GGM Financial LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), GGM Financial LLC reported 61 stock positions worth $146.5 million. Its top holding was JPMorgan Active Growth ETF (JGRO) at 26.8% of the portfolio, followed by Innovator Laddered Allocatio (BUFF, 14.7%) and GS Nasdaq-100 PR Inc. ETF-Usd (GPIQ, 10.9%). Compared with Q4 2024, it opened 7 new positions, sold out of 1, added to 29 and reduced 24. The biggest buy was JPMorgan Active Growth ETF (JGRO, shares +338%) and the biggest sale Putnam Focused LRG Cap Value (PVAL, shares −86%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBUS, OH
- CIK
- 0002021722
- Portfolio Value
- $146.5M (Q1 2025)
- SEC Filing
- 0001085146-25-002068 ↗ filed Apr 11, 2025
Holdings Value
Holdings 61 stocks · $146.5M
| JGRO JPMorgan Active Growth ETF | 26.84% | 532,792 | $39.3M | Add +338.0% |
| BUFF Innovator Laddered Allocatio | 14.65% | 486,687 | $21.5M | New |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | 10.95% | 359,443 | $16.0M | Add +29.2% |
| IWR iShares Russell Mid-Cap ETF | 7.17% | 123,426 | $10.5M | Add +5344.5% |
| IAK iShares U.S. Insurance ETF | 5.79% | 61,565 | $8.5M | Reduce -1.2% |
| JAVA JPMorgan Active Value ETF | 3.69% | 85,016 | $5.4M | Add +1.2% |
| USMV iShares MSCI USA Min Vol Fac | 2.38% | 37,177 | $3.5M | Reduce -2.3% |
| QQQ Invesco QQQ Trust Series 1 | 2.13% | 6,650 | $3.1M | Reduce -4.5% |
| PVAL Putnam Focused LRG Cap Value | 1.54% | 59,225 | $2.3M | Reduce -85.7% |
| DGRW Wisdomtree U.S. Quality Divi | 1.49% | 27,281 | $2.2M | Reduce -0.5% |
| AAPL Apple Inc. | 1.12% | 7,396 | $1.6M | Add +0.9% |
| XMHQ Invesco S&P Midcap Qual ETF | 1.10% | 17,669 | $1.6M | Reduce -20.8% |
| IJH iShares Core S&P Midcap ETF | 1.03% | 25,750 | $1.5M | Add +15.2% |
| ABBV Abbvie Inc. | 1.00% | 6,973 | $1.5M | Add +0.3% |
| NVDA Nvidia Corp. | 0.93% | 12,503 | $1.4M | Add +12.4% |
| PG The Procter & Gamble Co. | 0.92% | 7,913 | $1.3M | Reduce -3.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.91% | 25,977 | $1.3M | Add +0.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.86% | 16,598 | $1.3M | Add +25.3% |
| FVD First Trust Value Line DVD | 0.78% | 25,601 | $1.1M | Add +0.1% |
| MSFT Microsoft Corp. | 0.76% | 2,959 | $1.1M | Add +27.7% |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.73% | 39,098 | $1.1M | Add +1.7% |
| JPM JPMorgan Chase & Co. | 0.66% | 3,946 | $968K | Reduce -5.4% |
| CORP PIMCO Inv Grade Corp. BD ETF | 0.66% | 9,920 | $960K | Add +8.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.62% | 11,257 | $905K | Reduce -13.6% |
| GLD SPDR Gold Shares | 0.61% | 3,095 | $892K | No change |
| ABT Abbott Laboratories | 0.57% | 6,335 | $840K | Add +36.9% |
| EFV iShares MSCI Eafe Value ETF | 0.57% | 14,095 | $831K | Reduce -1.8% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.54% | 33,055 | $792K | Add +35.9% |
| MCD McDonald's Corp. | 0.53% | 2,469 | $771K | Add +0.5% |
| JMUB JPMorgan Municipal ETF | 0.46% | 13,610 | $681K | Reduce -2.1% |
| TCAF T Rowe PRC Cap Appreciation | 0.44% | 20,185 | $652K | Add +4.2% |
| IJR iShares Core S&P Small-Cap E | 0.44% | 6,190 | $647K | Reduce -1.1% |
| HMOP Hartford Municipal Opp ETF | 0.43% | 16,397 | $630K | Add +14.7% |
