Gm Advisory Group, Inc. Top Holdings and 13F Report (2026)

About Gm Advisory Group, Inc.

Investment Activity

Gm Advisory Group, Inc. has $2.60 billion in total holdings as of March 31, 2026.
Gm Advisory Group, Inc. owns shares of 377 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
Approximately 10.44% of the portfolio was purchased this quarter.
About 2.63% of the portfolio was sold this quarter.
This quarter, Gm Advisory Group, Inc. has purchased 348 new stocks and bought additional shares in 176 stocks.
Gm Advisory Group, Inc. sold shares of 93 stocks and completely divested from 29 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 500 ETF: $372,121,462
iShares 0-3 Month Treasury Bond ETF: $232,995,116
iShares Gold Trust: $138,381,284
Vanguard Total Stock Market ETF: $105,618,860
BNY Mellon US Large Cap Core Equity ETF: $77,643,245

Largest New Holdings this Quarter

874039100 - Taiwan Semiconductor Manufacturing: $4,844,622 Holding
98954M200 - Zillow Group: $3,836,961 Holding
808524102 - Schwab US Broad Market ETF: $2,182,039 Holding
22266T109 - Coupang: $1,888,000 Holding
808524698 - Schwab 5-10 Year Corporate Bond ETF: $1,583,927 Holding

Largest Purchases this Quarter

Vanguard Total Stock Market ETF: 314,515 shares (about $100.90M)
Chevron: 165,319 shares (about $34.20M)
VanEck Semiconductor ETF: 35,794 shares (about $13.72M)
BNY Mellon US Large Cap Core Equity ETF: 80,131 shares (about $10.00M)
SPDR Portfolio S&P 500 ETF: 116,648 shares (about $8.93M)

