Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Glassy Mountain Advisors, Inc. (CIK 1914617) reported $322.0M across 77 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAX ($24.8M, 7.71%), AAPL ($16.1M, 4.99%), GOOG ($14.6M, 4.54%), AMAT ($13.1M, 4.08%), AVGO ($13.0M, 4.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAX | DIMENSIONAL ETF TRUST | $24.8M | 7.71% | 730,621 | Added |
| 2 | AAPL | APPLE INC | $16.1M | 4.99% | 63,330 | Added |
| 3 | GOOG | ALPHABET INC | $14.6M | 4.54% | 50,945 | Trimmed |
| 4 | AMAT | APPLIED MATLS INC | $13.1M | 4.08% | 38,393 | Trimmed |
| 5 | AVGO | BROADCOM INC | $13.0M | 4.04% | 41,999 | Trimmed |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $12.9M | 4.01% | 26,971 | Trimmed |
| 7 | URI | UNITED RENTALS INC | $12.2M | 3.80% | 16,784 | Trimmed |
| 8 | ICSH | ISHARES TR | $11.3M | 3.50% | 222,864 | Added |
| 9 | MSFT | MICROSOFT CORP | $11.3M | 3.50% | 30,433 | Added |
| 10 | AMZN | AMAZON COM INC | $9.8M | 3.04% | 46,964 | Added |
| 11 | USIG | ISHARES TR | $9.6M | 3.00% | 188,348 | Added |
| 12 | FPE | FIRST TR EXCH TRADED FD III | $8.8M | 2.73% | 494,765 | Added |
| 13 | AGG | ISHARES TR | $8.7M | 2.71% | 87,961 | Added |
| 14 | LOW | LOWES COS INC | $8.4M | 2.60% | 35,488 | Trimmed |
| 15 | WSM | WILLIAMS SONOMA INC | $8.0M | 2.48% | 43,799 | Trimmed |
| 16 | V | VISA INC | $7.8M | 2.42% | 25,831 | Added |
| 17 | NVS | NOVARTIS AG | $7.7M | 2.40% | 50,625 | Added |
| 18 | BKNG | BOOKING HOLDINGS INC | $7.7M | 2.40% | 1,838 | Added |
| 19 | GD | GENERAL DYNAMICS CORP | $7.0M | 2.17% | 20,404 | Trimmed |
| 20 | JCI | JOHNSON CONTROLS INTERNATION | $6.4M | 1.97% | 48,517 | Trimmed |
| 21 | HSY | HERSHEY CO | $6.2M | 1.94% | 30,012 | Trimmed |
| 22 | DFAT | DIMENSIONAL ETF TRUST | $5.6M | 1.74% | 89,960 | Trimmed |
| 23 | GOOGL | ALPHABET INC | $5.2M | 1.60% | 17,917 | Trimmed |
| 24 | BLK | BLACKROCK INC | $5.1M | 1.59% | 5,309 | Added |
| 25 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.1M | 1.57% | 14,977 | Added |
Source: SEC Form 13F filings · as of 2026-03-31