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CIK: 0001642160
Total reported value
$834.6M
$834.6M
187 檔
63.3%
In Q1 2026, Glassman Wealth Services's U.S. equity holdings reached a combined market value of $834.6M, distributed across 187 disclosed stock positions.
Glassman Wealth Services executed strategic sector rebalancing during Q1 2026, establishing 7 new positions while fully exiting 15 holdings and trimming 27 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 23.40% | +0.18% | +1.05% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 17.69% | -0.52% | +0.11% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 11.80% | -0.10% | +1.04% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 9.71% | -0.23% | -3.35% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-Other | 9.23% | -0.37% | +1.77% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 8.33% | +0.34% | +3.14% | |
| 7 | SNA | Snap-on Inc | Stock-Industrials | 4.99% | -0.12% | — | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.08% | -0.01% | -0.93% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.93% | +0.03% | -1.11% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.17% | +0.19% | +3.89% | |
| 11 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.86% | -0.01% | +1.22% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | +0.04% | -2.62% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.65% | +0.01% | -0.80% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-Other | 0.64% | — | +0.18% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.62% | -0.07% | -36.91% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.40% | +0.01% | +0.03% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.33% | -0.02% | -0.53% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.27% | +0.01% | -6.85% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.21% | — | — | |
| 20 | ARKK | Ark Innovation ETF | ETF-Other | 0.20% | -0.14% | — | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.15% | — | +5.58% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.13% | — | — | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.13% | — | -4.97% | |
| 24 | NMBL | Nova Tide Flexibl Alocat ETF | ETF-Other | 0.13% | -0.01% | — | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.12% | +0.01% | +12.03% | |
| 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% | -3.10% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.11% | — | +1.51% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.11% | — | — | |
| 31 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.10% | — | — | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.10% | — | -4.58% | |
| 33 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.10% | -0.02% | +11.65% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.10% | -0.01% | +6.94% | |
| 35 | DFIC | Dimensional International Co | ETF-Other | 0.10% | -0.01% | — | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.09% | +0.01% | +0.73% | |
| 37 | GOVZUSD | Ishares 25+ Yr Treas Strips | ETF-Other | 0.09% | -0.09% | EXIT | |
| 38 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.08% | — | +0.36% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.08% | — | -8.22% | |
| 40 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.08% | — | — | |
| 41 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.08% | +0.01% | +8.97% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.08% | -0.03% | — | |
| 43 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.07% | +0.01% | +8.18% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.07% | — | +0.45% | |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.07% | +0.01% | — | |
| 46 | XLI | Ss Industrial Select Sector | ETF-Other | 0.07% | — | -8.67% | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.07% | — | +6.54% | |
| 48 | VONE | Vanguard Russell 1000 | ETF-Other | 0.06% | — | — | |
| 49 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.06% | -0.06% | EXIT | |
| 50 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.06% | — | — |
According to official SEC Form 13F filings, Glassman Wealth Services reported a total U.S. public equity portfolio value of $834.6M across 187 disclosed positions in Q1 2026.
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 63.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
IBAT
市值: $154.2K
Top Position Liquidated / Trimmed
MGK
前期市值: $270.0K
During Q1 2026, Glassman Wealth Services's top holdings by market value included VOO (23.4%)、FNDX (17.7%)、VEU (11.8%). The largest single position, VOO, represented 23.4% of total portfolio value.
In Q1 2026, Glassman Wealth Services made 83 total portfolio adjustments, initiating 7 new buys, adding to 34 positions, trimming 27 holdings, and fully liquidating 15 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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