Glassman Wealth Services - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Glassman Wealth Services held in its portfolio 189 assets valued at $741,025,120 (i.e. $741.03M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($178.77M), SCHWAB STRATEGIC TR ($126.98M), and VANGUARD INTL EQUITY INDEX F ($84.11M).
The chart below shows the top 10 valuable assets, and the table below shows the top 189 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Glassman Wealth Services - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 285053 | 178765434 | S&P 500 ETF SHS |
| SCHWAB STRATEGIC TR | 4666563 | 126977181 | FUNDAMENTAL US L |
| VANGUARD INTL EQUITY INDEX F | 1143369 | 84106188 | ALLWRLD EX US |
| WISDOMTREE TR | 841295 | 75236998 | US QTLY DIV GRT |
| DIMENSIONAL ETF TRUST | 1962925 | 64246521 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 1528980 | 60532320 | US CORE EQUITY 2 |
| SNAP ON INC | 101044 | 34819762 | COM |
| ISHARES TR | 43255 | 16152969 | RUS 1000 ETF |
| VANGUARD INDEX FDS | 44643 | 14967380 | TOTAL STK MKT |
| SPDR S&P 500 ETF TR | 12739 | 8686697 | TR UNIT |
| VANGUARD MUN BD FDS | 145313 | 7307800 | TAX EXEMPT BD |
| ISHARES TR | 9497 | 6504679 | CORE S&P500 ETF |
| SCHWAB STRATEGIC TR | 205333 | 6079903 | US LCAP VA ETF |
| VANGUARD INDEX FDS | 15713 | 4946512 | LARGE CAP ETF |
| VANGUARD TAX-MANAGED FDS | 75470 | 4714600 | VAN FTSE DEV MKT |
| VANGUARD STAR FDS | 38413 | 2897887 | VG TL INTL STK F |
| ISHARES TR | 5023 | 2377363 | RUS 1000 GRW ETF |
| VANGUARD WHITEHALL FDS | 16481 | 2365338 | HIGH DIV YLD |
| SPDR SERIES TRUST | 19292 | 1845284 | STATE STREET SPD |
| ARK ETF TR | 21301 | 1638485 | INNOVATION ETF |
| ISHARES TR | 22807 | 1505258 | CORE S&P MCP ETF |
| SPDR S&P MIDCAP 400 ETF TR | 1739 | 1049104 | UTSER1 S&PDCRP |
| VANGUARD INTL EQUITY INDEX F | 18440 | 991345 | FTSE EMR MKT ETF |
| TIDAL TRUST III | 48053 | 952245 | NOVATIDE FLEXIBL |
| VANGUARD INDEX FDS | 3680 | 949256 | SMALL CP ETF |
| VANGUARD INDEX FDS | 1870 | 912298 | GROWTH ETF |
| VANGUARD INDEX FDS | 3015 | 910862 | SML CP GRW ETF |
| ISHARES TR | 4274 | 906387 | S&P 500 VAL ETF |
| ISHARES BITCOIN TRUST ETF | 17282 | 858051 | SHS BEN INT |
| ISHARES TR | 8397 | 808379 | RUS MID CAP ETF |
| VANGUARD INDEX FDS | 3720 | 787859 | SM CP VAL ETF |
| ISHARES TR | 8801 | 787315 | CORE MSCI EAFE |
| FIDELITY COVINGTON TRUST | 13850 | 785157 | HIGH DIVID ETF |
| ISHARES TR | 83760 | 774780 | ISHARES 25+ YR T |
| AMERICAN CENTY ETF TR | 7367 | 751287 | US SML CP VALU |
| DIMENSIONAL ETF TRUST | 19969 | 688132 | INTL CORE EQUITY |
| VANGUARD SPECIALIZED FUNDS | 3113 | 684175 | DIV APP ETF |
| ISHARES TR | 3157 | 664043 | RUS 1000 VAL ETF |
| ISHARES INC | 9670 | 650011 | CORE MSCI EMKT |
