GGM Financial LLC

Q2 2026 13F-HR Holdings

Location
Columbus, OH
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
265
Total value ($000)
$263,715
Net value change ($000)
+46,444 (21.4%)
New positions
36
Sold out positions
7
Turnover %
5.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
PVAL 35,339 639.7%
GPIQ 11,402 57.0%
TMB 10,625 NEW
JGRO 9,344 18.4%
IEFA 1,520 28.9%
GMUB 1,491 184.1%
HMOP 1,427 17.2%
BKDV 1,084 56.0%
IWF 998 40.2%
MMIT 985 16.5%
Top Reduces (Value $000, Stocks/ETFs)
BUFF -27,078 -99.9%
IWR -11,934 -86.0%
ESGV -841 -79.4%
HON -342 -100.0%
IOT -280 -86.2%
ABT -204 -31.1%
VO -190 -100.0%
GLD -184 -14.4%
XJH -163 -76.2%
PEP -140 -44.0%
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