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Glassman Wealth Services

Latest statistics and disclosures from Glassman Wealth Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, FNDX, VEU, DGRW, DFAX, and represent 71.56% of Glassman Wealth Services's stock portfolio.
Added to shares of these 10 stocks: VV, VTI, VEA, VEU, DFAC, DFAX, FNDX, VXUS, DGRW, VOO.
Started 10 new stock positions in JEPI, SNPG, DUHP, DFIV, IMTM, NACP, IBOT, DFUV, SOXX, DIHP.
Reduced shares in these 10 stocks: QQQ, IEMG, VTEB, SCHB, ITEQ, IWB, SCHV, GVI, MDY, IBB.
Sold out of its positions in ILOW, AVDE, QQQ, IGIB, IGSB, MGK.
Glassman Wealth Services was a net buyer of stock by $11M.
Glassman Wealth Services has $712M in assets under management (AUM), dropping by 9.00%.
Central Index Key (CIK): 0001642160

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Portfolio Holdings for Glassman Wealth Services

Glassman Wealth Services holds 186 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	24.3	$173M		283k	612.38	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	17.2	$123M		4.7M	26.30	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	11.1	$79M	+2%	1.1M	71.37	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	10.5	$74M		836k	88.96	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	8.4	$60M	+2%	1.9M	31.38	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	8.2	$58M	+2%	1.5M	38.57	View chart
Snap-on Incorporated (SNA)	4.9	$35M		101k	346.53	View chart
Ishares Tr Rus 1000 Etf (IWB)	2.3	$16M		44k	365.48	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.0	$15M	+19%	44k	328.17	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$8.7M		13k	666.16	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$6.6M		9.9k	669.30	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.8	$6.0M		205k	29.11	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.7	$5.0M	+160%	16k	307.85	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$4.7M	-7%	94k	50.07	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$4.5M	+93%	75k	59.92	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$2.8M	+28%	38k	73.46	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$2.1M		4.6k	468.40	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$2.0M	+3%	14k	140.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$2.0M		30k	65.26	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.3	$1.9M		22k	86.30	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$1.1M	+18%	17k	65.00	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$1.1M	-2%	1.8k	596.03	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$998k	+5%	18k	54.18	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$897k		3.0k	297.62	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$897k		1.9k	479.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$883k		4.3k	206.51	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$868k	+12%	3.4k	254.28	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$841k		6.0k	140.04	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$811k		8.4k	96.55	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$777k		3.7k	208.71	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$772k		14k	55.71	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$764k	+3%	8.8k	87.31	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$688k		5.7k	120.72	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$655k	+2%	20k	32.79	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$651k	-48%	9.9k	65.92	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$643k		3.2k	203.59	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$565k	+4%	13k	42.79	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$542k		1.9k	279.84	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$525k		3.4k	154.23	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.1	$519k		6.4k	80.65	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$516k		16k	31.91	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.1	$505k		3.8k	134.42	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$500k		1.7k	302.35	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$497k		2.7k	186.50	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$490k	-5%	3.4k	144.36	View chart
Dimensional Etf Trust International (DFSI)	0.1	$484k	+29%	12k	40.95	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$472k	-2%	11k	42.47	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$461k		1.3k	355.47	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$451k		9.9k	45.76	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$443k		593.00	746.63	View chart
RBB Motley Fol Etf (TMFC)	0.1	$422k		6.0k	70.52	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$402k		8.9k	45.21	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.1	$388k		4.7k	83.44	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$365k		2.6k	142.10	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$358k		3.6k	99.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$349k		1.6k	215.79	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$349k		3.6k	95.89	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$344k		6.1k	56.86	View chart
First Tr Exchange-traded SHS (QQEW)	0.0	$309k		2.2k	141.11	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$308k	+2%	1.2k	256.45	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.0	$303k		4.7k	64.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$293k	-6%	2.5k	118.84	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$292k		994.00	293.67	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$282k		3.9k	72.44	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.0	$279k		8.0k	34.92	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$273k	+32%	10k	27.30	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$269k	-2%	1.1k	241.96	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$251k		1.7k	145.65	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$251k		1.8k	139.67	View chart
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)	0.0	$236k		4.6k	50.95	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$229k	-47%	8.9k	25.71	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.0	$212k		3.8k	55.33	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$200k	+5%	2.7k	74.37	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.0	$189k		2.9k	64.24	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$182k	-5%	2.0k	91.44	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.0	$173k		2.2k	78.34	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$171k		2.1k	79.80	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$160k		2.2k	73.48	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$158k	+62%	6.0k	26.34	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$153k		542.00	281.86	View chart
Spinnaker Etf Series Select Stoxx Eur (EUAD)	0.0	$148k	+26%	3.1k	46.97	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$141k		675.00	209.34	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$137k		1.8k	76.72	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$136k		1.5k	93.36	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$130k		5.6k	23.28	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.0	$126k		3.7k	34.29	View chart
