DOSSIER · 13F-HR · Q1 2026

GM Advisory Group, LLC

$2.6B in tracked AUM across 377 positions as of Q1 2026.

GA
CIK 0001598304 · last filed Mar 31, 2026
Total AUM
$2.6B
as of Q1 2026
Holdings
377
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

GM Advisory 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR Portfolio S&P 500 ETF
$372M4.9M14.3%
02
SGOV
iShares TR iShares 0-3 MNTH Treas BD ETF
$233M2.3M9.0%
03
IAU
iShares Gold Trust iShares New
$138M1.6M5.3%
04
VTI
Vanguard Total Com Market ETF
$111M345K4.3%
05
BKLC
BNY Mellon ETF TR US Large Cap Core Equity ETF
$78M622K3.0%
06
ACWX
iShares TR MSCI Acwi Ex US ETF
$75M1.1M2.9%
07
IWV
iShares TR Russell 3000 ETF
$64M173K2.5%
08
AAPL
Apple Inc Com
$64M252K2.5%
09
SHY
iShares Barclays 1-3 YR TSY BD
$63M757K2.4%
10
ITOT
iShares TR Core S&P Total U S STK MKT ETF
$54M378K2.1%

Filing history

2026Q1Mar 31
$2.6B 1.7%
377 positionsView →
2025Q4Dec 31
$2.6B 8.5%
346 positionsView →
2025Q3Sep 30
$2.4B 16.2%
303 positionsView →
2025Q2Jun 30
$2.0B 9.2%
288 positionsLocked
2025Q1Mar 31
$1.9B 2.5%
268 positionsLocked
2024Q4Dec 31
$1.8B 8.3%
258 positionsLocked
2024Q3Sep 30
$1.7B 7.7%
252 positionsLocked
2024Q2Jun 30
$1.5B 8.7%
241 positionsLocked
2024Q1Mar 31
$1.4B 7.7%
225 positionsLocked
2023Q4Dec 31
$1.3B 8.2%
199 positionsLocked
2023Q3Sep 30
$1.2B 1.3%
192 positionsLocked
2023Q2Jun 30
$1.2B 10.0%
192 positionsLocked
Showing 12 of 48