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Glass Jacobson Investment Advisors

Latest statistics and disclosures from Glass Jacobson Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAU, DFAI, BND, FPE, DFIV, and represent 13.35% of Glass Jacobson Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG, IWF, VO, BND, BSV, BSJS, DFCF, DUHP, MUB, SUB.
Started 37 new stock positions in AMKR, NMRK, HONA, PWR, STRL, FDXF, MS, AMAT, AVSC, VSTM.
Reduced shares in these 10 stocks: DFAU, VIGI, , ITB, AEM, DFAE, PKST, VYM, JPM, NVDA.
Sold out of its positions in AEM, OKLO, CMG, DXYZ, SSK, ENPH, FDTX, FBOT, FVD, SHLD.
Glass Jacobson Investment Advisors was a net buyer of stock by $15M.
Glass Jacobson Investment Advisors has $321M in assets under management (AUM), dropping by 10.67%.
Central Index Key (CIK): 0001964394

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Portfolio Holdings for Glass Jacobson Investment Advisors

Glass Jacobson Investment Advisors holds 618 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Glass Jacobson Investment Advisors has 618 total positions. Only the first 250 positions are shown.

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Download the Glass Jacobson Investment Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	3.4	$11M	-3%	214k	51.69	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	3.0	$9.5M		231k	41.25	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.7	$8.7M	+19%	118k	73.41	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	2.3	$7.3M		407k	17.88	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.0	$6.3M	-2%	117k	54.02	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.7	$5.3M		22k	242.99	View chart
Vanguard Index Fds Value Etf (VTV)	1.7	$5.3M	+2%	25k	217.93	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$5.0M	+2%	7.3k	686.79	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	1.5	$4.8M	+6%	121k	39.54	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.5	$4.8M		58k	82.34	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.4	$4.5M	+4%	15k	303.12	View chart
Vanguard Index Fds Growth Etf (VUG)	1.4	$4.5M	+462%	52k	86.14	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.4	$4.4M	-3%	42k	103.88	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$4.3M	+7%	26k	164.27	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	1.2	$3.9M	+14%	94k	41.73	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.2	$3.9M	-4%	26k	147.73	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.2	$3.9M	+302%	31k	124.17	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.2	$3.8M		23k	163.45	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	1.2	$3.8M	+15%	90k	42.21	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.1	$3.6M		66k	55.01	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	1.1	$3.6M	+2%	83k	42.67	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.1	$3.5M	+5%	45k	79.03	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.1	$3.5M	-7%	88k	40.21	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	1.1	$3.5M	+5%	133k	26.16	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.1	$3.4M		9.8k	343.90	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	1.0	$3.3M		144k	22.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$3.2M	-2%	8.8k	370.03	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	1.0	$3.2M	+7%	141k	22.35	View chart
Apple (AAPL)	0.9	$3.0M	-6%	10k	289.37	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$3.0M	+299%	37k	80.57	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.9	$3.0M	+4%	32k	93.52	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$2.9M	-6%	13k	227.07	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.9	$2.9M	-5%	72k	40.13	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.9	$2.9M	+2%	35k	82.65	View chart
NVIDIA Corporation (NVDA)	0.9	$2.8M	-7%	14k	200.09	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.8	$2.7M		21k	127.81	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.8	$2.7M	+4%	53k	51.05	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.8	$2.7M		62k	43.50	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.8	$2.6M		19k	136.68	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$2.6M		7.0k	368.38	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$2.6M		3.4k	748.94	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.8	$2.5M		36k	69.90	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.8	$2.5M		28k	90.10	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.8	$2.5M		21k	117.50	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.8	$2.5M	+5%	42k	58.20	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.8	$2.4M	+2%	9.9k	242.43	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.7	$2.4M	-13%	26k	93.38	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.7	$2.3M	-3%	46k	49.55	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.7	$2.2M	+5%	38k	58.98	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$2.2M		29k	77.11	View chart
Ishares Tr Core Msci Total (IXUS)	0.7	$2.2M	+11%	23k	95.44	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.7	$2.2M	+5%	64k	34.13	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.7	$2.1M		26k	81.94	View chart
American Healthcare Reit Com Shs (AHR)	0.6	$2.1M		39k	52.15	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.6	$2.0M	+25%	37k	53.33	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	0.6	$1.9M		24k	81.98	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.6	$1.9M	+11%	50k	38.79	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.6	$1.9M		55k	35.03	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.6	$1.9M	-4%	20k	98.20	View chart
Ishares Tr International Sl (ISCF)	0.6	$1.9M		44k	43.29	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.6	$1.9M	+38%	86k	21.75	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.6	$1.9M	+8%	50k	37.26	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$1.8M	+9%	25k	71.25	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.5	$1.7M		15k	112.88	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$1.7M	+15%	34k	50.58	View chart
Vanguard World Utilities Etf (VPU)	0.5	$1.7M		8.7k	195.72	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.5	$1.7M	+2%	33k	50.23	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$1.6M	+15%	33k	48.43	View chart
