Glassman Wealth Services Portfolio Holdings

Glassman Wealth Services

  • $724 Million
  • Q4 2025

Glassman Wealth Services has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $724 Million distributed in 195 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $176M, Schwab Fundamental U S Large C with a value of $124M, Vanguard Ftse All World Ex Us with a value of $83.5M, Wisdomtree Tr Us Quality Divid with a value of $74.7M, and Dimensional ETF Tr with a value of $62.8M.

Examining the 13F form we can see an increase of $15.9M in the current position value, from $708M to 724M.

Below you can find more details about Glassman Wealth Services portfolio as well as his latest detailed transactions.

Portfolio value $724 Million
ETFs: $628 Million
Industrials: $33.3 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 195
  • Current Value $724 Million
  • Prior Value $708 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 15 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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