Glass Jacobson Investment Advisors llc
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1964394
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$320.9M
Holdings
618
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Glass Jacobson Investment Advisors llc disclosed 618 positions worth $320.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 36 new positions and exited 23 and a full exit from $ESLT. The portfolio is most concentrated in Other (86.3% of disclosed assets). All figures are sourced directly from Glass Jacobson Investment Advisors llc’s Form 13F-HR filing with the SEC under CIK 1964394.
AI Fund Analysis
StableDIMENSIONAL ETF TRUST - US
3.4% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - IN
3.0% weight
Held 10 quarters
VANGUARD BD INDEX FDS - TO
2.7% weight
Held 10 quarters
FIRST TR EXCH TRADED FD II
2.3% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - IN
2.0% weight
Held 10 quarters
VANGUARD BD INDEX FDS - TO
5 quarters accumulating
FIRST TR EXCH TRADED FD II
5 quarters accumulating
DIMENSIONAL ETF TRUST - US
5 quarters accumulating
DIMENSIONAL ETF TRUST - CO
5 quarters accumulating
INVESCO EXCH TRD SLF IDX F
5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsReal EstateHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
DIMENSIONAL ETF TRUST - US CORE EQT MKT
—Quality
$11.1M213,844 shDIMENSIONAL ETF TRUST - INTL CORE EQT MK
—Quality
$9.5M231,158 shVANGUARD BD INDEX FDS - TOTAL BND MRKT
—Quality
$8.7M118,010 shFIRST TR EXCH TRADED FD III - PFD SECS INC ETF
—Quality
$7.3M407,228 shDIMENSIONAL ETF TRUST - INTERNATNAL VAL
—Quality
$6.3M116,918 shVANGUARD INDEX FDS - SM CP VAL ETF
—Quality
$5.3M21,991 shVANGUARD INDEX FDS - VALUE ETF
—Quality
$5.3M24,497 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$5.0M7,301 shDIMENSIONAL ETF TRUST - US LARG VALU ETF
—Quality
$4.8M121,175 shDIMENSIONAL ETF TRUST - US SMALL CAP ETF
—Quality
$4.8M57,927 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST - US CORE EQT MKT | — | $11.1M | 213,844 |
| DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $9.5M | 231,158 |
| VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $8.7M | 118,010 |
| FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | — | $7.3M | 407,228 |
| DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $6.3M | 116,918 |
| VANGUARD INDEX FDS - SM CP VAL ETF | — | $5.3M | 21,991 |
| VANGUARD INDEX FDS - VALUE ETF | — | $5.3M | 24,497 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $5.0M | 7,301 |
| DIMENSIONAL ETF TRUST - US LARG VALU ETF | — | $4.8M | 121,175 |
| DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $4.8M | 57,927 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Glass Jacobson Investment Advisors llc's 618 positions.
Showing top 10 of 618 holdings.