Microsoft Corporation (MSFT)	0.5	$1.6M		4.2k	372.98	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.5	$1.6M		11k	146.41	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$1.5M	+11%	48k	31.71	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.5	$1.5M	+7%	27k	55.18	View chart
Vanguard Wellington Us Minimum (VFMV)	0.4	$1.4M		10k	139.36	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$1.4M	+68%	18k	77.91	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$1.4M	-15%	8.8k	158.03	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.4	$1.4M		3.5k	393.92	View chart
Broadcom (AVGO)	0.4	$1.3M		3.5k	377.80	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$1.3M	-3%	19k	68.41	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.4	$1.3M	+5%	12k	109.27	View chart
Bluerock Pvt Real Estate (BPRE)	0.4	$1.3M	-3%	98k	13.01	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.4	$1.2M	-4%	7.0k	178.60	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.4	$1.2M		42k	29.56	View chart
RBB F/m Us Treasury (TBIL)	0.4	$1.2M	+15%	24k	49.86	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.3	$1.1M	+18%	15k	75.25	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$1.1M		13k	85.49	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.3	$1.1M	+4%	37k	29.30	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.3	$996k	-6%	15k	67.01	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.3	$964k	+4%	17k	58.42	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.3	$930k	-2%	12k	76.16	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$929k	-3%	4.7k	197.62	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.3	$889k		29k	30.46	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$866k	+11%	16k	52.76	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.3	$858k		17k	50.58	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.3	$810k	+3%	15k	54.63	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$810k		2.2k	365.78	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$807k	+5%	5.4k	148.31	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.2	$800k	-4%	10k	77.25	View chart
Amazon (AMZN)	0.2	$791k		3.3k	238.38	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.2	$775k	-8%	10k	76.56	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$775k		8.6k	89.85	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$767k	+9%	13k	59.69	View chart
Ishares Tr Intl Dev Sml Cp (ISVL)	0.2	$752k	-2%	15k	50.35	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$749k		1.00	748850.00	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$744k		2.2k	334.79	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$727k	+2%	7.1k	102.16	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.2	$720k	+3%	9.5k	75.89	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$708k	+20%	14k	50.60	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$705k		3.7k	190.52	View chart
Micron Technology (MU)	0.2	$701k	-9%	607.00	1155.16	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$667k		24k	27.70	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$661k		1.9k	353.24	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$652k	+2%	2.4k	273.63	View chart
Spdr Series Trust St Str P500val (SPYV)	0.2	$606k		10k	60.79	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.2	$598k	-2%	4.6k	129.03	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$594k		12k	48.34	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$588k		4.8k	122.30	View chart
Carpenter Technology Corporation (CRS)	0.2	$573k		928.00	616.87	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$569k		5.9k	96.59	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$555k	+6%	2.6k	212.79	View chart
Palantir Technologies Cl A (PLTR)	0.2	$546k	-27%	4.7k	116.67	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.2	$525k		11k	47.75	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$519k		5.8k	89.01	View chart
Texas Instruments Incorporated (TXN)	0.2	$507k		1.7k	298.07	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$506k	+2%	678.00	746.46	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$500k		8.0k	62.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$498k		3.6k	137.52	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.2	$493k	-27%	9.7k	50.61	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$490k	+2%	15k	33.84	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$482k	+81%	4.9k	98.98	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$466k	+33%	6.3k	73.66	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$461k	-8%	2.1k	219.38	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$457k	+669%	3.8k	119.52	View chart
Ge Vernova (GEV)	0.1	$453k	+6%	385.00	1175.87	View chart
Emcor (EME)	0.1	$448k		539.00	830.49	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$445k	NEW	4.1k	107.62	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$443k	NEW	4.2k	106.47	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$431k	+14%	8.7k	49.78	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$431k		11k	41.25	View chart
Bloom Energy Corp Com Cl A (BE)	0.1	$418k	+8%	1.4k	302.70	View chart
Ssga Active Tr St Str Black Etf (HYBL)	0.1	$411k		15k	27.95	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.1	$406k		11k	38.10	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$403k		2.4k	164.63	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$400k		4.1k	96.44	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$391k		20k	19.61	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$389k	-28%	4.0k	96.46	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$388k		20k	19.52	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$380k	-3%	12k	31.10	View chart
Prologis (PLD)	0.1	$379k		2.8k	135.47	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$377k		1.7k	225.55	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$375k	-10%	8.0k	46.93	View chart
Caterpillar (CAT)	0.1	$374k		351.00	1064.90	View chart
Vanguard World Health Car Etf (VHT)	0.1	$370k		1.2k	299.00	View chart
Howmet Aerospace (HWM)	0.1	$355k		1.3k	268.82	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$348k		851.00	409.41	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$341k		7.3k	46.63	View chart
American Express Company (AXP)	0.1	$338k		1.0k	338.25	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$329k	NEW	341.00	965.00	View chart
Tenet Healthcare Corp Com New (THC)	0.1	$325k		1.7k	187.08	View chart
