13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001642160
Total reported value
$834.6M
$834.6M
175 檔
51.5%
In Q4 2024, Glassman Wealth Services's U.S. equity holdings reached a combined market value of $834.6M, distributed across 175 disclosed stock positions.
During Q4 2024, Glassman Wealth Services's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 26.35% | +0.18% | -0.29% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 17.99% | -0.52% | +200.85% | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 10.72% | -0.23% | +2.40% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 9.51% | -0.10% | +7.54% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 7.80% | +0.34% | +4.12% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-Other | 7.16% | -0.37% | +7.21% | |
| 7 | SNA | Snap-on Inc | Stock-Industrials | 5.77% | -0.12% | -0.05% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.51% | -0.01% | -0.77% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.61% | +0.03% | — | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.36% | -0.07% | +7.48% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.24% | +0.19% | -0.04% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.93% | -0.01% | +201.86% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.04% | +1.23% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | +0.42% | NEW | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.33% | — | -4.07% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.30% | +0.01% | -2.64% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.30% | -0.02% | -3.97% | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.29% | +0.01% | +0.14% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-Other | 0.27% | — | -0.91% | |
| 20 | ARKK | Ark Innovation ETF | ETF-Other | 0.20% | -0.14% | — | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.19% | — | — | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.14% | — | -4.23% | |
| 23 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.13% | -0.01% | — | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.13% | — | +38.75% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.13% | +0.01% | +5.65% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.12% | — | — | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.12% | — | — | |
| 28 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.12% | — | -15.08% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.10% | — | -2.42% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.10% | -0.01% | — | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.10% | — | +6.18% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.08% | +0.01% | +2.34% | |
| 33 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.08% | — | — | |
| 34 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.08% | — | — | |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.08% | — | +1.53% | |
| 36 | XLI | Ss Industrial Select Sector | ETF-Other | 0.08% | — | — | |
| 37 | SKYY | First Trust Cloud Computing | ETF-Other | 0.08% | — | — | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.07% | — | +300.65% | |
| 39 | VONE | Vanguard Russell 1000 | ETF-Other | 0.07% | — | — | |
| 40 | DFIC | Dimensional International Co | ETF-Other | 0.07% | -0.01% | +9.24% | |
| 41 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.07% | — | +11.92% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.06% | +0.02% | — | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.06% | +0.01% | -4.04% | |
| 44 | TMFC | Motley Fool 100 Index ETF | ETF-Large Cap & Growth | 0.06% | — | +0.40% | |
| 45 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.06% | — | — | |
| 46 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.06% | -0.06% | EXIT | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.06% | — | — | |
| 48 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.06% | — | — | |
| 49 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.06% | +0.02% | — | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.05% | — | — |
According to official SEC Form 13F filings, Glassman Wealth Services reported a total U.S. public equity portfolio value of $834.6M across 175 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, FNDX, DGRW) accounted for 51.5% of total reported equity market value during Q4 2024.
During Q4 2024, Glassman Wealth Services's top holdings by market value included VOO (26.4%)、FNDX (18.0%)、DGRW (10.7%). The largest single position, VOO, represented 26.4% of total portfolio value.
In Q4 2024, Glassman Wealth Services made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.