GM Advisory Group, LLC holds a focused book of 374 stocks worth $2.6B as of Q1 2026 (disclosed Apr 28, 2026, a ~28-day 13F lag). This quarter they opened Taiwan Semiconductor-SP ADR and trimmed Ishares 0-3 Month Treasury B. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 14% of the equity book. Cloning the disclosed picks since 2014 would be +214% (+9.6%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1598304/holdings"
Use Arkolith to show GM Advisory Group, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 20.1 points over this window.
Growth of $10,000 cloning GM Advisory Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~28 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
31% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as GM Advisory Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $612.7B |
| ROYAL BANK OF CANADA | 80 / 80 | $171.8B |
| UBS Group AG | 80 / 80 | $156.2B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $21.1B |
| JPMORGAN CHASE & CO | 79 / 80 | $554.6B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $414.9B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $181.8B |
| LPL Financial LLC | 79 / 80 | $105.7B |
Ranked by how many of GM Advisory Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Portfolio S&P 500 ETF ETF | $372.1M | 4.86M | 14.3% | ▲+2.5% Added · +117K sh | |
| 2 | iShares TR iShares 0-3 MNTH Treas BD ETF ETF | $233.0M | 2.31M | 9.0% | ▼−7.2% Reduced · −179K sh | |
| 3 | iShares Gold Trust iShares New ETF | $138.4M | 1.57M | 5.3% | ▲+2.8% Added · +42K sh | |
| 4 | Vanguard Index FDS Vanguard Total STK MKT ETF ETF | $110.7M | 344.9K | 4.3% | ▲+4.3% Added · +14K sh | |
| 5 | BNY Mellon ETF TR US Large Cap Core Equity ETF ETF | $77.6M | 622.1K | 3.0% | ▲+15% Added · +80K sh | |
| 6 | iShares TR MSCI Acwi Ex US ETF ETF | $74.8M | 1.09M | 2.9% | ▲+7.2% Added · +74K sh | |
| 7 | iShares TR Russell 3000 ETF ETF | $64.2M | 173.1K | 2.5% | ▼−2.4% Reduced · −4K sh | |
| 8 | Apple Inc Com Com | $64.1M | 252.5K | 2.5% | ▼−0.6% Reduced · −2K sh | |
| 9 | iShares Barclays 1-3 YR TSY BD ETF | $62.5M | 757.4K | 2.4% | ▲+2.1% Added · +16K sh | |
| 10 | iShares TR Core S&P Total U S STK MKT ETF ETF | $53.8M | 377.8K | 2.1% | ▲+11% Added · +38K sh | |
| 11 | iShares TR PHLX Semiconductor ETF ETF | $47.8M | 145.4K | 1.8% | ▲+0.3% Added · +410 sh | |
| 12 | SPDR Ser TR Barclays Aggregate BD ETF ETF | $47.7M | 1.86M | 1.8% | ▲+4.4% Added · +78K sh | |
| 13 | Nvidia Corp Com Com | $46.9M | 268.8K | 1.8% | ▼−2.9% Reduced · −8K sh | |
| 14 | SPDR Ser TR Bloomberg Barclays 1-3 YR U S Treas Index ETF | $46.3M | 1.59M | 1.8% | ▼−2.9% Reduced · −48K sh | |
| 15 | Invesco Actively Managed Exchange Traded Commodity FD TR Optimum Yield Divsf Commodity Strategy No K1 ETF ETF | $41.3M | 2.39M | 1.6% | ▲+1.7% Added · +41K sh | |
| 16 | SPDR S&P 500 ETF TR TR Unit ETF | $39.9M | 61.3K | 1.5% | ▲+0.5% Added · +335 sh | |
| 17 | Chevron Corp Com | $38.6M | 186.4K | 1.5% | ▲+786% Added · +165K sh | |
| 18 | SPDR Port TTL STCK MRKT ETF | $38.1M | 482.3K | 1.5% | ▲+0.9% Added · +4K sh | |
| 19 | Microsoft Corp Com Com | $36.8M | 99.4K | 1.4% | ▲+16% Added · +14K sh | |
| 20 | Vaneck Semiconductor ETF | $35.7M | 93.2K | 1.4% | ▲+62% Added · +36K sh | |
| 21 | iShares TR Morningstar Large-Cap Growth ETF ETF | $34.0M | 356.1K | 1.3% | ▲+6.8% Added · +23K sh | |
| 22 | Amazon Com Inc Com | $31.8M | 152.6K | 1.2% | ▲+8.0% Added · +11K sh | |
| 23 | Technology Select Index 'SPDR' ETF | $29.8M | 224.5K | 1.1% | ▲+15% Added · +30K sh | |
| 24 | SPDR Portfolio World Ex-US ETF ETF | $27.4M | 601.2K | 1.1% | ▲+10% Added · +57K sh | |
| 25 | iShares TR Core Total Usd BD MKT ETF ETF | $26.5M | 573.4K | 1.0% | ▼−1.3% Reduced · −7K sh | |
| 26 | BNY Mellon ETF TR Core BD ETF ETF ETF | $26.0M | 616.0K | 1.0% | ▲+5.4% Added · +32K sh | |
| 27 | American Express Co Com | $24.6M | 81.4K | 0.9% | ▼−0.2% Reduced · −155 sh | |
