Gerald Baker Financial Group LLC - Portfolio overview

Gerald Baker Financial Group LLC has 114 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Energy.

Largest reported holdings by portfolio allocation

1. XOM - EXXON MOBIL CORP, 7.60%
2. VIG - VANGUARD SPECIALIZED FUNDS, 6.15%
3. GBCI - GLACIER BANCORP INC NEW, 6.00%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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