GGM Financials LLC logo

GGM Financials LLC

RIA/Wealth

GGM Financials LLC is a RIA/Wealth based in Columbus, OH led by Aaron Brady Green, reporting $425.7M in AUM as of Q3 2025 with 76% ETF concentration, 71% concentrated in top 10 holdings, 25% allocation to JGRO, and minimal technology exposure.

Managing PartnerAaron Brady Green
Portfolio Value
$197.6M
Positions
218
Top Holding
JGRO at 25.22%
Last Reported
Q3 2025
Address2492 W Dublin Granville Rd., Columbus, OH, 43235, United States

Top Holdings

Largest long holdings in GGM Financials LLC's portfolio (71.4% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$49.9M
25.22%
-$2.3M
Sold
531.8K shares
Unknown
Unknown
$25.1M
12.69%
+$459.2K
Bought
513.6K shares
ETF
ETF
$19.1M
9.65%
-$579.7K
Sold
363.6K shares
ETF
ETF
$13.3M
6.73%
+$566.9K
Bought
137.7K shares
ETF
ETF
$9.5M
4.83%
+$1.0M
Bought
71.2K shares
ETF
ETF
$6.2M
3.12%
+$2.6M
Bought
158.5K shares
ETF
ETF
$5.6M
2.81%
-$289.6K
Sold
80.5K shares
ETF
ETF
$4.8M
2.40%
+$2.0M
Bought
195.6K shares
ETF
ETF
$4.4M
2.21%
+$991.3K
Bought
102.2K shares
ETF
ETF
$3.3M
1.68%
-$14.6K
Sold
34.9K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in GGM Financials LLC's latest filing

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Market Value
$197.6M
Prior: $507.0M
Q/Q Change
-61.01%
-$309.3M
Net Flows % of MV
-162.97%
Turnover Ratio
81.16%
New Purchases
143 stocks
$6.3M
Added To
40 stocks
+$10.5M
Sold Out Of
32 stocks
$297.6M
Reduced Holdings
25 stocks
-$41.3M

Increased Positions

PositionShares Δ
1
Oracle logo
Oracle
ORCL
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for GGM Financials LLC

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Sector Allocation

ETF: 75.80%ETFTechnology: 3.70%Healthcare: 1.60%Financial Services: 1.50%Consumer Cyclical: 0.90%Industrials: 0.90%Consumer Defensive: 0.90%Communication Services: 0.40%Utilities: 0.30%Energy: 0.30%Basic Materials: 0.10%
ETF
75.80%
Technology
3.70%
Healthcare
1.60%
Financial Services
1.50%
Consumer Cyclical
0.90%
Industrials
0.90%
Consumer Defensive
0.90%
Communication Services
0.40%
Utilities
0.30%
Energy
0.30%
Basic Materials
0.10%

Market Cap Distribution

Mega Cap (> $200B): 8.42%Mega Cap (> $200B)Large Cap ($10B - $200B): 2.13%Mid Cap ($2B - $10B): 0.11%Small Cap ($300M - $2B): 0.02%Nano Cap (< $50M): 0.02%N/A (ETF or Unknown): 89.30%N/A (ETF or Unknown)
Mega Cap (> $200B)
8.42%
Large Cap ($10B - $200B)
2.13%
Mid Cap ($2B - $10B)
0.11%
Small Cap ($300M - $2B)
0.02%
Nano Cap (< $50M)
0.02%
N/A (ETF or Unknown)
89.30%

Portfolio Concentration

Top 10 Holdings %
71.36%
Top 20 Holdings %
82.43%
Top 50 Holdings %
94.51%
Top 100 Holdings %
98.51%

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