Glassy Mountain Advisors, Inc.
All 13F Filings
- Location
- Bethesda, MD
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 321,983
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/8/2026 | 77 | 321,983 | 13F-HR | Glassy Mountain Advisors, Inc. |
| Q4 2025 | 2/10/2026 | 77 | 330,725 | 13F-HR | Glassy Mountain Advisors, Inc. |
| Q3 2025 | 11/6/2025 | 79 | 332,206 | 13F-HR | Glassy Mountain Advisors, Inc. |
| Q2 2025 | 7/22/2025 | 61 | 310,684 | 13F-HR | Glassy Mountain Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 225.5 K | 70.0% | 0 | 73.38 K | -73.38 K |
| ETFs | 96.51 K | 30.0% | 67.76 K | 0 | 67.76 K |
| Debt | 14 | 0.0% | 0 | 2 | -2 |
| Other | 0 | 0.0% | 0 | 3.13 K | -3.13 K |
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Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
321,983
Holdings
77
QoQ value change ($000)
-8,742
(-2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.