Q1 2026 13F · SEC CIK 1598304

GM Advisory Group, LLC

Wealth managerFiled 2026-04-28 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.6B
Reported positions: 372
Top holdings a year, 3 yrs: +14.9%
Average holding period: 5.3 yrs

GM Advisory Group, LLC is a wealth manager that reported 372 positions worth $2.6B in its Q1 2026 13F, filed 2026-04-28. Its largest holdings were Spdr Series Trust (SPLG, 14.3%), Ishares Tr (SGOV, 9.0%), Ishares Gold Tr (IAU, 5.3%). A portfolio copying its top holdings returned 14.9% a year over the last 3 years, against 20.4% for the S&P 500.

GM Advisory Group, LLC holdings largest 50 of 372 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

GM Advisory Group, LLC 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
SPLGSpdr Series Trust	14.3%	14.9%	4,861,791	+2.5%	$372.1M
SGOVIshares Tr	9.0%	9.8%	2,314,674	-7.2%	$233.0M
IAUIshares Gold Tr	5.3%	4.9%	1,569,661	+2.8%	$138.4M
VTIVanguard Index Fds	4.3%	4.3%	344,929	+4.3%	$110.7M
BKLCBNY Mellon ETF TR US Large Cap Core Equi	3.0%	2.8%	622,092	+14.8%	$77.6M
ACWXIshares Tr	2.9%	2.7%	1,092,037	+7.2%	$74.8M
IWVIshares Tr	2.5%	2.7%	173,146	-2.4%	$64.2M
AAPLApple Inc	2.5%	2.7%	252,479	-0.6%	$64.1M
SHYIshares Tr	2.4%	2.4%	757,390	+2.1%	$62.5M
ITOTIshares Tr	2.1%	2.0%	377,781	+11.1%	$53.8M
SOXXIshares Tr	1.8%	1.7%	145,424	+0.3%	$47.8M
SPABSpdr Series Trust	1.8%	1.8%	1,861,558	+4.4%	$47.7M
NVDANvidia Corporation	1.8%	2.0%	268,806	-2.9%	$46.9M
SPTSSpdr Series Trust	1.8%	1.9%	1,586,304	-2.9%	$46.3M
PDBCInvesco Actvely Mngd Etc Fd	1.6%	1.2%	2,385,149	+1.7%	$41.3M
SPYState Str Spdr S&p 500 ETF T	1.5%	1.6%	61,322	+0.5%	$39.9M
CVXChevron Corporation	1.5%	—	186,364	—	$38.6M
SPTMSpdr Series Trust	1.5%	1.5%	482,264	+0.9%	$38.1M
MSFTMicrosoft Corp	1.4%	1.6%	99,371	+15.9%	$36.8M
SMHVaneck ETF Trust	1.4%	0.8%	93,217	+62.3%	$35.7M
JKEIshares Tr	1.3%	1.4%	356,056	+6.8%	$34.0M
AMZNAmazon Com Inc	1.2%	1.3%	152,551	+8.0%	$31.8M
XLKSelect Sector Spdr Tr	1.1%	1.1%	224,500	+15.4%	$29.8M
SPDWSpdr Index Shs Fds	1.1%	0.9%	601,166	+10.5%	$27.4M
IUSBIshares Tr	1.0%	1.1%	573,367	-1.3%	$26.5M
BKAGBny Mellon ETF Trust	1.0%	1.0%	615,975	+5.4%	$26.0M
AXPAmerican Express Co	0.9%	1.2%	81,433	-0.2%	$24.6M
SPYGState Street Spdr Portfolio S&p 500 Grow	0.9%	1.0%	245,089	+6.6%	$24.0M
SPTLSpdr Series Trust	0.9%	0.9%	845,860	+2.4%	$22.2M
IWBIshares Tr	0.8%	0.8%	57,402	-0.8%	$20.5M
GOOGLAlphabet Inc	0.8%	0.8%	69,470	+2.7%	$20.0M
TLTIshares Tr	0.7%	0.8%	218,628	-2.0%	$19.0M
SOCSable Offshore Corp	0.6%	0.4%	1,000,000	+0.0%	$16.5M
IVVIshares Tr	0.6%	0.6%	25,010	+7.7%	$16.3M
VOOVanguard Index Fds	0.6%	0.7%	26,987	+1.7%	$16.1M
GOOGAlphabet Inc	0.6%	0.7%	55,868	-5.2%	$16.0M
IBITIshares Bitcoin Trust ETF	0.6%	0.8%	417,001	+1.0%	$16.0M
IWFIshares Tr	0.6%	0.7%	35,193	-0.3%	$15.0M
SPTISpdr Series Trust	0.5%	0.5%	481,957	+4.5%	$13.8M
FMBFirst Tr Exch Traded Fd III	0.5%	0.5%	240,580	-1.8%	$12.2M
IGMIshares Tr	0.5%	0.5%	99,698	-0.6%	$11.8M
JPMJpmorgan Chase & Co	0.4%	0.4%	39,273	+14.8%	$11.6M
AONAon PLC	0.4%	0.6%	35,752	-14.4%	$11.5M
METAMeta Platforms Inc	0.4%	0.5%	19,491	-1.4%	$11.2M
BILSpdr Series Trust	0.4%	0.4%	118,857	+2.8%	$10.9M
AVGOBroadcom Inc	0.4%	0.5%	34,923	-2.3%	$10.8M
BONDPimco ETF Tr	0.4%	0.4%	109,129	+3.1%	$10.1M
LLYEli Lilly & Co	0.4%	0.4%	10,002	+2.8%	$9.2M
VIGVanguard Specialized Funds	0.3%	—	40,984	—	$8.8M
TMFCRbb Fd Inc	0.3%	0.4%	128,580	+0.1%	$8.5M

