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GGM Financials LLC

SEC CIK
0002021722
Latest filing
Jul 23, 2026

The latest 13F from GGM Financials LLC covers Q2 2026 (filed Jul 23, 2026): 265 long positions worth $263.7M. The top 10 holdings make up 70.5% of the portfolio, and the largest is J P Morgan Exchange Traded F at 22.8%. Livermore has 10 filings on Form 13F from this institution, going back to Q2 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
36
Est. +$14.8M
Added
123
Est. +$54.2M
Reduced
43
Est. −$46.8M
Sold out
7
Est. −$694.4K

Top 5 holdings

Share of this quarter's portfolio value

  1. J P Morgan Exchange Traded F46654Q609
    22.8%$60.2M
  2. Putnam ETF Trust746729300
    15.5%$40.9M
  3. Goldman Sachs ETF Tr38149W630
    11.9%$31.4M
  4. Thornburg ETF Tr88521L207
    4.0%$10.6M
  5. iShares Tr464287515
    4.0%$10.6M

Biggest buys

New and added positions, by estimated amount bought

  1. Putnam ETF Trust746729300
    +$34.8MAdded
  2. Thornburg ETF Tr88521L207
    +$10.6MNew
  3. Goldman Sachs ETF Tr38149W630
    +$7.43MAdded
  4. Goldman Sachs ETF Tr38149W549
    +$1.48MAdded
  5. Hartford FDS Exchange Traded41653L503
    +$1.34MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Putnam ETF Trust746729300
    +12.95 pp2.5% → 15.5%
  2. Thornburg ETF Tr88521L207
    +4.03 pp0.0% → 4.0%
  3. Goldman Sachs ETF Tr38149W630
    +2.70 pp9.2% → 11.9%
  4. Goldman Sachs ETF Tr38149W549
    +0.50 pp0.4% → 0.9%
  5. iShares Tr46436E767
    +0.28 pp0.0% → 0.3%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Innovator ETFs Trust45783Y814
    −$28.9MReduced
  2. iShares Russell Midcap ETF464287499
    −$13.8MReduced
  3. Vanguard World FD921910733
    −$1.03MReduced
  4. iShares Tr464287515
    −$994.2KReduced
  5. HONHoneywell International Inc
    −$342.1KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Innovator ETFs Trust45783Y814
    −12.46 pp12.5% → <0.1%
  2. iShares Russell Midcap ETF464287499
    −5.65 pp6.4% → 0.7%
  3. iShares Tr464287515
    −0.70 pp4.7% → 4.0%
  4. Vanguard World FD921910733
    −0.40 pp0.5% → 0.1%
  5. J P Morgan Exchange Traded F46654Q716
    −0.29 pp1.4% → 1.1%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$263.7M
+$46.4M (+21.4%) vs. prior quarter
Positions
265
+29 vs. prior quarter
Top 10 concentration
70.5%
Top 10 as share of value
Turnover
19.7%
Q2 2026, one quarter
Average holding period
7.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q2 2024), so positions held before then are understated.

13F filings by quarter

9 quarters, going back to Q2 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $263.7M (Q2 2026)

Q2 2024: $108.7MQ3 2024: $116.0MQ4 2024: $93.9MQ1 2025: $146.5MQ2 2025: $172.2MQ3 2025: $198.3MQ4 2025: $205.8MQ1 2026: $217.3MQ2 2026: $263.7M
Q2 2024Q2 2026
13F filings of GGM Financials LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 23, 2026265$263.7MJ P Morgan Exchange Traded FPutnam ETF TrustGoldman Sachs ETF Trvs. Q1 2026SEC
Q1 2026May 12, 2026236$217.3MJ P Morgan Exchange Traded FInnovator ETFs TrustGoldman Sachs ETF Trvs. Q4 2025SEC
Q4 2025Feb 4, 2026225$205.8MJ P Morgan Exchange Traded FInnovator ETFs TrustGoldman Sachs ETF Trvs. Q3 2025SEC
Q3 2025Nov 10, 2025229$198.3MJ P Morgan Exchange Traded FInnovator ETFs TrustGoldman Sachs ETF Trvs. Q2 2025SEC
Q2 2025Aug 1, 2025Amended60$172.2MJ P Morgan Exchange Traded FInnovator ETFs TrustGoldman Sachs ETF Trvs. Q1 2025SEC
Q1 2025Apr 11, 202561$146.5MJ P Morgan Exchange Traded FInnovator ETFs TrustGoldman Sachs ETF Trvs. Q4 2024SEC
Q4 2024Jan 29, 202555$93.9MPutnam ETF TrustGoldman Sachs ETF TrJ P Morgan Exchange Traded Fvs. Q3 2024SEC
Q3 2024Oct 31, 202454$116.0MInvesco Exchange Traded FD TPutnam ETF TrustGoldman Sachs ETF Trvs. Q2 2024SEC
Q2 2024Jul 30, 202452$108.7MInvesco Exchange Traded FD TPutnam ETF TrustGoldman Sachs ETF Tr–SEC