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 201–250 of 582
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GOOGL | ALPHABET INC | 528 | $100K–$500K | SH |
| MSTR | STRATEGY INC | 1K | $100K–$500K | SH |
| DVY | ISHARES TR | 1K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 2K | $100K–$500K | SH |
| EWD | ISHARES INC | 3K | $100K–$500K | SH |
| IYM | ISHARES TR | 1K | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 558 | $100K–$500K | SH |
| ETH | GRAYSCALE ETHEREUM MINI TR E | 6K | $100K–$500K | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 4K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 5K | $100K–$500K | SH |
| IEMG | ISHARES INC | 2K | $100K–$500K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 2K | $100K–$500K | SH |
| RWL | INVESCO EXCH TRADED FD TR II | 1K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 2K | $100K–$500K | SH |
| DFSI | DIMENSIONAL ETF TRUST | 3K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 449 | $100K–$500K | SH |
| JMEE | J P MORGAN EXCHANGE TRADED F | 2K | $100K–$500K | SH |
| FELC | FIDELITY COVINGTON TRUST | 3K | $100K–$500K | SH |
| FENI | FIDELITY COVINGTON TRUST | 3K | $100K–$500K | SH |
| SLYV | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 430 | $100K–$500K | SH |
| LVHI | LEGG MASON ETF INVT | 3K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 112 | $100K–$500K | SH |
| EXC | EXELON CORP | 3K | $100K–$500K | SH |
| TCHP | T ROWE PRICE ETF INC | 2K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 600 | $100K–$500K | SH |
| MRK | MERCK & CO INC | 1K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 557 | $100K–$500K | SH |
| WTMF | WISDOMTREE TR | 3K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 865 | $100K–$500K | SH |
| MLPX | GLOBAL X FDS | 2K | $100K–$500K | SH |
| MCHI | ISHARES TR | 2K | $100K–$500K | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 2K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 347 | $100K–$500K | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 1K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 1K | $100K–$500K | SH |
| DRI | DARDEN RESTAURANTS INC | 541 | $50K–$100K | SH |
| IWM | ISHARES TR | 404 | $50K–$100K | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 1K | $50K–$100K | SH |
| GEV | GE VERNOVA INC | 151 | $50K–$100K | SH |
| BE | BLOOM ENERGY CORP | 1K | $50K–$100K | SH |
| IUSV | ISHARES TR | 945 | $50K–$100K | SH |
| V | VISA INC | 270 | $50K–$100K | SH |
| GLDM | WORLD GOLD TR | 1K | $50K–$100K | SH |
| DFAW | DIMENSIONAL ETF TRUST | 1K | $50K–$100K | SH |
| IYE | ISHARES TR | 2K | $50K–$100K | SH |
| FDHY | FIDELITY COVINGTON TRUST | 2K | $50K–$100K | SH |
| SCHE | SCHWAB STRATEGIC TR | 3K | $50K–$100K | SH |
| IWR | ISHARES TR | 916 | $50K–$100K | SH |