Glassy Mountain Advisors, Inc. 13F Holdings

CIK 0001914617 · BETHESDA, MD

As of Sep 30, 2025, Glassy Mountain Advisors, Inc. reported 79 positions worth $332.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
DIMENSIONAL WORLD EX US CORE EQUITY 2 ETFDFAX—710,754$22.3M6.71%
BROADCOM INCAVGOTechnology56,671 8.7M5.63%
APPLE INCAAPLTechnology66,624 7.0M5.11%
UNITED RENTALS INCURIIndustrials17,540 6.7M5.04%
MICROSOFT CORPMSFTTechnology30,733 5.9M4.79%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services26,607 3.4M4.03%
ALPHABET INCGOOGEquity53,797 3.1M3.94%
AMAZON.COM INCAMZNEquity46,332 0.2M3.06%
BOOKING HOLDINGS INCBKNGIndustrials1,849 0.0M3.01%
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETFICSH—195,454$9.9M2.99%
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFUSIG—174,735$9.1M2.75%
WILLIAMS SONOMA INCWSMConsumer Cyclical45,387$8.9M2.67%
LOWES COMPANIES INCLOWConsumer Cyclical35,228$8.9M2.66%
VISA INC-CLASS A SHARESVFinancial Services25,327$8.6M2.60%
APPLIED MATERIALS INCAMATTechnology40,951$8.4M2.52%
FIRST TRUST EXCHANGE-TRADED FUND IIIFPE—436,254$8.0M2.40%
ISHARES CORE US AGGREGATE BOND ETFAGG—75,580$7.6M2.28%
GENERAL DYNAMICS CORPGDIndustrials21,312$7.3M2.19%
BLACKSTONE INCBXFinancial Services40,616$6.9M2.09%
NOVARTIS AG-SPONSORED ADRNVSNHealthcare50,500$6.5M1.95%
BLACKROCK INCBLKFinancial Services5,186$6.0M1.82%
JOHNSON CONTROLS INTERNATIONAL PLCJCIBasic Materials50,546$5.6M1.67%
HERSHEY COHSYConsumer Defensive29,544$5.5M1.66%
DIMENSIONAL US TARGETED VALUE ETFDFAT—90,591$5.3M1.59%
BANK OF AMERICA CORPBACFinancial Services94,238$4.9M1.46%