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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 13.66% of Glass Jacobson Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAU, DFAI, BND, DFCF, VCLT, BSV, DFLV, SPHQ, BSJR, BSJS.
Started 41 new stock positions in CMI, IWC, CAVA, JEPI, IGM, DXYZ, HON, VXF, WAT, SPXX.
Reduced shares in these 10 stocks: GLD, FLOT, CLS, NFLX, MOAT, IVV, KGC, CRWD, NVDA, VYM.
Sold out of its positions in AMLP, ACB, BXP, CLS, COP, EOG, GME, PCEF, IDV, KGC. Nuveen Equity Premium Income Fund, PLTK, TLRY, VLO, XRPI, SBLK.
Glass Jacobson Investment Advisors was a net buyer of stock by $12M.
Glass Jacobson Investment Advisors has $290M in assets under management (AUM), dropping by 4.32%.
Central Index Key (CIK): 0001964394

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Portfolio Holdings for Glass Jacobson Investment Advisors

Glass Jacobson Investment Advisors holds 607 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Glass Jacobson Investment Advisors has 607 total positions. Only the first 250 positions are shown.

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Download the Glass Jacobson Investment Advisors March 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	$10M	+14%	222k	45.12	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	3.1	$8.9M	+10%	227k	38.96	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.5	$7.3M	+13%	99k	73.64	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	2.5	$7.2M		403k	17.75	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.2	$6.3M	+5%	120k	52.78	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.7	$4.9M	+3%	22k	217.25	View chart
Vanguard Index Fds Value Etf (VTV)	1.6	$4.7M		24k	196.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$4.2M	+7%	7.1k	597.51	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.5	$4.2M	-2%	43k	97.13	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.4	$4.1M	+8%	57k	71.13	View chart
Vanguard Index Fds Growth Etf (VUG)	1.4	$4.1M		9.3k	436.78	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.4	$4.0M	+14%	113k	35.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$3.7M	+8%	14k	261.92	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.3	$3.7M		28k	132.50	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.2	$3.5M		24k	142.43	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.2	$3.5M		24k	144.95	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.2	$3.4M	-4%	42k	79.27	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	1.1	$3.3M	+4%	143k	23.18	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.1	$3.3M		7.7k	426.40	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.1	$3.3M	+26%	78k	42.22	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.1	$3.2M	+9%	94k	33.86	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.1	$3.1M		65k	48.46	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.0	$3.0M	+15%	83k	36.76	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$3.0M	-9%	7.0k	430.29	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.0	$3.0M		77k	39.44	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.0	$3.0M	+15%	126k	23.65	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	1.0	$2.9M	+18%	131k	22.36	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.0	$2.9M	+3%	9.8k	298.86	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.0	$2.9M		14k	211.14	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	1.0	$2.9M		81k	35.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$2.9M	+4%	9.0k	320.81	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	1.0	$2.8M	-4%	31k	93.27	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.0	$2.8M		34k	82.75	View chart
Apple (AAPL)	1.0	$2.8M		11k	253.78	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.9	$2.7M	-3%	62k	43.66	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$2.7M		9.3k	287.17	View chart
NVIDIA Corporation (NVDA)	0.9	$2.6M	-6%	15k	174.40	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.9	$2.6M		30k	88.46	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.9	$2.6M	-9%	51k	50.95	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.8	$2.3M		40k	58.54	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.8	$2.3M	+3%	21k	109.69	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.8	$2.3M		19k	118.45	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$2.3M	-7%	3.5k	653.26	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.8	$2.2M	+4%	36k	62.45	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.8	$2.2M		47k	46.23	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.7	$2.2M	-2%	22k	100.62	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.7	$2.1M	+6%	36k	59.55	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.7	$2.1M	+31%	28k	75.19	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$2.1M		9.7k	213.67	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.7	$1.9M	+11%	60k	32.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$1.9M	-2%	29k	67.53	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.7	$1.9M	+3%	20k	94.24	View chart
