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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 6 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PFF ISHARES TR 38,117.0 $1.2M 0.25% NEW $30.55 +0.3%
102 BSEP INNOVATOR ETFS TRUST 21,768.0 $1.2M 0.25% NEW $52.84 +2.2%
103 LMBS FIRST TR EXCHANGE-TRADED FD 22,874.0 $1.1M 0.25% NEW $49.67 -0.2%
104 RAAX VANECK ETF TRUST 28,416.0 $1.1M 0.24% NEW $39.38 +5.9%
105 FIRST TR EXCHNG TRADED FD VI 39,535.0 $1.1M 0.24% NEW $27.83
106 FVD FIRST TR EXCHANGE-TRADED FD 22,256.0 $1.1M 0.24% NEW $48.59 +5.0%
107 SGOV ISHARES TR 10,755.0 $1.1M 0.24% -1K -11.5% $100.40 +0.3%
108 RSPT INVESCO EXCHANGE TRADED FD T 16,733.0 $1.1M 0.23% NEW $63.67 +0.0%
109 ANET ARISTA NETWORKS INC Technology 6,295.0 $1.0M 0.23% +665.0 +11.8% $166.05 +19.1%
110 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,030.0 $1.0M 0.22% +250.0 +14.0% $497.98 +10.6%
111 MANAGED PORTFOLIO SER 40,928.0 $1.0M 0.22% NEW $24.63
112 TBIL RBB FD INC 20,077.0 $1.0M 0.22% NEW $49.87 +0.3%
113 NJAN INNOVATOR ETFS TRUST 16,680.0 $980K 0.21% NEW $58.77 +1.5%
114 AXP AMERICAN EXPRESS CO Financial Services 2,790.0 $975K 0.21% +308.0 +12.4% $349.34 -4.1%
115 GRID FIRST TR EXCHANGE-TRADED FD 5,132.0 $966K 0.21% NEW $188.17 -4.1%
116 HOOD ROBINHOOD MKTS INC Financial Services 8,838.0 $956K 0.21% NEW $108.12 +1.3%
117 WM WASTE MGMT INC DEL Industrials 4,228.0 $951K 0.21% +216.0 +5.4% $225.05 -1.5%
118 NOW SERVICENOW INC Technology 8,915.0 $948K 0.21% +7K +318.5% $106.35 +17.3%
119 FTGC FIRST TR EXCHANGE TRAD FD VI 34,446.0 $935K 0.20% NEW $27.13 +11.6%
120 RDVI FIRST TR EXCHANGE-TRADED FD 31,490.0 $920K 0.20% NEW $29.23 +0.4%
Page 6 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%