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW)	0.0	$126k		3.2k	39.94	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$125k	+4%	2.7k	46.81	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$123k	+143%	889.00	137.80	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$120k	-5%	1.8k	68.08	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$120k		2.1k	58.21	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$109k		2.9k	38.29	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.0	$102k		2.2k	45.78	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$98k		2.8k	35.43	View chart
Amplify Etf Tr Amplify Bluestar (ITEQ)	0.0	$98k	-61%	1.7k	58.64	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$94k		1.0k	93.64	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$90k	-5%	1.0k	89.34	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$83k		939.00	87.84	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.0	$82k		745.00	110.66	View chart
Vaneck Etf Trust Robotics Etf (IBOT)	0.0	$79k	NEW	1.6k	49.94	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$77k		1.8k	42.96	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$74k		856.00	86.80	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$74k		606.00	122.51	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$72k		2.1k	33.37	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$70k		494.00	142.41	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$69k		691.00	99.15	View chart
Sprott Fds Tr Uranium Miners E (URNM)	0.0	$61k	+48%	1.0k	60.43	View chart
Ishares Tr Asia 50 Etf (AIA)	0.0	$60k		635.00	94.67	View chart
Ishares Tr Global 100 Etf (IOO)	0.0	$54k		446.00	120.01	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$53k		1.7k	31.53	View chart
Goldman Sachs Etf Tr Future Tech Lead (GTEK)	0.0	$53k		1.4k	39.01	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.0	$46k		521.00	89.03	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$46k		991.00	46.24	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$45k		135.00	332.84	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.0	$45k		656.00	68.43	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$44k	-37%	579.00	76.40	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$41k		357.00	114.28	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$39k		1.3k	29.64	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$37k		510.00	73.29	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.0	$36k		485.00	74.35	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.0	$33k		200.00	162.48	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$31k		150.00	209.26	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$31k		260.00	118.44	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.0	$29k		330.00	88.76	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$28k	-50%	150.00	187.73	View chart
Tidal Trust Iii Naacp Mino Etf (NACP)	0.0	$28k	NEW	590.00	47.68	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.0	$28k		296.00	94.31	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.0	$27k	-75%	254.00	107.44	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$23k	NEW	400.00	57.10	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$23k		268.00	84.83	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$23k		808.00	27.90	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.0	$22k		200.00	111.56	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$22k	NEW	81.00	271.12	View chart
Howard Hughes Holdings (HHH)	0.0	$22k		262.00	82.17	View chart
Sprott Fds Tr Lithium Miners (LITP)	0.0	$21k		2.3k	9.03	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$20k		172.00	117.05	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$19k		49.00	377.06	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$18k		150.00	118.37	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$17k	NEW	461.00	37.77	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$17k	NEW	388.00	44.69	View chart
Vanguard World Financials Etf (VFH)	0.0	$17k		127.00	131.24	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$15k		137.00	111.22	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$14k		145.00	98.06	View chart
Dbx Etf Tr Xtrackers S&p Gr (SNPG)	0.0	$14k	NEW	270.00	51.62	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$13k		410.00	31.16	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$12k		109.00	113.88	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$11k		33.00	320.03	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.0	$10k		101.00	99.38	View chart
Investment Managers Ser Tr I Tradr 1x Short (SARK)	0.0	$8.6k		300.00	28.69	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$8.6k		193.00	44.51	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$8.1k		526.00	15.48	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$8.1k		81.00	99.81	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	0.0	$8.0k		150.00	53.08	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$7.9k		51.00	155.51	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$7.7k	NEW	167.00	46.12	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$7.6k		141.00	53.87	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$7.4k		31.00	239.65	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$7.1k		36.00	195.86	View chart
Franklin Ethereum Tr Ethereum Etf (EZET)	0.0	$6.0k		190.00	31.59	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.0	$4.7k	-71%	162.00	28.88	View chart
Vanguard World Industrial Etf (VIS)	0.0	$4.7k		16.00	292.38	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.0	$4.4k	NEW	92.00	47.88	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$4.4k	NEW	144.00	30.40	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$3.3k		20.00	164.55	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.0	$3.2k		115.00	27.80	View chart
Ishares Msci Equal Weite (EUSA)	0.0	$3.1k		30.00	102.97	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$2.7k	-70%	36.00	75.11	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$2.5k		17.00	146.06	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$2.3k	-52%	23.00	100.26	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.0	$2.0k		30.00	65.57	View chart
Ishares Tr Cybersecurity (IHAK)	0.0	$1.2k		22.00	52.32	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.0	$1.1k		16.00	67.06	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.0	$974.000000		8.00	121.75	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$929.000400		12.00	77.42	View chart
Ishares Tr Self Drivng Ev (IDRV)	0.0	$713.999100		19.00	37.58	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$597.999900		3.00	199.33	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.0	$488.000100		7.00	69.71	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$435.000000		1.00	435.00	View chart
Ishares Em Mkts Div Etf (DVYE)	0.0	$385.999900		13.00	29.69	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$186.000000		2.00	93.00	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$117.000000		2.00	58.50	View chart
Global X Fds Dow 30 Covered C (DJIA)	0.0	$115.000000		5.00	23.00	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$67.000000		1.00	67.00	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$64.000000		2.00	32.00	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$45.000000		1.00	45.00	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$43.000000		1.00	43.00	View chart

