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GM Advisory Group, LLC — 13F Holdings & Portfolio

CIK 1598304 · latest 13F-HR filed 2026-04-28

Backtest portfolio

GM Advisory Group, LLC manages $2.60B in 13F-reported U.S. long-equity assets across 377 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPYM (14.33%), SGOV (8.97%), IAU (5.33%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 56 new positions, exited 27, added to 126, and trimmed 117.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$2.60B

Long-equity book

Holdings

377

Distinct positions

Period

2026-03-31

Filed 2026-04-28

Q/Q Activity

+56 / −27 / ↑126 / ↓117

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Chevron Corp$35.4M +1102.1%
  • Vaneck Semiconductor$15.1M +72.8%
  • iShares Gold Trust iShares New$14.4M +11.6%
  • Invesco Actively Managed Exchange Traded Commodity FD TR Optimum Yield Divsf Commodity Strategy No K1 ETF$10.2M +33.0%
  • Sable Offshore Corp Com$7.5M +83.1%
Show all 126 →

Top Trims

  • iShares TR iShares 0-3 MNTH Treas BD ETF-$17.3M -6.9%
  • American Express Co-$5.6M -18.4%
  • Apple Inc Com-$5.0M -7.2%
  • Uber Technologies Inc-$4.9M -51.0%
  • Nvidia Corp Com-$4.8M -9.2%
Show all 117 →

New Positions

  • Taiwan Semiconductor MFG Co Sponsored ADR$4.8M
  • Zillow Group Inc CL C Cap STK$3.8M
  • Schwab Strategic TR US Broad MKT ETF$2.2M
  • Coupang Inc CL A$1.9M
  • Schwab 5-10 Year Corporate B$1.6M
Show all 56 →

