GM Advisory Group, LLC
Filing Date
Global Rank
#1,265
/ 8,827
▲ 19
· as of Mar 2026
Top Industry
Semiconductors
11.4%
Period ended 7 months ago
Filed Apr 28, 2026 · 6mo
25 quarters · since Mar 2020
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Unknown
Portfolio style
Measured from the filed 13F common-share book for Mar 31, 2026, never from the firm's own description.
Style
Concentrated
The top 10 positions are 71.5% of the book (60%+)
Turnover
Low turnover
17.3% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 17.9 quarters (12+), a floor since 30.0% of the book was already held when coverage starts
Closest benchmark: every 13F filer's combined book, active share 71.1%; sector active share 61.9% against the combined 13F book's sector weights.
Over time 25 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
355 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
27.3%
−0.9 pts
Top 5
61.9%
−0.9 pts
Top 10
71.5%
−1.6 pts
HHI
1,257
Diversified−70
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 75.0% | $1,943,517,967 |
| Technology | 8.7% | $224,455,660 |
| Financial Services | 5.0% | $129,387,905 |
| Energy | 2.6% | $67,587,975 |
| Consumer Cyclical | 2.5% | $64,769,083 |
| Communication Services | 2.4% | $63,444,251 |
| Healthcare | 1.5% | $38,741,669 |
| Industrials | 1.1% | $28,429,371 |
| Consumer Defensive | 0.7% | $19,016,527 |
| Utilities | 0.2% | $5,566,802 |
| Real Estate | 0.1% | $3,720,085 |
| Basic Materials | 0.1% | $2,114,957 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GCTS | GCT Semiconductor Holding, Inc. | +271,569 | 434,456 | $495,279 | |
| CVX | Chevron Corp | +165,319 | 186,364 | $38,558,711 | |
| SOFI | SoFi Technologies, Inc. | +160,000 | 200,426 | $3,182,764 | |
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | +116,648 | 4,861,791 | $372,121,483 | |
| BBAI | BigBear.ai Holdings, Inc. | +100,000 | 400,000 | $1,408,000 | |
| GENI | Genius Sports Ltd | +100,000 | 200,600 | $888,658 | |
| BKLC | BNY Mellon US Large Cap Core Equity ETF | +80,131 | 622,092 | $77,643,240 | |
| SPAB | State Street(R) SPDR(R) Portfolio Aggregate Bond ETF | +77,988 | 1,861,558 | $47,693,115 | |
| ACWX | iShares MSCI ACWI ex U.S. ETF | +73,782 | 1,092,037 | $74,771,773 | |
| IREN | IREN Ltd | +59,603 | 109,515 | $3,754,174 | |
| SPDW | State Street(R) SPDR(R) Portfolio Developed World ex-US ETF | +56,906 | 601,166 | $27,443,227 | |
| SCHF | Schwab International Equity ETF | +45,561 | 65,060 | $1,610,235 | |
| IAU | Ishares Gold Trust | +42,385 | 1,569,661 | $138,381,313 | |
| PDBC | Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | +40,591 | 2,385,149 | $41,310,780 | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | +37,599 | 377,781 | $53,807,347 | |
| SMH | VanEck Semiconductor ETF | +35,794 | 93,217 | $35,739,397 | |
| BKAG | BNY Mellon ETF Trust | +31,715 | 615,975 | $25,994,145 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | +29,970 | 224,500 | $29,836,050 | |
| SCHD | Schwab U.S. Dividend Equity ETF | +26,058 | 167,364 | $5,134,727 | |
| ILCG | iShares Morningstar Growth ETF | +22,811 | 356,056 | $33,996,226 | |
| PRF | Victory Portfolios II | +21,803 | 34,929 | $1,660,175 | |
