Glass Wealth Management Co LLC has submitted its 13F-HR filing for the quarter ending September 30, 2026. This report is significant as it provides insights into the firm's investment strategies and holdings, revealing a total of $316.7 million in assets under management.

The filing, dated October 28, 2026, highlights the firm’s positions in various prominent companies, including Apple Inc., Amazon.com Inc., and Alphabet Inc. Such disclosures are crucial for understanding the investment landscape and the strategies employed by wealth management firms.

Background

Glass Wealth Management Co LLC is a Texas-based investment firm, with its headquarters located at 1020 NE Loop 410, Suite 802, San Antonio, TX 78209. The firm specializes in wealth management services and operates under the SEC's regulations. The latest filing is part of a series of reports, including previous 13F filings and other regulatory submissions.

What the Filing Says

The 13F-HR filing indicates that Glass Wealth Management holds a total of 71 securities, with a combined value of $316,743,042. This level of transparency is essential for clients and stakeholders who wish to understand the firm's investment approach.

Impact

This filing may affect various stakeholders, including clients, investors, and competitors in the wealth management sector. Clients can gain insights into the firm's investment decisions, while competitors may analyze the holdings to benchmark their own strategies and identify market trends.

What's Next

The filing does not say what happens next.