Glass Jacobson Investment Advisors LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $277 Billion distributed in 585 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $7.66B, Dimensional ETF Tr with a value of $7.59B, First Tr Pfd Secs & Income ETF with a value of $7.1B, Vanguard Bd Index Fd Inc Total with a value of $5.66B, and Dimensional ETF Tr with a value of $5.09B.
Examining the 13F form we can see an increase of $17B in the current position value, from $260B to 277B.
Glass Jacobson Investment Advisors LLC is based out at Owings Mills, MD
Below you can find more details about Glass Jacobson Investment Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$277 Billion
ETFs: $237 Billion
Technology: $12.7 Billion
Industrials: $2.62 Billion
Financial Services: $2.6 Billion
Healthcare: $1.8 Billion
Communication Services: $1.73 Billion
Consumer Cyclical: $1.53 Billion
Consumer Defensive: $995 Million
Other: $2.1 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
