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Kent Keister

Ggm Financial Llc

Assets Managed
$217.271M
Holdings
236
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
5.57%(2Q avg: 4.68%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Ggm Financial Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 236 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 217.271M in assets, with a quarterly growth rate of 5.57% and a 2-quarter average growth rate of 4.68%. The portfolio is managed by Kent Keister, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JGRO
Jpmorgan Active Growth Etf
Recent Activity
Increased 11.5%
23.39%
$50.81M
601,161 shares@ $84.53 avg price
BUFF
Innovator Laddered Allocatio
Recent Activity
Increased 4.52%
12.48%
$27.094M
548,358 shares@ $49.42 avg price
GPIQ
Nasdaq 100 Core Prem Inc Etf
Recent Activity
Increased 6.92%
9.21%
$19.99M
403,928 shares@ $49.49 avg price
IWR
Ishares Russell Mid-cap Etf
Recent Activity
Increased 3.14%
6.39%
$13.87M
142,648 shares@ $97.24 avg price
IGV
Ishares Expanded Tech-softwa
Recent Activity
New Position
4.72%
$10.242M
127,941 shares@ $80.05 avg price
HMOP
Hartford Municipal Opp Etf
Recent Activity
Increased 22.33%
3.83%
$8.301M
214,262 shares@ $38.74 avg price
MMIT
Nyli Mackay Muni Int Etf-usd
Recent Activity
Increased 15.87%
2.76%
$5.98M
248,098 shares@ $24.11 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Increased 14.05%
2.55%
$5.524M
119,057 shares@ $46.41 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 40.52%
2.43%
$5.266M
58,174 shares@ $90.54 avg price
JAVA
Jpmorgan Active Value Etf
Recent Activity
Decreased -9.8%
2.22%
$4.82M
67,176 shares@ $71.76 avg price

1-10 of 236