| SPTI | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF | +20,721 | 481,957 | $13,812,887 | |
| FCX | Freeport-Mcmoran Inc | +20,210 | 27,290 | $1,604,106 | |
| SPTL | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF | +19,663 | 845,860 | $22,246,118 | |
| SHY | iShares 1-3 Year Treasury Bond ETF | +15,642 | 757,390 | $62,537,692 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SGOV | iShares 0-3 Month Treasury Bond ETF | −178,817 | 2,314,674 | $232,995,084 | |
| UA | Under Armour, Inc. | −100,000 | 103,000 | $596,370 | |
| UBER | Uber Technologies, Inc | −52,677 | 66,011 | $4,748,171 | |
| — | −48,040 | 1,586,304 | $46,288,350 | ||
| MASS | 908 Devices Inc. | −40,574 | 238,218 | $1,457,894 | |
| SARO | StandardAero, Inc. | −30,000 | 40,000 | $1,033,200 | |
| PM | Philip Morris International Inc. | −29,742 | 13,470 | $2,227,129 | |
| TWLO | Twilio Inc | −14,018 | 4,365 | $549,204 | |
| IWR | iShares Russell Mid-Cap ETF | −10,876 | 3,437 | $334,179 | |
| PG | PROCTER & GAMBLE Co | −9,445 | 15,392 | $2,223,220 | |
| NVDA | Nvidia Corp | −8,072 | 268,806 | $46,879,766 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | −8,050 | 13,450 | $1,066,181 | |
| VZ | Verizon Communications Inc | −7,899 | 8,604 | $431,920 | |
| IUSB | iShares Core Universal USD Bond ETF | −7,263 | 573,367 | $26,483,821 | |
| UNH | Unitedhealth Group Inc | −7,113 | 4,015 | $1,086,418 | |
| PUSA | Powerus Corp | −7,000 | 23,350 | $79,156 | |
| CRCL | Circle Internet Group, Inc. | −6,749 | 49,809 | $4,752,276 | |
| LGIH | LGI Homes, Inc. | −6,500 | 24,871 | $983,150 | |
| AON | Aon plc | −6,037 | 35,752 | $11,540,030 | |
| EPD | Enterprise Products Partners L.P. | −5,318 | 52,239 | $1,976,723 | |
| GFL | GFL Environmental Inc. | −4,458 | 13,980 | $583,245 | |
| TLT | iShares 20+ Year Treasury Bond ETF | −4,427 | 218,628 | $18,952,861 | |
| NKE | NIKE, Inc. | −4,417 | 10,966 | $579,224 | |
| FMB | First Trust Managed Municipal ETF | −4,319 | 240,580 | $12,187,782 | |
| IWV | iShares Russell 3000 ETF | −4,211 | 173,146 | $64,181,759 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 14,335 | $4,844,513 | |
| Z | Zillow Group, Inc. | 92,725 | $3,836,960 | |
| SCHB | Schwab U.S. Broad Market ETF | 86,934 | $2,182,043 | |
| CPNG | Coupang, Inc. | 100,000 | $1,888,000 | |
| SCHI | Schwab 5-10 Year Corporate Bond ETF | 69,838 | $1,583,925 | |
| BABA | Alibaba Group Holding Ltd | 10,483 | $1,315,197 | |
| SHEL | Shell plc | 12,331 | $1,146,783 | |
| NGG | National Grid PLC | 9,715 | $821,889 | |
| CP | Canadian Pacific Kansas City Ltd | 8,038 | $632,269 | |
| FNDF | Schwab Fundamental International Equity ETF | 11,875 | $581,043 | |
| XLI | State Street(R) Industrial Select Sector SPDR(R) ETF | 3,158 | $510,743 | |
| STUB | StubHub Holdings, Inc. | 78,200 | $487,968 | |
| AZN | Astrazeneca PLC | 2,421 | $477,469 | |
| COPX | Global X Copper Miners ETF | 5,762 | $439,928 | |
| GLW | Corning Inc | 2,958 | $402,199 | |
| NDAQ | Nasdaq, Inc. | 4,220 | $358,235 | |
| INTF | iShares International Equity Factor ETF | 9,068 | $353,289 | |
| CB | Chubb Ltd | 1,024 | $333,752 | |
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. | 14,825 | $321,109 | |