| SPDR INDEX SHS FDS | 13443 | 596983 | PORTFOLIO DEVLPD |
| ISHARES TR | 3397 | 573273 | ISHARES BIOTECH |
| DIMENSIONAL ETF TRUST | 12741 | 553360 | US SUSTAINABILTY |
| SCHWAB STRATEGIC TR | 16183 | 527903 | US LCAP GR ETF |
| SELECT SECTOR SPDR TR | 3402 | 527718 | STATE STREET IND |
| FIRST TR EXCHANGE-TRADED FD | 1935 | 520863 | DJ INTERNT IDX |
| SPDR GOLD TR | 1297 | 514014 | GOLD SHS |
| LITMAN GREGORY FDS TR | 18287 | 513133 | IMGP DBI MANAGED |
| VANGUARD INDEX FDS | 2676 | 511121 | VALUE ETF |
| DIMENSIONAL ETF TRUST | 11598 | 496895 | INTERNATIONAL |
| VANGUARD SCOTTSDALE FDS | 1587 | 490320 | VNG RUS1000IDX |
| FIRST TR EXCHANGE TRADED FD | 3757 | 488711 | CLOUD COMPUTING |
| DIMENSIONAL ETF TRUST | 9860 | 461448 | US CORE EQT MKT |
| ISHARES TR | 3643 | 449036 | S&P 500 GRWT ETF |
| VANGUARD WORLD FD | 593 | 446992 | INF TECH ETF |
| RBB FD INC | 5998 | 430488 | MOTLEY FOL ETF |
| INVESCO EXCHANGE TRADED FD T | 8898 | 417494 | RAFI US 1000 ETF |
| ETFIS SER TR I | 4652 | 367275 | VIRTUS REAVES UT |
| ISHARES TR | 2569 | 362589 | SELECT DIVID ETF |
| ISHARES TR | 3636 | 352256 | S&P MC 400GR ETF |
| FIRST TR EXCHANGE-TRADED FD | 2188 | 310979 | NASDAQ-100 SEL |
| ISHARES TR | 4700 | 303855 | GLB CNSM STP ETF |
| ISHARES TR | 1202 | 300873 | MSCI USA MMENTM |
| ISHARES TR | 2467 | 296501 | CORE S&P SCP ETF |
| VANGUARD INDEX FDS | 997 | 289233 | MID CAP ETF |
| DIMENSIONAL ETF TRUST | 3896 | 288966 | US EQUITY MARKET |
| SPDR INDEX SHS FDS | 7978 | 286570 | MSCI ACWI EXUS |
| VANGUARD WORLD FD | 654 | 269952 | MEGA GRWTH IND |
| ISHARES TR | 1725 | 256490 | CORE S&P TTL STK |
| INVESCO EXCHANGE TRADED FD T | 4635 | 243038 | S&P MDCP400 PR |
| SCHWAB STRATEGIC TR | 8910 | 233708 | US BRD MKT ETF |
| ISHARES TR | 1645 | 232027 | RUS MDCP VAL ETF |
| ISHARES TR | 658 | 225674 | S&P 100 ETF |
| WISDOMTREE TR | 4477 | 225283 | FLOATNG RAT TREA |
| VANGUARD BD INDEX FDS | 2723 | 201669 | TOTAL BND MRKT |
| JANUS DETROIT STR TR | 3697 | 186994 | HENDRSON AAA CL |
| INVESCO EXCH TRADED FD TR II | 2934 | 184875 | S&P GBL WATER |
| VANECK ETF TRUST | 2097 | 179860 | GOLD MINERS ETF |
| VANGUARD INTL EQUITY INDEX F | 2147 | 179511 | FTSE EUROPE ETF |
| ISHARES TR | 673 | 165666 | RUSSELL 2000 ETF |
| SELECT SECTOR SPDR TR | 1084 | 156063 | STATE STREET TEC |
| INVESCO EXCH TRADED FD TR II | 2181 | 155767 | S&P500 LOW VOL |
| VANGUARD INDEX FDS | 675 | 141156 | EXTEND MKT ETF |
| ISHARES TR | 1457 | 139905 | MSCI EAFE ETF |
| ISHARES TR | 1786 | 138469 | EAFE SML CP ETF |
| SPINNAKER ETF SERIES | 3145 | 132499 | SELECT STOXX EUR |
| FIRST TR EXCHANGE-TRADED FD | 3159 | 130467 | DOW 30 EQL WGT |
| SPDR INDEX SHS FDS | 2716 | 127157 | PORTFOLIO EMG MK |
