Glassman Wealth Services
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1642160
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13F Reported Value
ⓘ$834.6M
Holdings
236
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Glassman Wealth Services disclosed 236 positions worth $834.6M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 51 new positions and exited 8 — including a new stake in $QQQ. The portfolio is most concentrated in Other (85.2% of disclosed assets). All figures are sourced directly from Glassman Wealth Services’s Form 13F-HR filing with the SEC under CIK 1642160.
AI Fund Analysis
StableVANGUARD INDEX FDS - S&P 5
23.6% weight
Held 10 quarters
SCHWAB STRATEGIC TR - FUND
17.2% weight
Held 10 quarters
VANGUARD INTL EQUITY INDEX
11.7% weight
Held 10 quarters
$WT9.5% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - WO
8.9% weight
Held 10 quarters
VANGUARD INTL EQUITY INDEX
9 quarters accumulating
DIMENSIONAL ETF TRUST - WO
9 quarters accumulating
DIMENSIONAL ETF TRUST - US
9 quarters accumulating
VANGUARD BD INDEX FDS - TO
9 quarters accumulating
ISHARES TR - CORE HIGH DV
9 quarters accumulating
Sector Allocation
OtherFinancialsIndustrialsTechnology
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$196.8M286,579 shSCHWAB STRATEGIC TR - FUNDAMENTAL US L
—Quality
$143.3M4,609,229 shVANGUARD INTL EQUITY INDEX F - ALLWRLD EX US
—Quality
$97.6M1,165,916 sh- 59.9
Quality
$79.1M827,493 sh DIMENSIONAL ETF TRUST - WORLD EX US CORE
—Quality
$74.0M2,007,568 shDIMENSIONAL ETF TRUST - US COR EQU 2 ETF
—Quality
$72.4M1,631,862 sh- 63.0
Quality
$40.7M101,054 sh ISHARES TR - RUS 1000 ETF
—Quality
$17.3M42,195 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$16.4M44,230 sh- —
Quality
$11.3M15,179 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $196.8M | 286,579 |
| SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $143.3M | 4,609,229 |
| VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $97.6M | 1,165,916 |
| WisdomTree, Inc.$WT | 59.9 | $79.1M | 827,493 |
| DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $74.0M | 2,007,568 |
| DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $72.4M | 1,631,862 |
 Snap-on Inc$SNA | 63.0 | $40.7M | 101,054 |
| ISHARES TR - RUS 1000 ETF | — | $17.3M | 42,195 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $16.4M | 44,230 |
 SPDR S&P 500 ETF TRUST$SPY | — | $11.3M | 15,179 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Glassman Wealth Services's 236 positions.
Showing top 10 of 236 holdings.
Sector Allocation
Other
$711.4M
Financials
$82.5M
Industrials
$40.7M
Technology
$67
Top Holdings — Glassman Wealth Services (Q2 2026)
Top 150 of 236 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 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $196.8M | 23.6% | -1% | — |
| 2 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $143.3M | 17.2% | -1% | — |
| 3 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $97.6M | 11.7% | +1% | — |
| 4 | $WT | WisdomTree, Inc. | $79.1M | 9.5% | +2% | 59.9 |
| 5 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $74.0M | 8.9% | +0% | — |
| 6 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $72.4M | 8.7% | +3% | — |
| 7 | $SNA | Snap-on Inc | $40.7M | 4.9% | +0% | 63 |
| 8 | — | ISHARES TR - RUS 1000 ETF | $17.3M | 2.1% | -2% | — |
| 9 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $16.4M | 2.0% | +0% | — |
| 10 | $SPY | SPDR S&P 500 ETF TRUST | $11.3M | 1.4% | +15% | — |
| 11 | — | ISHARES TR - CORE S&P500 ETF | $7.2M | 0.9% | +4% | — |
| 12 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $7.1M | 0.8% | -2% | — |
| 13 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $5.5M | 0.7% | +3% | — |
| 14 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $5.4M | 0.6% | -1% | — |
