Glass Wealth Management Co LLC

CIK: 0002017692SEC EDGAR →

Portfolio Value

$243.8B

Holdings

57

As of

Q4 2025

New Positions

57

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

BROADCOM INC

94,248$32.6B
13.38%
2

MICROSOFT CORP

30,780$14.9B
6.11%
3

ALPHABET INC

42,163$13.2B
5.41%
4

APPLE INC

42,757$11.6B
4.77%
5

NVIDIA CORPORATION

59,866$11.2B
4.58%
6

NEWMONT CORP

98,570$9.8B
4.04%
7

BARRICK MNG CORP

215,530$9.4B
3.85%
8

EXXON MOBIL CORP

72,956$8.8B
3.60%
9

AMAZON COM INC

35,732$8.2B
3.38%
10

FREEPORT-MCMORAN INC

142,283$7.2B
2.96%

Quarterly Changes

Top Buys

AVGONEW
$32.6B
MSFTNEW
$14.9B
$13.2B
AAPLNEW
$11.6B
NVDANEW
$11.2B

Top Sells

No sells this quarter

New Positions (57)

$32.6B · 94K shares
$14.9B · 31K shares
$13.2B · 42K shares
$11.6B · 43K shares
$11.2B · 60K shares
$9.8B · 99K shares
$9.4B · 216K shares
$8.8B · 73K shares
$8.2B · 36K shares
$7.2B · 142K shares
$6.7B · 37K shares
$6.6B · 39K shares
$5.9B · 20K shares
$5.3B · 30K shares
$5.2B · 9K shares
$5.1B · 20K shares
$4.6B · 10K shares
$4.6B · 84K shares
$4.5B · 4K shares
$4.3B · 28K shares
$4.2B · 33K shares
$4.1B · 4K shares
$3.8B · 30K shares
$3.8B · 76K shares
$3.6B · 10K shares
$3.3B · 44K shares
$2.9B · 28K shares
$2.4B · 18K shares
$2.4B · 39K shares
$2.4B · 17K shares
$2.3B · 13K shares
$2.3B · 61K shares
$2.2B · 6K shares
$2.2B · 89K shares
$2.1B · 28K shares
$1.9B · 6K shares
$1.8B · 5K shares
$1.8B · 27K shares
$1.8B · 3K shares
$1.7B · 36K shares
$1.6B · 12K shares
$1.5B · 15K shares
$1.1B · 3K shares
$974.0M · 3K shares
$822.0M · 1K shares
$777.0M · 726 shares
$607.0M · 2K shares
$586.0M · 9K shares
$467.0M · 5K shares
$436.0M · 4K shares
$410.0M · 2K shares
$378.0M · 1K shares
$321.0M · 3K shares
$282.0M · 900 shares
$249.0M · 3K shares
$214.0M · 375 shares
$209.0M · 640 shares

Sector Breakdown

Sector# HoldingsValue%
Technology14$97.0B39.8%
Industrials10$31.2B12.8%
Basic Materials5$30.7B12.6%
Energy5$20.6B8.5%
Financial Services7$18.8B7.7%
Communication Services2$13.5B5.5%
Healthcare7$13.3B5.5%
Consumer Cyclical2$8.6B3.5%
Unknown2$6.9B2.8%
Consumer Defensive2$2.8B1.2%
Utilities1$249.0M0.1%