GM Advisory Group, LLC
CIK 1598304 · Holdings on Mar 31, 2026 · First reported Apr 28, 2026
Top ten holdings
Q1 2026- SPYM14.33%
- SGOV8.97%
- IAU5.33%
- VTI4.26%
- BKLC2.99%
- ACWX2.88%
- IWV2.47%
- AAPL2.47%
- SHY2.41%
- ITOT2.07%
Share classes counted separately48.18%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CVXWeight increased · +1.35 pp0.13% → 1.48%Shares +165.32K (+785.55%)
- SGOVWeight decreased · -0.84 pp9.81% → 8.97%Shares -178.82K (-7.17%)
- SPYMWeight decreased · -0.58 pp14.91% → 14.33%Shares +116.65K (+2.46%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYMSTE STR SPDR PT S&P 500 ETFETF View history and evidence | $372.12M | 14.33% | 4.86M shares | 14.91% → 14.33%-0.58 pp +116.65K (+2.46%) | Added | ▾ |
| 02 | SGOVISHARES 0-3 MONTH TREASURY BETF View history and evidence | $233.00M | 8.97% | 2.31M shares | 9.81% → 8.97%-0.84 pp -178.82K (-7.17%) | Reduced | ▾ |
| 03 | IAUISHARES GOLD TRUSTETF View history and evidence | $138.38M | 5.33% | 1.57M shares | 4.86% → 5.33%+0.47 pp +42.38K (+2.78%) | Added | ▾ |
| 04 | VTIVG MORNINGSTAR TS MKT ETF-USETF View history and evidence | $110.66M | 4.26% | 344.93K shares | 4.34% → 4.26%-0.08 pp +14.30K (+4.33%) | Added | ▾ |
| 05 | BKLCBNY MELLON US LRG CAP CORETF View history and evidence | $77.64M | 2.99% | 622.09K shares | 2.78% → 2.99%+0.21 pp +80.13K (+14.79%) | Added | ▾ |
| 06 | ACWXISHARES MSCI ACWI EX US ETFETF View history and evidence | $74.77M | 2.88% | 1.09M shares | 2.68% → 2.88%+0.20 pp +73.78K (+7.25%) | Added | ▾ |
| 07 | IWVISHARES RUSSELL 3000 ETFETF View history and evidence | $64.18M | 2.47% | 173.15K shares | 2.69% → 2.47%-0.22 pp -4.21K (-2.37%) | Reduced | ▾ |
| 08 | AAPLAPPLE INCCom View history and evidence | $64.08M | 2.47% | 252.48K shares | 2.71% → 2.47%-0.24 pp -1.59K (-0.63%) | Reduced | ▾ |
| 09 | SHYISHARES 1-3 YEAR TREASURY BOETF View history and evidence | $62.54M | 2.41% | 757.39K shares | 2.41% → 2.41%+0.00 pp +15.64K (+2.11%) | Added | ▾ |
| 10 | ITOTISHARES CORE S&P TOTAL U.S.ETF View history and evidence | $53.81M | 2.07% | 377.78K shares | 1.98% → 2.07%+0.09 pp +37.60K (+11.05%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 26
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| UPS UNITED PARCEL SERVICE-CL B | Non-derivative | -26,403 | -$2.62M | SEC filing ↗ | SEC filing ↗ |
| KVUE KENVUE INC | Non-derivative | -102,691 | -$1.77M | SEC filing ↗ | SEC filing ↗ |
| GRAB GRAB HOLDINGS LTD - CL A | Non-derivative | -305,133 | -$1.52M | SEC filing ↗ | SEC filing ↗ |
3 / 26 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1598304 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-04-28
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2596933789
}Research all 374 reported holdings.
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