Global Assets Advisory, LLC
All 13F Filings
- Location
- Orlando, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 349,721
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/9/2026 | 282 | 349,721 | 13F-HR | Global Assets Advisory, LLC |
| Q3 2025 | 10/31/2025 | 279 | 336,330 | 13F-HR | Global Assets Advisory, LLC |
| Q2 2025 | 7/22/2025 | 221 | 256,182 | 13F-HR | Global Assets Advisory, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 316.6 K | 90.6% | 12.12 K | 0 | 12.12 K |
| ETFs | 31.3 K | 9.0% | 1.318 K | 0 | 1.318 K |
| Debt | 824 | 0.2% | 0 | 45 | -45 |
| Other | 602 | 0.2% | 0 | 0 | 0 |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
349,721
Holdings
282
QoQ value change ($000)
13,391
(4.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.