American Healthcare Reit Com Shs (AHR)	0.6	$1.9M		40k	47.16	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.6	$1.9M	-2%	26k	70.91	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.6	$1.9M		56k	33.67	View chart
Ishares Tr International Sl (ISCF)	0.6	$1.9M		44k	41.79	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$1.8M		21k	86.64	View chart
Vanguard World Utilities Etf (VPU)	0.6	$1.7M	+13%	8.8k	198.14	View chart
Bluerock Pvt Real Estate (BPRE)	0.6	$1.7M	-5%	101k	16.61	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.6	$1.7M	+14%	23k	72.08	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.6	$1.6M	+19%	46k	35.53	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$1.6M	-5%	33k	49.95	View chart
Microsoft Corporation (MSFT)	0.5	$1.6M	+2%	4.3k	370.17	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$1.6M	+9%	45k	35.04	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.5	$1.6M		15k	103.37	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$1.5M	-9%	10k	148.10	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$1.5M	+23%	23k	64.08	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$1.5M		29k	49.89	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.5	$1.4M	+24%	30k	48.02	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.5	$1.4M	+3%	42k	34.02	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$1.4M	+19%	29k	48.05	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.5	$1.4M	+33%	25k	55.35	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.5	$1.4M		11k	128.12	View chart
Vanguard Wellington Us Minimum (VFMV)	0.5	$1.4M		10k	133.23	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.5	$1.3M	+50%	62k	21.68	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$1.3M	+12%	43k	30.68	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.4	$1.2M	-2%	11k	109.71	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$1.1M	-4%	20k	56.79	View chart
Broadcom (AVGO)	0.4	$1.1M		3.5k	309.54	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.4	$1.1M		3.5k	313.85	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.4	$1.1M		7.3k	144.71	View chart
RBB F/m Us Treasury (TBIL)	0.4	$1.0M	-12%	20k	49.86	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$984k		13k	77.11	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.3	$982k		16k	61.64	View chart
Palantir Technologies Cl A (PLTR)	0.3	$948k		6.5k	146.27	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.3	$938k		35k	26.91	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.3	$937k	+164%	13k	74.72	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.3	$933k	+8%	16k	59.07	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$903k		4.9k	184.27	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.3	$859k		17k	50.62	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$858k	+172%	11k	78.41	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.3	$800k		29k	27.20	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.3	$780k	+3%	11k	70.20	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.3	$761k	-2%	11k	70.36	View chart
Ishares Tr Intl Dev Sml Cp (ISVL)	0.3	$736k	-2%	15k	48.11	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$721k	+37%	15k	48.93	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$718k		1.00	718140.00	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$718k	-5%	6.9k	103.44	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$706k	+4%	14k	49.40	View chart
Amazon (AMZN)	0.2	$687k		3.3k	208.30	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$670k		2.2k	302.28	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$643k		5.2k	124.31	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$637k	-4%	12k	54.05	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.2	$633k	+27%	9.2k	69.18	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.2	$601k		13k	44.87	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$593k	+7%	24k	24.75	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$584k	+21%	12k	47.93	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.2	$584k		13k	46.53	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$582k	-4%	12k	50.04	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$571k		10k	56.58	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$556k		2.2k	250.63	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$551k	+24%	2.3k	236.34	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$549k	+18%	8.8k	62.68	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.2	$546k	+28%	4.7k	115.23	