Institutional Fund
Ggm Financial LLC
Columbus, OHCIK 20217226 filings on record
Portfolio Value
$217.27M
Q1 2026
Holdings
236
Reported positions
New Buys
22
Opened this quarter
QoQ Change
+5.6%
from $205.81M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- J P Morgan Exchange Traded F23.4%
- Innovator Etfs Trust12.5%
- Goldman Sachs ETF Tr9.2%
- Ishares Tr6.4%
- Ishares Tr4.7%
- Hartford Fds Exchange Traded3.8%
- Other40.0%
Portfolio Holdings
236 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 601.2K | $50.81M | 23.4% | +62.0K | Added |
| 2 | Innovator Etfs Trust | 548.4K | $27.09M | 12.5% | +23.7K | Added |
| 3 | Goldman Sachs ETF Tr | 403.9K | $19.99M | 9.2% | +26.1K | Added |
| 4 | Ishares Tr | 142.6K | $13.87M | 6.4% | +4.3K | Added |
| 5 | Ishares Tr | 127.9K | $10.24M | 4.7% | +127.9K | New |
| 6 | Hartford Fds Exchange Traded | 214.3K | $8.30M | 3.8% | +39.1K | Added |
| 7 | New York Life Invts Active E | 248.1K | $5.98M | 2.8% | +34.0K | Added |
| 8 | Putnam ETF Trust | 119.1K | $5.52M | 2.5% | +14.7K | Added |
| 9 | Ishares Tr | 58.2K | $5.27M | 2.4% | +16.8K | Added |
| 10 | J P Morgan Exchange Traded F | 67.2K | $4.82M | 2.2% | −7.3K | Reduced |
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