DOSSIER · 13F-HR · Q1 2026

GGM Financials LLC

GGM Financials's asset manager based in Greenwich, CT — $217M in tracked AUM across 236 positions as of Q1 2026.

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GGM Financials·Greenwich, CT·Asset Manager

CIK 0002021722 · last filed Mar 31, 2026

Total AUM

$217M

▲ 17.7%

vs prior

Holdings

236

—

positions

Whale Score

59

59

tracked

Activity

—

no data

changes this Q

Top sector

Tech

14% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of GGM Financials LLC 13F Filing

Portfolio Overview

GGM Financials LLC manages a portfolio with a total value of approximately $144.96 million as of September 30, 2025. This represents a decrease of 15.8% from the previous quarter's value of $172.25 million. The portfolio consists of 113 holdings, indicating a diversified approach that leans heavily on fund-of-funds and ETF structures rather than concentrated individual stock selection.

The portfolio is highly conc...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

JPmorgan Active Growth ETF

$51M601K23.4%

02

Innovator Laddered Fund of S&P 500 Power Buffer ETF

$27M548K12.5%

03

Goldman Sachs NASDAQ - 100 Premium Income ETF

$20M404K9.2%

04

iShares Russell Mid-Cap ETF

$14M143K6.4%

05

iShares Expanded Tech-Software Sector ETF

$10M128K4.7%

06

Hartford Municipal Opportunities ETF

$8M214K3.8%

07

NYLI Mackay Muni Intermediate ETF

$6M248K2.8%

08

Putnam Focused Large-Cap Value ETF

$6M119K2.5%

09

iShares Core MSCI EAFE ETF

$5M58K2.4%

10

JPMorgan Active Value ETF

$5M67K2.2%

Filing history

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