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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 14 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VT VANGUARD INTL EQUITY INDEX F 1,920.0 $300K 0.07% NEW $156.51 +2.8%
262 XTWO BONDBLOXX ETF TRUST 6,077.0 $296K 0.07% $48.79 +0.2%
263 COLLABORATIVE INVESTMNT SER 1,815.0 $296K 0.07% NEW $163.00
264 CRM SALESFORCE INC Technology 1,798.0 $296K 0.06% +173.0 +10.7% $164.41 +25.1%
265 BUFD FIRST TR EXCHNG TRADED FD VI 9,874.0 $294K 0.06% NEW $29.73 +1.8%
266 IWD ISHARES TR 1,195.0 $292K 0.06% +253.0 +26.9% $244.76 +5.6%
267 F FORD MTR CO Consumer Cyclical 21,198.0 $292K 0.06% $13.78 +0.9%
268 CB CHUBB LIMITED Financial Services 830.0 $292K 0.06% -25.0 -2.9% $351.57 -2.2%
269 XTEN BONDBLOXX ETF TRUST 6,384.0 $289K 0.06% -44.0 -0.7% $45.32 -1.4%
270 GD GENERAL DYNAMICS CORP Industrials 793.0 $288K 0.06% +151.0 +23.5% $362.72 +5.3%
271 OSCR OSCAR HEALTH INC Healthcare 8,825.0 $281K 0.06% -2K -20.1% $31.80 -1.8%
272 FXU FIRST TR EXCHANGE-TRADED FD 5,714.0 $280K 0.06% NEW $48.99 -1.6%
273 GILD GILEAD SCIENCES INC Healthcare 2,208.0 $278K 0.06% NEW $126.13 +17.4%
274 GSIE GOLDMAN SACHS ETF TR 6,092.0 $277K 0.06% +1K +22.6% $45.50 +6.0%
275 IJH ISHARES TR 3,582.0 $275K 0.06% -14K -80.0% $76.75 -0.2%
276 SKYY FIRST TR EXCHANGE-TRADED FD 2,000.0 $274K 0.06% $137.09 +16.6%
277 TPR TAPESTRY INC Consumer Cyclical 1,814.0 $266K 0.06% $146.72 -11.2%
278 DIS DISNEY WALT CO Communication Services 2,745.0 $265K 0.06% -14.0 -0.5% $96.56 +13.5%
279 GDX VANECK ETF TRUST 3,440.0 $262K 0.06% -8K -69.2% $76.22 +34.4%
280 FIW FIRST TR EXCHANGE-TRADED FD 2,400.0 $262K 0.06% NEW $109.11 +2.0%
Page 14 of 17  ·  322 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 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%