Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

GGM Financials LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

GGM Financials LLC (CIK 2021722) reported $263.7M across 265 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: JGRO ($60.2M, 22.81%), PVAL ($40.9M, 15.50%), GPIQ ($31.4M, 11.90%), TMB ($10.6M, 4.03%), IGV ($10.6M, 4.02%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1JGROJPmorgan Active Growth ETF$60.2M22.81%610,144Added
2PVALPutnam Focused Large-Cap Value ETF$40.9M15.50%802,017Added
3GPIQGoldman Sachs NASDAQ - 100 Premium Income ETF$31.4M11.90%529,280Added
4TMBThornburg Multi Sector Bond ETF$10.6M4.03%419,150New
5IGViShares Expanded Tech-Software Sector ETF$10.6M4.02%116,968Trimmed
6HMOPHartford Municipal Opportunities ETF$9.7M3.69%248,505Added
7MMITNYLI Mackay Muni Intermediate ETF$7.0M2.64%286,032Added
8IEFAiShares Core MSCI EAFE ETF$6.8M2.57%70,278Added
9JAVAJPMorgan Active Value ETF$5.2M1.97%65,487Trimmed
10IWFiShares Russell 1000 Growth ETF$3.5M1.32%28,026Added
11QQQInvesco QQQ Trust$3.4M1.30%4,667Trimmed
12MUNIPIMCO Intermediate Municipal Bond Active Exchange-Traded Fund$3.1M1.17%58,579Added
13JMHIJPMorgan High Yield Municipal ETF$3.1M1.17%60,854Added
14BKDVBank of New York Mellon Dynamic Value ETF$3.0M1.15%90,191Added
15USMViShares MSCI USA Min Vol Factor ETF$2.9M1.09%29,705Trimmed
16JBNDJPMorgan Active Bond ETF$2.8M1.07%52,646Trimmed
17GMUBGoldman Sachs Municipal Income ETF$2.3M0.87%44,732Added
18NVDANvidia Corp$2.2M0.83%10,994Added
19GSCGoldman Sachs Small-Cap Equity ETF$2.2M0.82%31,259Added
20DGRWWisdomTree U.S. Quality Dividend Growth Fund$2.0M0.77%21,239Added
21AAPLApple Inc$2.0M0.76%6,947Added
22IWRiShares Russell Mid-Cap ETF$1.9M0.73%17,549Trimmed
23IJHiShares Core S&P Mid-Cap ETF$1.8M0.69%23,640Added
24HIMUiShares High-Yield Muni Active ETF$1.8M0.67%35,362Added
25EFViShares MSCI EAFE Value ETF$1.7M0.66%22,767Added

Source: SEC Form 13F filings · as of 2026-06-30