| NVS | Novartis AG | 2,102 | $321,080 | |
| BE | Bloom Energy Corp | 2,197 | $297,671 | |
| IONQ | IonQ, Inc. | 10,250 | $295,507 | |
| BSOL | Bitwise Solana Staking ETF | 25,052 | $276,824 | |
| TCAI | Tortoise AI Infrastructure ETF | 7,895 | $273,482 | |
| SGHC | Super Group (SGHC) Ltd | 25,115 | $271,242 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| UPS | United Parcel Service Inc | 26,403 | $2,618,913 | |
| KVUE | Kenvue Inc. | 102,691 | $1,771,419 | |
| GRAB | Grab Holdings Ltd | 305,133 | $1,522,613 | |
| BKSY | BlackSky Technology Inc. | 67,254 | $1,261,012 | |
| — | 40,000 | $1,083,600 | ||
| TMUS | T-Mobile US, Inc. | 5,112 | $1,037,940 | |
| ELF | e.l.f. Beauty, Inc. | 12,703 | $965,936 | |
| NLR | VanEck Uranium and Nuclear ETF | 4,671 | $580,138 | |
| HUBS | Hubspot Inc | 1,000 | $401,300 | |
| BR | Broadridge Financial Solutions, Inc. | 1,555 | $347,029 | |
| PRFZ | Invesco RAFI US 1500 Small-Mid ETF | 7,375 | $338,438 | |
| RDDT | Reddit, Inc. | 1,444 | $331,932 | |
| DASH | DoorDash, Inc. | 1,183 | $267,925 | |
| CRDO | Credo Technology Group Holding Ltd | 1,738 | $250,080 | |
| NVG | Nuveen AMT-Free Municipal Credit Income Fund | 19,300 | $244,338 | |
| HHH | Howard Hughes Holdings Inc. | 3,059 | $244,016 | |
| PAYX | Paychex Inc | 2,146 | $240,738 | |
| JAAA | Janus Henderson AAA CLO ETF | 4,658 | $235,601 | |
| CDNS | Cadence Design Systems Inc | 734 | $229,433 | |
| LNG | Cheniere Energy, Inc. | 1,157 | $224,909 | |
| USB | US Bancorp De | 4,156 | $221,764 | |
| CVS | CVS HEALTH Corp | 2,693 | $213,716 | |
| ANET | Arista Networks, Inc. | 1,577 | $206,634 | |
| CMCSA | Comcast Corp | 6,871 | $205,374 | |
| VGK | VANGUARD EUROPEAN STOCK INDEX FUND | 2,393 | $200,078 | |
| No positions match the current search. | ||||
355 tracked positions ·
$2,590,752,252 total
· filing declares
377 positions · $2,596,933,789
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 355 positions by value
· page 1 of 8
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
Added | 4,861,791 | $372,121,483 | 14.36% | |
| SGOV |
iShares 0-3 Month Treasury Bond ETF
|
Reduced | 2,314,674 | $232,995,084 | 8.99% | |
| IAU |
Ishares Gold Trust
|
Added | 1,569,661 | $138,381,313 | 5.34% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 344,929 | $110,656,672 | 4.27% | |
| BKLC |
BNY Mellon US Large Cap Core Equity ETF
|
Added | 622,092 | $77,643,240 | 3.00% | |
| ACWX |
iShares MSCI ACWI ex U.S. ETF
|
Added | 1,092,037 | $74,771,773 | 2.89% | |
| IWV |
iShares Russell 3000 ETF
|
Reduced | 173,146 | $64,181,759 | 2.48% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 252,479 | $64,076,645 | 2.47% | |
| SHY |
iShares 1-3 Year Treasury Bond ETF
|
Added | 757,390 | $62,537,692 | 2.41% | |
| ITOT |
iShares Core S&P Total U.S. Stock Market ETF
|
Added | 377,781 | $53,807,347 | 2.08% | |
| SOXX |
iShares Semiconductor ETF
|
Added | 145,424 | $47,795,051 | 1.84% | |
| SPAB |
State Street(R) SPDR(R) Portfolio Aggregate Bond ETF
|
Added | 1,861,558 | $47,693,115 | 1.84% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 268,806 | $46,879,766 | 1.81% | |
|
|
Reduced | 1,586,304 | $46,288,350 | 1.79% | ||
