Glass Wealth Management Co. LLC
Glass Wealth Management Co., LLC is an independently owned, SEC-registered investment adviser founded in 1988 and headquartered in San Antonio, Texas. The firm specializes in providing investment advisory services to high-net-worth individuals, families, and related accounts. It is locally based, family-focused, and maintains deep roots in South Texas. Glass Wealth Management emphasizes long-term relationships and generational client service, with a close-knit team of approximately 6 employees.
Investment Strategy
Glass Wealth Management Co., LLC operates as a direct investor, constructing enduring portfolios designed to weather complete market cycles rather than engage in market timing. The firm avoids third-party managers, financial products, and complex structures, believing strongly that investors must 'know what you own and why you own it.' Their strategy prioritizes safeguarding client assets, maintaining a concentrated investment approach rooted in deep research, stability, and an unwavering client focus that avoids financial industry 'noise.'
Top Holdings
Equity Positions (56)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 14.23% | $31.9M | 96,777 | $136.78 | $329.91 | +$5.4M |
M MSFT | MICROSOFT CORP | 7.13% | $16.0M | 30,883 | $429.46 | $517.95 | +$1.4M |
A AAPL | APPLE INC | 5.11% | $11.5M | 45,014 | $188.57 | $254.63 | +$2.2M |
N NVDA | NVIDIA CORPORATION | 4.72% | $10.6M | 56,766 | $101.43 | $186.58 | +$2.4M |
G GOOGL | ALPHABET INC | 4.37% | $9.8M | 40,293 | $164.70 | $243.10 | +$3.3M |