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CIK: 0001642160
Total reported value
$834.6M
$834.6M
186 檔
61.0%
During the Q3 2025 filing period, Glassman Wealth Services (CIK: 0001642160) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $834.6M across 186 reported positions.
In Q3 2025, Glassman Wealth Services displayed an active expansion posture, initiating 2 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 24.32% | +0.18% | +0.19% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 17.25% | -0.52% | +0.98% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 11.13% | -0.10% | +2.14% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 10.45% | -0.23% | +0.48% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-Other | 8.40% | -0.37% | +2.12% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 8.16% | +0.34% | +2.77% | |
| 7 | SNA | Snap-on Inc | Stock-Industrials | 4.92% | -0.12% | — | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.26% | -0.01% | -0.69% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.03% | +0.03% | +19.59% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.22% | +0.19% | -0.12% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.04% | — | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.84% | -0.01% | -1.45% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-Other | 0.70% | — | +160.92% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.66% | -0.07% | -7.45% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.63% | +0.01% | +93.49% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.39% | +0.01% | +28.86% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.30% | +0.01% | -0.52% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.28% | -0.02% | +3.46% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.28% | — | +0.00% | |
| 20 | ARKK | Ark Innovation ETF | ETF-Other | 0.27% | -0.14% | — | |
| 21 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.16% | -0.02% | +18.74% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.15% | — | -2.69% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.14% | — | +5.33% | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.13% | +0.01% | — | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.13% | +0.01% | — | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.12% | — | — | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.12% | — | +12.02% | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.12% | -0.01% | — | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.11% | — | — | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.11% | — | — | |
| 31 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.11% | — | — | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.11% | — | +3.78% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.10% | — | — | |
| 34 | DFIC | Dimensional International Co | ETF-Other | 0.09% | -0.01% | +2.44% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.09% | +0.01% | -48.55% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.09% | -0.01% | — | |
| 37 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.08% | — | +4.26% | |
| 38 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.08% | — | — | |
| 39 | XLI | Ss Industrial Select Sector | ETF-Other | 0.07% | — | — | |
| 40 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.07% | +0.01% | — | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.07% | — | +1.23% | |
| 42 | SKYY | First Trust Cloud Computing | ETF-Other | 0.07% | — | — | |
| 43 | VONE | Vanguard Russell 1000 | ETF-Other | 0.07% | — | — | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.07% | — | +1.37% | |
| 45 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.07% | — | -5.59% | |
| 46 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.07% | +0.01% | +29.81% | |
| 47 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.07% | +0.01% | -2.25% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.06% | -0.03% | — | |
| 49 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.06% | — | — | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.06% | +0.02% | — |
According to official SEC Form 13F filings, Glassman Wealth Services reported a total U.S. public equity portfolio value of $834.6M across 186 disclosed positions in Q3 2025.
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, VEU) accounted for 61.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
EUAD
市值: $147.7K
Top Position Liquidated / Trimmed
QQQ
前期市值: $2.2M
During Q3 2025, Glassman Wealth Services's top holdings by market value included VOO (24.3%)、FNDX (17.3%)、VEU (11.1%). The largest single position, VOO, represented 24.3% of total portfolio value.
In Q3 2025, Glassman Wealth Services made 42 total portfolio adjustments, initiating 2 new buys, adding to 27 positions, trimming 12 holdings, and fully liquidating 1 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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