Ishares Tr Msci Eafe Smcp (HSCZ)	0.1	$325k		7.6k	42.98	View chart
Siren Etf Tr Nexgen Economy (BLCN)	0.1	$323k	-32%	13k	25.37	View chart
Advanced Micro Devices (AMD)	0.1	$318k	+51%	547.00	580.91	View chart
Phillips 66 (PSX)	0.1	$311k	+111%	1.8k	169.01	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$310k	-3%	4.0k	76.70	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$299k	+721%	6.7k	44.36	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$298k	-12%	1.3k	221.20	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$287k	+38%	2.6k	109.06	View chart
American Electric Power Company (AEP)	0.1	$280k		2.0k	136.81	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$279k		585.00	477.57	View chart
Eaton Corp SHS (ETN)	0.1	$275k	-14%	646.00	426.12	View chart
Costco Wholesale Corporation (COST)	0.1	$268k		286.00	936.80	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.1	$265k		2.2k	119.13	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$264k	+3%	2.4k	109.45	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$263k		6.1k	42.77	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.1	$263k	-4%	4.1k	64.88	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$255k		3.8k	67.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$255k	-17%	346.00	736.54	View chart
Sandisk Corp (SNDK)	0.1	$249k	+5400%	110.00	2265.69	View chart
Cisco Systems (CSCO)	0.1	$249k		2.1k	117.44	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$245k	+101%	815.00	300.45	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$244k	+374%	712.00	342.83	View chart
Comfort Systems USA (FIX)	0.1	$244k		123.00	1983.52	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$242k		4.6k	52.41	View chart
Lam Research Corp Com New (LRCX)	0.1	$241k	-25%	557.00	433.33	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.1	$238k	+49%	2.6k	91.37	View chart
Eli Lilly & Co. (LLY)	0.1	$235k	+1206%	196.00	1201.09	View chart
Constellation Energy (CEG)	0.1	$230k	+2%	925.00	248.49	View chart
Marvell Technology (MRVL)	0.1	$229k	NEW	770.00	297.89	View chart
Tesla Motors (TSLA)	0.1	$228k	-13%	543.00	420.60	View chart
Edwards Lifesciences (EW)	0.1	$222k		2.5k	90.46	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$221k	+2%	7.6k	28.97	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$217k		5.2k	41.82	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$214k		2.8k	75.28	View chart
Procter & Gamble Company (PG)	0.1	$212k		1.4k	146.64	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$212k		5.2k	40.64	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$208k		5.7k	36.84	View chart
Palo Alto Networks (PANW)	0.1	$208k	NEW	610.00	341.02	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$208k	+100%	4.4k	46.94	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$207k	-61%	2.0k	104.47	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$207k	-10%	4.6k	44.75	View chart
Quanta Services (PWR)	0.1	$202k	NEW	280.00	720.04	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$199k		7.7k	25.95	View chart
Coherent Corp (COHR)	0.1	$198k	NEW	501.00	394.47	View chart
T Rowe Price Exchange-traded Price Eqt Income (TEQI)	0.1	$192k		3.8k	50.39	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$191k		365.00	521.88	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.1	$187k		2.4k	77.94	View chart
Dex (DXCM)	0.1	$187k		2.8k	67.35	View chart
Hca Holdings (HCA)	0.1	$185k		475.00	389.89	View chart
Ares Capital Corporation (ARCC)	0.1	$184k		10k	18.53	View chart
Abbvie (ABBV)	0.1	$184k		732.00	251.47	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$183k		1.2k	156.33	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$183k	-4%	511.00	357.37	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$179k		23k	7.88	View chart
Tapestry (TPR)	0.1	$175k		1.2k	146.38	View chart
Morgan Stanley Com New (MS)	0.1	$173k	NEW	828.00	209.04	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$171k		558.00	306.20	View chart
Grayscale Ethereum Staking Shs New (ETH)	0.1	$169k		11k	15.03	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$164k		2.1k	78.03	View chart
Ishares Msci Sweden Etf (EWD)	0.0	$160k		3.2k	49.98	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.0	$151k		1.4k	109.15	View chart
Dimensional Etf Trust International (DFSI)	0.0	$149k		3.3k	45.10	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$146k		3.2k	45.48	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.0	$143k	-3%	1.1k	127.82	View chart
Johnson & Johnson (JNJ)	0.0	$142k		558.00	253.81	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.0	$141k		3.5k	40.13	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.0	$141k		3.4k	41.91	View chart
Sterling Construction Company (STRL)	0.0	$139k	NEW	166.00	839.36	View chart
Netflix (NFLX)	0.0	$137k		1.9k	71.40	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$137k		1.2k	110.17	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$135k	-58%	1.2k	117.67	View chart
Norfolk Southern (NSC)	0.0	$135k		430.00	314.59	View chart
Merck & Co (MRK)	0.0	$135k		1.1k	128.50	View chart
Exelon Corporation (EXC)	0.0	$131k	+3%	2.8k	46.62	View chart
Visa Com Cl A (V)	0.0	$130k	+12%	380.00	343.13	View chart
Profesionally Managed Portfo Pabra Wagon Etf (WAGN)	0.0	$130k	+32%	9.5k	13.76	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.0	$130k	-3%	2.1k	60.30	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$129k	-18%	3.9k	33.29	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$125k		1.5k	83.75	View chart
Marathon Petroleum Corp (MPC)	0.0	$122k		476.00	255.67	View chart
McDonald's Corporation (MCD)	0.0	$121k		449.00	270.31	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$119k	+14%	2.2k	53.62	View chart
Intel Corporation (INTC)	0.0	$118k	+68%	842.00	139.63	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$117k		1.4k	81.03	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$112k	+28%	2.9k	38.06	View chart
Darden Restaurants (DRI)	0.0	$112k		541.00	206.01	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$111k	-37%	1.5k	75.51	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$110k		435.00	251.98	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$109k		1.2k	88.56	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.0	$108k	-40%	600.00	179.53	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$108k		1.9k	56.59	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.0	$107k	-10%	922.00	115.99	View chart

