1y return+15.0%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2024: $127 against $137 in the S&P 500.2
GGM Financial LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| JGROJPmorgan Active Growth ETF | $60.2M | 22.8% | +1.5% |
| PVALPutnam Focused Large-Cap Value ETF | $40.9M | 15.5% | +573.6% |
| GPIQGoldman Sachs NASDAQ - 100 Premium Income ETF | $31.4M | 11.9% | +31.0% |
| TMBThornburg Multi Sector Bond ETF | $10.6M | 4.0% | New |
| IGViShares Expanded Tech-Software Sector ETF | $10.6M | 4.0% | −8.6% |
| HMOPHartford Municipal Opportunities ETF | $9.7M | 3.7% | +16.0% |
| MMITNYLI Mackay Muni Intermediate ETF | $7.0M | 2.6% | +15.3% |
| IEFAiShares Core MSCI EAFE ETF | $6.8M | 2.6% | +20.8% |
| JAVAJPMorgan Active Value ETF | $5.2M | 2.0% | −2.5% |
| IWFiShares Russell 1000 Growth ETF | $3.5M | 1.3% | +20.4% |
| QQQInvesco QQQ Trust | $3.4M | 1.3% | −6.6% |
| MUNIPIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $3.1M | 1.2% | +23.2% |
| JMHIJPMorgan High Yield Municipal ETF | $3.1M | 1.2% | +9.0% |
| BKDVBank of New York Mellon Dynamic Value ETF | $3.0M | 1.1% | +38.1% |
| USMViShares MSCI USA Min Vol Factor ETF | $2.9M | 1.1% | −2.5% |
| JBNDJPMorgan Active Bond ETF | $2.8M | 1.1% | −4.2% |
| GMUBGoldman Sachs Municipal Income ETF | $2.3M | 0.9% | +181.5% |
| NVDANvidia Corp | $2.2M | 0.8% | +1.9% |
| GSCGoldman Sachs Small-Cap Equity ETF | $2.2M | 0.8% | +11.5% |
| DGRWWisdomTree U.S. Quality Dividend Growth Fund | $2.0M | 0.8% | +11.7% |
| AAPLApple Inc | $2.0M | 0.8% | |
| IWRiShares Russell Mid-Cap ETF | $1.9M | 0.7% | −87.7% |
| IJHiShares Core S&P Mid-Cap ETF | $1.8M | 0.7% | +1.2% |
| HIMUiShares High-Yield Muni Active ETF | $1.8M | 0.7% | +73.8% |
| EFViShares MSCI EAFE Value ETF | $1.7M | 0.7% | +3.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | March 31, 2025 | +125.6% | $826K |
| GOOGLAlphabet Inc | June 30, 2024 | +96.2% | $773K |
| GLDSPDR Gold Shares | June 30, 2024 | +71.3% | $1.1M |
| NVDANvidia Corp | June 30, 2024 | +62.0% | $2.2M |
| JPMJPMorgan Chase & Co | June 30, 2024 | +61.8% | $1.4M |
| QQQInvesco QQQ Trust | June 30, 2024 | +53.7% | $3.4M |
| SPYGState Street SPDR Portfolio S&P 500 Growth ETF | June 30, 2024 | +48.5% | $1.2M |
| ABBVAbbvie Inc | June 30, 2024 | +46.7% | $1.4M |
| EFViShares MSCI EAFE Value ETF | June 30, 2024 | +44.3% | $1.7M |
| PVALPutnam Focused Large-Cap Value ETF | June 30, 2024 | +40.4% | $40.9M |
Sold off last quarter
- Honeywell International IncCUSIP 438516106 was $342K
- VOVanguard Mid-Cap Index Fund ETF Shares was $190K
- CORCencora Inc was $92K
- IAKiShares U.S. Insurance ETF was $32K
- KKRKkr & Co Inc was $19K
- KMBKimberly-Clark Corp was $12K
- DVYiShares Select Dividend ETF was $7,508
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.4% | +14.8% |
| March 31, 2026 | −3.8% | −4.6% |
| December 31, 2025 | +0.9% | +2.4% |
| September 30, 2025 | +6.3% | +7.8% |
| June 30, 2025 | +9.3% | +10.5% |
| March 31, 2025 | −1.7% | −4.6% |
| December 31, 2024 | −1.4% | +2.1% |
| September 30, 2024 | +4.4% | +5.4% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: GGM Financial LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2021722&type=13F-HR&dateb=&owner=include&count=40CIK 2021722
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2021722/000202172226000006/Filed July 23, 2026 · accession 0002021722-26-000006