Glassman Wealth Services Portfolio Holdings

Glassman Wealth Services

  • $650 Million
  • Q2 2025

Glassman Wealth Services has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $650 Million distributed in 182 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 $160M, Schwab Fundamental U S Large C with a value of $113M, Vanguard Ftse All World Ex Us with a value of $73.1M, Wisdomtree Tr Us Quality Divid with a value of $69.7M, and Dimensional ETF Tr with a value of $54.8M.

Examining the 13F form we can see an increase of $54.2M in the current position value, from $596M to 650M.

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

Portfolio value $650 Million
ETFs: $564 Million
Industrials: $31.4 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 182
  • Current Value $650 Million
  • Prior Value $596 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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