Past Filings by Glass Jacobson Investment Advisors

SEC 13F filings are viewable for Glass Jacobson Investment Advisors going back to 2022

Glass Jacobson Investment Advisors 2026 Q2 filed July 30, 2026
Glass Jacobson Investment Advisors 2026 Q1 filed April 23, 2026
Glass Jacobson Investment Advisors 2025 Q4 filed Jan. 22, 2026
Glass Jacobson Investment Advisors 2025 Q3 filed Oct. 29, 2025
Glass Jacobson Investment Advisors 2025 Q2 filed July 31, 2025
Glass Jacobson Investment Advisors 2025 Q1 filed April 1, 2025
Glass Jacobson Investment Advisors 2024 Q4 filed Feb. 13, 2025
Glass Jacobson Investment Advisors 2024 Q3 filed Nov. 15, 2024
Glass Jacobson Investment Advisors 2024 Q2 filed Aug. 12, 2024
Glass Jacobson Investment Advisors 2024 Q1 filed April 26, 2024
Glass Jacobson Investment Advisors 2023 Q4 filed Jan. 22, 2024
Glass Jacobson Investment Advisors 2023 Q3 filed Nov. 7, 2023
Glass Jacobson Investment Advisors 2023 Q2 filed July 25, 2023
Glass Jacobson Investment Advisors 2022 Q4 filed Feb. 6, 2023

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