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CIK: 0001642160
Total reported value
$834.6M
$834.6M
195 檔
63.4%
The Q4 2025 SEC filing reveals that Glassman Wealth Services held a total portfolio value of $834.6M, covering 195 public equity positions.
In Q4 2025, Glassman Wealth Services displayed an active expansion posture, initiating 14 new positions and adding to 18 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 | 24.12% | +0.18% | +0.85% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 17.14% | -0.52% | +0.00% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 11.35% | -0.10% | +3.00% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 10.15% | -0.23% | +0.63% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-Other | 8.67% | -0.37% | +3.02% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 8.17% | +0.34% | +1.52% | |
| 7 | SNA | Snap-on Inc | Stock-Industrials | 4.70% | -0.12% | — | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.18% | -0.01% | -1.73% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.02% | +0.03% | +1.29% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.17% | +0.19% | -1.95% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.99% | -0.07% | +55.03% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | +0.04% | -3.87% | |
| 13 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.82% | -0.01% | — | |
| 14 | VV | Vanguard Large-cap ETF | ETF-Other | 0.67% | — | -3.54% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.64% | +0.01% | +1.20% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.39% | +0.01% | +2.07% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.32% | +0.01% | +9.43% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.32% | -0.02% | +15.69% | |
| 19 | ARKK | Ark Innovation ETF | ETF-Other | 0.22% | -0.14% | -3.05% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.20% | — | -24.91% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.14% | — | -3.82% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.13% | — | +0.08% | |
| 23 | NMBL | Nova Tide Flexibl Alocat ETF | ETF-Other | 0.13% | -0.01% | — | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.13% | — | +7.85% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.12% | +0.01% | -0.05% | |
| 26 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.12% | +0.01% | — | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.12% | — | — | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.12% | -0.01% | +3.20% | |
| 29 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.12% | -0.02% | — | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.11% | — | — | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.11% | — | -0.11% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.11% | — | +0.54% | |
| 33 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.11% | — | — | |
| 34 | GOVZUSD | Ishares 25+ Yr Treas Strips | ETF-Other | 0.10% | -0.09% | EXIT | |
| 35 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.10% | -0.06% | EXIT | |
| 36 | DFIC | Dimensional International Co | ETF-Other | 0.09% | -0.01% | — | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.09% | — | +92.64% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.09% | -0.01% | — | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.09% | +0.01% | -2.11% | |
| 40 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.08% | — | +1.76% | |
| 41 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.08% | — | — | |
| 42 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.07% | +0.01% | +14.55% | |
| 43 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.07% | +0.01% | — | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.07% | — | +0.04% | |
| 45 | XLI | Ss Industrial Select Sector | ETF-Other | 0.07% | — | — | |
| 46 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.07% | — | — | |
| 47 | GLD | Spdr Gold Shares | ETF-Commodities | 0.07% | -0.03% | — | |
| 48 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.07% | -0.05% | EXIT | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.07% | — | +0.49% | |
| 50 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.07% | +0.01% | -1.93% |
According to official SEC Form 13F filings, Glassman Wealth Services reported a total U.S. public equity portfolio value of $834.6M across 195 disclosed positions in Q4 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 63.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
NMBL
市值: $952.2K
Top Position Liquidated / Trimmed
VGLT
前期市值: $344.0K
During Q4 2025, Glassman Wealth Services's top holdings by market value included VOO (24.1%)、FNDX (17.1%)、VEU (11.3%). The largest single position, VOO, represented 24.1% of total portfolio value.
In Q4 2025, Glassman Wealth Services made 45 total portfolio adjustments, initiating 14 new buys, adding to 18 positions, trimming 11 holdings, and fully liquidating 2 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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