Glassy Mountain Advisors, Inc.

Q2 2025 13F Holdings

  • Location
    bethesda, MD
  • Num holdings

    61

  • Value ($000)

    $310,684

  • Date Filed
    07/22/2025
  • Form type
    13F-HR
  • CIK
    0001914617
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAX
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
$20.96M
7 %

713,701

AVGO
AVGO

BROADCOM INC

COM
$15.99M
5 %

58,005

MSFT
MSFT

MICROSOFT CORP

COM
$15.46M
5 %

31,080

AAPL
AAPL

APPLE INC

COM
$13.72M
4 %

66,887

URI
URI

UNITED RENTALS INC

COM
$13.56M
4 %

17,992

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$13.06M
4 %

26,892

BKNG
BKNG

BOOKING HOLDINGS INC

COM
$10.86M
4 %

1,877

ICSH
ICSH

ISHARES TR

ULTRA SHORT DUR
$10.72M
3 %

211,327

AMZN
AMZN

AMAZON COM INC

COM
$10.37M
3 %

47,274

USIG
USIG

ISHARES TR

USD INV GRDE ETF
$9.92M
3 %

192,807

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