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

Glass Jacobson Investment Advisors llc

$290M in tracked AUM across 607 positions as of Q1 2026.

GJ
CIK 0001964394 · last filed Mar 31, 2026
Total AUM
$290M
as of Q1 2026
Holdings
607
—
positions
Whale Score
40
40
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$290M▲ 4.3%
607 positionsView →2025Q4Dec 31
$278M▲ 0.5%
582 positionsView →2025Q3Sep 30
$277M▲ 6.5%
585 positionsView →2025Q2Jun 30
$260M▲ 73.6%
566 positionsLocked2025Q1Mar 31
$149M▼ 50.9%
439 positionsLocked2024Q4Dec 31
$305M▲ 1.0%
840 positionsLocked2024Q3Sep 30
$302M▲ 9.9%
764 positionsLocked2024Q2Jun 30
$275M▲ 3.1%
760 positionsLocked2024Q1Mar 31
$266M▲ 8.7%
753 positionsLocked2023Q4Dec 31
$245M▲ 12.2%
706 positionsLocked2023Q3Sep 30
$218M▲ 0.1%
799 positionsLocked2023Q2Jun 30
$218M▲ 8.1%
800 positionsLocked
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