Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Glassman Wealth Services (CIK 1642160) reported $735.5M across 187 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($172.1M, 23.40%), FNDX ($130.1M, 17.69%), VEU ($86.8M, 11.80%), DGRW ($71.4M, 9.71%), DFAX ($67.9M, 9.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $172.1M | 23.40% | 288,044 | Added |
| 2 | FNDX | SCHWAB STRATEGIC TR | $130.1M | 17.69% | 4.7M | Added |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | $86.8M | 11.80% | 1.2M | Added |
| 4 | DGRW | WISDOMTREE TR | $71.4M | 9.71% | 813,128 | Trimmed |
| 5 | DFAX | DIMENSIONAL ETF TRUST | $67.9M | 9.23% | 2.0M | Added |
| 6 | DFAC | DIMENSIONAL ETF TRUST | $61.3M | 8.33% | 1.6M | Added |
| 7 | SNA | SNAP ON INC | $36.7M | 4.99% | 101,044 | Hold |
| 8 | IWB | ISHARES TR | $15.3M | 2.08% | 42,852 | Trimmed |
| 9 | VTI | VANGUARD INDEX FDS | $14.2M | 1.93% | 44,146 | Trimmed |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $8.6M | 1.17% | 13,235 | Added |
| 11 | SCHV | SCHWAB STRATEGIC TR | $6.3M | 0.86% | 207,829 | Added |
| 12 | IVV | ISHARES TR | $6.0M | 0.82% | 9,248 | Trimmed |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $4.8M | 0.65% | 74,867 | Trimmed |
| 14 | VV | VANGUARD INDEX FDS | $4.7M | 0.64% | 15,741 | Added |
| 15 | VTEB | VANGUARD MUN BD FDS | $4.6M | 0.62% | 91,682 | Trimmed |
| 16 | VXUS | VANGUARD STAR FDS | $3.0M | 0.40% | 38,423 | Added |
| 17 | VYM | VANGUARD WHITEHALL FDS | $2.4M | 0.33% | 16,393 | Trimmed |
| 18 | IWF | ISHARES TR | $2.0M | 0.27% | 4,679 | Trimmed |
| 19 | IJH | ISHARES TR | $1.5M | 0.21% | 22,807 | Hold |
| 20 | ARKK | ARK ETF TR | $1.4M | 0.20% | 21,301 | Hold |
| 21 | MDY | STATE STR SPDR S&P MIDCAP 40 | $1.1M | 0.15% | 1,836 | Added |
| 22 | VWO | VANGUARD INTL EQUITY INDEX F | $947,183 | 0.13% | 17,524 | Trimmed |
| 23 | VB | VANGUARD INDEX FDS | $963,866 | 0.13% | 3,680 | Hold |
| 24 | WOMN | TIDAL TRUST III | $936,224 | 0.13% | 48,053 | Hold |
| 25 | SDY | SPDR SERIES TRUST | $876,022 | 0.12% | 6,003 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31