GM Advisory Group, LLC
Annual return '25
+34.2%
SPY '25
+17.7%
Alpha
+16.5ptsvs SPY
Invested
$2.6B
Holdings
365
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR Portfolio S&P 500 ETF
Q2 2025: Increased +5.3% (4.18M → 4.41M shares)
14.3%
02
$SGOV
iShares TR iShares 0-3 MNTH Treas BD ETF
Q2 2025: Sold 18.4% (1.48M → 1.21M shares)
9.0%
03
$IAU
iShares Gold Trust iShares New
Q1 2026: Sold 10.4% (202.4k → 181.4k shares)
5.3%
04
$VTI
Vanguard Index FDS Vanguard Total STK MKT ETF
Q1 2026: Increased +5.1% (2.7k → 2.9k shares)
4.3%
05
$BKLC
BNY Mellon ETF TR US Large Cap Core Equity ETF
Q2 2025: Increased +8.5% (417.5k → 452.8k shares)
3.0%
06
$ACWX
iShares TR MSCI Acwi Ex US ETF
Q2 2025: Increased +7.4% (772.3k → 829.3k shares)
2.9%
07
$IWV
iShares TR Russell 3000 ETF
Q4 2025: New position (725 shares)
2.5%
08
$AAPL
Apple Inc Com
Q1 2026: Increased +1.3% (361.3k → 366.1k shares)
2.5%
09
$SHY
iShares Barclays 1-3 YR TSY BD
Q1 2026: Sold 15.0% (61.7k → 52.5k shares)
2.4%
10
$ITOT
iShares TR Core S&P Total U S STK MKT ETF
Q2 2025: Increased +21.6% (209.0k → 254.1k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:29 UTC.