Glass Wealth Management Co LLC - Portfolio Stock Holdings
Glass Wealth Management Co LLC disclosed 73 stock positions in a recent SEC 13F filing. $298,537,968 of stock holdings were filed, with the largest holdings including AVGO, LRCX, and GOOGL. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $311,919,499 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
73Est. Stock Holding Value:
$298,537,968Top Stock Holdings By Sector
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Portfolio Stock Holdings - Glass Wealth Management Co LLC
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% of Portfolio
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