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

Glassman Wealth Services

$736M in tracked AUM across 187 positions as of Q1 2026.

GW
CIK 0001642160 · last filed Mar 31, 2026
Total AUM
$736M
as of Q1 2026
Holdings
187
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$620M▲ 7.8%
1,904 positionsLocked
Showing 12 of 43