Fund HoldingsGlassy Mountain Advisors, Inc.

Total Portfolio Value
$330.72M
Total Bought
$12.04M
Total Sold
$27.46M
Net Transaction
-$15.42M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
IQVIA HLDGS INC(IQV)017,769+17,76904,0051.21%+4,005
ALPHABET INC(GOOG)53,79751,160-2,63713,10216,0544.85%+2,951
APPLIED MATLS INC40,95138,615-2,3368,3849,9243.00%+1,539
ALPHABET INC(GOOG)18,16517,967-1984,4165,6241.70%+1,208
DIMENSIONAL ETF TRUST
WORLD EX US CORE
710,754716,881+6,12722,30323,4647.09%+1,160
SALESFORCE INC(CRM)12,89215,656+2,7643,0564,1471.25%+1,092
TAIWAN SEMICONDUCTOR MFG LTD(TSM)12,19714,039+1,8423,4074,2661.29%+859
ISHARES TR75,58082,368+6,7887,5778,2272.49%+650
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
012,235+12,23505440.16%+544
FIRST TR EXCH TRADED FD III436,254464,570+28,3167,9578,4642.56%+507
AMAZON COM INC(AMZN)46,33246,192-14010,17310,6623.22%+489
NOVARTIS AG(NVS)50,50050,437-636,4766,9542.10%+477
HCA HEALTHCARE INC(HCA)9,5939,578-154,0894,4721.35%+383
VISA INC(V)25,32725,557+2308,6468,9632.71%+317
TE CONNECTIVITY PLC(TEL)18,91519,572+6574,1524,4531.35%+300
JOHNSON CTLS INTL PLC
SHS
50,54648,741-1,8055,5585,8371.76%+279
DIMENSIONAL ETF TRUST
US COR EQU 1 ETF
2,4146,067+3,6531744470.14%+273
ISHARES TR174,735181,249+6,5149,1259,3832.84%+259
BANK AMERICA CORP94,23892,470-1,7684,8625,0861.54%+224
MARTIN MARIETTA MATLS INC(MLM)0350+35002180.07%+218
APPLE INC(AAPL)66,62463,192-3,43216,96517,1795.19%+215
BERKSHIRE HATHAWAY INC DEL26,60726,985+37813,37713,5644.10%+187
ISHARES TR37,66238,653+9914,4754,6451.40%+170
DIMENSIONAL ETF TRUST
US TARGETED VLU
90,59190,740+1495,2735,4031.63%+129
VANGUARD INDEX FDS175510+335571710.05%+114
INTUITIVE SURGICAL INC75775703394290.13%+90
DISNEY WALT CO(DIS)33,88934,852+9633,8803,9651.20%+85
ISHARES TR01,959+1,9590770.02%+77
NEXSTAR MEDIA GROUP INC(NXST)20,17619,989-1873,9904,0591.23%+69
ISHARES TR
FALN ANGLS USD
110,632114,648+4,0163,0733,1300.95%+57
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
20,36021,336+9767698110.25%+42
CSX CORP(CSX)115,139113,830-1,3094,0894,1261.25%+38
SCHWAB STRATEGIC TR104,819105,502+6832,8622,8940.88%+32
NEXTERA ENERGY INC(NEE)3,6603,66002762940.09%+18
PRINCIPAL FINANCIAL GROUP IN(PFG)3,0003,00002492650.08%+16
VANGUARD INDEX FDS83483405115230.16%+12
ISHARES TR
ESG MSCI LEADR
1,4301,434+41671740.05%+7
MASTERCARD INCORPORATED(MA)527532+53003040.09%+4
SCHWAB STRATEGIC TR3,8063,806089910.03%+3
ISHARES TR396396081830.03%+3
ISHARES TR52352302452480.07%+3
ONEOK INC NEW(OKE)3,5003,50002552570.08%+2
ISHARES TR1,2571,260+368700.02%+2
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
1,1361,136078790.02%+1
ISHARES TR
CORE MSCI INTL
508508041420.01%+1
ISHARES TR749751+272730.02%+1
ISHARES TR281281041420.01%+1
ISHARES TR
USD GRN BOND ETF
329329016160.00%-0
ISHARES TR
ESG AWR US AGRGT
655655031310.01%-0
ISHARES TR
ESG ADVNCD HY BD
672672032320.01%-0
ISHARES TR
ESG AWRE USD ETF
2,0112,011047470.01%-0
ISHARES TR275275027260.01%-1
INVESCO EXCH TRADED FD TR II
TAXABLE MUN BD
25,03925,070+316836820.21%-1
AMERICAN ELEC PWR CO INC3,5703,312-2584023820.12%-20
LENNAR CORP(LEN)2,2052,20502782270.07%-51
SPDR SERIES TRUST
ST STR CONV ETF
5760-576520-52
SCHWAB STRATEGIC TR113,370114,274+9042,4452,3870.72%-58
HERSHEY CO(HSY)29,54430,045+5015,5265,4681.65%-59
VANGUARD MUN BD FDS43,54842,176-1,3722,1802,1210.64%-59
UNITEDHEALTH GROUP INC(UNH)9,78810,044+2563,3803,3161.00%-64
CROWN CASTLE INC(CCI)3,2272,778-4493112470.07%-64
ISHARES TR5280-528670-67
BLACKSTONE MTG TR INC(BXMT)51,14344,899-6,2449428590.26%-83
ARES CAPITAL CORP(ARCC)67,08960,165-6,9241,3691,2170.37%-152
VANGUARD WORLD FD
UTILITIES ETF
14,64314,165-4782,7742,6210.79%-152
VANECK ETF TRUST
MRNGSTR WDE MOAT
7,1895,323-1,8667135510.17%-161
LOWES COS INC(LOW)35,22835,853+6258,8538,6462.61%-207
GLOBAL X FDS
GLB X MLP ENRG I
54,90953,319-1,5903,4433,2270.98%-216
BOOKING HOLDINGS INC(BKNG)1,8491,820-299,9859,7482.95%-236
GENERAL DYNAMICS CORP(GD)21,31220,491-8217,2686,8992.09%-369
VANGUARD INDEX FDS1,9960-1,9963720-372
GOLDMAN SACHS ETF TR3,0880-3,0884020-402
SPDR SERIES TRUST
ST STR P500GRW
3,8620-3,8624040-404
ADOBE INC(ADBE)12,85411,801-1,0534,5344,1301.25%-404
BLACKROCK INC(BLK)5,1865,135-516,0475,4961.66%-551
PURE STORAGE INC(P)41,37643,381+2,0053,4682,9070.88%-561
BLACKSTONE INC(BX)40,61640,523-936,9396,2461.89%-693
WILLIAMS SONOMA INC(WSM)45,38743,838-1,5498,8717,8292.37%-1,042
MICROSOFT CORP(MSFT)30,73330,254-47915,91814,6314.42%-1,287
ISHARES TR
ULTRA SHORT DUR
195,454164,894-30,5609,9198,3402.52%-1,579
UNITED RENTALS INC(URI)17,54016,814-72616,74613,6084.11%-3,138
MERCK & CO INC(MRK)47,5130-47,5133,9880-3,988
BROADCOM INC(AVGO)56,67142,176-14,49518,69614,5974.41%-4,100
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