Largest Sales this Quarter

iShares 0-3 Month Treasury Bond ETF: 178,817 shares (about $18.00M)
Philip Morris International: 29,742 shares (about $4.92M)
Uber Technologies: 52,677 shares (about $3.79M)
AON: 6,037 shares (about $1.95M)
UnitedHealth Group: 7,113 shares (about $1.92M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPLG SPDR Portfolio S&P 500 ETF	$372,121,462	$8,928,237 â–²	2.5%	4,861,791	14.3%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$232,995,116	$17,999,722 â–¼	-7.2%	2,314,674	9.0%	ETF
IAU iShares Gold Trust	$138,381,284	$3,736,661 â–²	2.8%	1,569,661	5.3%	Finance
VTI Vanguard Total Stock Market ETF	$105,618,860	$100,899,430 â–²	2,138.0%	329,226	4.1%	ETF
BKLC BNY Mellon US Large Cap Core Equity ETF	$77,643,245	$10,001,143 â–²	14.8%	622,092	3.0%	ETF
ACWX iShares MSCI ACWI ex U.S. ETF	$74,771,765	$5,051,853 â–²	7.2%	1,092,037	2.9%	Manufacturing
IWV iShares Russell 3000 ETF	$64,181,732	$1,560,933 â–¼	-2.4%	173,146	2.5%	ETF
AAPL Apple	$64,076,753	$404,796 â–¼	-0.6%	252,479	2.5%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$62,537,666	$1,291,559 â–²	2.1%	757,390	2.4%	Manufacturing
ITOT iShares Core S&P Total U.S. Stock Market ETF	$53,807,364	$5,355,227 â–²	11.1%	377,781	2.1%	ETF
SOXX iShares Semiconductor ETF	$47,794,921	$134,750 â–²	0.3%	145,424	1.8%	ETF
SPAB SPDR Portfolio Aggregate Bond ETF	$47,693,103	$1,998,052 â–²	4.4%	1,861,558	1.8%	ETF
NVDA NVIDIA	$46,879,784	$1,407,757 â–¼	-2.9%	268,806	1.8%	Computer and Technology
SPTS SPDR Portfolio Short Term Treasury ETF	$46,288,354	$1,401,807 â–¼	-2.9%	1,586,304	1.8%	ETF
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	$41,310,779	$703,036 â–²	1.7%	2,385,149	1.6%	Manufacturing
SPY SPDR S&P 500 ETF Trust	$39,880,198	$217,864 â–²	0.5%	61,322	1.5%	Finance
CVX Chevron	$38,558,624	$34,204,423 â–²	785.6%	186,364	1.5%	Energy
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$38,127,825	$350,869 â–²	0.9%	482,264	1.5%	ETF
MSFT Microsoft	$36,783,982	$5,042,061 â–²	15.9%	99,371	1.4%	Computer and Technology
SMH VanEck Semiconductor ETF	$35,739,295	$13,723,380 â–²	62.3%	93,217	1.4%	Manufacturing
ILCG iShares Morningstar Growth ETF	$33,996,251	$2,177,996 â–²	6.8%	356,056	1.3%	ETF
AMZN Amazon.com	$31,771,758	$2,363,445 â–²	8.0%	152,551	1.2%	Retail/Wholesale
XLK Technology Select Sector SPDR Fund	$29,836,053	$3,983,013 â–²	15.4%	224,500	1.1%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$27,443,235	$2,597,760 â–²	10.5%	601,166	1.1%	ETF
IUSB iShares Core Total USD Bond Market ETF	$26,483,800	$335,478 â–¼	-1.3%	573,367	1.0%	Manufacturing
BKAG BNY Mellon Core Bond ETF	$25,994,148	$1,338,373 â–²	5.4%	615,975	1.0%	ETF
AXP American Express	$24,631,714	$46,884 â–¼	-0.2%	81,433	0.9%	Finance
SPYG SPDR Portfolio S&P 500 Growth ETF	$23,996,640	$1,485,097 â–²	6.6%	245,089	0.9%	ETF
SPTL SPDR Portfolio Long Term Treasury ETF	$22,246,105	$517,137 â–²	2.4%	845,860	0.9%	ETF
IWB iShares Russell 1000 ETF	$20,467,115	$170,078 â–¼	-0.8%	57,402	0.8%	ETF
GOOGL Alphabet	$19,976,841	$534,000 â–²	2.7%	69,470	0.8%	Computer and Technology
TLT iShares 20+ Year Treasury Bond ETF	$18,952,890	$383,777 â–¼	-2.0%	218,628	0.7%	ETF
Sable Offshore Corp Com	$16,520,000		0.0%	1,000,000	0.6%	Com
IVV iShares Core S&P 500 ETF	$16,336,644	$1,161,398 â–²	7.7%	25,010	0.6%	ETF
VOO Vanguard S&P 500 ETF	$16,126,032	$272,482 â–²	1.7%	26,987	0.6%	ETF
GOOG Alphabet	$16,026,347	$873,492 â–¼	-5.2%	55,868	0.6%	Computer and Technology
iShares Bitcoin TR SHS Ben Int	$16,021,179	$155,063 â–²	1.0%	417,001	0.6%	ETF
IWF iShares Russell 1000 Growth ETF	$15,006,131	$52,020 â–¼	-0.3%	35,193	0.6%	ETF
SPTI SPDR Portfolio Intermediate Term Treasury ETF	$13,812,900	$593,864 â–²	4.5%	481,957	0.5%	ETF
FMB First Trust Managed Municipal ETF	$12,187,759	$218,800 â–¼	-1.8%	240,580	0.5%	Manufacturing
IGM iShares Expanded Tech Sector ETF	$11,815,249	$76,558 â–¼	-0.6%	99,698	0.5%	ETF
JPM JPMorgan Chase & Co.	$11,552,444	$1,489,025 â–²	14.8%	39,273	0.4%	Finance
AON AON	$11,539,985	$1,948,615 â–¼	-14.4%	35,752	0.4%	Finance
META Meta Platforms	$11,151,349	$161,912 â–¼	-1.4%	19,491	0.4%	Computer and Technology
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$10,892,099	$291,966 â–²	2.8%	118,857	0.4%	ETF
AVGO Broadcom	$10,809,034	$255,037 â–¼	-2.3%	34,923	0.4%	Computer and Technology
PIMCO ETF TR Total Return Active ETF	$10,070,470	$301,296 â–²	3.1%	109,129	0.4%	ETF
