Glass Wealth Management Co LLC
Top Portfolio Positions
64 positions ·
$257,201,801 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
92,025 | $28,482,657 | 11.07% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
44,035 | $12,662,704 | 4.92% | |
| XOM |
Exxon Mobil Corp
Energy
|
73,596 | $12,486,297 | 4.85% | |
| MSFT |
Microsoft Corp
Technology
|
32,102 | $11,883,197 | 4.62% | |
| AAPL |
Apple Inc.
Technology
|
44,404 | $11,269,291 | 4.38% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
99,611 | $10,782,890 | 4.19% | |
| NVDA |
Nvidia Corp
Technology
|
61,440 | $10,715,136 | 4.17% | |
| B |
Barrick Mining Corp
Basic Materials
|
215,550 | $8,792,284 | 3.42% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
143,694 | $8,446,333 | 3.28% | |
| LRCX |
Lam Research Corp
Technology
|
39,193 | $8,373,976 | 3.26% |
Portfolio Trend
9 quarters · across all stocks
Holdings in ISTR
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,815,800 | 66,586 | Shares | Sole | 2026-05-01 | |
| No 13F history on record for this holder in this stock. | ||||||