GGM Financial LLC

Q3 2026 13F-HR Holdings

Location
Columbus, OH
Holdings as of
9/30/2026
Date filed
11/5/2026
Form type
13F-HR
Num holdings
288
Total value ($000)
$310,690
Net value change ($000)
+46,975 (17.8%)
New positions
29
Sold out positions
40
Turnover %
24.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
BKGI 10,857 NEW
AAPL 1,313 65.3%
PM 999 NEW
BKDV 921 30.5%
IGV 840 7.9%
PG 733 63.2%
IEFA 561 8.3%
Space Exploration Technologies Corp 540 NEW
IWF 467 13.4%
FITB 385 NEW
Top Reduces (Value $000, Stocks/ETFs)
TMB -10,625 -100.0%
HMOP -9,728 -100.0%
MMIT -6,965 -100.0%
MUNI -3,081 -100.0%
JMHI -3,081 -100.0%
JGRO -2,897 -4.8%
JBND -2,817 -100.0%
GMUB -2,301 -100.0%
HIMU -1,761 -100.0%
GPIQ -519 -1.7%
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