GGM Financials LLC

Q3 2025 13F-HR Holdings

Location
Columbus, OH
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
229
Total value ($000)
$198,304
Net value change ($000)
+26,054 (15.1%)
New positions
170
Sold out positions
0
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/1/2025 Next filing: 2/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
HMOP 2,651 75.2%
MMIT 2,035 74.9%
JGRO 1,962 4.1%
BUFF 1,395 5.9%
PVAL 1,188 37.4%
IWR 1,170 9.6%
JBND 1,079 NEW
IAK 1,000 11.7%
JMHI 790 43.2%
HIMU 615 NEW
Top Reduces (Value $000, Stocks/ETFs)
XMHQ -285 -36.2%
HD -52 -20.1%
PG -49 -3.9%
HON -33 -9.5%
HFXI -27 -5.8%
SPGI -20 -7.5%
ABT -18 -2.1%
LLY -11 -1.9%
FVD -10 -0.9%
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