Glassy Mountain Advisors, Inc.

Est. AUM

$322.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$24.8M	730621	7.71%	SOLE
2	APPLE INC	COM	$16.1M	63330	4.99%	SOLE
3	ALPHABET INC	CAP STK CL C	$14.6M	50945	4.54%	SOLE
4	APPLIED MATLS INC	COM	$13.1M	38393	4.08%	SOLE
5	BROADCOM INC	COM	$13.0M	41999	4.04%	SOLE
6	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$12.9M	26971	4.01%	SOLE
7	UNITED RENTALS INC	COM	$12.2M	16784	3.80%	SOLE
8	ISHARES TR	ULTRA SHORT DUR	$11.3M	222864	3.50%	SOLE
9	MICROSOFT CORP	COM	$11.3M	30433	3.50%	SOLE
10	AMAZON COM INC	COM	$9.8M	46964	3.04%	SOLE
11	ISHARES TR	USD INV GRDE ETF	$9.6M	188348	3.00%	SOLE
12	FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$8.8M	494765	2.73%	SOLE
13	ISHARES TR	CORE US AGGBD ET	$8.7M	87961	2.71%	SOLE
14	LOWES COS INC	COM	$8.4M	35488	2.60%	SOLE
15	WILLIAMS SONOMA INC	COM	$8.0M	43799	2.48%	SOLE
16	VISA INC	COM CL A	$7.8M	25831	2.42%	SOLE
17	BOOKING HOLDINGS INC	COM	$7.7M	1838	2.40%	SOLE
18	NOVARTIS AG	SPONSORED ADR	$7.7M	50625	2.40%	SOLE
19	GENERAL DYNAMICS CORP	COM	$7.0M	20404	2.17%	SOLE
20	JOHNSON CONTROLS INTERNATION	SHS	$6.4M	48517	1.97%	SOLE
21	HERSHEY CO	COM	$6.2M	30012	1.94%	SOLE
22	DIMENSIONAL ETF TRUST	US TARGETED VLU	$5.6M	89960	1.74%	SOLE
23	ALPHABET INC	CAP STK CL A	$5.2M	17917	1.60%	SOLE
24	BLACKROCK INC	COM	$5.1M	5309	1.59%	SOLE
25	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$5.1M	14977	1.57%	SOLE
26	BLACKSTONE INC	COM	$4.9M	42351	1.51%	SOLE
27	ISHARES TR	CORE S&P SCP ETF	$4.8M	38814	1.50%	SOLE
28	CSX CORP	COM	$4.7M	115518	1.47%	SOLE
29	HCA HEALTHCARE INC	COM	$4.6M	9746	1.43%	SOLE
30	BANK AMERICA CORP	COM	$4.5M	92821	1.41%	SOLE
31	TE CONNECTIVITY PLC	ORD SHS	$4.2M	19881	1.29%	SOLE
32	GLOBAL X FDS	GLB X MLP ENRG I	$4.0M	53661	1.23%	SOLE
33	NEXSTAR MEDIA GROUP INC	COMMON STOCK	$3.7M	20225	1.14%	SOLE
34	DISNEY WALT CO	COM	$3.4M	35675	1.07%	SOLE
35	SALESFORCE INC	COM	$3.2M	17355	1.01%	SOLE
36	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.2M	104081	0.99%	SOLE
37	ISHARES TR	FALN ANGLS USD	$3.2M	117914	0.98%	SOLE
38	IQVIA HLDGS INC	COM	$3.1M	18309	0.97%	SOLE
39	ADOBE INC	COM	$3.0M	12517	0.95%	SOLE
40	VANGUARD WORLD FD	UTILITIES ETF	$2.9M	14768	0.91%	SOLE
41	UNITEDHEALTH GROUP INC	COM	$2.9M	10706	0.90%	SOLE
42	EVERPURE INC	CL A	$2.7M	45587	0.84%	SOLE
43	SCHWAB STRATEGIC TR	US REIT ETF	$2.6M	121439	0.81%	SOLE
44	VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.2M	44439	0.69%	SOLE
45	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$819K	22289	0.25%	SOLE
46	INVESCO EXCH TRADED FD TR II	TAXABLE MUN BD	$707K	26240	0.22%	SOLE
47	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$530K	7348	0.16%	SOLE
48	VANECK ETF TRUST	MRNGSTR WDE MOAT	$528K	5462	0.16%	SOLE
49	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$527K	13120	0.16%	SOLE
50	VANGUARD INDEX FDS	S&P 500 ETF SHS	$498K	834	0.15%	SOLE

1–50 of 77

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.