GM Advisory Group, LLC

All 13F Filings

Location
Melville, NY
Most recent 13F
Q1 2026
Holdings value ($000)
2,596,934
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 4/28/2026 377 2,596,934 13F-HR GM Advisory Group, LLC
Q4 2025 2/13/2026 346 2,552,425 13F-HR GM Advisory Group, LLC
Q3 2025 11/19/2025 303 2,351,763 13F-HR GM Advisory Group, LLC
Q2 2025 8/13/2025 288 2,023,161 13F-HR GM Advisory Group, LLC
Q2 2014 7/31/2014 81 115,313 13F-HR GM Advisory Group, Inc.
Q1 2014 5/8/2014 80 128,912 13F-HR/A - RESTATEMENT GM Advisory Group, Inc.
Q1 2014 5/2/2014 81 129,113 13F-HR GM Advisory Group, Inc.
Q4 2013 3/4/2014 1 2,931 13F-HR/A - NEW HOLDINGS GM Advisory Group, Inc.
Q4 2013 2/4/2014 68 94,311 13F-HR GM Advisory Group, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 653.6 K 25.2% 14.12 K 0 14.12 K
ETFs 1.943 M 74.8% 30.31 K 0 30.31 K
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Fund Snapshot

Q1 2026
Latest filed
4/28/2026
Total value ($000)
2,596,934
Holdings
377
QoQ value change ($000)
44,509 (1.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.