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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 4 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CVX CHEVRON CORP NEW Energy 8,198.0 $1.2M 0.36% NEW $152.41 +13.0%
62 LMBS FIRST TR EXCHANGE-TRADED FD 24,338.0 $1.2M 0.35% NEW $49.99 -0.4%
63 V VISA INC Financial Services 3,468.0 $1.2M 0.35% NEW $350.69 -5.8%
64 XSD SPDR SERIES TRUST 3,751.0 $1.2M 0.34% NEW $321.56 +85.8%
65 MBB ISHARES TR 12,548.0 $1.2M 0.34% NEW $95.22 -0.3%
66 PMAY INNOVATOR ETFS TRUST 30,014.0 $1.2M 0.34% NEW $39.59 +3.5%
67 FDN FIRST TR EXCHANGE-TRADED FD 4,403.0 $1.2M 0.34% NEW $269.18 -5.2%
68 HYG ISHARES TR 14,460.0 $1.2M 0.33% NEW $80.63 -0.9%
69 PANW PALO ALTO NETWORKS INC Technology 6,254.0 $1.2M 0.33% NEW $184.20 +59.1%
70 BIL SPDR SERIES TRUST 12,493.0 $1.1M 0.33% NEW $91.38 +0.2%
71 AVGO BROADCOM INC Technology 3,283.0 $1.1M 0.33% NEW $346.10 +9.5%
72 AMGN AMGEN INC Healthcare 3,438.0 $1.1M 0.32% NEW $327.31 +7.8%
73 EWW ISHARES INC 16,048.0 $1.1M 0.32% NEW $69.33 +9.0%
74 PJUL INNOVATOR ETFS TRUST 23,829.0 $1.1M 0.32% NEW $46.43 +5.0%
75 BSEP INNOVATOR ETFS TRUST 22,274.0 $1.1M 0.31% NEW $49.25 +6.0%
76 FV FIRST TR EXCHANGE TRADED FD 17,251.0 $1.1M 0.31% NEW $62.92 +17.6%
77 TBIL RBB FD INC 21,561.0 $1.1M 0.31% NEW $49.88 +0.2%
78 FIRST TR EXCHNG TRADED FD VI 41,985.0 $1.1M 0.31% NEW $25.51
79 VZ VERIZON COMMUNICATIONS INC Communication Services 25,904.0 $1.1M 0.30% NEW $40.73 +13.1%
80 SMH VANECK ETF TRUST 2,696.0 $971K 0.28% NEW $360.13 +76.7%
Page 4 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%