CIK 1964394
Glass Jacobson Investment Advisors llc
Institutional 13F holdings & portfolio
Holdings
582
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 582
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO. | 980 | $100K–$500K | SH |
| DFSU | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| CRS | CARPENTER TECHNOLOGY CORP | 974 | $100K–$500K | SH |
| MOAT | VANECK ETF TRUST | 3K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 636 | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 2K | $100K–$500K | SH |
| HSCZ | ISHARES TR | 8K | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INC | 1K | $100K–$500K | SH |
| IWN | ISHARES TR | 2K | $100K–$500K | SH |
| TIP | ISHARES TR | 3K | $100K–$500K | SH |
| BIV | VANGUARD BD INDEX FDS | 4K | $100K–$500K | SH |
| IGSB | ISHARES TR | 5K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 5K | $100K–$500K | SH |
| HYBL | SSGA ACTIVE TR | 9K | $100K–$500K | SH |
| FDRR | FIDELITY COVINGTON TRUST | 4K | $100K–$500K | SH |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 5K | $100K–$500K | SH |
| CLS | CELESTICA INC | 836 | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 286 | $100K–$500K | SH |
| ETN | EATON CORP PLC | 758 | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 2K | $100K–$500K | SH |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 4K | $100K–$500K | SH |
| AEM | AGNICO EAGLE MINES LTD | 1K | $100K–$500K | SH |
| ESLT | ELBIT SYS LTD | 403 | $100K–$500K | SH |
| ICF | ISHARES TR | 4K | $100K–$500K | SH |
| HCA | HCA HEALTHCARE INC | 475 | $100K–$500K | SH |
| DFGR | DIMENSIONAL ETF TRUST | 8K | $100K–$500K | SH |
| SLYG | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| TEQI | T ROWE PRICE ETF INC | 5K | $100K–$500K | SH |
| EMB | ISHARES TR | 2K | $100K–$500K | SH |
| EW | EDWARDS LIFESCIENCES CORP | 2K | $100K–$500K | SH |
| LQD | ISHARES TR | 2K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 1K | $100K–$500K | SH |
| VUSB | VANGUARD BD INDEX FDS | 4K | $100K–$500K | SH |
| ARCC | ARES CAPITAL CORP | 10K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 351 | $100K–$500K | SH |
| EEMV | ISHARES INC | 3K | $100K–$500K | SH |
| AGG | ISHARES TR | 2K | $100K–$500K | SH |
| IVLU | ISHARES TR | 5K | $100K–$500K | SH |
| DEHP | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| KGC | KINROSS GOLD CORP | 7K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 674 | $100K–$500K | SH |
| PKST | PEAKSTONE REALTY TRUST | 13K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 2K | $100K–$500K | SH |
| DFAX | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| DXCM | DEXCOM INC | 3K | $100K–$500K | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 23K | $100K–$500K | SH |
| DFEM | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| FVAL | FIDELITY COVINGTON TRUST | 2K | $100K–$500K | SH |
| FBND | FIDELITY MERRIMACK STR TR | 4K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 727 | $100K–$500K | SH |