GM Advisory Group, LLC

Q1 2026 13F-HR Holdings

Location
Melville, NY
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
377
Total value ($000)
$2,596,934
Net value change ($000)
+44,509 (1.7%)
New positions
56
Sold out positions
27
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CVX 35,351 1102.0%
SMH 15,059 72.8%
IAU 14,412 11.6%
PDBC 10,246 33.0%
SOC 7,500 83.1%
BKLC 6,755 9.5%
ACWX 6,417 9.4%
TSM 4,845 NEW
SOXX 4,124 9.4%
ZG 3,837 NEW
Top Reduces (Value $000, Stocks/ETFs)
SGOV -17,302 -6.9%
SPYM -8,534 -2.2%
AXP -5,551 -18.4%
AAPL -4,996 -7.2%
UBER -4,950 -51.0%
NVDA -4,758 -9.2%
PM -4,704 -67.9%
MSFT -4,686 -11.3%
IBIT -4,483 -21.9%
IWV -4,428 -6.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type