Global Assets Advisory, LLC Q4 2025 Filing

Filed February 9, 2026

Portfolio Value

$349.0M

Holdings

282

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (282 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
124,250$23.0M6.59%
2
AAPLAPPLE INC
67,139$18.0M5.16%
3
XOMEXXON MOBIL CORP
106,256$12.0M3.44%
4
AMZNAMAZON COM INC
46,184$10.0M2.87%
5
VCITVANGUARD SCOTTSDALE FDS
103,216$8.0M2.29%
6
JEPIJ P MORGAN EXCHANGE TRADED F
131,486$7.0M2.01%
7
AGGISHARES TR
75,110$7.0M2.01%
8
BRK/BBERKSHIRE HATHAWAY INC DEL
13,190$6.0M1.72%
9
GOOGLALPHABET INC
20,691$6.0M1.72%
10
NDQINVESCO QQQ TR
10,464$6.0M1.72%
11
VOOVANGUARD INDEX FDS
10,523$6.0M1.72%
12
SJNKSPDR SERIES TRUST
236,032$5.0M1.43%
13
TSLATESLA INC
12,111$5.0M1.43%
14
MSFTMICROSOFT CORP
10,529$5.0M1.43%
15
METAMETA PLATFORMS INC
6,065$4.0M1.15%
16
MKTNFEDERATED HERMES ETF TRUST
215,468$4.0M1.15%
17
DXIVDIMENSIONAL ETF TRUST
97,077$4.0M1.15%
18
SGOLETFS GOLD TR
82,804$3.0M0.86%
19
LLYELI LILLY & CO
2,819$3.0M0.86%
20
RDVYFIRST TR EXCHANGE TRADED FD
55,761$3.0M0.86%
21
SPLVINVESCO EXCH TRADED FD TR II
42,300$3.0M0.86%
22
PLTRPALANTIR TECHNOLOGIES INC
16,028$2.0M0.57%
23
XLKSELECT SECTOR SPDR TR
14,811$2.0M0.57%
24
GEGE AEROSPACE
9,205$2.0M0.57%
25
PMARINNOVATOR ETFS TRUST
49,196$2.0M0.57%
26
SPYSPDR S&P 500 ETF TR
3,994$2.0M0.57%
27
BABOEING CO
10,784$2.0M0.57%
28
PAUGINNOVATOR ETFS TRUST
47,655$2.0M0.57%
29
IBMINTERNATIONAL BUSINESS MACHS
9,475$2.0M0.57%
30
PSEPINNOVATOR ETFS TRUST
53,451$2.0M0.57%
31
APPAPPLOVIN CORP
3,036$2.0M0.57%
32
PFFISHARES TR
92,556$2.0M0.57%
33
GQ9SPDR GOLD TR
7,321$2.0M0.57%
34
USFRWISDOMTREE TR
44,606$2.0M0.57%
35
AORISHARES TR
31,116$2.0M0.57%
36
VTIVANGUARD INDEX FDS
8,940$2.0M0.57%
37
BOCTINNOVATOR ETFS TRUST
41,467$2.0M0.57%
38
WMTWALMART INC
24,074$2.0M0.57%
39
JEPQJ P MORGAN EXCHANGE TRADED F
51,128$2.0M0.57%
40
UNHUNITEDHEALTH GROUP INC
8,327$2.0M0.57%
41
AVGOBROADCOM INC
3,283$1.0M0.29%
42
GEVGE VERNOVA INC
2,453$1.0M0.29%
43
CVXCHEVRON CORP NEW
8,198$1.0M0.29%
44
MISLFIRST TR EXCHANGE-TRADED FD
30,509$1.0M0.29%
45
BILSPDR SERIES TRUST
12,493$1.0M0.29%
46
ABBVABBVIE INC
7,084$1.0M0.29%
47
BSEPINNOVATOR ETFS TRUST
22,274$1.0M0.29%
48
PMAYINNOVATOR ETFS TRUST
30,014$1.0M0.29%
49
