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Portfolio (Quarterly) Guide ↗

Global Assets Advisory, LLC

· CIK 0001942932
13F Portfolio $350M AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 282 New
Page 2 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPLV INVESCO EXCH TRADED FD TR II 42,300.0 $3.0M 0.86% NEW $71.42 +4.6%
22 VTI VANGUARD INDEX FDS 8,940.0 $3.0M 0.86% NEW $335.25 +8.5%
23 JEPQ J P MORGAN EXCHANGE TRADED F 51,128.0 $3.0M 0.85% NEW $58.12 +2.7%
24 GLD SPDR GOLD TR Financial Services 7,321.0 $2.9M 0.83% NEW $396.28 -7.7%
25 PFF ISHARES TR 92,556.0 $2.9M 0.82% NEW $30.96 -1.0%
26 PLTR PALANTIR TECHNOLOGIES INC Technology 16,028.0 $2.8M 0.81% NEW $177.75 -36.1%
27 GE GE AEROSPACE Industrials 9,205.0 $2.8M 0.81% NEW $308.02 +18.8%
28 IBM INTERNATIONAL BUSINESS MACHS Technology 9,475.0 $2.8M 0.80% NEW $296.20 -11.2%
29 UNH UNITEDHEALTH GROUP INC Healthcare 8,327.0 $2.7M 0.79% NEW $330.12 +22.9%
30 SPY SPDR S&P 500 ETF TR Financial Services 3,994.0 $2.7M 0.78% NEW $681.95 +7.5%
31 WMT WALMART INC Consumer Defensive 24,074.0 $2.7M 0.77% NEW $111.41 +7.2%
32 BA BOEING CO Industrials 10,784.0 $2.3M 0.67% NEW $217.13 +1.4%
33 PSEP INNOVATOR ETFS TRUST 53,451.0 $2.3M 0.67% NEW $43.72 +4.7%
34 USFR WISDOMTREE TR 44,606.0 $2.2M 0.64% NEW $50.32 +0.3%
35 PMAR INNOVATOR ETFS TRUST 49,196.0 $2.2M 0.63% NEW $44.94 +5.6%
36 XLK SELECT SECTOR SPDR TR 14,811.0 $2.1M 0.61% NEW $143.97 +27.2%
37 PAUG INNOVATOR ETFS TRUST 47,655.0 $2.1M 0.59% NEW $43.25 +4.9%
38 BOCT INNOVATOR ETFS TRUST 41,467.0 $2.0M 0.59% NEW $49.42 +6.1%
39 APP APPLOVIN CORP Technology 3,036.0 $2.0M 0.58% NEW $673.82 -31.0%
40 AOR ISHARES TR 31,116.0 $2.0M 0.58% NEW $65.01 +5.9%
Page 2 of 15  ·  282 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.4%
Financial Services 18.6%
Consumer Cyclical 10.8%
Communication Services 8.3%
Energy 7.9%
Healthcare 7.5%
Industrials 5.8%
Consumer Defensive 3.3%
Utilities 1.6%
Real Estate 1.0%