| IVV iShares Core S&P 500 ETF | 0.43% | 1,108 | $623K | Reduce -4.4% |
| LLY Eli Lilly & Co. | 0.42% | 747 | $617K | Add +0.1% |
| IWF iShares Russell 1000 Growth | 0.36% | 1,454 | $525K | Add +0.1% |
| FDX FedEx Corp. | 0.36% | 2,141 | $522K | New |
| PEP Pepsico Inc. | 0.31% | 3,065 | $460K | Reduce -1.5% |
| AMZN Amazon.com Inc. | 0.31% | 2,368 | $451K | Reduce -3.9% |
| BBUS JPMorgan Betabuilders US Equ | 0.30% | 4,362 | $440K | Reduce -39.7% |
| GOOGL Alphabet Inc. Class A | 0.29% | 2,720 | $421K | Add +2.8% |
| LMT Lockheed Martin Corp. | 0.29% | 939 | $420K | New |
| AVGO Broadcom Inc. | 0.26% | 2,305 | $386K | New |
| SCHD Schwab US DVD Equity ETF | 0.24% | 12,733 | $356K | Reduce -26.8% |
| GSC Goldman Sachs Small Cap Equi | 0.24% | 7,635 | $356K | Add +91.1% |
| JMHI JPMorgan High Yield Municpl | 0.24% | 6,901 | $348K | New |
| JBND JPMorgan Active Bond ETF | 0.23% | 6,291 | $337K | New |
| HON Honeywell International Inc. | 0.22% | 1,494 | $316K | Reduce -3.4% |
| MUNI PIMCO Intermediate Municipal | 0.22% | 6,118 | $315K | Add +6.3% |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 1,491 | $289K | Add +0.2% |
| EFG iShares MSCI Eafe Growth ETF | 0.19% | 2,826 | $283K | Reduce -1.7% |
| XLE SS Energy Select Sector | 0.18% | 2,870 | $268K | Reduce -8.9% |
| MA Mastercard Inc. Class A | 0.18% | 484 | $265K | Add +0.2% |
| SPGI S&P Global Inc. | 0.18% | 507 | $258K | Add +0.2% |
| HD Home Depot Inc. | 0.18% | 702 | $257K | Reduce -0.4% |
| AEP American Electric Power | 0.18% | 2,353 | $257K | Reduce -28.7% |
| TLH iShares 10-20 Year Treasury | 0.15% | 2,104 | $218K | Reduce -48.4% |
| NKE Nike Inc. Class B | 0.15% | 3,382 | $215K | Add +0.5% |
| GAL SS Global Allocation ETF | 0.15% | 4,784 | $214K | Reduce -2.3% |
| FTEC Fidelity MSCI Info Tech Indx | 0.14% | 1,297 | $209K | Add +0.1% |
| UBER Uber Technologies Inc. | 0.14% | 2,773 | $202K | New |
Portfolio Sells Q4 2024 → Q1 2025
| PVAL Putnam Focused LRG Cap Value | Reduce -85.7% | 1.54% | −14.77 |
| IAK iShares U.S. Insurance ETF | Reduce -1.2% | 5.79% | −2.60 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.5% | 2.13% | −1.66 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -20.8% | 1.10% | −1.23 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -2.3% | 2.38% | −1.22 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -0.5% | 1.49% | −0.87 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -13.6% | 0.62% | −0.60 |
| PG The Procter & Gamble Co. | Reduce -3.5% | 0.92% | −0.54 |
| BBUS JPMorgan Betabuilders US Equ | Reduce -39.7% | 0.30% | −0.52 |
| JPM JPMorgan Chase & Co. | Reduce -5.4% | 0.66% | −0.40 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.1% | 0.44% | −0.33 |
| IVV iShares Core S&P 500 ETF | Reduce -4.4% | 0.43% | −0.30 |
| TLH iShares 10-20 Year Treasury | Reduce -48.4% | 0.15% | −0.28 |
| JMUB JPMorgan Municipal ETF | Reduce -2.1% | 0.46% | −0.28 |
| AMZN Amazon.com Inc. | Reduce -3.9% | 0.31% | −0.27 |
| SCHD Schwab US DVD Equity ETF | Reduce -26.8% | 0.24% | −0.26 |
| EFV iShares MSCI Eafe Value ETF | Reduce -1.8% | 0.57% | −0.23 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.22 |
