GM Advisory Group, LLC
•CIK: 1598304•Filing: Q4 2025
**GM Advisory Group, LLC** manages $2.6B across a diversified portfolio of 345 holdings. The strategy exhibits significant allocations to sector-specific and fixed-income instruments, notably maintaining a $380.7M position in SPYM and $250.3M in SGOV. Top holdings also include substantial allocations to IAU* ($124.0M), VTI ($110.8M), and AAPL ($69.1M). This structure suggests a tactical approach balancing equity exposure with defensive fixed-income positioning.
Total AUM
$2.6B
QoQ Performance
+8.5%
Positions
345
Top 10 Concentration
50.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
SGOV
SPYM14.9%
SGOV9.8%
IAU*4.9%
VTI4.3%
BKLC2.8%
AAPL2.7%
IWV2.7%
ACWX2.7%
📈 Biggest Buys
📉 Biggest Sells
SPTS
SPDR Ser TR Bloomberg Barclays 1-3 YR U S Treas Index
-14.4%
1.9% of portfolio
SGOV
iShares TR iShares 0-3 MNTH Treas BD ETF
-3.0%
9.8% of portfolio
SHY
iShares Barclays 1-3 YR TSY BD
-10.4%
2.4% of portfolio
IUSB
iShares TR Core Total Usd BD MKT ETF
-12.8%
1.1% of portfolio
TLT
iShares TR Barclays 20 Treas BD FD
-15.4%
0.8% of portfolio
Sector Breakdown
Other78.5%
Technology9.8%
Financial3.8%
ETF3.0%
Consumer2.6%
Healthcare1.1%
Industrial0.4%
Communication0.4%
🚪 Exited Positionssold since Q3 2025
+122 more exited positions
Changes from Q3 2025
NEW24 new positions
↑118 increased
↓50 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023