Glass Wealth Management Co LLC - Portfolio overview

Glass Wealth Management Co LLC has 68 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. AVGO - BROADCOM INC, 10.95%
2. GOOGL - ALPHABET INC, 4.87%
3. XOM - EXXON MOBIL CORP, 4.80%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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