Long-term investor

Ggm Financial LLC @ggmfinancialllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002021722).

Record

  • Tracked since 2025-12-31 (257 days), 32 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.2%
  • Max drawdown n/a · win rate 11% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • JGRO · 22.8% · long · since 2025-12-31
  • PVAL · 15.5% · long · since 2025-12-31
  • GPIQ · 11.9% · long · since 2025-12-31
  • TMB · 4.0% · long · since 2026-06-30
  • IGV · 4.0% · long · since 2026-03-31
  • HMOP · 3.7% · long · since 2025-12-31
  • MMIT · 2.6% · long · since 2025-12-31
  • IEFA · 2.6% · long · since 2025-12-31
  • JAVA · 2.0% · long · since 2025-12-31
  • IWF · 1.3% · long · since 2025-12-31
  • 46090E103 · 1.3% · long · since 2025-12-31
  • MUNI · 1.2% · long · since 2025-12-31

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