K$6.0M
+15.86%(+33.97K)
2025-Q1: 33.1K shares2025-Q2: 114.0K shares2025-Q3: 195.6K shares2025-Q4: 214.1K shares2026-Q1: 248.1K shares
$24.08(+1.22%)
2026-03-31
PVAL
Putnam Focused Large-Cap Value ETF
2.54%119.1K$5.5M
+14.04%(+14.66K)
2025-Q1: 59.2K shares2025-Q2: 79.0K shares2025-Q3: 102.2K shares2025-Q4: 104.4K shares2026-Q1: 119.1K shares
$39.84(+29.70%)
2026-03-31
IEFA
iShares Core MSCI EAFE ETF
2.42%58.2K$5.3M
+40.51%(+16.77K)
2025-Q1: 16.6K shares2025-Q2: 25.5K shares2025-Q3: 31.2K shares2025-Q4: 41.4K shares2026-Q1: 58.2K shares
$83.04(+17.18%)
2026-03-31
JAVA
JPMorgan Active Value ETF
2.22%67.2K$4.8M
-9.81%(-7.30K)
2025-Q1: 85.0K shares2025-Q2: 84.7K shares2025-Q3: 80.5K shares2025-Q4: 74.5K shares2026-Q1: 67.2K shares
$59.83(+34.02%)
2026-03-31

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