GGM Financials LLC
Annual return '25
+12.7%
SPY '25
+17.7%
Alpha
-5.0ptsvs SPY
Invested
$217.3M
Holdings
235
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JGRO
JPmorgan Active Growth ETF
Q2 2025: Increased +4.4% (532.8k → 556.4k shares)
23.4%
02
$BUFF
Innovator Laddered Fund of S&P 500 Power Buffer ETF
Q2 2025: Increased +3.6% (486.7k → 504.2k shares)
12.5%
03
$GPIQ
Goldman Sachs NASDAQ - 100 Premium Income ETF
Q2 2025: Increased +4.2% (359.4k → 374.6k shares)
9.2%
04
$IWR
iShares Russell Mid-Cap ETF
Q4 2025: New position (4.6k shares)
6.4%
05
$IGV
iShares Expanded Tech-Software Sector ETF
Held since at least Q1 2024
4.7%
06
$HMOP
Hartford Municipal Opportunities ETF
Q2 2025: Increased +461.5% (16.4k → 92.1k shares)
3.8%
07
$MMIT
NYLI Mackay Muni Intermediate ETF
Q2 2025: Increased +244.7% (33.1k → 114.0k shares)
2.8%
08
$PVAL
Putnam Focused Large-Cap Value ETF
Q1 2026: New position (4.6k shares)
2.5%
09
$IEFA
iShares Core MSCI EAFE ETF
Q1 2026: Increased +115.1% (5.3k → 11.4k shares)
2.4%
10
$JAVA
JPMorgan Active Value ETF
Q1 2025: Increased +1.2% (84.0k → 85.0k shares)
2.2%
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 12:17 UTC.