GGM Financials LLC

Q4 2025 13F-HR Holdings

Location
Columbus, OH
Holdings as of
12/31/2025
Date filed
2/4/2026
Form type
13F-HR
Num holdings
225
Total value ($000)
$205,810
Net value change ($000)
+7,506 (3.8%)
New positions
14
Sold out positions
18
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
JBND 1,686 156.3%
BKDV 1,134 NEW
BUFF 1,071 4.3%
IEFA 978 35.9%
GPIQ 901 4.7%
HMOP 675 10.9%
MMIT 457 9.6%
VTI 422 195.4%
PVAL 391 9.0%
IAK 362 3.8%
Top Reduces (Value $000, Stocks/ETFs)
CORP -1,107 -89.4%
IWF -491 -17.2%
USMV -446 -13.4%
JAVA -212 -3.8%
IJH -199 -11.3%
NVDA -190 -8.3%
XMHQ -177 -35.2%
XOM -149 -85.1%
MSFT -132 -8.6%
PG -77 -6.4%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type