13F Insight
DOSSIER · 13F-HR · Q2 2026

Glassman Wealth Services

$835M in tracked AUM across 236 positions as of Q2 2026.

GW
CIK 0001642160 · last filed Jun 30, 2026
Total AUM
$835M
as of Q2 2026
Holdings
236
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Glassman Wealth Services filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$197M287K23.6%02
FNDX
SCHWAB STRATEGIC TR
$143M4.6M17.2%03
VEU
VANGUARD INTL EQUITY INDEX F
$98M1.2M11.7%04
DGRW
WISDOMTREE TR
$79M827K9.5%05
DFAX
DIMENSIONAL ETF TRUST
$74M2.0M8.9%06
DFAC
DIMENSIONAL ETF TRUST
$72M1.6M8.7%07
SNA
SNAP ON INC
$41M101K4.9%08
IWB
ISHARES TR
$17M42K2.1%09
VTI
VANGUARD INDEX FDS
$16M44K2.0%10
SPY
STATE STR SPDR S&P 500 ETF T
$11M15K1.4%

Filing history

2026Q2Jun 30
$835M▲ 13.5%
236 positionsView →2026Q1Mar 31
$736M▼ 0.7%
187 positionsView →2025Q4Dec 31
$741M▲ 4.1%
195 positionsView →2025Q3Sep 30
$712M▲ 9.0%
186 positionsView →2025Q2Jun 30
$653M▲ 9.2%
182 positionsLocked2025Q1Mar 31
$598M▲ 0.6%
211 positionsLocked2024Q4Dec 31
$594M▲ 1.3%
175 positionsLocked2024Q3Sep 30
$587M▲ 8.1%
181 positionsLocked2024Q2Jun 30
$542M▲ 9.6%
192 positionsLocked2024Q1Mar 31
$495M▼ 29.9%
204 positionsLocked2023Q4Dec 31
$706M▲ 14.1%
1,960 positionsLocked2023Q3Sep 30
$619M▼ 0.2%
1,988 positionsLocked
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