Institutional Fund
Gm Advisory Group, LLC
Melville, NYCIK 15983045 filings on record
Portfolio Value
$2.60B
Q1 2026
Holdings
374
Reported positions
New Buys
56
Opened this quarter
QoQ Change
+1.7%
from $2.55B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust14.3%
- Ishares Tr9.0%
- Ishares Gold Tr5.3%
- Vanguard Index Fds4.3%
- Bny Mellon ETF Trust3.0%
- Ishares Tr2.9%
- Other61.2%
Portfolio Holdings
374 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 4.86M | $372.12M | 14.3% | +116.6K | Added |
| 2 | Ishares Tr | 2.31M | $233.00M | 9.0% | −178.8K | Reduced |
| 3 | Ishares Gold Tr | 1.57M | $138.38M | 5.3% | +42.4K | Added |
| 4 | Vanguard Index Fds | 344.9K | $110.66M | 4.3% | +14.3K | Added |
| 5 | Bny Mellon ETF Trust | 622.1K | $77.64M | 3.0% | +80.1K | Added |
| 6 | Ishares Tr | 1.09M | $74.77M | 2.9% | +73.8K | Added |
| 7 | Ishares Tr | 173.1K | $64.18M | 2.5% | −4.2K | Reduced |
| 8 | Apple Inc | 252.5K | $64.08M | 2.5% | −1.6K | Reduced |
| 9 | Ishares Tr | 757.4K | $62.54M | 2.4% | +15.6K | Added |
| 10 | Ishares Tr | 377.8K | $53.81M | 2.1% | +37.6K | Added |
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