GGM Financial LLC

Q1 2026 13F-HR Holdings

Location
Columbus, OH
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
236
Total value ($000)
$217,271
Net value change ($000)
+11,461 (5.6%)
New positions
22
Sold out positions
11
Turnover %
6.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2026 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)
IGV 10,242 NEW
IEFA 1,563 42.2%
HMOP 1,451 21.2%
ESGV 1,059 NEW
BUFF 933 3.6%
BKDV 802 70.7%
JGRO 773 1.5%
MMIT 770 14.8%
PVAL 767 16.1%
GMUB 709 702.0%
Top Reduces (Value $000, Stocks/ETFs)
IAK -9,877 -99.7%
JAVA -522 -9.8%
MSFT -486 -34.6%
AAPL -251 -12.5%
NVDA -221 -10.5%
LLY -208 -25.8%
QQQ -200 -6.5%
ABBV -195 -13.4%
KBWP -169 -100.0%
BBUS -151 -29.4%
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.
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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