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Portfolio (Quarterly) Guide ↗

Global Assets Advisory, LLC

· CIK 0001942932
13F Portfolio $458M AUM 322 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 117 New 112 Added 72 Reduced 272 Exited
Page 6 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 GBDC GOLUB CAP BDC INC Financial Services 8,090 $102K 0.03% SOLD
102 FXI ISHARES TR 1,265 $100K 0.03% SOLD
103 FLEX FLEXTRONICS INTL LTD Technology 1,531 $100K 0.03% SOLD
104 EFC ELLINGTON FINANCIAL INC Real Estate 8,417 $100K 0.03% SOLD
105 BLUEROCK PVT REAL ESTATE FD 6,000 $100K 0.03% SOLD
106 GNL GLOBAL NET LEASE INC Real Estate 10,626 $99K 0.03% SOLD
107 MO ALTRIA GROUP INC Consumer Defensive 1,496 $99K 0.03% SOLD
108 PPTY ETF SER SOLUTIONS 3,471 $97K 0.03% SOLD
109 XEL XCEL ENERGY INC Utilities 1,210 $96K 0.03% SOLD
110 HIG HARTFORD INSURANCE GROUP INC Financial Services 704 $95K 0.03% SOLD
111 CLX CLOROX CO DEL Consumer Defensive 906 $94K 0.03% SOLD
112 EFV ISHARES TR 1,256 $93K 0.03% SOLD
113 PDEC INNOVATOR ETFS TRUST 2,197 $93K 0.03% SOLD
114 SO SOUTHERN CO Utilities 947 $91K 0.03% SOLD
115 FSK FS KKR CAP CORP Financial Services 8,928 $91K 0.03% SOLD
116 IWR ISHARES TR 631 $90K 0.03% SOLD
117 BLV VANGUARD BD INDEX FDS 6,074 $90K 0.03% SOLD
118 INTU INTUIT Technology 207 $90K 0.03% SOLD
119 MPLX MPLX LP Energy 1,538 $88K 0.03% SOLD
120 MYCN SSGA ACTIVE TR 2,132 $87K 0.03% SOLD
Page 6 of 14  ·  272 positions
Sector Allocation
Technology 39.3%
Financial Services 16.6%
Healthcare 10.4%
Consumer Cyclical 7.9%
Communication Services 6.7%
Energy 6.5%
Industrials 6.2%
Consumer Defensive 3.0%
Utilities 2.1%
Real Estate 0.8%