Glassman Wealth Services Portfolio Holdings

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.