| 15 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $4.6M | 0.6% | -1% | — |
| 16 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.5M | 0.4% | NEW | — |
| 17 | — | VANGUARD STAR FDS - VG TL INTL STK F | $3.4M | 0.4% | +5% | — |
| 18 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $2.6M | 0.3% | +0% | — |
| 19 | — | ISHARES TR - RUS 1000 GRW ETF | $2.3M | 0.3% | +300% | — |
| 20 | — | ISHARES TR - CORE S&P MCP ETF | $1.8M | 0.2% | +0% | — |
| 21 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.2M | 0.1% | -4% | — |
| 22 | — | VANGUARD INDEX FDS - GROWTH ETF | $1.1M | 0.1% | +523% | — |
| 23 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1.1M | 0.1% | +7% | — |
| 24 | — | VANGUARD INDEX FDS - SMALL CP ETF | $1.1M | 0.1% | +0% | — |
| 25 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $1.1M | 0.1% | +0% | — |
| 26 | — | TIDAL TRUST III - NOVA FLEX AL ETF | $996,016 | 0.1% | +0% | — |
| 27 | — | ISHARES TR - S&P 500 VAL ETF | $970,454 | 0.1% | +0% | — |
| 28 | — | ISHARES TR - RUS MID CAP ETF | $926,357 | 0.1% | +0% | — |
| 29 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $917,670 | 0.1% | +0% | — |
| 30 | — | SPDR SERIES TRUST - ST STR SP DIV | $913,479 | 0.1% | +0% | — |
| 31 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $835,017 | 0.1% | +0% | — |
| 32 | — | ISHARES TR - CORE MSCI EAFE | $803,746 | 0.1% | -1% | — |
| 33 | — | ISHARES INC - CORE MSCI EMKT | $802,453 | 0.1% | -1% | — |
| 34 | — | ISHARES TR - RUS 1000 VAL ETF | $762,200 | 0.1% | -7% | — |
| 35 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $744,045 | 0.1% | +0% | — |
| 36 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTY | $712,571 | 0.1% | +10% | — |
| 37 | — | VANGUARD WORLD FD - INF TECH ETF | $706,602 | 0.1% | +815% | — |
| 38 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $699,770 | 0.1% | +3% | — |
| 39 | — | DIMENSIONAL ETF TRUST - INTERNATIONAL | $693,209 | 0.1% | +22% | — |
| 40 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $686,280 | 0.1% | +2% | — |
| 41 | — | ISHARES TR - ISHARES BIOTECH | $661,057 | 0.1% | +2% | — |
| 42 |  $IBIT | iShares Bitcoin Trust ETF | $648,622 | 0.1% | +1% | — |
| 43 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $627,177 | 0.1% | +7% | — |
| 44 | — | VANGUARD INDEX FDS - VALUE ETF | $591,313 | 0.1% | +1% | — |
| 45 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $587,787 | 0.1% | +1% | — |
| 46 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $579,585 | 0.1% | +1% | — |
| 47 | — | ISHARES TR - S&P MC 400GR ETF | $545,200 | 0.1% | +28% | — |
| 48 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | $537,809 | 0.1% | +0% | — |
| 49 | — | ARK ETF TR - INNOVATION ETF | $537,271 | 0.1% | -69% | — |
| 50 | — | ISHARES TR - S&P 500 GRWT ETF | $528,528 | 0.1% | +5% | — |
| 51 |  $IVZ | Invesco Ltd. | $525,820 | 0.1% | +9% | — |
| 52 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $518,595 | 0.1% | +147% | — |
| 53 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | $512,233 | 0.1% | +0% | — |
| 54 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $509,663 | 0.1% | +0% | — |
| 55 | — | FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING | $505,542 | 0.1% | +0% | — |
| 56 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $504,962 | 0.1% | +58% | — |
| 57 | — | RBB FD INC - MOTLEY FOL ETF | $456,820 | 0.1% | +0% | — |
| 58 |  $GLD | SPDR GOLD TRUST | $434,688 | 0.1% | -9% | — |
| 59 | — | ISHARES TR - MSCI USA MMENTM | $412,082 | 0.1% | +0% | — |
| 60 | — | ISHARES TR - SELECT DIVID ETF | $409,350 | 0.1% | +2% | — |
| 61 | — | ETFIS SER TR I - VIRTUS REAVES UT | $380,254 | 0.1% | +0% | — |
| 62 | — | ISHARES TR - CORE S&P SCP ETF | $377,174 | 0.1% | +3% | — |
| 63 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $363,852 | 0.0% | +125% | — |
