Glassman Wealth Services Portfolio Holdings

Glassman Wealth Services

  • $596 Million
  • Q1 2025

Glassman Wealth Services has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $596 Million distributed in 211 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 $145M, Schwab Fundamental U S Large C with a value of $107M, Wisdomtree Tr Us Quality Divid with a value of $64.7M, Vanguard Ftse All World Ex Us with a value of $63.9M, and Dimensional ETF Tr with a value of $46.9M.

Examining the 13F form we can see an increase of $2.36M in the current position value, from $593M to 596M.

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

Portfolio value $596 Million
ETFs: $515 Million
Industrials: $34.1 Million
Financial Services: $20,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 211
  • Current Value $596 Million
  • Prior Value $593 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 43 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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