| PEP Pepsico Inc. | Reduce -1.5% | 0.31% | −0.19 |
| HON Honeywell International Inc. | Reduce -3.4% | 0.22% | −0.16 |
| AEP American Electric Power | Reduce -28.7% | 0.18% | −0.15 |
| HD Home Depot Inc. | Reduce -0.4% | 0.18% | −0.12 |
| XLE SS Energy Select Sector | Reduce -8.9% | 0.18% | −0.10 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -1.7% | 0.19% | −0.10 |
| GAL SS Global Allocation ETF | Reduce -2.3% | 0.15% | −0.08 |
Portfolio Buys Q4 2024 → Q1 2025
| JGRO JPMorgan Active Growth ETF | Add +338.0% | 26.84% | +16.35 |
| BUFF Innovator Laddered Allocatio | New | 14.65% | +14.65 |
| IWR iShares Russell Mid-Cap ETF | Add +5344.5% | 7.17% | +6.96 |
| FDX FedEx Corp. | New | 0.36% | +0.36 |
| LMT Lockheed Martin Corp. | New | 0.29% | +0.29 |
| AVGO Broadcom Inc. | New | 0.26% | +0.26 |
| JMHI JPMorgan High Yield Municpl | New | 0.24% | +0.24 |
| JBND JPMorgan Active Bond ETF | New | 0.23% | +0.23 |
| UBER Uber Technologies Inc. | New | 0.14% | +0.14 |
| GSC Goldman Sachs Small Cap Equi | Add +91.1% | 0.24% | +0.02 |
| ABT Abbott Laboratories | Add +36.9% | 0.57% | +0.02 |
| MMIT Nylim Mackay Muni Intermedia | Add +35.9% | 0.54% | −0.08 |
| MA Mastercard Inc. Class A | Add +0.2% | 0.18% | −0.09 |
| SPGI S&P Global Inc. | Add +0.2% | 0.18% | −0.09 |
| MUNI PIMCO Intermediate Municipal | Add +6.3% | 0.22% | −0.10 |
| FTEC Fidelity MSCI Info Tech Indx | Add +0.1% | 0.14% | −0.11 |
| VIG Vanguard Dividend Apprec ETF | Add +0.2% | 0.20% | −0.11 |
| NKE Nike Inc. Class B | Add +0.5% | 0.15% | −0.12 |
| IEFA iShares Core MSCI Eafe ETF | Add +25.3% | 0.86% | −0.13 |
| HMOP Hartford Municipal Opp ETF | Add +14.7% | 0.43% | −0.16 |
| LLY Eli Lilly & Co. | Add +0.1% | 0.42% | −0.19 |
| MCD McDonald's Corp. | Add +0.5% | 0.53% | −0.23 |
| TCAF T Rowe PRC Cap Appreciation | Add +4.2% | 0.44% | −0.24 |
| GOOGL Alphabet Inc. Class A | Add +2.8% | 0.29% | −0.25 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.36% | −0.26 |
| CORP PIMCO Inv Grade Corp. BD ETF | Add +8.4% | 0.66% | −0.27 |
| MSFT Microsoft Corp. | Add +27.7% | 0.76% | −0.28 |
| ABBV Abbvie Inc. | Add +0.3% | 1.00% | −0.32 |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui | Add +1.7% | 0.73% | −0.33 |
| FVD First Trust Value Line DVD | Add +0.1% | 0.78% | −0.41 |
| IJH iShares Core S&P Midcap ETF | Add +15.2% | 1.03% | −0.46 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.7% | 0.91% | −0.50 |
| NVDA Nvidia Corp. | Add +12.4% | 0.93% | −0.67 |
| AAPL Apple Inc. | Add +0.9% | 1.12% | −0.83 |
| JAVA JPMorgan Active Value ETF | Add +1.2% | 3.69% | −1.97 |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | Add +29.2% | 10.95% | −3.58 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 264 | $263.7M | JGRO, PVAL, GPIQ, TMB, IGV |
| Q1 2026 | 235 | $217.3M | JGRO, BUFF, GPIQ, IWR, IGV |
| Q4 2025 | 224 | $205.8M | JGRO, BUFF, GPIQ, IWR, IAK |
| Q3 2025 | 228 | $198.3M | JGRO, BUFF, GPIQ, IWR, IAK |
| Q2 2025Amended | 60 | $172.2M | JGRO, BUFF, GPIQ, IWR, IAK |
| Q1 2025 | 61 | $146.5M | JGRO, BUFF, GPIQ, IWR, IAK |
| Q4 2024 | 55 | $93.9M | PVAL, GPIQ, JGRO, IAK, JAVA |
| Q3 2024 | 54 | $116.0M | XMHQ, PVAL, GPIQ, GBIL, TLH |
| Q2 2024 | 52 | $108.7M | XMHQ, PVAL, GPIQ, GBIL, TLH |