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.
GM Advisory Group, LLC (CIK 1598304) reported $2.60B across 363 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($372.1M, 14.33%), SGOV ($233.0M, 8.97%), IAU ($138.4M, 5.33%), VTI ($110.7M, 4.26%), BKLC ($77.6M, 2.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR Portfolio S&P 500 ETF | $372.1M | 14.33% | 4.9M | Added |
| 2 | SGOV | iShares TR iShares 0-3 MNTH Treas BD ETF | $233.0M | 8.97% | 2.3M | Trimmed |
| 3 | IAU | iShares Gold Trust iShares New | $138.4M | 5.33% | 1.6M | Added |
| 4 | VTI | Vanguard Index FDS Vanguard Total STK MKT ETF | $110.7M | 4.26% | 344,929 | Added |
| 5 | BKLC | BNY Mellon ETF TR US Large Cap Core Equity ETF | $77.6M | 2.99% | 622,092 | Added |
| 6 | ACWX | iShares TR MSCI Acwi Ex US ETF | $74.8M | 2.88% | 1.1M | Added |
| 7 | IWV | iShares TR Russell 3000 ETF | $64.2M | 2.47% | 173,146 | Trimmed |
| 8 | AAPL | Apple Inc Com | $64.1M | 2.47% | 252,479 | Trimmed |
| 9 | SHY | iShares Barclays 1-3 YR TSY BD | $62.5M | 2.41% | 757,390 | Added |
| 10 | ITOT | iShares TR Core S&P Total U S STK MKT ETF | $53.8M | 2.07% | 377,781 | Added |
| 11 | SPAB | SPDR Ser TR Barclays Aggregate BD ETF | $47.7M | 1.84% | 1.9M | Added |
| 12 | SOXX | iShares TR PHLX Semiconductor ETF | $47.8M | 1.84% | 145,424 | Added |
| 13 | NVDA | Nvidia Corp Com | $46.9M | 1.81% | 268,806 | Trimmed |
| 14 | SPTS | SPDR Ser TR Bloomberg Barclays 1-3 YR U S Treas Index | $46.3M | 1.78% | 1.6M | Trimmed |
| 15 | PDBC | Invesco Actively Managed Exchange Traded Commodity FD TR Optimum Yield Divsf Commodity Strategy No K1 ETF | $41.3M | 1.59% | 2.4M | Added |
| 16 | SPY | SPDR S&P 500 ETF TR TR Unit | $39.9M | 1.54% | 61,322 | Added |
| 17 | CVX | Chevron Corp | $38.6M | 1.48% | 186,364 | Added |
| 18 | SPTM | SPDR Port TTL STCK MRKT | $38.1M | 1.47% | 482,264 | Added |
| 19 | MSFT | Microsoft Corp Com | $36.8M | 1.42% | 99,371 | Added |
| 20 | SMH | Vaneck Semiconductor | $35.7M | 1.38% | 93,217 | Added |
| 21 | ILCG | iShares TR Morningstar Large-Cap Growth ETF | $34.0M | 1.31% | 356,056 | Added |
| 22 | AMZN | Amazon Com Inc | $31.8M | 1.22% | 152,551 | Added |
| 23 | XLK | Technology Select Index 'SPDR' | $29.8M | 1.15% | 224,500 | Added |
| 24 | SPDW | SPDR Portfolio World Ex-US ETF | $27.4M | 1.06% | 601,166 | Added |
| 25 | IUSB | iShares TR Core Total Usd BD MKT ETF | $26.5M | 1.02% | 573,367 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31