What GM Advisory Group, LLC bought and sold in Q1 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.4% /yr; S&P 500 +20.1%
3 years: +14.9% /yr; S&P 500 +20.4%
5 years: +6.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q1 2026	$2.6B	372
Q4 2025	$2.6B	345
Q3 2025	$2.4B	303
Q2 2025	$2.0B	288
Q1 2025	$1.9B	268
Q4 2024	$1.8B	258
Q3 2024	$1.7B	252
Q2 2024	$1.5B	241
Q1 2024	$1.4B	225
Q4 2023	$1.3B	199
Q3 2023	$1.2B	192
Q2 2023	$1.2B	192

Questions about GM Advisory Group, LLC's portfolio

What stocks does GM Advisory Group, LLC own?

GM Advisory Group, LLC's latest 13F, for Q1 2026 and filed Apr 28, 2026, lists 372 positions worth $2.6B. The largest are Spdr Series Trust (SPLG) at 14.3%, Ishares Tr (SGOV) at 9.0%, Ishares Gold Tr (IAU) at 5.3%, Vanguard Index Fds (VTI) at 4.3% and BNY Mellon ETF TR US Large Cap Core Equi (BKLC) at 3.0%.

What did GM Advisory Group, LLC buy last quarter?

In Q1 2026, GM Advisory Group, LLC added Vaneck ETF Trust (SMH) (+62.3% shares), Microsoft Corp (MSFT) (+15.9% shares) and Select Sector Spdr Tr (XLK) (+15.4% shares), compared with its Q4 2025 filing.

What did GM Advisory Group, LLC sell last quarter?

In Q1 2026, GM Advisory Group, LLC cut from its top 50 Uber Technologies Inc (UBER), cut from its top 50 Visa Inc (V), Aon PLC (AON) (-14.4% shares), Ishares Tr (SGOV) (-7.2% shares) and Alphabet Inc (GOOG) (-5.2% shares), compared with its Q4 2025 filing.

How has GM Advisory Group, LLC's portfolio performed?

A portfolio copying GM Advisory Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.4% against +20.1%. Over 5 years: +6.1% a year against +11.6%.

When is GM Advisory Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. GM Advisory Group, LLC's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.