Fund HoldingsGGM Financials LLC

Total Portfolio Value
$263.72M
Total Bought
$86.60M
Total Sold
$44.08M
Net Transaction
+$42.52M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
Putnam Focused Large-Cap Value ETF119,057802,017+682,9605,52440,86315.50%+35,338
Goldman Sachs NASDAQ - 100 Premium Income ETF
NASDA 100 ETF
403,928529,280+125,35219,99031,39211.90%+11,401
Thornburg Multi Sector Bond ETF
MULTI SECTOR BD
0419,150+419,150010,6254.03%+10,625
JPmorgan Active Growth ETF
ACTIVE GROWTH
601,161610,144+8,98350,81060,15422.81%+9,344
iShares Core MSCI EAFE ETF
CORE MSCI EAFE
58,17470,278+12,1045,2676,7872.57%+1,521
Goldman Sachs Municipal Income ETF
MUNI INCOME ETF
15,89344,732+28,8398102,3010.87%+1,491
Hartford Municipal Opportunities ETF
MUN OPORTUNITE
214,262248,505+34,2438,3019,7283.69%+1,427
Bank of New York Mellon Dynamic Value ETF
DYNAMIC VALUE
65,28890,191+24,9031,9363,0201.15%+1,084
iShares Russell 1000 Growth ETF5,82128,026+22,2052,4823,4801.32%+998
NYLI Mackay Muni Intermediate ETF
MACKAY MUN INTER
248,098286,032+37,9345,9806,9652.64%+984
iShares High-Yield Muni Active ETF20,34535,362+15,0179761,7610.67%+785
iShares ESG Advanced MSCI EAFE ETF4,71514,725+10,0102149890.38%+775
Goldman Sachs Small-Cap Equity ETF
SMAL CAP EQU ETF
28,02831,259+3,2311,5312,1640.82%+633
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF011,236+11,23606080.23%+608
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
INTER MUN BD ACT
47,56658,579+11,0132,4823,0811.17%+599
Invesco QQQ Trust04,667+4,66703,4371.30%+3,437
PIMCO RAFI ESG U.S. ETF
RAFI ESG US
010,491+10,49105020.19%+502
JPMorgan Active Value ETF
ACTIVE VALUE ETF
065,487+65,48705,2001.97%+5,200
WisdomTree U.S. Quality Dividend Growth Fund(WT)19,02121,239+2,2181,6712,0310.77%+360
iShares Expanded Tech-Software Sector ETF127,941116,968-10,97310,24210,5974.02%+356
Nvidia Corp(NVDA)010,994+10,99402,2000.83%+2,200
JPMorgan High Yield Municipal ETF
HIGH YIELD MUNI
55,84760,854+5,0072,7833,0811.17%+298
PIMCO Multisector Bond Active Exchange-Traded Fund
MULTISECTOR BD
4,83315,744+10,9111274180.16%+291
State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF05,039+5,03902730.10%+273
Apple Inc(AAPL)06,947+6,94702,0100.76%+2,010
iShares Core S&P Mid-Cap ETF23,35923,640+2811,5771,8230.69%+245
Vanguard Value Index Fund ETF Shares0953+95302080.08%+208
Wal-Mart Inc(WMT)2,2374,270+2,0332784840.18%+206
JPMorgan Chase & Co(JPM)04,299+4,29901,4070.53%+1,407
State Street SPDR Portfolio S&P 500 Growth ETF
ST STR P500GRW
010,385+10,38501,2360.47%+1,236
Eli Lilly & Co(LLY)0656+65607860.30%+786
Amplify Etho Climate Leadership U.S. ETF02,719+2,71902190.08%+219
Vertiv Holdings Co(VRT)2,0922,093+15247010.27%+176
Honeywell International Inc0758+75801700.06%+170
Alphabet Inc(GOOG)02,162+2,16207730.29%+773
Honeywell Aerospace Inc0758+75801680.06%+168
Vanguard Mega Capital Growth Index Fund ETF Shares01,901+1,90101670.06%+167
Fedex Freight Holding Co Inc01,088+1,08801640.06%+164
Autozone Inc(AZO)76131+552574190.16%+162
Caterpillar Inc(CAT)43343303064610.17%+155
iShares MSCI EAFE Growth ETF07,846+7,84609760.37%+976
iShares Core S&P Small-Cap ETF5,4705,553+836808240.31%+144
JPMorgan Sustainable Municipal Income ETF
SUST MUNI IN ETF
1,7984,592+2,794892320.09%+142
U.S. Bancorp(USB)04,928+4,92802980.11%+298
Broadcom Inc(AVGO)02,188+2,18808260.31%+826
Nuveen Esg Small-Cap ETF
NUVEEN ESG SMLCP
02,431+2,43101270.05%+127
Abbvie Inc(ABBV)05,528+5,52801,3910.53%+1,391
