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GLASS WEALTH MANAGEMENT CO LLC 13F portfolio summary

GLASS WEALTH MANAGEMENT CO LLC of GLASS WEALTH MANAGEMENT CO LLC has 67 current stock holdings with a reported portfolio value of $258.1M. The portfolio 1 year return is +41.67%. Top holdings include UPS (0.00%), QQQ (0.00%), AVGO (11.11%), GOOGL (4.94%), XOM (4.87%).

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GLASS WEALTH MANAGEMENT CO LLC

GLASS WEALTH MANAGEMENT CO LLC
Latest filing: 2026-03-31

GLASS WEALTH MANAGEMENT CO LLC runs GLASS WEALTH MANAGEMENT CO LLC and currently holds 67 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $258.10M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. GLASS WEALTH MANAGEMENT CO LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, GLASS WEALTH MANAGEMENT CO LLC's portfolio at GLASS WEALTH MANAGEMENT CO LLC has delivered returns of +41.67%. Their 3-year annualized return is +41.93%. Looking at the 5-year horizon, GLASS WEALTH MANAGEMENT CO LLC has achieved +41.93% annualized returns at GLASS WEALTH MANAGEMENT CO LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+41.67%
#0/1000
3 Year
+41.93%
#0/1000
5 Year
+41.93%
#0/1000

Portfolio Value

$258.10M

Alpha Score

38.0

#0 of 1000

Holdings

67

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change