Holdings of Glass Wealth Management Co LLC
64 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 50.3 % of the equity sleeve
Sector breakdown
- Technology 37.9 %
- Industrials 13.9 %
- Energy 9.4 %
- Materials 8.8 %
- Financials 7.6 %
- Health care 6.6 %
- Communication 5.4 %
- Consumer discretionary 3.3 %
- Consumer staples 1.4 %
- Utilities 0.2 %
- Funds 0.1 %
- Unattributed 5.3 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 95.2 %
- NL 2.4 %
- GB 1.7 %
- FR 0.8 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 61 | 232.5M $ | 95.20 % |
| 2 | NL | 1 | 5.7M $ | 2.35 % |
| 3 | GB | 1 | 4.1M $ | 1.68 % |
| 4 | FR | 1 | 1.9M $ | 0.77 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Broadcom Inc | 92,025 | 28.5M $ | |
| 2 | Alphabet Inc | 44,035 | 12.7M $ | |
| 3 | Exxon Mobil Corp | 73,596 | 12.5M $ | |
| 4 | Microsoft Corp | 32,102 | 11.9M $ | |
| 5 | Apple Inc | 44,404 | 11.3M $ | |
| 6 | Newmont Corp | 99,611 | 10.8M $ | |
| 7 | NVIDIA Corp | 61,440 | 10.7M $ | |
| 8 | Freeport-McMoRan Inc | 143,694 | 8.4M $ | |
| 9 | Lam Research Corp | 39,193 | 8.4M $ | |
| 10 | Amazon.com Inc | 37,135 | 7.7M $ | |
| 11 | RTX Corp | 37,130 | 7.2M $ | |
| 12 | L3Harris Technologies Inc | 20,445 | 7.1M $ | |
| 13 | Applied Materials Inc | 20,258 | 6.9M $ | |
| 14 | Northrop Grumman Corp | 9,344 | 6.4M $ | |
| 15 | Chevron Corp | 29,318 | 6.1M $ | |
| 16 | Lockheed Martin Corp | 9,709 | 5.9M $ | |
| 17 | ASML Holding NV | 4,345 | 5.7M $ | |
| 18 | Phillips 66 | 30,399 | 5.5M $ | |
| 19 | Morgan Stanley | 30,819 | 5.1M $ | |
| 20 | Cullen/Frost Bankers Inc | 32,956 | 4.5M $ | |
| 21 | Bank of America Corp | 85,680 | 4.2M $ | |
| 22 | Shell PLC | 44,108 | 4.1M $ | |
| 23 | Eli Lilly & Co | 4,090 | 3.8M $ | |
| 24 | Truist Financial Corp | 77,345 | 3.6M $ | |
| 25 | Merck & Co Inc | 28,654 | 3.4M $ | |
| 26 | Visa Inc | 10,919 | 3.3M $ | |
| 27 | Texas Instruments Inc | 13,997 | 2.7M $ | |
| 28 | Intel Corp | 60,951 | 2.7M $ | |
| 29 | Pfizer Inc | 92,316 | 2.6M $ | |
| 30 | Procter & Gamble Co/The | 16,831 | 2.4M $ | |
| 31 | Emerson Electric Co. | 18,424 | 2.4M $ | |
| 32 | Cisco Systems, Inc. | 30,635 | 2.4M $ | |
| 33 | Corteva Inc | 27,347 | 2.3M $ | |
| 34 | General Dynamics Corp | 5,740 | 2M $ | |
| 35 | Sanofi SA | 38,875 | 1.9M $ | |
| 36 | Investar Holding Corp | 66,586 | 1.8M $ | |
| 37 | Novartis AG | 11,730 | 1.8M $ | |
| 38 | Thermo Fisher Scientific Inc | 3,000 | 1.5M $ | |
| 39 | United Parcel Service Inc | 13,950 | 1.4M $ | |
| 40 | JPMorgan Chase & Co | 3,356 | 987.3K $ | |
| 41 | Mastercard Inc | 1,675 | 836.9K $ | |
| 42 | General Electric Co | 2,608 | 740.1K $ | |
| 43 | Blackrock Inc | 726 | 698.2K $ | |
| 44 | Caterpillar Inc | 977 | 692K $ | |
| 45 | Walmart Inc | 5,419 | 673.5K $ | |
| 46 | ConocoPhillips | 4,995 | 659.3K $ | |
| 47 | Microchip Technology Inc | 9,182 | 593.2K $ | |
| 48 | International Business Machines Corp. | 2,050 | 496.9K $ | |
| 49 | Home Depot Inc/The | 1,099 | 361.5K $ | |
| 50 | Vanguard S&P 500 ETF | 594 | 355K $ | |
| 51 | Invesco QQQ Trust Series 1 | 609 | 351.3K $ | |
| 52 | AbbVie Inc | 1,607 | 349.4K $ | |
| 53 | Palantir Technologies Inc | 2,292 | 335.3K $ | |
| 54 | Abbott Laboratories | 2,815 | 289K $ | |
| 55 | Vanguard Total Stock Market ETF | 877 | 281.3K $ | |
| 56 | Valero Energy Corp | 1,136 | 280.7K $ | |
| 57 | PepsiCo Inc | 1,785 | 277.2K $ | |
| 58 | Southern Co/The | 2,860 | 276K $ | |
| 59 | Alphabet Inc | 900 | 258.2K $ | |
| 60 | Gilead Sciences Inc | 1,845 | 257.2K $ | |
| 61 | Amgen Inc | 640 | 225.2K $ | |
| 62 | AT&T Inc | 7,400 | 214.5K $ | |
| 63 | Deere & Co | 360 | 202.8K $ | |
| 64 | Duke Energy Corp | 1,535 | 201K $ | |