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Filers›Holding Co.›Glassman Wealth Services
DOSSIER · 13F-HR · Q1 2026

Glassman Wealth Services

Glassman Wealth Services's holding co. based in Chicago, IL — $736M in tracked AUM across 187 positions as of Q1 2026.

GW
Glassman Wealth Services·Chicago, IL·Holding Co.
CIK 0001642160 · last filed Mar 31, 2026
Total AUM
$736M
▲ 2.7%
vs prior
Holdings
187
—
positions
Whale Score
70
70
strong
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Glassman Wealth Services 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
VOO
VANGUARD INDEX FDS
$172M288K23.4%
02
FNDX
SCHWAB STRATEGIC TR
$130M4.7M17.7%
03
VEU
VANGUARD INTL EQUITY INDEX F
$87M1.2M11.8%
04
DGRW
WISDOMTREE TR
$71M813K9.7%
05
DFAX
DIMENSIONAL ETF TRUST
$68M2.0M9.2%
06
DFAC
DIMENSIONAL ETF TRUST
$61M1.6M8.3%
07
SNA
SNAP ON INC
$37M101K5.0%
08
IWB
ISHARES TR
$15M43K2.1%
09
VTI
VANGUARD INDEX FDS
$14M44K1.9%
10
SPY
STATE STR SPDR S&P 500 ETF T
$9M13K1.2%

Filing history

Filing history loading…
AI Agent · grounded in Glassman
haiku-4-5 · 187 positions indexed
Sector mix
  • Tech6%
  • Financials42%
  • Health Care19%
  • Cons. Disc.13%
  • Industrials9%
  • Energy10%
  • Other1%
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