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R. Jordan Smyth, Jr.

Glassy Mountain Advisors, Inc.

Assets Managed
$321.983M
Holdings
77
Last Quarter
2026 - Q1
Filed Date
2mo 3d ago
Growth Rate
-2.64%(2Q avg: -1.54%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Glassy Mountain Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 77 positions.

Assets under management

The assets under management (AUM) of Glassy Mountain Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 321.983M in assets, with a quarterly growth rate of -2.64% and a 2-quarter average growth rate of -1.54%. The portfolio is managed by R. Jordan Smyth, Jr., and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 1.92%
7.71%
$24.819M
730,621 shares@ $33.97 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.22%
5%
$16.073M
63,330 shares@ $253.8 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.42%
4.54%
$14.614M
50,945 shares@ $286.86 avg price
AMAT
Applied Materials Inc
Recent Activity
Decreased -0.57%
4.08%
$13.122M
38,393 shares@ $341.8 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -0.41%
4.04%
$12.999M
41,999 shares@ $309.51 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.05%
4.02%
$12.924M
26,971 shares@ $479.2 avg price
URI
United Rentals Inc
Recent Activity
Decreased -0.17%
3.8%
$12.228M
16,784 shares@ $728.56 avg price
ICSH
Ishares Ult Stba Etf Usd Inc
Recent Activity
Increased 35.16%
3.51%
$11.281M
222,864 shares@ $50.63 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.6%
3.5%
$11.266M
30,433 shares@ $370.18 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.68%
3.04%
$9.781M
46,964 shares@ $208.27 avg price

1-10 of 77