13F Insight
DOSSIER · 13F-HR · Q1 2026

Glass Jacobson Investment Advisors llc

Glass Jacobson Investment's holding co. based in Omaha, NE — $290M in tracked AUM across 607 positions as of Q1 2026.

GJ
Glass Jacobson Investment·Omaha, NE·Holding Co.
CIK 0001964394 · last filed Mar 31, 2026
Total AUM
$290M
▼ 4.3%
vs prior
Holdings
607
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
Top sector
Financials
29% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Glass Jacobson Investment Advisors llc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAU
DIMENSIONAL ETF TRUST
$10M222K3.4%
02
DFAI
DIMENSIONAL ETF TRUST
$9M227K3.1%
03
BND
VANGUARD BD INDEX FDS
$7M99K2.5%
04
FPE
FIRST TR EXCH TRADED FD III
$7M403K2.5%
05
DFIV
DIMENSIONAL ETF TRUST
$6M120K2.2%
06
VBR
VANGUARD INDEX FDS
$5M22K1.7%
07
VTV
VANGUARD INDEX FDS
$5M24K1.6%
08
VOO
VANGUARD INDEX FDS
$4M7K1.5%
09
EFA
ISHARES TR
$4M43K1.5%
10
DFAS
DIMENSIONAL ETF TRUST
$4M57K1.4%

Filing history

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