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CIK: 0001642160
Total reported value
$834.6M
$834.6M
182 檔
56.5%
At the close of Q2 2025, Glassman Wealth Services disclosed equity holdings valued at approximately $834.6M, spread across 182 reported holdings.
During Q2 2025, 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 | 24.55% | +0.18% | +0.06% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 17.37% | -0.52% | +1.64% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 11.19% | -0.10% | +3.19% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 10.67% | -0.23% | +2.77% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-Other | 8.39% | -0.37% | +4.31% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 8.04% | +0.34% | +5.90% | |
| 7 | SNA | Snap-on Inc | Stock-Industrials | 4.82% | -0.12% | — | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.31% | -0.01% | -0.43% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.72% | +0.03% | +0.35% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.23% | +0.19% | +3.29% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +0.04% | -1.46% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.88% | -0.01% | -1.18% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.76% | -0.07% | -29.52% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | +0.42% | NEW | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.34% | +0.01% | +2.35% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.31% | +0.01% | +0.06% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.30% | +0.01% | -2.66% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.29% | — | -1.42% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.28% | -0.02% | — | |
| 20 | VV | Vanguard Large-cap ETF | ETF-Other | 0.27% | — | -0.53% | |
| 21 | ARKK | Ark Innovation ETF | ETF-Other | 0.24% | -0.14% | +3.42% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.18% | +0.01% | +3.81% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.16% | — | -4.96% | |
| 24 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.14% | -0.02% | +0.90% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.13% | — | -0.53% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.13% | — | -4.26% | |
| 27 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.13% | +0.01% | +5698.08% | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.13% | +0.01% | -11.83% | |
| 29 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.12% | -0.01% | — | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.12% | — | -0.62% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.11% | — | — | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.11% | — | — | |
| 33 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.11% | — | — | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.11% | — | +7.42% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.10% | — | -0.49% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.09% | -0.01% | — | |
| 37 | DFIC | Dimensional International Co | ETF-Other | 0.09% | -0.01% | +22.22% | |
| 38 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.08% | — | -3.20% | |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.08% | — | — | |
| 40 | XLI | Ss Industrial Select Sector | ETF-Other | 0.08% | — | — | |
| 41 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.07% | +0.01% | +46.27% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.07% | — | — | |
| 43 | VONE | Vanguard Russell 1000 | ETF-Other | 0.07% | — | — | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.07% | — | -19.86% | |
| 45 | SKYY | First Trust Cloud Computing | ETF-Other | 0.07% | — | — | |
| 46 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.07% | — | — | |
| 47 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.07% | +0.01% | +54.98% | |
| 48 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.06% | — | — | |
| 49 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.06% | +0.02% | +201.95% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.06% | -0.03% | — |
According to official SEC Form 13F filings, Glassman Wealth Services reported a total U.S. public equity portfolio value of $834.6M across 182 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, FNDX, VEU) accounted for 56.5% of total reported equity market value during Q2 2025.
During Q2 2025, Glassman Wealth Services's top holdings by market value included VOO (24.6%)、FNDX (17.4%)、VEU (11.2%). The largest single position, VOO, represented 24.6% of total portfolio value.
In Q2 2025, 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.
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