| 64 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ-100 SEL | $349,205 | 0.0% | +0% | — |
| 65 | — | VANGUARD INDEX FDS - MID CAP ETF | $322,293 | 0.0% | +300% | — |
| 66 |  $STT | STATE STREET CORP | $319,504 | 0.0% | -3% | 71.5 |
| 67 | — | ISHARES TR - GLB CNSM STP ETF | $317,391 | 0.0% | +0% | — |
| 68 | $IVZ | Invesco Ltd. | $299,097 | 0.0% | +0% | — |
| 69 | — | ISHARES TR - RUS MDCP VAL ETF | $293,153 | 0.0% | +8% | — |
| 70 | — | ISHARES TR - ENERGY STRG & MA | $288,215 | 0.0% | +41% | — |
| 71 | — | ISHARES TR - CORE S&P TTL STK | $283,366 | 0.0% | +0% | — |
| 72 | — | FIRST TR EXCHANGE-TRADED FD - NAS CLNEDG GREEN | $268,246 | 0.0% | NEW | — |
| 73 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $251,792 | 0.0% | NEW | — |
| 74 | — | SPDR SERIES TRUST - ST STR P500VAL | $233,008 | 0.0% | +0% | — |
| 75 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $225,028 | 0.0% | +11% | — |
| 76 | — | GLOBAL X FDS - LITHIUM BTRY ETF | $207,569 | 0.0% | NEW | — |
| 77 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $206,518 | 0.0% | NEW | — |
| 78 | — | SPDR SERIES TRUST - ST STR P500ETF | $193,775 | 0.0% | +0% | — |
| 79 | $IVZ | Invesco Ltd. | $192,852 | 0.0% | +0% | — |
| 80 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $183,299 | 0.0% | +1041% | — |
| 81 | — | ISHARES TR - RUSSELL 2000 ETF | $170,355 | 0.0% | -16% | — |
| 82 | — | ISHARES TR - FUTU AI TECH ETF | $169,380 | 0.0% | +0% | — |
| 83 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $169,247 | 0.0% | +2139% | — |
| 84 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $166,192 | 0.0% | +0% | — |
| 85 | $IVZ | Invesco Ltd. | $163,357 | 0.0% | +0% | — |
| 86 | — | ISHARES TR - EAFE SML CP ETF | $146,934 | 0.0% | +0% | — |
| 87 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $145,320 | 0.0% | +64% | — |
| 88 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $145,159 | 0.0% | +3% | — |
| 89 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $143,575 | 0.0% | +0% | — |
| 90 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $141,440 | 0.0% | +1845% | — |
| 91 | — | ISHARES TR - MSCI EAFE ETF | $140,757 | 0.0% | -7% | — |
| 92 | — | FIRST TR EXCHANGE-TRADED FD - DOW 30 EQL WGT | $139,280 | 0.0% | +0% | — |
| 93 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $139,096 | 0.0% | +0% | — |
| 94 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $138,408 | 0.0% | -4% | — |
| 95 | — | ISHARES TR - CORE DIV GRWTH | $134,073 | 0.0% | +0% | — |
| 96 | — | ISHARES INC - MSCI JAPAN ETF | $133,842 | 0.0% | NEW | — |
| 97 | — | SPINNAKER ETF SERIES - SELE STO EUR ETF | $132,656 | 0.0% | +0% | — |
| 98 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETF | $127,037 | 0.0% | NEW | — |
| 99 | — | HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF | $124,381 | 0.0% | +0% | — |
| 100 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | $124,341 | 0.0% | +38% | — |
| 101 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $118,623 | 0.0% | NEW | — |
| 102 | — | AMPLIFY ETF TR - BLUE ISRA TE ETF | $111,182 | 0.0% | +0% | — |
| 103 | — | ISHARES TR - RUS MD CP GR ETF | $109,368 | 0.0% | +51% | — |
| 104 | — | VANECK ETF TRUST - ROBOTICS ETF | $109,141 | 0.0% | +0% | — |
| 105 | — | VANECK ETF TRUST - GOLD MINERS ETF | $108,799 | 0.0% | +0% | — |
| 106 | — | SCHWAB STRATEGIC TR - HIGH YIEL BD ETF | $106,531 | 0.0% | NEW | — |
| 107 | — | GLOBAL X FDS - RBTCS ARTFL INTE | $105,246 | 0.0% | +0% | — |
| 108 | — | SPDR SERIES TRUST - ST INTER BD ETF | $104,904 | 0.0% | NEW | — |
| 109 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $102,724 | 0.0% | +8% | — |
| 110 | — | ISHARES TR - ESG MSCI KLD ETF | $101,818 | 0.0% | NEW | — |
| 111 | — | ISHARES TR - ISHS 5-10YR INVT | $101,023 | 0.0% | NEW | — |
| 112 | — | SCHWAB STRATEGIC TR - 5 10YR CORP BD | $100,748 | 0.0% | NEW | — |
