Glass Wealth Management Co LLC: 13F holdings
CIK 20176922026Q2
| Positions | 69 |
|---|
| Reported value | $298.5m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 69 (+2 vs prior quarter) |
|---|
| Reported value | $298.5m (+15.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVGO BROADCOM INC | 90,888 | $34.3m | 11.5% |
| LRCX LAM RESEARCH CORP | 39,437 | $17.1m | 5.7% |
| GOOGL ALPHABET INC | 45,186 | $16.1m | 5.4% |
| AMAT APPLIED MATLS INC | 20,544 | $14.9m | 5.0% |
| AAPL APPLE INC | 47,622 | $13.8m | 4.6% |
| NVDA NVIDIA CORPORATION | 62,704 | $12.5m | 4.2% |
| MSFT MICROSOFT CORP | 32,613 | $12.2m | 4.1% |
| EXXON MOBIL CORP | 74,083 | $10.1m | 3.4% |
| NEM NEWMONT CORP | 101,314 | $9.5m | 3.2% |
| ASML HLDG NV | 4,678 | $9.3m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2017692")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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