AIRRFIRST TR EXCHANGE TRADED FD
18,578$1.0M0.29%
50
HOODROBINHOOD MKTS INC
12,663$1.0M0.29%
51
VVISA INC
3,468$1.0M0.29%
52
FAIFIRST TR EXCHANGE TRADED FD
17,251$1.0M0.29%
53
QSPTFIRST TR EXCHNG TRADED FD VI
57,614$1.0M0.29%
54
MBBISHARES TR
12,548$1.0M0.29%
55
GOOGALPHABET INC
6,287$1.0M0.29%
56
JNJJOHNSON & JOHNSON
9,104$1.0M0.29%
57
DDTOINNOVATOR ETFS TRUST
37,289$1.0M0.29%
58
AMGNAMGEN INC
3,438$1.0M0.29%
59
PANWPALO ALTO NETWORKS INC
6,254$1.0M0.29%
60
LMBSFIRST TR EXCHANGE-TRADED FD
24,338$1.0M0.29%
61
TBILRBB FD INC
21,561$1.0M0.29%
62
XSDSPDR SERIES TRUST
3,751$1.0M0.29%
63
VWOVANGUARD INTL EQUITY INDEX F
27,147$1.0M0.29%
64
BDECINNOVATOR ETFS TRUST
25,864$1.0M0.29%
65
EOSEATON VANCE ENHANCED EQUITY
66,312$1.0M0.29%
66
ITA*ISHARES TR
9,025$1.0M0.29%
67
FDNFIRST TR EXCHANGE-TRADED FD
4,403$1.0M0.29%
68
MAMASTERCARD INCORPORATED
2,231$1.0M0.29%
69
COSTCOSTCO WHSL CORP NEW
2,082$1.0M0.29%
70
SAUGFIRST TR EXCHNG TRADED FD VI
41,985$1.0M0.29%
71
PJULINNOVATOR ETFS TRUST
23,829$1.0M0.29%
72
NFLXNETFLIX INC
17,785$1.0M0.29%
73
GLTRABRDN PRECIOUS METALS BASKET
9,706$1.0M0.29%
74
BACVERIZON COMMUNICATIONS INC
25,904$1.0M0.29%
75
RSPINVESCO EXCHANGE TRADED FD T
7,674$1.0M0.29%
76
HYGISHARES TR
14,460$1.0M0.29%
77
EWWISHARES INC
16,048$1.0M0.29%
78
FTCSFIRST TR EXCHANGE-TRADED FD
15,538$1.0M0.29%
79
FEZSPDR INDEX SHS FDS
28,515$1.0M0.29%
80
FVDFIRST TR EXCHANGE-TRADED FD
12,724$00.00%
81
FIWFIRST TR EXCHANGE-TRADED FD
2,400$00.00%
82
MARMFIRST TR EXCHNG TRADED FD VI
19,875$00.00%
83
ARIAPOLLO COML REAL EST FIN INC
17,226$00.00%
84
SOXXISHARES TR
2,079$00.00%
85
XLISELECT SECTOR SPDR TR
4,473$00.00%
86
BEBLOOM ENERGY CORP
3,035$00.00%
87
WRBBERKLEY W R CORP
6,475$00.00%
88
VRTVERTIV HOLDINGS CO
4,679$00.00%
89
MUMICRON TECHNOLOGY INC
2,020$00.00%
90
DONSPDR DOW JONES INDL AVERAGE
1,143$00.00%
91
BUFRFIRST TR EXCHNG TRADED FD VI
6,592$00.00%
92
VENVENTAS INC
3,986$00.00%
93
BNDVANGUARD BD INDEX FDS
4,389$00.00%
94
NOWSERVICENOW INC
2,685$00.00%
95
HDHOME DEPOT INC
961$00.00%
96
GSUSGOLDMAN SACHS ETF TR
4,915$00.00%
97
TXNTEXAS INSTRS INC
3,727$00.00%
98
VXUSVANGUARD STAR FDS
5,148$00.00%
99
TDIVFIRST TR EXCHANGE TRADED FD
4,483$00.00%
100
GSIEGOLDMAN SACHS ETF TR
5,247$00.00%
Page 1 of 3Next