Glass Jacobson Investment Advisors LLC Portfolio Holdings
Glass Jacobson Investment Advisors LLC
- $260 Billion
- Q2 2025
Glass Jacobson Investment Advisors LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $260 Billion distributed in 566 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $7.31B, Dimensional ETF Tr with a value of $6.62B, First Tr Pfd Secs & Income ETF with a value of $6.39B, Vanguard Bd Index Fd Inc Total with a value of $4.74B, and Dimensional ETF Tr with a value of $4.72B.
Examining the 13F form we can see an decrease of $45B in the current position value, from $305B to 260B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 566
- Current Value $260 Billion
- Prior Value $305 Billion
- Filing
- Period Q2 2025
- Filing Date July 31, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 41 stocks
- Additional Purchases 133 stocks
- Sold out of 0 stocks
- Reduced holdings in 237 stocks