Long-term investor
Glass Wealth Management Co. LLC @glasswealthmanagementcol
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002017692).
Record
- Tracked since 2025-12-31 (261 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days +6.5% · 6 months n/a · 1 year n/a · all +9.6%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AVGO · 11.5% · long · since 2025-12-31
- LRCX · 5.7% · long · since 2025-12-31
- GOOGL · 5.4% · long · since 2025-12-31
- AMAT · 5.0% · long · since 2025-12-31
- AAPL · 4.6% · long · since 2025-12-31
- NVDA · 4.2% · long · since 2025-12-31
- MSFT · 4.1% · long · since 2025-12-31
- XOM · 3.4% · long · since 2025-12-31
- NEM · 3.2% · long · since 2025-12-31
- ASML · 3.1% · long · since 2025-12-31
- AMZN · 3.1% · long · since 2025-12-31
- FCX · 3.1% · long · since 2025-12-31