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Portfolio (Quarterly) Guide ↗

Global Assets Advisory, LLC

· CIK 0001942932
13F Portfolio $349M AUM 506 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 288 New 92 Added 61 Reduced 93 Exited
Page 5 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 IUSG ISHARES TR 1,479 $248K 0.07% SOLD
82 VTV VANGUARD INDEX FDS 1,260 $241K 0.07% SOLD
83 MGV VANGUARD WORLD FD 1,599 $226K 0.07% SOLD
84 XMHQ INVESCO EXCHANGE TRADED FD T 2,163 $222K 0.06% SOLD
85 USIG ISHARES TR 4,262 $221K 0.06% SOLD
86 BFEB INNOVATOR ETFS TRUST 4,528 $220K 0.06% SOLD
87 FLRT PACER FDS TR 4,599 $217K 0.06% SOLD
88 IGA VOYA GLBL ADV & PREM OPP FD Financial Services 21,627 $210K 0.06% SOLD
89 NOBL PROSHARES TR 2,019 $210K 0.06% SOLD
90 ECC EAGLE POINT CREDIT COMPANY I Financial Services 32,433 $187K 0.05% SOLD
91 BENEFICIENT 17,887 $126K 0.04% SOLD
92 ONDS ONDAS HLDGS INC Technology 12,234 $119K 0.03% SOLD
93 FIBROBIOLOGICS INC 10,450 $2K 0.00% SOLD
Page 5 of 5  ·  93 positions
Sector Allocation
Technology 37.8%
Financial Services 13.2%
Energy 9.5%
Consumer Cyclical 9.2%
Communication Services 7.7%
Healthcare 7.5%
Industrials 5.9%
Consumer Defensive 3.6%
Utilities 2.9%
Real Estate 1.7%