Past Filings by Glassman Wealth Services

SEC 13F filings are viewable for Glassman Wealth Services going back to 2015

Glassman Wealth Services 2025 Q3 filed Nov. 10, 2025
Glassman Wealth Services 2025 Q2 filed Aug. 8, 2025
Glassman Wealth Services 2025 Q1 filed May 8, 2025
Glassman Wealth Services 2024 Q4 filed Feb. 5, 2025
Glassman Wealth Services 2024 Q3 filed Nov. 12, 2024
Glassman Wealth Services 2024 Q2 filed Aug. 6, 2024
Glassman Wealth Services 2024 Q1 filed May 3, 2024
Glassman Wealth Services 2023 Q4 filed Feb. 12, 2024
Glassman Wealth Services 2023 Q3 filed Nov. 14, 2023
Glassman Wealth Services 2023 Q2 filed Aug. 8, 2023
Glassman Wealth Services 2023 Q1 filed May 4, 2023
Glassman Wealth Services 2022 Q4 filed Feb. 6, 2023
Glassman Wealth Services 2022 Q3 filed Nov. 9, 2022
Glassman Wealth Services 2022 Q1 restated filed Aug. 23, 2022
Glassman Wealth Services 2022 Q2 filed Aug. 4, 2022
Glassman Wealth Services 2022 Q1 filed April 14, 2022

View all past filings

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