| PDBC |
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
|
Added | 2,385,149 | $41,310,780 | 1.59% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 61,322 | $39,880,149 | 1.54% | |
| CVX |
Chevron Corp
Energy
|
Added | 186,364 | $38,558,711 | 1.49% | |
| SPTM |
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
|
Added | 482,264 | $38,127,791 | 1.47% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 99,371 | $36,784,163 | 1.42% | |
| SMH |
VanEck Semiconductor ETF
|
Added | 93,217 | $35,739,397 | 1.38% | |
| ILCG |
iShares Morningstar Growth ETF
|
Added | 356,056 | $33,996,226 | 1.31% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 152,551 | $31,771,796 | 1.23% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Added | 224,500 | $29,836,050 | 1.15% | |
| SPDW |
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
|
Added | 601,166 | $27,443,227 | 1.06% | |
| IUSB |
iShares Core Universal USD Bond ETF
|
Reduced | 573,367 | $26,483,821 | 1.02% | |
| BKAG |
BNY Mellon ETF Trust
|
Added | 615,975 | $25,994,145 | 1.00% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 81,433 | $24,631,853 | 0.95% | |
| SPYG |
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF
|
Added | 245,089 | $23,996,663 | 0.93% | |
| SPTL |
State Street(R) SPDR(R) Portfolio Long Term Treasury ETF
|
Added | 845,860 | $22,246,118 | 0.86% | |
| IWB |
iShares Russell 1000 ETF
|
Reduced | 57,402 | $20,467,257 | 0.79% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 69,470 | $19,976,793 | 0.77% | |
| TLT |
iShares 20+ Year Treasury Bond ETF
|
Reduced | 218,628 | $18,952,861 | 0.73% | |
| SOC |
Sable Offshore Corp.
Energy
|
Held | 1,000,000 | $16,520,000 | 0.64% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 25,010 | $16,336,782 | 0.63% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 26,987 | $16,126,081 | 0.62% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 55,868 | $16,026,294 | 0.62% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 417,001 | $16,021,178 | 0.62% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Reduced | 35,193 | $15,006,295 | 0.58% | |
| SPTI |
State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF
|
Added | 481,957 | $13,812,887 | 0.53% | |
| FMB |
First Trust Managed Municipal ETF
|
Reduced | 240,580 | $12,187,782 | 0.47% | |
| IGM |
iShares Expanded Tech Sector ETF
|
Reduced | 99,698 | $11,815,209 | 0.46% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 39,273 | $11,552,545 | 0.45% | |
| AON |
Aon plc
Financial Services
|
Reduced | 35,752 | $11,540,030 | 0.45% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 19,491 | $11,151,385 | 0.43% | |
|
|
Added | 118,857 | $10,892,055 | 0.42% | ||
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 34,923 | $10,809,017 | 0.42% | |
| BOND |
PIMCO Active Bond Exchange-Traded Fund
|
Added | 109,129 | $10,070,424 | 0.39% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 10,002 | $9,199,539 | 0.36% | |
| VIG |
Vanguard Specialized Funds
|
Added | 40,984 | $8,814,019 | 0.34% | |
| TMFC |
Motley Fool 100 Index ETF
|
Added | 128,580 | $8,482,422 | 0.33% |
Showing the top 50 of 355 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.