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Kent Keister

Ggm Financial Llc

Assets Managed
$263.715M
Holdings
265
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
21.38%(2Q avg: 13.48%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Ggm Financial Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 265 positions.

Assets under management

The assets under management (AUM) of Ggm Financial Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 263.715M in assets, with a quarterly growth rate of 21.38% and a 2-quarter average growth rate of 13.48%. The portfolio is managed by Kent Keister, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JGRO
Jpmorgan Active Growth Etf
Recent Activity
Increased 1.5%
22.82%
$60.154M
610,144 shares@ $98.6 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Increased 573.65%
15.5%
$40.863M
802,017 shares@ $50.95 avg price
GPIQ
Nasdaq 100 Core Prem Inc Etf
Recent Activity
Increased 31.04%
11.91%
$31.392M
529,280 shares@ $59.32 avg price
TMB
Thornburg Multi Sector B Etf
Recent Activity
New Position
4.03%
$10.625M
419,150 shares@ $25.35 avg price
IGV
Ishares Expanded Tech-softwa
Recent Activity
Decreased -8.57%
4.02%
$10.597M
116,968 shares@ $90.61 avg price
HMOP
Hartford Municipal Opp Etf
Recent Activity
Increased 15.99%
3.69%
$9.728M
248,505 shares@ $39.15 avg price
MMIT
Nyli Mackay Muni Int Etf-usd
Recent Activity
Increased 15.29%
2.65%
$6.965M
286,032 shares@ $24.35 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 20.81%
2.58%
$6.787M
70,278 shares@ $96.59 avg price
JAVA
Jpmorgan Active Value Etf
Recent Activity
Decreased -2.51%
1.98%
$5.2M
65,487 shares@ $79.42 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 381.47%
1.32%
$3.48M
28,026 shares@ $124.18 avg price

1-10 of 265