Gerald Baker Financial Group LLC
13F Portfolio Filings
Most recent 13F
Q2 2026
Location
Arlington, TX
CIK
0002133489
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2026
126
351,417
GBCI, VIG, XOM, QQQ
13F-HR
8/3/2026
000121465926009450
Q1 2026
114
315,735
XOM, VIG, GBCI, NNN
RESTATEMENT
5/6/2026
000121465926005637
Additional filings from Gerald Baker Financial Group LLC that have since been restated
Q1 2026