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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 24 of 24  ·  477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 SLYG SPDR SERIES TRUST 750.0 $35K 0.01% NEW $46.74 +146.6%
462 UBER UBER TECHNOLOGIES INC Technology 480.0 $35K 0.01% NEW $71.93 +2.7%
463 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 4,000.0 $34K 0.01% NEW $8.62 +8.1%
464 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 3,710.0 $34K 0.01% NEW $9.28 -19.0%
465 NLR VANECK ETF TRUST 258.0 $34K 0.01% -2K -87.2% $133.19 -10.3%
466 PJAN INNOVATOR ETFS TRUST 738.0 $34K 0.01% NEW $46.13 +6.6%
467 GSEU GOLDMAN SACHS ETF TR 451.0 $34K 0.01% NEW $74.55 -36.1%
468 PSIX POWER SOLUTIONS INTL INC Industrials 550.0 $33K 0.01% NEW $60.88 -36.9%
469 MRVL MARVELL TECHNOLOGY INC Technology 338.0 $33K 0.01% NEW $99.05 +179.4%
470 VLO VALERO ENERGY CORP Energy 135.0 $33K 0.01% NEW $247.08 -1.9%
471 AWK AMERICAN WTR WKS CO INC NEW Utilities 243.0 $33K 0.01% NEW $136.09 -4.7%
472 WTM WHITE MTNS INS GROUP LTD Financial Services 15.0 $33K 0.01% NEW $2196.93 -7.9%
473 IEV ISHARES TR 326.0 $33K 0.01% NEW $100.62 -29.1%
474 TLH ISHARES TR 325.0 $33K 0.01% NEW $100.72 +0.4%
475 CCI CROWN CASTLE INC Real Estate 398.0 $32K 0.01% NEW $81.31 +1.0%
476 ITW ILLINOIS TOOL WKS INC Industrials 124.0 $32K 0.01% NEW $260.29 +1.3%
477 BLOCK INC 520.0 $31K 0.01% NEW $60.18
Page 24 of 24  ·  477 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 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%