Universe · entity
GM Advisory Group, LLC
Institutional manager (13F) · CIK 1598304
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR Portfolio S&P 500 ETF | $372M | 4,861,791 |
| 2 | iShares TR iShares 0-3 MNTH Treas BD ETF | $233M | 2,314,674 |
| 3 | iShares Gold Trust iShares New | $138M | 1,569,661 |
| 4 | Vanguard Index FDS Vanguard Total STK MKT ETF | $111M | 344,929 |
| 5 | BNY Mellon ETF TR US Large Cap Core Equity ETF | $78M | 622,092 |
| 6 | iShares TR MSCI Acwi Ex US ETF | $75M | 1,092,037 |
| 7 | iShares TR Russell 3000 ETF | $64M | 173,146 |
| 8 | Apple Inc Com | $64M | 252,479 |
| 9 | iShares Barclays 1-3 YR TSY BD | $63M | 757,390 |
| 10 | iShares TR Core S&P Total U S STK MKT ETF | $54M | 377,781 |
| 11 | iShares TR PHLX Semiconductor ETF | $48M | 145,424 |
| 12 | SPDR Ser TR Barclays Aggregate BD ETF | $48M | 1,861,558 |
| 13 | Nvidia Corp Com | $47M | 268,806 |
| 14 | SPDR Ser TR Bloomberg Barclays 1-3 YR U S Treas Index | $46M | 1,586,304 |
| 15 | Invesco Actively Managed Exchange Traded Commodity FD TR Optimum Yield Divsf Commodity Strategy No K1 ETF | $41M | 2,385,149 |
| 16 | SPDR S&P 500 ETF TR TR Unit | $40M | 61,322 |
| 17 | Chevron Corp | $39M | 186,364 |
| 18 | SPDR Port TTL STCK MRKT | $38M | 482,264 |
| 19 | Microsoft Corp Com | $37M | 99,371 |
| 20 | Vaneck Semiconductor | $36M | 93,217 |
| 21 | iShares TR Morningstar Large-Cap Growth ETF | $34M | 356,056 |
| 22 | Amazon Com Inc | $32M | 152,551 |
| 23 | Technology Select Index 'SPDR' | $30M | 224,500 |
| 24 | SPDR Portfolio World Ex-US ETF | $27M | 601,166 |
| 25 | iShares TR Core Total Usd BD MKT ETF | $26M | 573,367 |
| 26 | BNY Mellon ETF TR Core BD ETF ETF | $26M | 615,975 |
| 27 | American Express Co | $25M | 81,433 |
| 28 | SPDR Ser TR S&P 500 Growth ETF | $24M | 245,089 |
| 29 | SPDR Portfolio Long Term Treas ETF | $22M | 845,860 |
| 30 | iShares TR Russell 1000 ETF | $20M | 57,402 |
| 31 | Alphabet Inc Cap STK CL A | $20M | 69,470 |
| 32 | iShares TR Barclays 20 Treas BD FD | $19M | 218,628 |
| 33 | Sable Offshore Corp Com | $17M | 1,000,000 |
| 34 | iShares TR Core S&P 500 ETF | $16M | 25,010 |
| 35 | Vanguard Index FDS S&P 500 ETF SHS New | $16M | 26,987 |
| 36 | Alphabet Inc Cap STK CL C | $16M | 55,868 |
| 37 | iShares Bitcoin TR SHS Ben Int | $16M | 417,001 |
| 38 | iShares Russell 1000 Growth ETF | $15M | 35,193 |
| 39 | SPDR Ser TR Bloomberg Barclays 30-10 YR US Treas Index | $14M | 481,957 |
| 40 | First TR Exchange Traded FD III Managed Mun ETF | $12M | 240,580 |
| 41 | iShares TR North Amern Tech ETF | $12M | 99,698 |
| 42 | JPMorgan Chase & Co | $12M | 39,273 |
| 43 | Aon PLC CL A | $12M | 35,752 |
| 44 | Meta Platforms Class A | $11M | 19,491 |
| 45 | SPDR Ser TR SPDR Bloomberg Barclays 1-3 MNTH T Bill ETF New | $11M | 118,857 |
| 46 | Broadcom Inc | $11M | 34,923 |
| 47 | PIMCO ETF TR Total Return Active ETF | $10M | 109,129 |
| 48 | Eli Lilly & Co | $9M | 10,002 |
| 49 | Vanguard Specialized Portfolios Dividend Appreciation Index FD ETF | $9M | 40,984 |
| 50 | RBB FD Inc (imotley Fool 100 Index Etf) | $8M | 128,580 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.