Global Assets Advisory, LLC has released its latest 13F-HR filing, detailing its investment holdings as of September 30, 2026. The report shows that the firm manages over $452 million in assets, reflecting its strategic positions in various sectors.

This filing is significant as it provides insights into the investment strategies employed by Global Assets Advisory. The reported total value of $452,344,376 indicates the firm's active engagement in the financial markets, particularly in sectors such as technology, healthcare, and consumer goods.

Background

Global Assets Advisory, LLC is an investment management firm based in Orlando, Florida. The company is classified under the SEC as an institutional investment manager, with a focus on managing assets for various clients. The firm has been active in filing reports under the SEC, with its most recent filings including several 13F-HR forms.

What the Filing Says

The 13F-HR filing submitted on October 28, 2026, reveals that Global Assets Advisory holds a diverse range of investments. The report includes a total of 308 entries, showcasing the firm's extensive portfolio. Notably, the filing states, "The total value of the holdings is $452,344,376." This figure underscores the firm's substantial presence in the investment landscape.

Impact

This update may affect various stakeholders, including investors, analysts, and competitors in the financial services industry. By revealing its holdings, Global Assets Advisory provides transparency that can influence market perceptions and investment strategies among peers and clients alike.

What's Next

The filing does not specify what happens next, but it is likely that Global Assets Advisory will continue to monitor its investments and adjust its portfolio in response to market conditions.