Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GGM Financials LLC (CIK 2021722) reported $217.3M across 233 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JGRO ($50.8M, 23.39%), BUFF ($27.1M, 12.47%), GPIQ ($20.0M, 9.20%), IWR ($13.9M, 6.38%), IGV ($10.2M, 4.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JGRO | JPmorgan Active Growth ETF | $50.8M | 23.39% | 601,161 | Added |
| 2 | BUFF | Innovator Laddered Fund of S&P 500 Power Buffer ETF | $27.1M | 12.47% | 548,358 | Added |
| 3 | GPIQ | Goldman Sachs NASDAQ - 100 Premium Income ETF | $20.0M | 9.20% | 403,928 | Added |
| 4 | IWR | iShares Russell Mid-Cap ETF | $13.9M | 6.38% | 142,648 | Added |
| 5 | IGV | iShares Expanded Tech-Software Sector ETF | $10.2M | 4.71% | 127,941 | New |
| 6 | HMOP | Hartford Municipal Opportunities ETF | $8.3M | 3.82% | 214,262 | Added |
| 7 | MMIT | NYLI Mackay Muni Intermediate ETF | $6.0M | 2.75% | 248,098 | Added |
| 8 | PVAL | Putnam Focused Large-Cap Value ETF | $5.5M | 2.54% | 119,057 | Added |
| 9 | IEFA | iShares Core MSCI EAFE ETF | $5.3M | 2.42% | 58,174 | Added |
| 10 | JAVA | JPMorgan Active Value ETF | $4.8M | 2.22% | 67,176 | Trimmed |
| 11 | JBND | JPMorgan Active Bond ETF | $3.0M | 1.36% | 54,972 | Added |
| 12 | QQQ | Invesco QQQ Trust | $2.9M | 1.33% | 4,996 | Trimmed |
| 13 | USMV | iShares MSCI USA Min Vol Factor ETF | $2.8M | 1.30% | 30,452 | Trimmed |
| 14 | JMHI | JPMorgan High Yield Municipal ETF | $2.8M | 1.28% | 55,847 | Added |
| 15 | IWF | iShares Russell 1000 Growth ETF | $2.5M | 1.14% | 5,821 | Added |
| 16 | MUNI | PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $2.5M | 1.14% | 47,566 | Added |
| 17 | BKDV | Bank of New York Mellon Dynamic Value ETF | $1.9M | 0.89% | 65,288 | Added |
| 18 | NVDA | Nvidia Corp | $1.9M | 0.87% | 10,785 | Trimmed |
| 19 | AAPL | Apple Inc | $1.8M | 0.81% | 6,917 | Trimmed |
| 20 | DGRW | WisdomTree U.S. Quality Dividend Growth Fund | $1.7M | 0.77% | 19,021 | Added |
| 21 | EFV | iShares MSCI EAFE Value ETF | $1.6M | 0.75% | 21,903 | Added |
| 22 | IJH | iShares Core S&P Mid-Cap ETF | $1.6M | 0.73% | 23,359 | Trimmed |
| 23 | GSC | Goldman Sachs Small-Cap Equity ETF | $1.5M | 0.70% | 28,028 | Added |
| 24 | GLD | SPDR Gold Shares | $1.3M | 0.59% | 2,970 | Hold |
| 25 | ABBV | Abbvie Inc | $1.3M | 0.58% | 5,816 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31