| 28 | SPDR Ser TR S&P 500 Growth ETF ETF | $24.0M | 245.1K | 0.9% | ▲+6.6% Added · +15K sh | |
| 29 | SPDR Portfolio Long Term Treas ETF ETF | $22.2M | 845.9K | 0.9% | ▲+2.4% Added · +20K sh | |
| 30 | iShares TR Russell 1000 ETF ETF | $20.5M | 57.4K | 0.8% | ▼−0.8% Reduced · −477 sh | |
| 31 | Alphabet Inc Cap STK CL A Com | $20.0M | 69.5K | 0.8% | ▲+2.7% Added · +2K sh | |
| 32 | iShares TR Barclays 20 Treas BD FD ETF | $19.0M | 218.6K | 0.7% | ▼−2.0% Reduced · −4K sh | |
| 33 | Sable Offshore Corp Com Com | $16.5M | 1.00M | 0.6% | —Held | |
| 34 | iShares TR Core S&P 500 ETF ETF | $16.3M | 25.0K | 0.6% | ▲+7.7% Added · +2K sh | |
| 35 | Vanguard Index FDS S&P 500 ETF SHS New ETF | $16.1M | 27.0K | 0.6% | ▲+1.7% Added · +456 sh | |
| 36 | Alphabet Inc Cap STK CL C Com | $16.0M | 55.9K | 0.6% | ▼−5.2% Reduced · −3K sh | |
| 37 | iShares Bitcoin TR SHS Ben Int ETF | $16.0M | 417.0K | 0.6% | ▲+1.0% Added · +4K sh | |
| 38 | iShares Russell 1000 Growth ETF ETF | $15.0M | 35.2K | 0.6% | ▼−0.3% Reduced · −122 sh | |
| 39 | SPDR Ser TR Bloomberg Barclays 30-10 YR US Treas Index ETF | $13.8M | 482.0K | 0.5% | ▲+4.5% Added · +21K sh | |
| 40 | First TR Exchange Traded FD III Managed Mun ETF ETF | $12.2M | 240.6K | 0.5% | ▼−1.8% Reduced · −4K sh | |
| 41 | iShares TR North Amern Tech ETF ETF | $11.8M | 99.7K | 0.5% | ▼−0.6% Reduced · −646 sh | |
| 42 | JPMorgan Chase & Co Com | $11.6M | 39.3K | 0.4% | ▲+15% Added · +5K sh | |
| 43 | Aon PLC CL A Com | $11.5M | 35.8K | 0.4% | ▼−14% Reduced · −6K sh | |
| 44 | Meta Platforms Class A Com | $11.2M | 19.5K | 0.4% | ▼−1.4% Reduced · −283 sh | |
| 45 | SPDR Ser TR SPDR Bloomberg Barclays 1-3 MNTH T Bill ETF New ETF | $10.9M | 118.9K | 0.4% | ▲+2.8% Added · +3K sh | |
| 46 | Broadcom Inc Com | $10.8M | 34.9K | 0.4% | ▼−2.3% Reduced · −824 sh | |
| 47 | PIMCO ETF TR Total Return Active ETF ETF | $10.1M | 109.1K | 0.4% | ▲+3.1% Added · +3K sh | |
| 48 | Eli Lilly & Co Com | $9.2M | 10.0K | 0.4% | ▲+2.8% Added · +273 sh | |
| 49 | Vanguard Specialized Portfolios Dividend Appreciation Index FD ETF ETF | $8.8M | 41.0K | 0.3% | ▲+0.5% Added · +197 sh | |
| 50 | RBB FD Inc (imotley Fool 100 Index Etf) ETF | $8.5M | 128.6K | 0.3% | ▲+0.1% Added · +95 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 377 | $2.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 346 | $2.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 19, 2025 | 303 | $2.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 288 | $2.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 268 | $1.9B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 258 | $1.8B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 252 | $1.7B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 12, 2024 | 241 | $1.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 9, 2024 | 225 | $1.4B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 12, 2024 | 199 | $1.3B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 192 | $1.2B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 192 | $1.2B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 185 | $1.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 170 | $937.5M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 183 | $794.8M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 181 | $641.1M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 191 | $840.7M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 10, 2022 | 202 | $1.1B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 201 | $991.7M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 203 | $974.9M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 13, 2021 | 196 | $833.6M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 175 | $746.6M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 12, 2020 | 165 | $653.7M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 13, 2020 | 172 | $540.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.