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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 3 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CAT CATERPILLAR INC Industrials 2,618.0 $2.6M 0.57% +2K +156.9% $995.27 -17.7%
42 XSD SPDR SERIES TRUST 4,295.0 $2.6M 0.57% NEW $603.56 -19.0%
43 AOR ISHARES TR 35,907.0 $2.5M 0.54% NEW $69.36 +0.9%
44 WMT WALMART INC Consumer Defensive 22,678.0 $2.5M 0.54% -2K -6.5% $108.40 -3.9%
45 VFLO VICTORY PORTFOLIOS II 52,465.0 $2.4M 0.53% +31K +148.9% $46.37 +18.4%
46 PLTR PALANTIR TECHNOLOGIES INC Technology 19,037.0 $2.4M 0.53% +356.0 +1.9% $127.28 +37.0%
47 PSEP INNOVATOR ETFS TRUST 52,254.0 $2.4M 0.53% -1K -2.2% $46.10 +1.5%
48 PANW PALO ALTO NETWORKS INC Technology 6,352.0 $2.3M 0.49% -226.0 -3.4% $354.34 -4.2%
49 ITA ISHARES TR 9,048.0 $2.2M 0.48% NEW $243.94 -3.2%
50 JNJ JOHNSON & JOHNSON Healthcare 8,553.0 $2.2M 0.47% +182.0 +2.2% $252.87 +7.2%
51 BOCT INNOVATOR ETFS TRUST 40,715.0 $2.2M 0.47% NEW $53.08 +2.5%
52 GOOG ALPHABET INC 5,973.0 $2.1M 0.47% -649.0 -9.8% $356.87
53 FEZ SPDR INDEX SHS FDS 31,307.0 $2.1M 0.46% NEW $67.88 +5.7%
54 PAUG INNOVATOR ETFS TRUST 46,250.0 $2.1M 0.46% -1K -2.7% $45.65 +2.1%
55 SPYV SPDR SERIES TRUST 34,058.0 $2.1M 0.45% +30K +810.1% $61.15 +4.2%
56 VEA VANGUARD TAX-MANAGED FDS 29,240.0 $2.1M 0.45% +6K +25.1% $70.48 +4.3%
57 USMV ISHARES TR 20,379.0 $2.0M 0.43% NEW $97.05 +4.6%
58 BIL SPDR SERIES TRUST 21,347.0 $2.0M 0.43% NEW $91.39 +0.3%
59 MISL FIRST TR EXCHANGE-TRADED FD 41,917.0 $1.9M 0.42% NEW $46.18 -3.4%
60 CPAI NORTHERN LTS FD TR III 37,327.0 $1.9M 0.42% NEW $51.76 +0.8%
Page 3 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%