LLY Eli Lilly and Company	$9,199,447	$251,095 â–²	2.8%	10,002	0.4%	Medical
VIG Vanguard Dividend Appreciation ETF	$8,813,999	$42,367 â–²	0.5%	40,984	0.3%	ETF
TMFC Motley Fool 100 Index ETF	$8,482,402	$6,267 â–²	0.1%	128,580	0.3%	ETF
V Visa	$8,069,617	$110,621 â–²	1.4%	26,699	0.3%	Business Services
AGG iShares Core U.S. Aggregate Bond ETF	$7,666,848	$108,105 â–¼	-1.4%	77,232	0.3%	Finance
MUB iShares National Muni Bond ETF	$6,927,614	$69,635 â–²	1.0%	65,262	0.3%	ETF
BRK.B Berkshire Hathaway	$6,602,418	$762,407 â–²	13.1%	13,778	0.3%	Finance
HQY HealthEquity	$6,301,345	$1,671 â–²	0.0%	75,402	0.2%	Medical
COST Costco Wholesale	$5,912,814	$437,433 â–¼	-6.9%	5,934	0.2%	Retail/Wholesale
MA Mastercard	$5,796,678	$121,420 â–²	2.1%	11,601	0.2%	Business Services
VOOG Vanguard S&P 500 Growth ETF	$5,362,017	$372,634 â–¼	-6.5%	13,152	0.2%	ETF
NFLX Netflix	$5,345,844	$100,188 â–²	1.9%	55,599	0.2%	Consumer Discretionary
XOM ExxonMobil	$5,215,058	$33,932 â–²	0.7%	30,738	0.2%	Energy
Wal Mart Stores Inc Com	$5,188,899	$14,168 â–¼	-0.3%	41,752	0.2%	Com
BWFG Bankwell Financial Group	$5,167,300	$21,300 â–²	0.4%	106,498	0.2%	Finance
SCHD Schwab US Dividend Equity ETF	$5,134,741	$799,462 â–²	18.4%	167,364	0.2%	ETF
VTI Vanguard Total Stock Market ETF	$5,037,589	$318,238 â–²	6.7%	15,703	0.2%	ETF
TSM Taiwan Semiconductor Manufacturing	$4,844,622	$4,844,622 â–²	New Holding	14,335	0.2%	Computer and Technology
Circle Internet Group Inc	$4,752,277	$643,922 â–¼	-11.9%	49,809	0.2%	Com
UBER Uber Technologies	$4,748,136	$3,789,028 â–¼	-44.4%	66,011	0.2%	Computer and Technology
GS The Goldman Sachs Group	$4,708,585	$987,229 â–²	26.5%	5,566	0.2%	Finance
ORCL Oracle	$4,700,157	$18,095 â–¼	-0.4%	31,950	0.2%	Computer and Technology
KLAC KLA	$4,571,995	$198,782 â–¼	-4.2%	3,105	0.2%	Computer and Technology
WULF TeraWulf	$4,412,377		0.0%	305,778	0.2%	Finance
Hyperliquid Strategies Inc Com	$4,212,708		0.0%	827,644	0.2%	Com
TSLA Tesla	$4,043,525	$197,399 â–²	5.1%	10,877	0.2%	Auto/Tires/Trucks
Z Zillow Group	$3,836,961	$3,836,961 â–²	New Holding	92,725	0.1%	Computer and Technology
IREN IREN	$3,754,174	$2,043,191 â–²	119.4%	109,515	0.1%	Finance
HD Home Depot	$3,672,115	$97,353 â–¼	-2.6%	11,165	0.1%	Retail/Wholesale
QQQ Invesco QQQ	$3,594,743	$215,869 â–¼	-5.7%	6,228	0.1%	Finance
AMD Advanced Micro Devices	$3,573,655	$95,612 â–²	2.7%	17,567	0.1%	Computer and Technology
JNJ Johnson & Johnson	$3,543,270	$218,047 â–²	6.6%	14,495	0.1%	Medical
Shopify Inc Com NPV	$3,482,090	$201,654 â–²	6.1%	29,355	0.1%	Com
MS Morgan Stanley	$3,461,895	$7,899 â–²	0.2%	21,036	0.1%	Finance
MELI MercadoLibre	$3,375,047	$2,605,633 â–²	338.7%	1,952	0.1%	Retail/Wholesale
LULU lululemon athletica	$3,353,196	$6,124 â–¼	-0.2%	21,902	0.1%	Consumer Discretionary
NEE NextEra Energy	$3,334,608	$94,831 â–²	2.9%	35,902	0.1%	Utilities
SOFI SoFi Technologies	$3,182,765	$2,540,800 â–²	395.8%	200,426	0.1%	Finance
Palantir Technologies Inc CL A	$3,161,403	$488,136 â–²	18.3%	21,612	0.1%	Com
ULTA Ulta Beauty	$3,124,760	$1,317,229 â–²	72.9%	5,978	0.1%	Retail/Wholesale
ASML ASML	$3,080,515	$529,711 â–¼	-14.7%	2,332	0.1%	Computer and Technology
SCHW Charles Schwab	$3,078,691	$22,179 â–²	0.7%	32,759	0.1%	Finance
BAC Bank of America	$3,041,967	$40,609 â–²	1.4%	62,399	0.1%	Finance
MU Micron Technology	$3,005,935	$298,634 â–²	11.0%	8,898	0.1%	Computer and Technology
UNP Union Pacific	$3,004,214	$27,660 â–²	0.9%	12,382	0.1%	Transportation
BX Blackstone	$2,865,302	$10,349 â–²	0.4%	24,918	0.1%	Finance
CRWD CrowdStrike	$2,699,685	$19,520 â–²	0.7%	6,915	0.1%	Computer and Technology
METV Roundhill Ball Metaverse ETF	$2,670,615	$16,647 â–²	0.6%	167,647	0.1%	ETF
VTV Vanguard Value ETF	$2,652,883	$165,793 â–¼	-5.9%	13,521	0.1%	ETF
T AT&T	$2,570,680	$383,681 â–²	17.5%	88,675	0.1%	Computer and Technology
MSTR Strategy	$2,496,000	$1,248 â–¼	0.0%	20,000	0.1%	Computer and Technology
EFA iShares MSCI EAFE ETF	$2,433,019	$145,598 â–¼	-5.6%	25,049	0.1%	Finance
SLV iShares Silver Trust	$2,295,296	$29,096 â–²	1.3%	33,685	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Gm Advisory Group, Inc. Top Holdings and 13F Report (2026)

About Gm Advisory Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Gm Advisory Group, Inc. Top Holdings and 13F Report (2026)

About Gm Advisory Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGm Advisory Group, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools