StockDriftsStockDriftsTop 50 GGM Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JGRO | JPmorgan Active Growth ETF | 22.81% | 610.1K | $60.2M | +1.49%(+8.98K) | $78.19(+22.34%) | 2026-06-30 | |
| PVAL | Putnam Focused Large-Cap Value ETF | 15.5% | 802.0K | $40.9M | +573.64%(+682.96K) | $46.76(+16.72%) | 2026-06-30 | |
| GPIQ | Goldman Sachs NASDAQ - 100 Premium Income ETF | 11.9% | 529.3K | $31.4M | +31.03%(+125.35K) | $49.18(+15.98%) | 2026-06-30 | |
| TMB | Thornburg Multi Sector Bond ETF | 4.03% | 419.1K | $10.6M | new | $25.38(-0.59%) | 2026-06-30 | |
| IGV | iShares Expanded Tech-Software Sector ETF | 4.02% | 117.0K | $10.6M | -8.58%(-10.97K) | $92.87(+11.63%) | 2026-06-30 | |
| HMOP | Hartford Municipal Opportunities ETF | 3.69% | 248.5K | $9.7M | +15.98%(+34.24K) | $38.67(+0.36%) | 2026-06-30 | |
| MMIT | NYLI Mackay Muni Intermediate ETF | 2.64% | 286.0K | $7.0M | +15.29%(+37.93K) | $24.10(-0.12%) | 2026-06-30 | |
| IEFA | iShares Core MSCI EAFE ETF | 2.57% | 70.3K | $6.8M | +20.81%(+12.10K) | $84.60(+19.43%) | 2026-06-30 | |
| JAVA | JPMorgan Active Value ETF | 1.97% | 65.5K | $5.2M | -2.51%(-1.69K) | $59.96(+39.76%) | 2026-06-30 | |
| IWF | iShares Russell 1000 Growth ETF | 1.32% | 28.0K | $3.5M | +20.37%(+4.74K) | $102.51(+22.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +26.64% |
| Top 20 Holdings Unweighted | — | — | — | — | +26.63% |
GGM Financial LLC reports $263.72M in US-listed equity holdings across 265 positions in its most recent 13F filing. Its largest disclosed positions are JGRO (22.8%), PVAL (15.5%) and GPIQ (11.9%). The top 20 holdings account for 80.69% of reported assets. Its disclosed equity book has returned +26.64% cumulatively over 8 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from GGM Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2021722). View GGM Financial LLC’s 13F filings on SEC