What does Gerald Baker Financial Group LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Gerald Baker Financial Group LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

EXXON MOBIL CORP

$24M141K7.6%

VANGUARD SPECIALIZED FUNDS

$19M90K6.1%

GLACIER BANCORP INC NEW

$19M424K6.0%

NNN REIT INC

$15M345K4.6%

ISHARES TR

$14M22K4.6%

INVESCO QQQ TR

$14M25K4.5%

CATERPILLAR INC

$11M15K3.5%

PROSHARES TR

$10M90K3.0%

REAVES UTIL INCOME FD

$9M237K2.9%

FIRST TR EXCHNG TRADED FD VI

$8M242K2.6%

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