account_balance

Investment manager · 13F filer · SEC CIK 1642160

Glassman Wealth Services

Reported value$837Mas of Sep 30, 2026
Positions233 15 new, 18 sold out
Top 10 weight89.8%VOO alone is 23%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard Index FDS 23.4% Held
FNDX Schwab Strategic Tr 17.6% Held
VEU Vanguard Intl Equity Index F 11.5% Held
DGRW Wisdomtree Tr 9.6% Held
DFAC Dimensional ETF Trust 8.7% Held
DFAX Dimensional ETF Trust 8.7% Held
SNA Snap-on Inc 5.1% Held
IWB iShares Tr 2.0% Held
VTI Vanguard Index FDS 1.9% Held
SPY SPDR S&P 500 ETF Trust 1.3% Held
IVV iShares Tr 0.9% Added +8%
SCHV Schwab Strategic Tr 0.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 5, 2026 filing
add_circleNew
  • FELC $117K
  • TMFG $59.5K
  • DRNZ $49.9K
  • ARKW $25.4K
arrow_upwardAdded
  • IVV +8%
  • IJH +4%
  • VEA +3%
arrow_downwardTrimmed
  • IWF −6%
remove_circleSold out
  • SMH $82K
  • IEUR $25K
  • VIS $24.5K
  • VDC $19.4K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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