Sector Allocation
Other
$277.1M
Technology
$17.5M
Financials
$13.1M
Industrials
$3.0M
Real Estate
$2.6M
Healthcare
$2.4M
Consumer Discretionary
$1.8M
Materials
$1.0M
Top Holdings — Glass Jacobson Investment Advisors llc (Q2 2026)
Top 150 of 618 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $11.1M | 3.4% | -4% | — |
| 2 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $9.5M | 3.0% | +2% | — |
| 3 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $8.7M | 2.7% | +19% | — |
| 4 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | $7.3M | 2.3% | +1% | — |
| 5 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $6.3M | 2.0% | -2% | — |
| 6 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $5.3M | 1.7% | -2% | — |
| 7 | — | VANGUARD INDEX FDS - VALUE ETF | $5.3M | 1.7% | +3% | — |
| 8 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $5.0M | 1.6% | +3% | — |
| 9 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $4.8M | 1.5% | +7% | — |
| 10 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $4.8M | 1.5% | +1% | — |
| 11 | — | VANGUARD INDEX FDS - SMALL CP ETF | $4.5M | 1.4% | +5% | — |
| 12 | — | VANGUARD INDEX FDS - GROWTH ETF | $4.5M | 1.4% | +463% | — |
| 13 | — | ISHARES TR - MSCI EAFE ETF | $4.4M | 1.4% | -3% | — |
| 14 | — | ISHARES TR - CORE S&P TTL STK | $4.3M | 1.3% | +7% | — |
| 15 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $3.9M | 1.2% | +14% | — |
| 16 | — | ISHARES TR - S&P MC 400VL ETF | $3.9M | 1.2% | -4% | — |
| 17 | — | ISHARES TR - RUS 1000 GRW ETF | $3.9M | 1.2% | +303% | — |
| 18 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | $3.8M | 1.2% | -2% | — |
| 19 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $3.8M | 1.2% | +16% | — |
| 20 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $3.6M | 1.1% | +1% | — |
| 21 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS VA | $3.6M | 1.1% | +3% | — |
| 22 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $3.5M | 1.1% | +6% | — |
| 23 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $3.5M | 1.1% | -7% | — |
| 24 | — | DIMENSIONAL ETF TRUST - US REAL ESTA ETF | $3.5M | 1.1% | +6% | — |
| 25 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $3.4M | 1.1% | +0% | — |
| 26 | — | INVESCO EXCH TRD SLF IDX FD - INVSCO BLSH 26 | $3.3M | 1.0% | +1% | — |
| 27 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $3.2M | 1.0% | -3% | — |
| 28 | — | INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027 | $3.2M | 1.0% | +8% | — |
| 29 |  $AAPL | Apple Inc. | $3.0M | 0.9% | -6% | 76.4 |
| 30 | — | VANGUARD INDEX FDS - MID CAP ETF | $3.0M | 0.9% | +299% | — |
| 31 | — | PIMCO ETF TR - 0-5 HIGH YIELD | $3.0M | 0.9% | +5% | — |
| 32 | — | ISHARES TR - S&P 500 VAL ETF | $2.9M | 0.9% | -6% | — |
| 33 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $2.9M | 0.9% | -6% | — |
| 34 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $2.9M | 0.9% | +2% | — |
| 35 |  $NVDA | NVIDIA CORP | $2.8M | 0.9% | -7% | 85.9 |
| 36 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $2.7M | 0.8% | -0% | — |
| 37 | — | ISHARES TR - FLTG RATE NT ETF | $2.7M | 0.8% | +4% | — |
