Fund HoldingsGlassy Mountain Advisors, Inc.

Total Portfolio Value
$321.98M
Total Bought
$25.74M
Total Sold
$13.71M
Net Transaction
+$12.02M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
APPLIED MATLS INC38,61538,393-2229,92413,1224.08%+3,199
ISHARES TR
ULTRA SHORT DUR
164,894222,864+57,9708,34011,2813.50%+2,941
DIMENSIONAL ETF TRUST
WORLD EX US CORE
716,881730,621+13,74023,46424,8197.71%+1,356
TAIWAN SEMICONDUCTOR MANUFAC(TSM)14,03914,977+9384,2665,0621.57%+795
NOVARTIS AG(NVS)50,43750,625+1886,9547,7332.40%+779
HERSHEY CO(HSY)30,04530,012-335,4686,2391.94%+772
GLOBAL X FDS
GLB X MLP ENRG I
53,31953,661+3423,2273,9681.23%+740
CSX CORP(CSX)113,830115,518+1,6884,1264,7421.47%+616
JOHNSON CONTROLS INTERNATION
SHS
48,74148,517-2245,8376,3531.97%+517
ISHARES TR82,36887,961+5,5938,2278,7322.71%+505
FIRST TR EXCH TRADED FD III464,570494,765+30,1958,4648,7822.73%+318
VANGUARD WORLD FD
UTILITIES ETF
14,16514,768+6032,6212,9260.91%+305
SCHWAB STRATEGIC TR105,502104,081-1,4212,8943,1930.99%+299
ISHARES TR181,249188,348+7,0999,3839,6493.00%+266
CHEVRON CORPORATION(CVX)01,206+1,20602500.08%+250
ENTERPRISE PRODS PARTNERS L(EPD)06,000+6,00002270.07%+227
SCHWAB STRATEGIC TR114,274121,439+7,1652,3872,6100.81%+223
DIMENSIONAL ETF TRUST
US TARGETED VLU
90,74089,960-7805,4035,6181.74%+215
SOUTHERN CO(SO)02,199+2,19902120.07%+212
ISHARES TR38,65338,814+1614,6454,8251.50%+180
WILLIAMS SONOMA INC(WSM)43,83843,799-397,8297,9862.48%+157
HCA HEALTHCARE INC(HCA)9,5789,746+1684,4724,6121.43%+141
GENERAL DYNAMICS CORP(GD)20,49120,404-876,8997,0032.17%+105
VANGUARD MUN BD FDS42,17644,439+2,2632,1212,2170.69%+96
DIMENSIONAL ETF TRUST
US COR EQU 1 ETF
6,0677,348+1,2814475300.16%+83
ONEOK INC NEW(OKE)3,5003,50002573160.10%+59
AMERICAN ELEC PWR CO INC3,3123,31203824340.13%+52
NEXTERA ENERGY INC(NEE)3,6603,66002943400.11%+46
INVESCO EXCH TRADED FD TR II
TAXABLE MUN BD
25,07026,240+1,1706827070.22%+26
ISHARES TR
FALN ANGLS USD
114,648117,914+3,2663,1303,1510.98%+21
VANGUARD INDEX FDS035+350150.00%+15
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
21,33622,289+9538118190.25%+8
PRINCIPAL FINANCIAL GROUP IN(PFG)3,0003,00002652700.08%+6
ISHARES TR751752+173760.02%+3
SCHWAB STRATEGIC TR3,8063,806091940.03%+3
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
1,1361,136079810.03%+2
ISHARES TR396396083850.03%+1
ISHARES TR
CORE MSCI INTL
508508042420.01%+1
ISHARES TR275275026260.01%0
ISHARES TR
ESG AWR US AGRGT
655655031310.01%-0
ISHARES TR
ESG AWRE USD ETF
2,0112,011047470.01%-0
ISHARES TR
ESG ADVNCD HY BD
672672032310.01%-1
ISHARES TR1,2601,262+270690.02%-1
ISHARES TR
USD GRN BOND ETF
329304-2516140.00%-1
ISHARES TR281281042400.01%-2
ISHARES TR
ESG MSCI LEADR
1,4341,438+41741630.05%-11
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
12,23513,120+8855445270.16%-17
CROWN CASTLE INC(CCI)2,7782,77802472260.07%-21
VANECK ETF TRUST
MRNGSTR WDE MOAT
5,3235,462+1395515280.16%-23
ISHARES TR52352302482230.07%-25
VANGUARD INDEX FDS83483405234980.15%-25
MASTERCARD INCORPORATED(MA)53253203042660.08%-38
ISHARES TR1,959660-1,29977280.01%-49
INTUITIVE SURGICAL INC75775704293490.11%-80
VANGUARD INDEX FDS510250-260171800.02%-91
EVERPURE INC(P)43,38145,587+2,2062,9072,6910.84%-216
MARTIN MARIETTA MATLS INC(MLM)3500-3502180-218
LENNAR CORP(LEN)2,2050-2,2052270-227
LOWES COS INC(LOW)35,85335,488-3658,6468,3852.60%-261
TE CONNECTIVITY PLC(TEL)19,57219,881+3094,4534,1561.29%-297
BLACKROCK INC(BLK)5,1355,309+1745,4965,1051.59%-390
NEXSTAR MEDIA GROUP INC(NXST)19,98920,225+2364,0593,6571.14%-402
UNITEDHEALTH GROUP INC(UNH)10,04410,706+6623,3162,8970.90%-419
ALPHABET INC(GOOG)17,96717,917-505,6245,1521.60%-471
DISNEY WALT CO(DIS)34,85235,675+8233,9653,4381.07%-527
BANK AMERICA CORP92,47092,821+3515,0864,5251.41%-561
BERKSHIRE HATHAWAY INC DEL26,98526,971-1413,56412,9244.01%-639
BLACKSTONE MTG TR INC(BXMT)44,8990-44,8998590-859
AMAZON COM INC(AMZN)46,19246,964+77210,6629,7813.04%-881
IQVIA HLDGS INC(IQV)17,76918,309+5404,0053,1220.97%-883
SALESFORCE INC(CRM)15,65617,355+1,6994,1473,2401.01%-908
ADOBE INC(ADBE)11,80112,517+7164,1303,0430.94%-1,088
APPLE INC(AAPL)63,19263,330+13817,17916,0734.99%-1,107
VISA INC(V)25,55725,831+2748,9637,8072.42%-1,156
ARES CAPITAL CORP(ARCC)60,1650-60,1651,2170-1,217
BLACKSTONE INC(BX)40,52342,351+1,8286,2464,8701.51%-1,376
UNITED RENTALS INC(URI)16,81416,784-3013,60812,2283.80%-1,380
ALPHABET INC(GOOG)51,16050,945-21516,05414,6144.54%-1,440
BROADCOM INC(AVGO)42,17641,999-17714,59712,9994.04%-1,598
BOOKING HOLDINGS INC(BKNG)1,8201,838+189,7487,7392.40%-2,009
MICROSOFT CORP(MSFT)30,25430,433+17914,63111,2663.50%-3,366
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