13F

Investor

GGM Financials LLC

CIK 0002021722 · filed 2026-05-12 · SEC filing

13F book

$217.3M

Positions

236

22 new · 11 sold

Largest name

23.4%

J P Morgan Exchange Traded F

Est. mark

−$7.1M

Price effect on 214 names still held. Flow $18.6M.
NameTickerSharesValueWeightEst. markChange
J P Morgan Exchange Traded F601.2K$50.8M23.4%−$4.46MAdded$773.3K
Innovator Etfs Trust548.4K$27.1M12.5%−$236.1KAdded$933.3K
Goldman Sachs Etf Tr403.9K$20M9.2%−$1.28MAdded$16.4K
Ishares Tr142.6K$13.9M6.4%$132.8KAdded$553.8K
Ishares Tr127.9K$10.2M4.7%New
Hartford Fds Exchange Traded214.3K$8.3M3.8%−$64.8KAdded$1.45M
New York Life Invts Active E248.1K$5.98M2.8%−$48.2KAdded$770.6K
Putnam Etf Trust119.1K$5.52M2.5%$86.6KAdded$767K
Ishares Tr58.2K$5.27M2.4%$44.3KAdded$1.56M
J P Morgan Exchange Traded F67.2K$4.82M2.2%$2.02KCut−$521.9K
J P Morgan Exchange Traded F55K$2.96M1.4%−$15.3KAdded$190.6K
Invesco Qqq Tr5K$2.88M1.3%−$185.7KCut−$199.2K
Ishares Tr30.5K$2.82M1.3%−$43.3KCut−$55K
J P Morgan Exchange Traded F55.8K$2.78M1.3%−$22.3KAdded$113.1K
Pimco Etf Tr47.6K$2.48M1.1%−$7.87KAdded$611K
Ishares Tr5.82K$2.48M1.1%−$234.4KAdded$114.4K
Bny Mellon Etf Trust Ii65.3K$1.94M0.9%$25KAdded$802.1K
Nvidia CorpNVDA10.8K$1.88M0.9%−$130.5KCut−$221.5K
Apple Inc.AAPL6.92K$1.76M0.8%−$125.2KCut−$250.2K
Wisdomtree Tr19K$1.67M0.8%−$29.5KAdded$11K
Ishares Tr21.9K$1.63M0.8%$63.8KAdded$79.4K
Ishares Tr23.4K$1.58M0.7%$35.7KCut$15K
Goldman Sachs Etf Tr28K$1.53M0.7%$6.26KAdded$290.6K
Spdr Gold Tr2.97K$1.28M0.6%$100.9KHeld
AbbVie Inc.ABBV5.82K$1.26M0.6%−$64KCut−$195.3K
Jpmorgan Chase & Co.4.09K$1.2M0.6%−$114.8KCut−$147.4K
Spdr Series Trust21.1K$1.2M0.6%−$4.85KAdded−$1.57K
First Tr Exchange-Traded Fd24.6K$1.16M0.5%$23.4KCut$21.4K
Procter And Gamble CoPG7.88K$1.14M0.5%$8.94KAdded$12.6K
Vanguard World Fd9.43K$1.06M0.5%New
Spdr Series Trust10.6K$1.04M0.5%−$91.9KAdded−$77.6K
Blackrock Etf Trust Ii20.3K$976.2K0.4%−$9.06KAdded$346.4K
Microsoft CorpMSFT2.48K$918.9K0.4%−$281.3KCut−$485.8K
Ishares Tr7.42K$826.2K0.4%−$18.9KAdded−$18.2K
Goldman Sachs Etf Tr15.9K$809.7K0.4%−$453Added$708.6K
Fedex CorpFDX2.17K$774.4K0.4%$145.9KAdded$149.1K
Broadcom Inc.AVGO2.24K$693.9K0.3%−$81.9KAdded−$80.3K
Ishares Tr5.47K$679.9K0.3%$22.5KCut$17.8K
Ishares Tr1.04K$679K0.3%−$33KCut−$49.4K