| 38 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | $2.7M | 0.8% | -0% | — |
| 39 | — | ISHARES TR - SP SMCP600VL ETF | $2.6M | 0.8% | +0% | — |
| 40 |  $GLD | SPDR GOLD TRUST | $2.6M | 0.8% | -1% | — |
| 41 | — | ISHARES TR - CORE S&P500 ETF | $2.6M | 0.8% | -1% | — |
| 42 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $2.5M | 0.8% | +1% | — |
| 43 |  $IVZ | Invesco Ltd. | $2.5M | 0.8% | +1% | — |
| 44 | — | ISHARES TR - S&P MC 400GR ETF | $2.5M | 0.8% | -1% | — |
| 45 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $2.5M | 0.8% | +6% | — |
| 46 | — | ISHARES TR - RUS 1000 VAL ETF | $2.4M | 0.8% | +2% | — |
| 47 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | $2.4M | 0.8% | -13% | — |
| 48 | — | ISHARES TR - MSCI INTL QUALTY | $2.3M | 0.7% | -3% | — |
| 49 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $2.2M | 0.7% | +6% | — |
| 50 | — | ISHARES TR - CORE S&P MCP ETF | $2.2M | 0.7% | +1% | — |
| 51 | — | ISHARES TR - CORE MSCI TOTAL | $2.2M | 0.7% | +11% | — |
| 52 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | $2.2M | 0.7% | +6% | — |
| 53 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $2.1M | 0.7% | -1% | — |
| 54 |  $AHR | American Healthcare REIT, Inc. | $2.1M | 0.6% | -2% | 54 |
| 55 | — | ISHARES TR - MSCI INTL MOMENT | $2.0M | 0.6% | +25% | — |
| 56 | — | DIMENSIONAL ETF TRUST - US COR EQU 1 ETF | $1.9M | 0.6% | +2% | — |
| 57 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $1.9M | 0.6% | +11% | — |
| 58 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP E | $1.9M | 0.6% | -2% | — |
| 59 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $1.9M | 0.6% | -4% | — |
| 60 | — | ISHARES TR - INTERNATIONAL SL | $1.9M | 0.6% | -2% | — |
| 61 | — | INVESCO EXCH TRD SLF IDX FD - INVSCO 28 HYCORP | $1.9M | 0.6% | +39% | — |
| 62 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $1.9M | 0.6% | +9% | — |
| 63 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.8M | 0.6% | +10% | — |
| 64 | $IVZ | Invesco Ltd. | $1.7M | 0.5% | +2% | — |
| 65 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $1.7M | 0.5% | +16% | — |
| 66 | — | VANGUARD WORLD FD - UTILITIES ETF | $1.7M | 0.5% | -1% | — |
| 67 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $1.7M | 0.5% | +3% | — |
| 68 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $1.6M | 0.5% | +16% | — |
| 69 |  $MSFT | MICROSOFT CORP | $1.6M | 0.5% | -1% | 79.8 |
| 70 | — | ISHARES TR - RUS MD CP GR ETF | $1.6M | 0.5% | -0% | — |
| 71 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $1.5M | 0.5% | +11% | — |
| 72 | — | VANGUARD SCOTTSDALE FDS - LONG TERM TREAS | $1.5M | 0.5% | +7% | — |
| 73 | — | VANGUARD WELLINGTON FD - US MINIMUM | $1.4M | 0.5% | +1% | — |
| 74 |  $META | Meta Platforms, Inc. | $1.4M | 0.5% | +68% | 79.6 |
| 75 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $1.4M | 0.4% | -15% | — |
| 76 | — | ISHARES TR - RUS 2000 GRW ETF | $1.4M | 0.4% | +0% | — |
| 77 |  $AVGO | Broadcom Inc. | $1.3M | 0.4% | +0% | 84.5 |
| 78 | — | ISHARES TR - MSCI EMG MKT ETF | $1.3M | 0.4% | -4% | — |
| 79 | — | ISHARES TR - AGENCY BOND ETF | $1.3M | 0.4% | +5% | — |
| 80 |  $BPRE | Bluerock Private Real Estate Fund | $1.3M | 0.4% | -3% | — |
| 81 | — | ISHARES TR - S&P SML 600 GWT | $1.2M | 0.4% | -4% | — |
| 82 | — | FIDELITY COVINGTON TRUST - MSCI ENERGY IDX | $1.2M | 0.4% | +1% | — |
| 83 | — | RBB FD INC - F/M US TREASURY | $1.2M | 0.4% | +16% | — |
| 84 | — | VANGUARD SCOTTSDALE FDS - LG-TERM COR BD | $1.1M | 0.3% | +18% | — |
| 85 | — | VANGUARD STAR FDS - VG TL INTL STK F | $1.1M | 0.3% | +0% | — |
| 86 | — | FIDELITY COVINGTON TRUST - MSCI RL EST ETF | $1.1M | 0.3% | +5% | — |
| 87 | — | ISHARES TR - US HLTHCARE ETF | $995,970 | 0.3% | -7% | — |
| 88 | — | FIDELITY COVINGTON TRUST - MSCI UTILS INDEX | $963,609 | 0.3% | +4% | — |
| 89 | — | ISHARES TR - FUTU AI TECH ETF | $929,777 | 0.3% | -3% | — |
| 90 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $929,404 | 0.3% | -4% | — |
| 91 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US B | $889,090 | 0.3% | -1% | — |
| 92 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $865,714 | 0.3% | +11% | — |
| 93 | — | ISHARES TR - ULTRA SHORT DUR | $858,394 | 0.3% | +0% | — |
| 94 | — | DBX ETF TR - XTRACK MSCI EAFE | $810,181 | 0.3% | +4% | — |
| 95 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $809,833 | 0.3% | -0% | — |
| 96 | — | ISHARES TR - CORE S&P SCP ETF | $806,949 | 0.3% | +5% | — |
| 97 | — | FIDELITY COVINGTON TRUST - MSCI HLTH CARE I | $799,823 | 0.3% | -4% | — |
| 98 |  $AMZN | AMAZON COM INC | $791,168 | 0.3% | +1% | 68.7 |
| 99 | — | FIDELITY COVINGTON TRUST - MSCI FINLS IDX | $775,444 | 0.2% | -9% | — |
| 100 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $775,106 | 0.2% | -1% | — |
| 101 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $766,882 | 0.2% | +9% | — |
| 102 | — | ISHARES TR - INTL DEV SML CP | $751,744 | 0.2% | -2% | — |
| 103 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.2% | +0% | 73.8 |
| 104 |  $VRT | Vertiv Holdings Co | $743,576 | 0.2% | +0% | 81 |
| 105 | — | ISHARES TR - 0-5 YR TIPS ETF | $726,766 | 0.2% | +3% | — |
| 106 | — | ISHARES INC - EM MKT SM-CP ETF | $719,938 | 0.2% | +4% | — |
| 107 | — | ISHARES TR - CORE INTL AGGR | $708,199 | 0.2% | +20% | — |
| 108 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $705,296 | 0.2% | +0% | — |
| 109 |  $MU | MICRON TECHNOLOGY INC | $701,182 | 0.2% | -10% | 86.2 |
| 110 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $666,560 | 0.2% | +0% | — |
| 111 |  $GOOGL | Alphabet Inc. | $661,267 | 0.2% | +0% | 78.2 |
| 112 | — | VANGUARD WORLD FD - MEGA CAP INDEX | $651,789 | 0.2% | +2% | — |
| 113 | — | SPDR SERIES TRUST - ST STR P500VAL | $606,320 | 0.2% | -1% | — |
| 114 | $IVZ | Invesco Ltd. | $598,066 | 0.2% | -2% | — |
| 115 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | $593,478 | 0.2% | +1% | — |
| 116 | $IVZ | Invesco Ltd. | $587,886 | 0.2% | +0% | — |
| 117 |  $CRS | CARPENTER TECHNOLOGY CORP | $572,453 | 0.2% | +0% | 64.6 |
| 118 | — | ISHARES TR - CORE MSCI EAFE | $568,597 | 0.2% | +0% | — |
| 119 | $IVZ | Invesco Ltd. | $555,175 | 0.2% | +7% | — |
| 120 |  $PLTR | Palantir Technologies Inc. | $546,249 | 0.2% | -28% | 84.6 |
| 121 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | $524,622 | 0.2% | +1% | — |
