CIK 1642160
Glassman Wealth Services
Institutional 13F holdings & portfolio
Holdings
195
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 195
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 285K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 4.7M | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 1.1M | $1M+ | SH |
| DGRW | WISDOMTREE TR | 841K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 2.0M | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 1.5M | $1M+ | SH |
| SNA | SNAP ON INC | 101K | $1M+ | SH |
| IWB | ISHARES TR | 43K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 45K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 13K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 145K | $1M+ | SH |
| IVV | ISHARES TR | 9K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 205K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 16K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 75K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 38K | $1M+ | SH |
| IWF | ISHARES TR | 5K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 16K | $1M+ | SH |
| ARKK | ARK ETF TR | 21K | $1M+ | SH |
| IJH | ISHARES TR | 23K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 2K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 18K | $500K+ | SH |
| NMBL | TIDAL TRUST III | 48K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| VBK | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| IVE | ISHARES TR | 4K | $500K+ | SH |
| SDY | SPDR SERIES TRUST | 6K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 17K | $500K+ | SH |
| IWR | ISHARES TR | 8K | $500K+ | SH |
| VBR | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| IEFA | ISHARES TR | 9K | $500K+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 14K | $500K+ | SH |
| GOVZ | ISHARES TR | 84K | $500K+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 7K | $500K+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 20K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 3K | $500K+ | SH |
| IWD | ISHARES TR | 3K | $500K+ | SH |
| IEMG | ISHARES INC | 10K | $500K+ | SH |
| SPDW | SPDR INDEX SHS FDS | 13K | $500K+ | SH |
| IBB | ISHARES TR | 3K | $500K+ | SH |
| DFSU | DIMENSIONAL ETF TRUST | 13K | $500K+ | SH |
| SPTM | SPDR SERIES TRUST | 6K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 16K | $500K+ | SH |
| XLI | SELECT SECTOR SPDR TR | 3K | $500K+ | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 2K | $500K+ | SH |
| GLD | SPDR GOLD TR | 1K | $500K+ | SH |
| DBMF | LITMAN GREGORY FDS TR | 18K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| DFSI | DIMENSIONAL ETF TRUST | 12K | $100K–$500K | SH |