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 51–100 of 195
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VONE | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| SKYY | FIRST TR EXCHANGE TRADED FD | 4K | $100K–$500K | SH |
| DFAU | DIMENSIONAL ETF TRUST | 10K | $100K–$500K | SH |
| IVW | ISHARES TR | 4K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 593 | $100K–$500K | SH |
| TMFC | RBB FD INC | 6K | $100K–$500K | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 9K | $100K–$500K | SH |
| UTES | ETFIS SER TR I | 5K | $100K–$500K | SH |
| DVY | ISHARES TR | 3K | $100K–$500K | SH |
| IJK | ISHARES TR | 4K | $100K–$500K | SH |
| QQEW | FIRST TR EXCHANGE-TRADED FD | 2K | $100K–$500K | SH |
| KXI | ISHARES TR | 5K | $100K–$500K | SH |
| MTUM | ISHARES TR | 1K | $100K–$500K | SH |
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 997 | $100K–$500K | SH |
| DFUS | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| CWI | SPDR INDEX SHS FDS | 8K | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 654 | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| RFG | INVESCO EXCHANGE TRADED FD T | 5K | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| IWS | ISHARES TR | 2K | $100K–$500K | SH |
| OEF | ISHARES TR | 658 | $100K–$500K | SH |
| USFR | WISDOMTREE TR | 4K | $100K–$500K | SH |
| SPYV | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 3K | $100K–$500K | SH |
| JAAA | JANUS DETROIT STR TR | 4K | $100K–$500K | SH |
| CGW | INVESCO EXCH TRADED FD TR II | 3K | $100K–$500K | SH |
| GDX | VANECK ETF TRUST | 2K | $100K–$500K | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| SPYM | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| IWM | ISHARES TR | 673 | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 1K | $100K–$500K | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 2K | $100K–$500K | SH |
| VXF | VANGUARD INDEX FDS | 675 | $100K–$500K | SH |
| EFA | ISHARES TR | 1K | $100K–$500K | SH |
| SCZ | ISHARES TR | 2K | $100K–$500K | SH |
| EUAD | SPINNAKER ETF SERIES | 3K | $100K–$500K | SH |
| EDOW | FIRST TR EXCHANGE-TRADED FD | 3K | $100K–$500K | SH |
| SPEM | SPDR INDEX SHS FDS | 3K | $100K–$500K | SH |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 4K | $100K–$500K | SH |
| SCHF | SCHWAB STRATEGIC TR | 5K | $100K–$500K | SH |
| DGRO | ISHARES TR | 2K | $100K–$500K | SH |
| DFAT | DIMENSIONAL ETF TRUST | 2K | $100K–$500K | SH |
| LVHI | LEGG MASON ETF INVT | 3K | $100K–$500K | SH |
| ARTY | ISHARES TR | 2K | $100K–$500K | SH |
| DTCR | GLOBAL X FDS | 5K | $100K–$500K | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 2K | $100K–$500K | SH |
| BOTZ | GLOBAL X FDS | 3K | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR | 4K | $50K–$100K | SH |