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$537k		1.9k	286.81	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$532k		5.9k	90.54	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$520k		11k	47.88	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$520k		5.6k	92.74	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$515k	+3%	4.8k	107.62	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$511k	+2%	8.2k	62.56	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$492k		3.7k	132.89	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$487k		5.8k	83.57	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$469k		2.4k	191.93	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.2	$466k	-3%	5.2k	90.54	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$440k		2.3k	191.81	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$431k	+22%	662.00	650.32	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$428k		10k	41.72	View chart
Ssga Active Tr State Street Bla (HYBL)	0.1	$414k	+62%	15k	27.84	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$410k	+208%	14k	29.13	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$405k		3.6k	113.11	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.1	$401k	-17%	11k	38.21	View chart
Emcor (EME)	0.1	$398k	-5%	539.00	738.51	View chart
Siren Etf Tr Nexgen Economy (BLCN)	0.1	$398k		19k	20.99	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$391k		20k	19.62	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$388k		20k	19.53	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$380k	-2%	9.0k	42.50	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$378k	+86%	7.6k	49.78	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$371k	-17%	4.2k	88.71	View chart
Prologis (PLD)	0.1	$370k		2.8k	132.18	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$370k	+7%	1.6k	224.64	View chart
Carpenter Technology Corporation (CRS)	0.1	$366k	-4%	928.00	394.01	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$356k		2.4k	145.76	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$352k	-5%	13k	27.85	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$350k	+168%	4.7k	73.94	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$347k	+5%	497.00	698.30	View chart
Elbit Sys Ord (ESLT)	0.1	$342k		403.00	849.09	View chart
Vanguard World Health Car Etf (VHT)	0.1	$332k	+8%	1.2k	272.34	View chart
Texas Instruments Incorporated (TXN)	0.1	$330k		1.7k	194.14	View chart
Tenet Healthcare Corp Com New (THC)	0.1	$328k		1.7k	188.71	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$324k	+17%	4.2k	77.18	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$319k	-3%	2.8k	115.00	View chart
Ge Vernova (GEV)	0.1	$315k	+139%	361.00	873.65	View chart
Exxon Mobil Corporation (XOM)	0.1	$307k	+152%	1.8k	169.67	View chart
Howmet Aerospace (HWM)	0.1	$304k	-5%	1.3k	230.49	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$303k	-10%	851.00	356.39	View chart
American Express Company (AXP)	0.1	$303k		1.0k	302.48	View chart
Ishares Tr Msci Eafe Smcp (HSCZ)	0.1	$300k		7.6k	39.68	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$298k		7.3k	41.09	View chart
JPMorgan Chase & Co. (JPM)	0.1	$296k	+2%	1.0k	294.16	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$294k		1.5k	189.59	View chart
Costco Wholesale Corporation (COST)	0.1	$285k		286.00	997.58	View chart
Agnico (AEM)	0.1	$279k		1.4k	202.98	View chart
Peakstone Realty Trust Common Shares (PKST)	0.1	$276k		13k	20.89	View chart
Eaton Corp SHS (ETN)	0.1	$271k		758.00	357.67	View chart
American Electric Power Company (AEP)	0.1	$269k		2.0k	131.08	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$267k	+33%	2.7k	99.28	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$256k	-8%	2.3k	110.35	View chart
Constellation Energy (CEG)	0.1	$253k		904.00	279.31	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.1	$250k		4.2k	58.80	View chart
Caterpillar (CAT)	0.1	$249k		351.00	708.46	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$242k	-11%	4.6k	52.56	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$242k	-32%	419.00	577.27	View chart
Tesla Motors (TSLA)	0.1	$234k	-24%	628.00	371.75	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$233k		3.8k	61.89	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$231k	+97%	7.7k	29.99	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$231k	-5%	5.2k	44.80	View chart
Micron Technology (MU)	0.1	$228k		674.00	337.96	View chart
Hca Holdings (HCA)	0.1	$225k		475.00	473.24	View chart
Grayscale Ethereum Staking Shs New (ETH)	0.1	$223k	+103%	11k	19.86	View chart
Meta Platforms Cl A (META)	0.1	$216k	-33%	377.00	572.13	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$214k		2.2k	96.61	View chart
