StockDriftsStockDriftsTop 50 GM Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR Portfolio S&P 500 ETF | 14.33% | 4.86M | $372.1M | +2.46%(+116.65K) | $55.77(+56.65%) | 2026-03-31 | |
| SGOV | iShares TR iShares 0-3 MNTH Treas BD ETF | 8.97% | 2.31M | $233.0M | -7.17%(-178.82K) | $100.59(-0.08%) | 2026-03-31 | |
| IAU | iShares Gold Trust iShares New | 5.33% | 1.57M | $138.4M | +2.78%(+42.38K) | $36.51(+141.54%) | 2026-03-31 | |
| VTI | Vanguard Total Com Market ETF | 4.26% | 344.9K | $110.7M | +4.33%(+14.30K) | $212.82(+71.37%) | 2026-03-31 | |
| BKLC | BNY Mellon ETF TR US Large Cap Core Equity ETF | 2.99% | 622.1K | $77.6M | +14.79%(+80.13K) | $111.92(+26.93%) | 2026-03-31 | |
| ACWX | iShares TR MSCI Acwi Ex US ETF | 2.88% | 1.09M | $74.8M | +7.25%(+73.78K) | $47.99(+57.23%) | 2026-03-31 | |
| IWV | iShares TR Russell 3000 ETF | 2.47% | 173.1K | $64.2M | -2.37%(-4.21K) | $210.31(+99.74%) | 2026-03-31 | |
| AAPL | Apple Inc Com | 2.47% | 252.5K | $64.1M | -0.63%(-1.59K) | $110.29(+170.99%) | 2026-03-31 | |
| SHY | iShares Barclays 1-3 YR TSY BD | 2.41% | 757.4K | $62.5M | +2.11%(+15.64K) | $82.85(-0.80%) | 2026-03-31 | |
| ITOT | iShares TR Core S&P Total U S STK MKT ETF | 2.07% | 377.8K | $53.8M | +11.05%(+37.60K) | $124.29(+30.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.72% | +35.74% | +4.85% | +26.70% |
| Top 20 Holdings Unweighted | +11.73% | +39.47% | +4.88% | +26.93% |
GM Advisory Group, LLC reports $2.60B in US-listed equity holdings across 374 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (14.3%), SGOV (9.0%) and IAU (5.3%). The top 20 holdings account for 64.33% of reported assets. Its disclosed equity book has returned +35.74% on a three-year cumulative basis. Figures reflect the Q1 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 GM Advisory Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1598304). View GM Advisory Group, LLC’s 13F filings on SEC