| HARTFORD FDS EXCHANGE TRADED | 3687 | 125911 | TOTAL RTRN ETF |
| SCHWAB STRATEGIC TR | 5161 | 124060 | INTL EQTY ETF |
| ISHARES TR | 1769 | 122804 | CORE DIV GRWTH |
| DIMENSIONAL ETF TRUST | 2054 | 122295 | US TARGETED VLU |
| LEGG MASON ETF INVT | 3277 | 120659 | FRANKLIN INTL LW |
| ISHARES TR | 2224 | 107152 | FUTURE AI & TECH |
| GLOBAL X FDS | 4932 | 104065 | DATA CTR & DIGIT |
| PROFESIONALLY MANAGED PORTFO | 1585 | 103833 | AKRE FOCUS ETF |
| GLOBAL X FDS | 2774 | 100502 | RBTCS ARTFL INTE |
| SCHWAB STRATEGIC TR | 3702 | 99621 | US LRG CAP ETF |
| AMPLIFY ETF TR | 1675 | 97222 | AMPLIFY BLUESTAR |
| FIRST TR EXCHANGE-TRADED FD | 1000 | 92512 | CAP STRENGTH ETF |
| SCHWAB STRATEGIC TR | 1989 | 89795 | FUNDAMENTAL INTL |
| INVESCO EXCH TRADED FD TR II | 745 | 85303 | S&P 500 REVENUE |
| VANGUARD INTL EQUITY INDEX F | 939 | 84886 | FTSE PACIFIC ETF |
| VANECK ETF TRUST | 1587 | 83556 | ROBOTICS ETF |
| VANGUARD INDEX FDS | 921 | 81538 | REAL ESTATE ETF |
| FLEXSHARES TR | 3349 | 80259 | IBOXX 5YR TRGT |
| ISHARES TR | 613 | 74493 | CORE HIGH DV ETF |
| SCHWAB STRATEGIC TR | 2197 | 71964 | EMRG MKTEQ ETF |
| VANECK ETF TRUST | 692 | 71632 | MRNGSTR WDE MOAT |
| AMPLIFY ETF TR | 856 | 68797 | AMPLIFY CYBERSEC |
| PACER FDS TR | 1753 | 67806 | DEVELOPED MRKT |
| ISHARES TR | 494 | 67648 | RUS MD CP GR ETF |
| SCHWAB STRATEGIC TR | 2413 | 66187 | US DIVIDEND EQ |
| ISHARES TR | 635 | 61966 | ASIA 50 ETF |
| SELECT SECTOR SPDR TR | 1340 | 59911 | STATE STREET ENE |
| ISHARES TR | 446 | 56495 | GLOBAL 100 ETF |
| SPROTT FDS TR | 1010 | 55439 | URANIUM MINERS E |
| DIMENSIONAL ETF TRUST | 1690 | 55043 | EMGR CRE EQT MNG |
| GOLDMAN SACHS ETF TR | 1354 | 54110 | FUTURE TECH LEAD |
| VANGUARD INTL EQUITY INDEX F | 365 | 51487 | TT WRLD ST ETF |
| AMERICAN CENTY ETF TR | 521 | 48958 | INTL SMCP VLU |
| GLOBAL X FDS | 2192 | 48706 | RATE PREFERRED |
| FIRST TR EXCHANGE-TRADED FD | 991 | 45665 | SHS |
| FRANKLIN TEMPLETON ETF TR | 656 | 45480 | US LRG CP MLTFCT |
| FIRST TR EXCHANGE TRADED FD | 1001 | 45055 | UTILITIES ALPH |
| ISHARES TR | 212 | 42107 | MSCI USA QLT FCT |
| ISHARES TR | 421 | 42049 | CORE US AGGBD ET |
| WISDOMTREE TR | 357 | 41048 | US AI ENHANCED |
| SCHWAB STRATEGIC TR | 1302 | 39151 | US MID-CAP ETF |
| INVESCO EXCHANGE TRADED FD T | 510 | 38276 | S&P500 QUALITY |
| ISHARES TR | 485 | 36317 | US SML CAP EQT |
| ISHARES TR | 200 | 33162 | DOW JONES US ETF |
| ISHARES TR | 150 | 32204 | US AER DEF ETF |
| VANGUARD WORLD FD | 260 | 31450 | ESG US STK ETF |
| ISHARES TR | 587 | 30888 | US INFRASTRUC |
| TIDAL TRUST III | 590 | 29069 | NAACP MINO ETF |
| VANGUARD WORLD FD | 150 | 29045 | COMM SRVC ETF |
| SPROTT FDS TR | 2348 | 28293 | LITHIUM MINERS |
| ISHARES TR | 254 | 27267 | INTRM GOV CR ETF |