Procter & Gamble Company (PG)	0.1	$209k		1.4k	144.44	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$207k		1.9k	109.02	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$207k		6.1k	33.79	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$206k		5.2k	39.68	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$206k		2.2k	93.92	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$205k		2.3k	88.16	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$198k	+5750%	585.00	337.95	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$198k	-9%	7.4k	26.58	View chart
Edwards Lifesciences (EW)	0.1	$196k		2.5k	80.08	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$192k		5.6k	33.97	View chart
Western Digital (WDC)	0.1	$189k	NEW	697.00	270.60	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$183k	-12%	4.8k	38.42	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$182k	-10%	2.8k	64.73	View chart
Netflix (NFLX)	0.1	$182k	-56%	1.9k	96.15	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$180k		5.2k	34.55	View chart
Ares Capital Corporation (ARCC)	0.1	$179k		10k	18.02	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.1	$178k		1.0k	175.92	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$176k		1.2k	151.39	View chart
Dex (DXCM)	0.1	$174k		2.8k	62.80	View chart
Bloom Energy Corp Com Cl A (BE)	0.1	$173k	+13%	1.3k	135.49	View chart
T Rowe Price Etf Price Eqt Income (TEQI)	0.1	$171k	-18%	3.8k	45.02	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$170k		23k	7.54	View chart
Lumentum Hldgs (LITE)	0.1	$170k	+24100%	242.00	702.76	View chart
Comfort Systems USA (FIX)	0.1	$170k	NEW	123.00	1379.50	View chart
Tapestry (TPR)	0.1	$169k	+87%	1.2k	141.11	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$168k	-26%	2.8k	60.11	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$167k	+100%	360.00	462.73	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.1	$166k		2.4k	69.40	View chart
Cisco Systems (CSCO)	0.1	$164k		2.1k	77.61	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$162k	+83%	4.2k	38.26	View chart
Lam Research Corp Com New (LRCX)	0.1	$160k	NEW	749.00	213.66	View chart
Phillips 66 (PSX)	0.1	$159k		872.00	182.08	View chart
Abbvie (ABBV)	0.1	$159k		729.00	217.55	View chart
Ishares Msci Sweden Etf (EWD)	0.1	$156k		3.2k	48.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$153k		533.00	287.56	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$151k		2.2k	69.74	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.1	$148k	NEW	1.8k	84.78	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$147k	-11%	3.2k	45.62	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$144k		558.00	257.21	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.0	$140k		2.1k	66.77	View chart
McDonald's Corporation (MCD)	0.0	$140k		449.00	310.79	View chart
Dimensional Etf Trust International (DFSI)	0.0	$139k		3.3k	42.40	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$137k	+51%	1.0k	133.13	View chart
Johnson & Johnson (JNJ)	0.0	$136k		557.00	244.60	View chart
Strategy Cl A New (MSTR)	0.0	$135k		1.1k	124.80	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.0	$135k		3.3k	40.55	View chart
Exelon Corporation (EXC)	0.0	$133k		2.7k	49.02	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.0	$133k	-6%	1.2k	114.86	View chart
Spdr Series Trust State Street Spd (SLYV)	0.0	$131k		1.4k	94.60	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.0	$129k		3.5k	37.20	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$127k	+31%	1.2k	102.25	View chart
Merck & Co (MRK)	0.0	$126k	-4%	1.1k	120.29	View chart
Norfolk Southern (NSC)	0.0	$123k		430.00	287.00	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$123k		1.9k	64.77	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.0	$123k	+63%	2.2k	55.23	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.0	$122k		3.4k	36.27	View chart
Marathon Petroleum Corp (MPC)	0.0	$116k		476.00	244.18	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$112k	+9%	1.5k	75.09	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$111k		2.1k	52.76	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$110k	NEW	1.8k	61.26	View chart
Darden Restaurants (DRI)	0.0	$106k		541.00	196.04	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.0	$104k		2.2k	47.09	View chart
Visa Com Cl A (V)	0.0	$102k	+25%	338.00	302.24	View chart
Profesionally Managed Portfo Pabrai Wagons Et	0.0	$101k	NEW	7.2k	14.11	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$100k		1.2k	82.41	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$100k		404.00	248.00	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$99k		1.1k	92.69	View chart
Ishares Tr Msci China Etf (MCHI)	0.0	$98k		1.7k	56.18	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$98k		1.4k	68.28	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 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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