Abbott LabsABT6.38K$655.4K0.3%−$143.7KAdded−$140.5K
Ishares Tr3.03K$648.1K0.3%$9.94KAdded$24.3K
Vanguard Index Fds1.91K$611.8K0.3%−$27.4KAdded−$26.1K
Alphabet Inc2.1K$604.8K0.3%−$53.4KAdded−$53.1K
Eli Lilly & CoLLY652$599.4K0.3%−$101KCut−$207.4K
Lockheed Martin CorpLMT961$581K0.3%$115.9KAdded$118.3K
Mcdonalds CorpMCD1.78K$552.7K0.3%$9.11KAdded$11K
Vertiv Holdings CoVRT2.09K$524.3K0.2%New
J P Morgan Exchange Traded F10.3K$515.4K0.2%−$4.97KAdded$23.7K
Amazon Com IncAMZN2.37K$493.4K0.2%−$51KAdded−$28.7K
New York Life Investments Et12.8K$431K0.2%$14.5KCut$13.5K
Schwab Strategic Tr12.9K$394.7K0.2%$41.7KAdded$42.6K
J P Morgan Exchange Traded F3.1K$363K0.2%−$19KCut−$151.4K
Tesla, Inc.TSLA963$358K0.2%−$75.1KHeld
Chevron Corp NewCVX1.68K$348.4K0.2%$91.2KAdded$93.5K
Honeywell Intl Inc1.51K$342.1K0.2%$46.8KAdded$47.7K
Select Sector Spdr Tr5.51K$337.7K0.2%$91.2KCut$74.6K
Samsara Inc.IOT10.3K$325.2K0.1%New
American Elec Pwr Co Inc2.43K$318.7K0.1%$38.1KAdded$40.4K
Pepsico IncPEP2.04K$317.5K0.1%$23.6KAdded$29.1K
Caterpillar IncCAT433$306.4K0.1%$58.4KAdded$59.1K
Vanguard Specialized Funds1.36K$292.5K0.1%−$6.42KAdded−$5.77K
Walmart Inc.WMT2.24K$278K0.1%$18.1KAdded$121.1K
Fidelity Covington Trust1.3K$270.1K0.1%−$21.5KHeld
Palantir Technologies Inc.PLTR1.8K$263.2K0.1%New
Autozone IncAZO76$256.7K0.1%−$14Added$253.3K
Mastercard IncMA485$242.5K0.1%−$34.3KHeld
T Rowe Price Etf Inc6.71K$239K0.1%−$17.7KHeld
Putnam Etf Trust23.8K$236.2K0.1%−$596Added$751
Duke Energy Corp New1.8K$235.4K0.1%$16.7KAdded$92.7K
Oklo Inc.OKLO4.52K$224.1K0.1%New
Uber Technologies, IncUBER3.03K$218.2K0.1%−$27.1KAdded−$8.35K
S&P Global Inc.SPGI511$217.4K0.1%−$49.5KAdded−$49.1K
Ishares Tr4.71K$213.9K0.1%New
Ishares Tr1.4K$197.8K0.1%−$10.6KAdded−$10.1K
Merck & Co., Inc.MRK1.6K$192.9K0.1%$23.9KAdded$25.4K
Invesco Exchange Traded Fd T1.86K$192.3K0.1%$1.72KCut−$133.2K
Vanguard Index Fds662$190.1K0.1%−$1.79KAdded$18.9K
Bank America Corp3.57K$174.1K0.1%−$21.5KAdded−$15.7K
Ishares Tr904$164K0.1%−$16.5KHeld
Us Bancorp Del3.12K$162.1K0.1%−$4.17KAdded−$2.61K
Cisco Sys Inc2.08K$161.4K0.1%$1.13KAdded$1.91K
Spdr Series Trust1.11K$158.5K0.1%New
Waste Mgmt Inc Del677$155.5K0.1%New
Goldman Sachs Etf Tr3.09K$154.6K0.1%−$8.45KAdded−$7.25K
Home Depot, Inc.HD470$154.5K0.1%−$7.09KCut−$22.2K