Avantis U.S. Small-Cap Value ETF01,005+1,00501250.05%+125
Cisco Systems Inc(CSCO)2,0802,422+3421612840.11%+123
iShares MSCI EAFE Value ETF21,90322,767+8641,6281,7430.66%+114
TJX Companies Inc(TJX)9171,686+7691462550.10%+109
WisdomTree International High Dividend Fund(WT)01,927+1,92701040.04%+104
Duke Energy Corp Com(DUK)1,7972,670+8732353380.13%+103
iShares Core S&P 500 ETF01,041+1,04107800.30%+780
Fidelity MSCI Information Technology Index ETF01,299+1,29903710.14%+371
iShares Core 60/40 Balanced Allocation ETF8652,205+1,340561530.06%+98
Vanguard FTSE Developed Markets ETF7472,037+1,290481450.06%+97
Vanguard Information Technology Index Fund ETF Shares
INF TECH ETF
01,257+1,25701500.06%+150
Dell Technologies Inc(DELL)127270+143211160.04%+96
Vanguard Total Stock Market Index Fund ETF Shares01,911+1,91107070.27%+707
Waste Management Inc(WM)6771,124+4471562500.09%+95
State Street SPDR Portfolio S&P 500 Value ETF
ST STR P500VAL
021,110+21,11001,2830.49%+1,283
GE Vernova Inc(GEV)93141+48811660.06%+85
Amazon.com Inc(AMZN)02,390+2,39005700.22%+570
WisdomTree Emerging Markets High Dividend Fund(WT)01,415+1,4150760.03%+76
Schwab U.S. Large-Cap ETF02,518+2,5180740.03%+74
Goldman Sachs Dynamic California Municipal Income ETF
DYNA CAL MUN ETF
2581,632+1,37413840.03%+70
Invesco S&P International Developed Momentum ETF9111,966+1,055501190.04%+69
WisdomTree U.S. Small-Cap Dividend Fund(WT)01,656+1,6560670.03%+67
PIMCO Ultra Short Government Active Exchange-Traded Fund
ULTR SH GO AC FD
0618+6180620.02%+62
Goldman Sachs Access Treasury 0-1 Year ETF0623+6230620.02%+62
JPMorgan Ultra-Short Income ETF
ULTRA SHRT ETF
01,186+1,1860600.02%+60
Mastercard Inc(MA)0589+58903020.11%+302
NYLI FTSE International Equity Currency Neutral ETF
FTSE INTL EQTY C
12,83412,826-84314890.19%+58
Schwab U.S. Broad Market ETF01,918+1,9180560.02%+56
iShares U.S. Technology ETF0863+86302180.08%+218
JPMorgan BetaBuilders U.S. Equity ETF
BETABUILDRS US
03,071+3,07104140.16%+414
Goldman Sachs Activebeta Emerging Markets Equity ETF8721,695+82338880.03%+50
State Street Global Allocation ETF
ST STR GLOBA ETF
02,881+2,88101520.06%+152
Nuveen Municipal Credit Income Fund(NZF)03,821+3,8210480.02%+48
Tesla Inc(TSLA)0963+96304050.15%+405
Qualcomm Inc(QCOM)01,005+1,00501860.07%+186
Oracle Corp(ORCL)01,066+1,06601560.06%+156
iShares MSCI USA Min Vol Factor ETF
MSCI USA MIN ETF
029,705+29,70502,8651.09%+2,865
Morgan Stanley(MS)0895+89501870.07%+187
Schwab Fundamental U.S. Large Company ETF01,166+1,1660360.01%+36
GE Aerospace(GE)0381+38101420.05%+142
Lam Research Corp(LRCX)151152+132660.02%+33
First Trust Value Line Dividend Index Fund
SHS
24,62524,702+771,1581,1900.45%+32
iShares Esg Aware MSCI USA ETF
ESG AWR MSCI USA
01,401+1,40102290.09%+229
Vanguard Dividend Appreciation Index Fund ETF Shares01,366+1,36603230.12%+323
Bank of America Corp03,589+3,58902040.08%+204
Invesco AI and Next Gen Software ETF
AI AND NEXT GEN
0631+6310660.02%+66
Intel Corp(INTC)297297013420.02%+28
Western Asset Municipal High Income Fund Inc03,835+3,8350270.01%+27
Vanguard Russell 1000 Growth Index Fund ETF Shares
VNG RUS1000GRW
0631+6310810.03%+81
Corning Inc(GLW)204204028520.02%+24
SPDR S&P Software & Services ETF
ST STR SW SERV
1,1141,059-551591820.07%+23
Procter & Gamble Co(PG)7,8807,910+301,1381,1600.44%+22
iShares Esg MSCI Emerging Markets ETF
ESG AWR MSCI EM
2,2222,238+161011220.05%+21
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