Exited Positions

  • United Parcel SVC Inc CL B$2.6M
  • Kenvue Inc$1.8M
  • Grab Holdings LTD CL A$1.5M
  • Blacksky Technology Inc CL A New$1.3M
  • Civitas Res Inc$1.1M
Show all 27 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR Portfolio S&P 500 ETF SPYM 78464A854 $372.1M 14.33% 4,861,791 SH
2 iShares TR iShares 0-3 MNTH Treas BD ETF SGOV 46436E718 $233.0M 8.97% 2,314,674 SH
3 iShares Gold Trust iShares New IAU 464285204 $138.4M 5.33% 1,569,661 SH
4 Vanguard Index FDS Vanguard Total STK MKT ETF VTI 922908769 $105.6M 4.07% 329,226 SH
5 BNY Mellon ETF TR US Large Cap Core Equity ETF BKLC 09661T107 $77.6M 2.99% 622,092 SH
6 iShares TR MSCI Acwi Ex US ETF ACWX 464288240 $74.8M 2.88% 1,092,037 SH
7 iShares TR Russell 3000 ETF IWV 464287689 $64.2M 2.47% 173,146 SH
8 Apple Inc Com AAPL 037833100 $64.1M 2.47% 252,479 SH
9 iShares Barclays 1-3 YR TSY BD SHY 464287457 $62.5M 2.41% 757,390 SH
10 iShares TR Core S&P Total U S STK MKT ETF ITOT 464287150 $53.8M 2.07% 377,781 SH
11 iShares TR PHLX Semiconductor ETF SOXX 464287523 $47.8M 1.84% 145,424 SH
12 SPDR Ser TR Barclays Aggregate BD ETF SPAB 78464A649 $47.7M 1.84% 1,861,558 SH
13 Nvidia Corp Com NVDA 67066G104 $46.9M 1.81% 268,806 SH
14 SPDR Ser TR Bloomberg Barclays 1-3 YR U S Treas Index SPTS 78468R101 $46.3M 1.78% 1,586,304 SH
15 Invesco Actively Managed Exchange Traded Commodity FD TR Optimum Yield Divsf Commodity Strategy No K1 ETF PDBC 46090F100 $41.3M 1.59% 2,385,149 SH
16 SPDR S&P 500 ETF TR TR Unit SPY 78462F103 $39.9M 1.54% 61,322 SH
17 Chevron Corp CVX 166764100 $38.6M 1.48% 186,364 SH
18 SPDR Port TTL STCK MRKT SPTM 78464A805 $38.1M 1.47% 482,264 SH
19 Microsoft Corp Com MSFT 594918104 $36.8M 1.42% 99,371 SH
20 Vaneck Semiconductor SMH 92189F676 $35.7M 1.38% 93,217 SH
21 iShares TR Morningstar Large-Cap Growth ETF ILCG 464287119 $34.0M 1.31% 356,056 SH
22 Amazon Com Inc AMZN 023135106 $31.8M 1.22% 152,551 SH
23 Technology Select Index 'SPDR' XLK 81369Y803 $29.8M 1.15% 224,500 SH
24 SPDR Portfolio World Ex-US ETF SPDW 78463X889 $27.4M 1.06% 601,166 SH
25 iShares TR Core Total Usd BD MKT ETF IUSB 46434V613 $26.5M 1.02% 573,367 SH
26 BNY Mellon ETF TR Core BD ETF ETF BKAG 09661T602 $26.0M 1.00% 615,975 SH
27 American Express Co AXP 025816109 $24.6M 0.95% 81,433 SH
28 SPDR Ser TR S&P 500 Growth ETF SPYG 78464A409 $24.0M 0.92% 245,089 SH
29 SPDR Portfolio Long Term Treas ETF SPTL 78464A664 $22.2M 0.86% 845,860 SH
30 iShares TR Russell 1000 ETF IWB 464287622 $20.5M 0.79% 57,402 SH
31 Alphabet Inc Cap STK CL A GOOGL 02079K305 $20.0M 0.77% 69,470 SH
32 iShares TR Barclays 20 Treas BD FD TLT 464287432 $19.0M 0.73% 218,628 SH
33 Sable Offshore Corp Com SOC 78574H104 $16.5M 0.64% 1,000,000 SH
34 iShares TR Core S&P 500 ETF IVV 464287200 $16.3M 0.63% 25,010 SH
35 Vanguard Index FDS S&P 500 ETF SHS New VOO 922908363 $16.1M 0.62% 26,987 SH
36 Alphabet Inc Cap STK CL C GOOG 02079K107 $16.0M 0.62% 55,868 SH
37 iShares Bitcoin TR SHS Ben Int IBIT 46438F101 $16.0M 0.62% 417,001 SH
38 iShares Russell 1000 Growth ETF IWF 464287614 $15.0M 0.58% 35,193 SH
39 SPDR Ser TR Bloomberg Barclays 30-10 YR US Treas Index SPTI 78464A672 $13.8M 0.53% 481,957 SH
40 First TR Exchange Traded FD III Managed Mun ETF FMB 33739N108 $12.2M 0.47% 240,580 SH
41 iShares TR North Amern Tech ETF IGM 464287549 $11.8M 0.45% 99,698 SH
42 JPMorgan Chase & Co JPM 46625H100 $11.6M 0.44% 39,273 SH
43 Aon PLC CL A AON G0403H108 $11.5M 0.44% 35,752 SH
44 Meta Platforms Class A META 30303M102 $11.2M 0.43% 19,491 SH
45 SPDR Ser TR SPDR Bloomberg Barclays 1-3 MNTH T Bill ETF New BIL 78468R663 $10.9M 0.42% 118,857 SH
46 Broadcom Inc AVGO 11135F101 $10.8M 0.42% 34,923 SH
47 PIMCO ETF TR Total Return Active ETF BOND 72201R775 $10.1M 0.39% 109,129 SH
48 Eli Lilly & Co LLY 532457108 $9.2M 0.35% 10,002 SH
49 Vanguard Specialized Portfolios Dividend Appreciation Index FD ETF VIG 921908844 $8.8M 0.34% 40,984 SH
50 RBB FD Inc (imotley Fool 100 Index Etf) TMFC 74933W601 $8.5M 0.33% 128,580 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-28 $2.60B 377 0001598304-26-000002
2025-12-31 2026-02-13 $2.55B 346 0001598304-26-000001