Spdr Series Trust3.17K$153.4K0.1%$4.61KCut−$4.48K
Morgan Stanley891$146.6K0.1%−$11.6KAdded−$10.6K
Tjx Cos Inc New917$146.4K0.1%$1.49KAdded$110.4K
Qualcomm Inc1.1K$141.8K0.1%−$46.4KAdded−$46.3K
J P Morgan Exchange Traded F2.58K$131.8K0.1%$110Added$926
Pimco Etf Tr1.35K$130.6K0.1%−$1.42KAdded−$544
Pimco Etf Tr4.83K$126.6K0.1%−$955Added$72.8K
Regeneron Pharmaceuticals, Inc.REGN159$123.1K0.1%$230Cut−$80.9K
Mckesson CorpMCK142$122.9K0.1%$1.49KAdded$95.8K
Spdr S&P 500 Etf Tr188$122K0.1%−$6.21KAdded−$5.56K
Dominion Energy, IncD1.83K$113.4K0.1%$5.84KAdded$7.08K
Oracle Corp765$112.5K0.1%−$36.5KAdded−$36.3K
First Tr Exchng Traded Fd Vi2.37K$112.3K0.1%−$833Held
Spdr Series Trust1.89K$112.1K0.1%$2.5KCut−$8.85K
Ge Aerospace380$107.8K0.1%−$9.08KHeld
Ssga Active Etf Tr2.1K$103.8K0.0%$102Cut−$343
Ishares Inc2.22K$101K0.0%$1.75KAdded$41.5K
Vanguard Index Fds164$98K0.0%−$4.61KHeld
Spdr Dow Jones Indl Average206$95.2K0.0%−$3.66KAdded−$3.2K
Berkshire Hathaway Inc Del198$94.9K0.0%−$4.64KHeld
Select Sector Spdr Tr1.89K$93.2K0.0%−$10.2KCut−$27.3K
Ishares Tr4.01K$92.9K0.0%−$980Added−$309
Cencora, Inc.COR291$91.6K0.0%New
Raymond James Finl Inc621$90K0.0%−$9.65KAdded−$9.51K
J P Morgan Exchange Traded F1.8K$89.5K0.0%−$926Added$14.9K
J P Morgan Exchange Traded F1.57K$87.4K0.0%−$4.02KAdded−$1.69K
GE Vernova Inc.GEV93$81.4K0.0%$20.5KHeld
Capital One Finl Corp433$79K0.0%−$25.9KAdded−$25.5K
Flexshares Tr2.39K$75.6K0.0%$3.03KHeld
Blackrock Etf Trust Ii3.42K$75.3K0.0%−$684Held
Vanguard World Fd318$75.2K0.0%−$4.72KAdded−$4.48K
Deere & CoDE131$74.1K0.0%$13KHeld
Dte Energy Co500$73.1K0.0%$8.62KHeld
Schwab Charles Corp747$70.2K0.0%−$4.47KAdded−$4.37K
Vanguard Growth Etf154$67.2K0.0%−$7.77KHeld
First Merchants Corp1.72K$66.7K0.0%$2.13KAdded$2.79K
Rpm Intl Inc656$65.2K0.0%−$3.07KAdded−$2.67K
Aflac IncAFL590$64.7K0.0%−$325Cut−$30.5K
Ishares Tr415$64.4K0.0%−$5.25KHeld
Eaton Corp PlcETN174$62.2K0.0%$6.28KAdded$11.6K
Marathon Pete Corp239$58.3K0.0%$19.4KAdded$19.6K
J P Morgan Exchange Traded F1.22K$57.6K0.0%−$330Held
First Tr Exchange-Traded Fd605$56.1K0.0%$150Held
Ishares Tr865$55.6K0.0%−$263Added$28.9K
Vanguard Scottsdale Fds503$55.2K0.0%−$6.03KCut−$10.7K
Spdr S&P Midcap 400 Etf Tr89$54.8K0.0%$1.38KHeld
Vanguard World Fd78$54.4K0.0%−$4.37KHeld
Vanguard Admiral Fds Inc417$52.1K0.0%$2.01KHeld
Centrus Energy CorpLEU300$52.1K0.0%−$20.8KHeld
Invesco Exch Traded Fd Tr Ii911$50K0.0%New
Abrdn Precious Metals Basket227$49.6K0.0%$2.98KHeld
Lowes Cos Inc210$49.5K0.0%−$808Added$12.2K
Invesco Exchange Traded Fd T453$48.8K0.0%−$2.26KAdded$7.01K
Vanguard Tax-Managed Fds747$47.8K0.0%$699Added$19.1K
Ishares Tr314$45.4K0.0%$1.04KAdded$1.18K
Select Sector Spdr Tr330$43.9K0.0%−$3.61KCut−$32.7K
J P Morgan Exchange Traded F950$43.8K0.0%−$172Added$381
Ishares Tr506$42.9K0.0%$1.24KAdded$1.41K
Exxon Mobil Corp253$42.8K0.0%$10.6KAdded$16.9K
Ishares Tr536$42.2K0.0%−$588Added−$509
Amplify Etf Tr626$41.4K0.0%$487Held
Ishares Tr211$40.5K0.0%−$1.35KHeld
Meta Platforms, Inc.META69$39.5K0.0%−$6.07KHeld
Lennar Corp450$39.1K0.0%−$7.18KHeld
Mondelez Intl Inc663$38.2K0.0%$2.5KAdded$2.85K
Goldman Sachs Etf Tr872$37.7K0.0%New
L3harris Technologies Inc106$36.7K0.0%$5.6KHeld
Invesco Exchange Traded Fd T631$36.6K0.0%−$887Held
Ishares Tr148$36.6K0.0%$86Added$828
Innovator Etfs Trust1.01K$33.9K0.0%−$45Held
Lam Research CorpLRCX151$32.3K0.0%$6.46KHeld
Ishares Tr246$31.6K0.0%−$1.91KCut−$9.88M
Vanguard Index Fds117$30.7K0.0%$580Cut−$708
Vanguard Intl Equity Index F407$30.6K0.0%$596Added$671
Wisdomtree Tr339$30.3K0.0%$459Added$548
Diageo Plc391$29.1K0.0%−$4.62KHeld
Solstice Advanced Matls Inc374$28.5K0.0%$10.3KHeld
Spdr Index Shs Fds621$28.3K0.0%$770Held
Royal Caribbean Group103$28.3K0.0%−$557Added−$282
Corning Inc204$27.7K0.0%$9.91KHeld
Goldman Sachs Physical Gold582$26.9K0.0%$2.12KHeld
J P Morgan Exchange Traded F472$26.8K0.0%−$258Added$252
Spdr Series Trust325$25.7K0.0%−$1.12KAdded−$1.04K
Johnson & JohnsonJNJ100$24.4K0.0%$3.75KHeld
Pfizer IncPFE870$24.4K0.0%$2.77KHeld
At&T Inc839$24.3K0.0%$3.49KCut$1.7K
Worthington Stl Inc699$21.2K0.0%−$2.98KHeld
Innovator Etfs Trust774$21.1K0.0%−$78Held
Dell Technologies Inc.DELL127$20.9K0.0%$4.94KHeld
Huntington Bancshares Inc1.29K$20.2K0.0%−$2.19KAdded−$2.14K
Ishares Tr321$19.8K0.0%−$1.1KAdded−$1.04K
Kkr & Co Inc206$19.1K0.0%−$7.15KHeld
Schwab Strategic Tr644$18.8K0.0%−$2.25KAdded−$2.22K
Wells Fargo Co New233$18.6K0.0%−$3.13KAdded−$3.05K
Pnc Finl Svcs Group Inc89$18.5K0.0%−$133Added$74
Worthington Enterprises, Inc.WOR353$18.4K0.0%$201Held
Texas Instrs Inc93$18.1K0.0%$2.03KHeld
