GGM Financial LLC: 13F holdings

CIK 20217222026Q2

Positions265
Reported value$263.7m
Filed2026-07-23

Top 10 holdings

SecuritySharesValueWeight
JGRO JPmorgan Active Growth ETF610,144$60.2m22.8%
PVAL Putnam Focused Large-Cap Value ETF802,017$40.9m15.5%
Goldman Sachs NASDAQ - 100 Premium Income ETF529,280$31.4m11.9%
Thornburg Multi Sector Bond ETF419,150$10.6m4.0%
IGV iShares Expanded Tech-Software Sector ETF116,968$10.6m4.0%
Hartford Municipal Opportunities ETF248,505$9.7m3.7%
NYLI Mackay Muni Intermediate ETF286,032$7.0m2.6%
IEFA iShares Core MSCI EAFE ETF70,278$6.8m2.6%
JAVA JPMorgan Active Value ETF65,487$5.2m2.0%
IWF iShares Russell 1000 Growth ETF28,026$3.5m1.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2021722")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples