Glassy Mountain Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Glassy Mountain Advisors, Inc. held in its portfolio 77 assets valued at $330,724,873 (i.e. $330.73M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($23.46M), APPLE INC ($17.18M), and ALPHABET INC ($16.05M).
The chart below shows the top 10 valuable assets, and the table below shows the top 77 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Glassy Mountain Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 716881 | 23463517 | WORLD EX US CORE |
| APPLE INC | 63192 | 17179468 | COM |
| ALPHABET INC | 51160 | 16053897 | CAP STK CL C |
| MICROSOFT CORP | 30254 | 14631275 | COM |
| BROADCOM INC | 42176 | 14596951 | COM |
| UNITED RENTALS INC | 16814 | 13607822 | COM |
| BERKSHIRE HATHAWAY INC DEL | 26985 | 13563759 | CL B NEW |
| AMAZON COM INC | 46192 | 10662037 | COM |
| APPLIED MATLS INC | 38615 | 9923615 | COM |
| BOOKING HOLDINGS INC | 1820 | 9748388 | COM |
| ISHARES TR | 181249 | 9383236 | USD INV GRDE ETF |
| VISA INC | 25557 | 8963164 | COM CL A |
| LOWES COS INC | 35853 | 8646297 | COM |
| FIRST TR EXCH TRADED FD III | 464570 | 8464460 | PFD SECS INC ETF |
| ISHARES TR | 164894 | 8340313 | ULTRA SHORT DUR |
| ISHARES TR | 82368 | 8226908 | CORE US AGGBD ET |
| WILLIAMS SONOMA INC | 43838 | 7829099 | COM |
| NOVARTIS AG | 50437 | 6953712 | SPONSORED ADR |
| GENERAL DYNAMICS CORP | 20491 | 6898509 | COM |
| BLACKSTONE INC | 40523 | 6246273 | COM |
| JOHNSON CTLS INTL PLC | 48741 | 5836675 | SHS |
| ALPHABET INC | 17967 | 5623671 | CAP STK CL A |
| BLACKROCK INC | 5135 | 5495742 | COM |
| HERSHEY CO | 30045 | 5467575 | COM |
| DIMENSIONAL ETF TRUST | 90740 | 5402660 | US TARGETED VLU |
| BANK AMERICA CORP | 92470 | 5085830 | COM |
| ISHARES TR | 38653 | 4645318 | CORE S&P SCP ETF |
| HCA HEALTHCARE INC | 9578 | 4471621 | COM |
| TE CONNECTIVITY PLC | 19572 | 4452714 | ORD SHS |
| TAIWAN SEMICONDUCTOR MFG LTD | 14039 | 4266258 | SPONSORED ADS |
| SALESFORCE INC | 15656 | 4147473 | COM |
| ADOBE INC | 11801 | 4130232 | COM |
| CSX CORP | 113830 | 4126342 | COM |
| NEXSTAR MEDIA GROUP INC | 19989 | 4058816 | COMMON STOCK |
| IQVIA HLDGS INC | 17769 | 4005310 | COM |
| DISNEY WALT CO | 34852 | 3965095 | COM |
| UNITEDHEALTH GROUP INC | 10044 | 3315676 | COM |
| GLOBAL X FDS | 53319 | 3227385 | GLB X MLP ENRG I |
| ISHARES TR | 114648 | 3129879 | FALN ANGLS USD |
| PURE STORAGE INC | 43381 | 2906961 | CL A |
| SCHWAB STRATEGIC TR | 105502 | 2893907 | US DIVIDEND EQ |
| VANGUARD WORLD FD | 14165 | 2621132 | UTILITIES ETF |
| SCHWAB STRATEGIC TR | 114274 | 2387191 | US REIT ETF |
| VANGUARD MUN BD FDS | 42176 | 2121006 | TAX EXEMPT BD |
| ARES CAPITAL CORP | 60165 | 1217140 | COM |
| BLACKSTONE MTG TR INC | 44899 | 858920 | COM CL A |
| DIMENSIONAL ETF TRUST | 21336 | 811419 | US HIGH PROFITAB |
| INVESCO EXCH TRADED FD TR II | 25070 | 681891 | TAXABLE MUN BD |
| VANECK ETF TRUST | 5323 | 551272 | MRNGSTR WDE MOAT |
| CAPITAL GROUP GROWTH ETF | 12235 | 544090 | SHS CREATION UNI |
| VANGUARD INDEX FDS | 834 | 523026 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 6067 | 446716 | US CORE EQUITY 1 |
| INTUITIVE SURGICAL INC | 757 | 428735 | COM NEW |
| AMERICAN ELEC PWR CO INC | 3312 | 381907 | COM |
| MASTERCARD INCORPORATED | 532 | 303708 | CL A |
| NEXTERA ENERGY INC | 3660 | 293825 | COM |
| PRINCIPAL FINANCIAL GROUP IN | 3000 | 264630 | COM |
| ONEOK INC NEW | 3500 | 257250 | COM |
| ISHARES TR | 523 | 247536 | RUS 1000 GRW ETF |
| CROWN CASTLE INC | 2778 | 246881 | COM |
| LENNAR CORP | 2205 | 226674 | CL A |
| MARTIN MARIETTA MATLS INC | 350 | 217931 | COM |
| ISHARES TR | 1434 | 173928 | ESG MSCI LEADR |
| VANGUARD INDEX FDS | 510 | 170988 | TOTAL STK MKT |
| SCHWAB STRATEGIC TR | 3806 | 91496 | INTL EQTY ETF |
| ISHARES TR | 396 | 83295 | RUS 1000 VAL ETF |
| DIMENSIONAL ETF TRUST | 1136 | 79145 | US SMALL CAP ETF |
| ISHARES TR | 1959 | 77283 | INTL SEL DIV ETF |
| ISHARES TR | 751 | 72732 | S&P MC 400GR ETF |
| ISHARES TR | 1260 | 69887 | MRGSTR SM CP GR |
| ISHARES TR | 2011 | 47027 | ESG AWRE USD ETF |
| ISHARES TR | 508 | 41900 | CORE MSCI INTL |
| ISHARES TR | 281 | 41782 | CORE S&P TTL STK |
| ISHARES TR | 672 | 31757 | ESG ADVNCD HY BD |
| ISHARES TR | 655 | 31342 | ESG AWR US AGRGT |
| ISHARES TR | 275 | 25820 | U.S. REAL ES ETF |
| ISHARES TR | 329 | 15771 | USD GRN BOND ETF |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.