Innovator Etfs Trust385$17.2K0.0%−$124Held
Verizon Communications IncVZ338$17K0.0%$3.21KCut−$2.33K
Nisource Inc.NI353$16.5K0.0%$1.73KAdded$1.82K
Bristol-Myers Squibb Co269$16.3K0.0%$1.8KHeld
RTX CorpRTX83$16K0.0%$839Held
T Rowe Price Etf Inc354$15.8K0.0%−$114Added−$69
Select Sector Spdr Tr138$15.3K0.0%−$898Held
Wells Fargo Co New12$13.9K0.0%−$684Held
Delta Air Lines Inc DelDAL203$13.5K0.0%−$552Held
Colgate Palmolive CoCL155$13.2K0.0%$950Cut$871
Intel CorpINTC297$13.1K0.0%$2.15KHeld
Goldman Sachs Etf Tr258$13.1K0.0%New
J P Morgan Exchange Traded F117$12.7K0.0%$193Added$2.48K
Kimberly Clark CorpKMB129$12.4K0.0%−$603Added−$410
American Centy Etf Tr150$12.1K0.0%$542Held
Blackstone Inc.BX104$12K0.0%−$4.02KAdded−$3.9K
Ishares Tr120$11.7K0.0%$132Held
Apollo Global Mgmt Inc102$11.4K0.0%−$3.44KAdded−$3.33K
Ishares Tr95$10.7K0.0%−$965Held
Vaneck Etf Trust27$10.4K0.0%$628Held
Ishares Tr71$10.1K0.0%−$428Cut−$4.58K
Ecovyst Inc.ECVT764$9.82K0.0%$2.39KHeld
Vanguard Intl Equity Index F173$9.35K0.0%New
Science Applications Intl Co97$9.21K0.0%−$523Held
Firstenergy CorpFE170$8.61K0.0%$1KHeld
Ishares Tr50$7.51K0.0%$413Added$563
International Business Machs30$7.37K0.0%−$1.58KHeld
Ishares Inc59$7.06K0.0%$44Held
Corteva, Inc.CTVA83$6.93K0.0%$1.39KHeld
Millrose Pptys Inc229$6.41K0.0%−$428Held
J P Morgan Exchange Traded F85$6.23K0.0%$84Cut−$38.4K
Ishares Tr39$5.68K0.0%$140Added$1.45K
Ishares Tr43$5.51K0.0%−$256Added$1.54K
Comcast Corp New180$5.18K0.0%−$212Added−$154
Prudential Finl Inc48$4.67K0.0%−$745Added−$648
Viatris IncVTRS332$4.48K0.0%$351Held
CARRIER GLOBAL CorpCARR78$4.37K0.0%$229Added$285
Ishares Tr12$3.77K0.0%New
Eastman Kodak CoKODK400$3.62K0.0%$236Held
Ishares Tr19$3.6K0.0%New
Ishares Tr41$3.57K0.0%$88Cut−$1.78K
Aspen Aerogels IncASPN1.01K$3.45K0.0%$596Held
Vanguard Bd Index Fds38$2.98K0.0%New
Ishares Tr56$2.94K0.0%New
Purecycle Technologies Inc549$2.85K0.0%−$1.87KHeld
Goldman Sachs Etf Tr22$2.19K0.0%$25Held
Ishares Tr39$1.95K0.0%New
Ishares Tr46$1.95K0.0%New
Proshares Tr37$1.54K0.0%New
Bitwise Xrp EtfXRP96$1.44K0.0%−$527Held
Lennar Corp9$7570.0%−$99Held
Dutch Bros Inc.BROS9$4560.0%−$95Held
Warner Bros. Discovery, Inc.WBD11$3020.0%−$15Cut−$332
Versant Media Group, Inc.VSNT7$2590.0%New

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.