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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 4 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QSPT FIRST TR EXCHNG TRADED FD VI 54,346.0 $1.9M 0.41% NEW $34.72 +1.9%
62 ABBV ABBVIE INC Healthcare 7,499.0 $1.9M 0.41% +325.0 +4.5% $251.03 +5.9%
63 RSP INVESCO EXCHANGE TRADED FD T 8,630.0 $1.8M 0.40% NEW $214.03 +3.6%
64 VWO VANGUARD INTL EQUITY INDEX F 30,580.0 $1.8M 0.40% -516.0 -1.7% $59.32 +2.2%
65 EFAV ISHARES TR 20,568.0 $1.8M 0.39% NEW $87.24 +8.8%
66 PMAY INNOVATOR ETFS TRUST 42,690.0 $1.8M 0.39% +13K +42.2% $41.32 +1.8%
67 FTCS FIRST TRUST CAPITAL STRENGTH ETF 18,055.0 $1.7M 0.38% +2K +15.9% $95.14 +7.2%
68 PFEB INNOVATOR ETFS TRUST 39,493.0 $1.7M 0.37% $43.09 +1.8%
69 APP APPLOVIN CORP Technology 2,947.0 $1.7M 0.37% NEW $570.17 -45.5%
70 SMH VANECK ETF TRUST 2,649.0 $1.6M 0.36% -24.0 -0.9% $622.51 -10.7%
71 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,775.0 $1.6M 0.36% +319.0 +21.9% $926.24 +3.6%
72 PAAA PGIM ETF TR 31,867.0 $1.6M 0.36% NEW $51.29 +0.4%
73 STOT SSGA ACTIVE TR 34,267.0 $1.6M 0.35% NEW $46.85 +0.1%
74 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 8,702.0 $1.6M 0.35% NEW $183.42 +14.6%
75 CVX CHEVRON CORPORATION Energy 9,556.0 $1.6M 0.35% +879.0 +10.1% $166.38 +20.1%
76 BSJQ INVESCO EXCH TRD SLF IDX FD 66,976.0 $1.5M 0.34% +35K +112.3% $22.94 -0.2%
77 OUNZ VANECK MERK GOLD ETF Financial Services 39,018.0 $1.5M 0.33% NEW $39.12 +14.6%
78 EWW ISHARES INC 20,205.0 $1.5M 0.33% +3K +15.8% $75.46 +3.2%
79 AMAT APPLIED MATLS INC Technology 2,365.0 $1.5M 0.33% +1K +131.2% $642.97 -25.3%
80 HYG ISHARES TR 18,474.0 $1.5M 0.32% +6K +45.5% $79.61 +0.4%
Page 4 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%