| 113 | $IVZ | Invesco Ltd. | $95,181 | 0.0% | +0% | — |
| 114 | $WT | WisdomTree, Inc. | $94,940 | 0.0% | NEW | 59.9 |
| 115 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | $93,920 | 0.0% | +0% | — |
| 116 |  $GS | GOLDMAN SACHS GROUP INC | $92,940 | 0.0% | +9% | 73.5 |
| 117 |  $SII | SPROTT INC. | $92,558 | 0.0% | +0% | — |
| 118 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $90,818 | 0.0% | +28% | — |
| 119 | — | ISHARES TR - ASIA 50 ETF | $90,024 | 0.0% | +0% | — |
| 120 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $89,802 | 0.0% | NEW | — |
| 121 | — | ISHARES TR - RUS 2000 VAL ETF | $86,932 | 0.0% | NEW | — |
| 122 |  $GLDM | World Gold Trust | $86,091 | 0.0% | NEW | — |
| 123 | — | ISHARES TR - CORE HIGH DV ETF | $85,041 | 0.0% | +404% | — |
| 124 | — | ISHARES TR - S&P SML 600 GWT | $84,835 | 0.0% | NEW | — |
| 125 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | $84,306 | 0.0% | +0% | — |
| 126 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $81,986 | 0.0% | NEW | — |
| 127 | — | ISHARES TR - MSCI EMG MKT ETF | $79,219 | 0.0% | NEW | — |
| 128 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $78,224 | 0.0% | +266% | — |
| 129 | — | ISHARES TR - SP SMCP600VL ETF | $78,044 | 0.0% | NEW | — |
| 130 | — | VANGUARD INTL EQUITY INDEX F - GLB EX US ETF | $73,415 | 0.0% | NEW | — |
| 131 | $IVZ | Invesco Ltd. | $72,981 | 0.0% | +59% | — |
| 132 | — | PACER FDS TR - DEVELOPED MRKT | $72,977 | 0.0% | +0% | — |
| 133 | — | FIRST TR EXCHANGE TRAD FD VI - FST TR GLB FD | $72,602 | 0.0% | NEW | — |
| 134 | $WT | WisdomTree, Inc. | $71,373 | 0.0% | NEW | 59.9 |
| 135 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $70,293 | 0.0% | -12% | — |
| 136 | — | ISHARES TR - S&P MC 400VL ETF | $69,729 | 0.0% | NEW | — |
| 137 |  $OUNZ | VanEck Merk Gold ETF | $69,462 | 0.0% | NEW | 33.6 |
| 138 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | $69,067 | 0.0% | +9% | — |
| 139 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $67,955 | 0.0% | +0% | — |
| 140 | — | J P MORGAN EXCHANGE TRADED F - BET USD HIG ETF | $65,533 | 0.0% | NEW | — |
| 141 | — | GLOBAL X FDS - DATA CTR DIG ETF | $64,870 | 0.0% | +0% | — |
| 142 | — | ISHARES TR - GLOBAL 100 ETF | $60,924 | 0.0% | +0% | — |
| 143 |  $DOV | DOVER Corp | $59,807 | 0.0% | +4% | 58.1 |
| 144 | — | ISHARES TR - 1 3 YR TREAS BD | $59,201 | 0.0% | NEW | — |
| 145 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $56,441 | 0.0% | -77% | — |
| 146 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $55,446 | 0.0% | +0% | — |
| 147 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $53,689 | 0.0% | +0% | — |
| 148 | — | ISHARES TR - ISHARES SEMICDTR | $51,902 | 0.0% | +0% | — |
| 149 | — | FRANKLIN TEMPLETON ETF TR - US LRG CP MLTFCT | $51,352 | 0.0% | +0% | — |
| 150 | — | ISHARES TR - S&P 100 ETF | $49,392 | 0.0% | +0% | — |
New Positions (51)
$QQQ INVESCO QQQ TRUST, SERIES 1$3.5M FIRST TR EXCHANGE-TRADED FD - NAS CLNEDG GREEN$268,246
STATE STR SPDR DOW JONES IND - UT SER 1$251,792
GLOBAL X FDS - LITHIUM BTRY ETF$207,569
VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW$206,518
ISHARES INC - MSCI JAPAN ETF$133,842
AMERICAN CENTY ETF TR - AVAN US SMAL ETF$127,037
AMERICAN CENTY ETF TR - US LARGE CAP VLU$118,623
SCHWAB STRATEGIC TR - HIGH YIEL BD ETF$106,531
SPDR SERIES TRUST - ST INTER BD ETF$104,904
ISHARES TR - ESG MSCI KLD ETF$101,818
ISHARES TR - ISHS 5-10YR INVT$101,023
SCHWAB STRATEGIC TR - 5 10YR CORP BD$100,748
SELECT SECTOR SPDR TR - ST STR CARE ETF$89,802
ISHARES TR - RUS 2000 VAL ETF$86,932
Exited Positions (8)
ISHARES TR
AMERICAN CENTY ETF TR
LITMAN GREGORY FDS TR
ISHARES TR
VANGUARD SCOTTSDALE FDS
SPDR SERIES TRUST
ISHARES TR
ISHARES INC
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