| 122 | — | ISHARES TR - CORE MSCI INTL | $518,681 | 0.2% | +0% | — |
| 123 |  $TXN | TEXAS INSTRUMENTS INC | $506,719 | 0.2% | +0% | 73.4 |
| 124 |  $SPY | SPDR S&P 500 ETF TRUST | $506,100 | 0.2% | +2% | — |
| 125 | — | PACER FDS TR - US CASH COWS 100 | $499,532 | 0.2% | -2% | — |
| 126 | — | ISHARES TR - S&P 500 GRWT ETF | $498,376 | 0.2% | +1% | — |
| 127 | — | PACER FDS TR - US SM CAP CA ETF | $493,156 | 0.1% | -27% | — |
| 128 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $489,558 | 0.1% | +3% | — |
| 129 | — | ISHARES TR - CORE US AGGBD ET | $482,118 | 0.1% | +81% | — |
| 130 | — | GLOBAL X FDS - GLB X MLP ENRG I | $465,988 | 0.1% | +34% | — |
| 131 | — | ISHARES TR - MSCI USA QLT FCT | $461,356 | 0.1% | -8% | — |
| 132 | — | VANGUARD WORLD FD - INF TECH ETF | $457,049 | 0.1% | +669% | — |
| 133 |  $GEV | GE Vernova Inc. | $452,710 | 0.1% | +7% | 81.1 |
| 134 |  $EME | EMCOR Group, Inc. | $447,634 | 0.1% | +0% | 69.3 |
| 135 | — | ISHARES TR - NATIONAL MUN ETF | $444,902 | 0.1% | NEW | — |
| 136 | — | ISHARES TR - SHRT NAT MUN ETF | $442,916 | 0.1% | NEW | — |
| 137 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | $431,245 | 0.1% | +14% | — |
| 138 | — | DIMENSIONAL ETF TRUST - INFLATION PROTE | $431,234 | 0.1% | +2% | — |
| 139 |  $BE | Bloom Energy Corp | $418,332 | 0.1% | +8% | 66.2 |
| 140 | — | SSGA ACTIVE TR - ST STR BLACK ETF | $411,084 | 0.1% | -1% | — |
| 141 | — | ALPS ETF TR - ALERIAN ENERGY | $406,137 | 0.1% | +2% | — |
| 142 | — | ISHARES TR - RUS MDCP VAL ETF | $403,185 | 0.1% | +0% | — |
| 143 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $400,024 | 0.1% | -1% | — |
| 144 | $IVZ | Invesco Ltd. | $391,124 | 0.1% | +0% | — |
| 145 | — | ISHARES TR - MSCI USA MIN ETF | $388,638 | 0.1% | -28% | — |
| 146 | $IVZ | Invesco Ltd. | $388,138 | 0.1% | +0% | — |
| 147 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $379,925 | 0.1% | -3% | — |
| 148 |  $PLD | Prologis, Inc. | $379,316 | 0.1% | +0% | 68.3 |
| 149 | — | VANGUARD WORLD FD - CONSUM STP ETF | $376,891 | 0.1% | +1% | — |
| 150 | — | ISHARES TR - HDG MSCI EAFE | $374,661 | 0.1% | -11% | — |
New Positions (36)
ISHARES TR - NATIONAL MUN ETF$444,902
ISHARES TR - SHRT NAT MUN ETF$442,916
$STX Seagate Technology Holdings plc$329,065
$MRVL Marvell Technology, Inc.$229,376
$PANW Palo Alto Networks Inc$208,023
$PWR QUANTA SERVICES, INC.$201,612
$COHR COHERENT CORP.$197,630
$MS MORGAN STANLEY$173,086
$STRL STERLING INFRASTRUCTURE, INC.$139,334 AMERICAN CENTY ETF TR - AVAN US SMAL ETF$72,607
$AMAT APPLIED MATERIALS INC /DE$67,239
$RVMD Revolution Medicines, Inc.$55,810 AMERICAN CENTY ETF TR - AVANTIS EMGMKT$51,816
$HONA Honeywell Aerospace Inc.$48,859
$PSA Public Storage$35,970Exited Positions (23)
$ESLT ELBIT SYSTEMS LTD
$AEM AGNICO EAGLE MINES LTD
$PKST Peakstone Realty Trust
$WDC WESTERN DIGITAL CORP SELECT SECTOR SPDR TR
FIRST TR EXCHANGE-TRADED FD
ISHARES TR
ISHARES TR
$ENPH Enphase Energy, Inc. FIDELITY COVINGTON TRUST
$CMG CHIPOTLE MEXICAN GRILL INC FIDELITY COVINGTON TRUST
VANGUARD WORLD FD
GLOBAL X FDS
$AXIL Axil Brands, Inc.Browse Top Institutional Investors
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