| ISHARES TR | 81 | 24393 | ISHARES SEMICDTR |
| ISHARES TR | 268 | 23115 | MSCI EAFE MIN VL |
| SCHWAB STRATEGIC TR | 808 | 23012 | US SML CAP ETF |
| ARK ETF TR | 200 | 22932 | AUTNMUS TECHNLGY |
| HOWARD HUGHES HOLDINGS INC | 262 | 20900 | COM |
| ISHARES TR | 172 | 20858 | ESG MSCI LEADR |
| ISHARES TR | 49 | 18861 | RUSSELL 3000 ETF |
| DIMENSIONAL ETF TRUST | 388 | 18077 | US MKTWIDE VALUE |
| SELECT SECTOR SPDR TR | 150 | 17658 | STATE STREET COM |
| DIMENSIONAL ETF TRUST | 461 | 17532 | US HIGH PROFITAB |
| VANGUARD WORLD FD | 127 | 16953 | FINANCIALS ETF |
| ISHARES TR | 137 | 15058 | TIPS BD ETF |
| VANGUARD SCOTTSDALE FDS | 146 | 14523 | VNG RUS2000IDX |
| DBX ETF TR | 270 | 14394 | XTRACKERS S&P GR |
| SCHWAB STRATEGIC TR | 410 | 12919 | FUNDAMENTAL US S |
| ISHARES TR | 109 | 12417 | EAFE GRWTH ETF |
| ISHARES TR | 33 | 10659 | RUS 2000 GRW ETF |
| INVESCO EXCHANGE TRADED FD T | 101 | 10439 | S&P500 PUR VAL |
| INVESTMENT MANAGERS SER TR I | 300 | 9075 | TRADR 1X SHORT |
| ISHARES TR | 526 | 8642 | GL CLEAN ENE ETF |
| INVESCO EXCH TRADED FD TR II | 150 | 8491 | S&P SMLCP INFO |
| DIMENSIONAL ETF TRUST | 167 | 8333 | INTERNATNAL VAL |
| INVESCO EXCHANGE TRADED FD T | 51 | 7992 | AEROSPACE DEFN |
| SELECT SECTOR SPDR TR | 141 | 7723 | STATE STREET FIN |
| SELECT SECTOR SPDR TR | 62 | 7403 | STATE STREET CON |
| ISHARES TR | 36 | 7188 | U.S. TECH ETF |
| FIDELITY WISE ORIGIN BITCOIN | 81 | 6175 | SHS |
| INVESCO EXCHANGE TRADED FD T | 162 | 4947 | WILDERHIL CLAN |
| VANGUARD WORLD FD | 16 | 4711 | INDUSTRIAL ETF |
| DIMENSIONAL ETF TRUST | 144 | 4560 | INTL HIGH PROFIT |
| ISHARES TR | 92 | 4413 | MSCI INTL MOMENT |
| FRANKLIN ETHEREUM TR | 190 | 4279 | ETHEREUM ETF |
| ISHARES TR | 20 | 3359 | CORE S&P US GWT |
| ISHARES INC | 30 | 3101 | MSCI EQUAL WEITE |
| FIDELITY COVINGTON TRUST | 115 | 3091 | MSCI RL EST ETF |
| AMERICAN CENTY ETF TR | 36 | 2773 | AVANTIS EMGMKT |
| ISHARES TR | 17 | 2548 | ESG AWR MSCI USA |
| EXCHANGE TRADED CONCEPTS TRU | 30 | 2079 | ROBO GLB ETF |
| ISHARES TR | 22 | 1059 | CYBERSECURITY |
| VANGUARD ADMIRAL FDS INC | 8 | 970 | SMLCP 600 GRTH |
| FIRST TR EXCHANGE TRADED FD | 12 | 875 | NASDAQ CYB ETF |
| ISHARES TR | 20 | 745 | SELF DRIVNG EV |
| VANGUARD ADMIRAL FDS INC | 3 | 615 | 500 VAL IDX FD |
| VANGUARD SCOTTSDALE FDS | 7 | 481 | TOTAL WLD BD ETF |
| VANGUARD ADMIRAL FDS INC | 1 | 445 | 500 GRTH IDX F |
| ISHARES INC | 13 | 405 | EM MKTS DIV ETF |
| ISHARES TR | 2 | 190 | ESG AW MSCI EAFE |
| ISHARES TR | 2 | 130 | US HLTHCARE ETF |
| VANGUARD WHITEHALL FDS | 1 | 67 | EM MK GOV BD ETF |
| ISHARES TR | 1 | 46 | ESG AWARE MSCI |
| ISHARES INC | 1 | 44 | ESG AWR MSCI EM |
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