§ 13F · FUND PROFILE
Glassman Wealth Services.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $652.9T (13F)Positions · 182Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 285K | $178.8T | 24.1% | +1% |
| 2 | FNDX | SCHWAB STRATEGIC TR | 4.67M | $127.0T | 17.1% | ±0% |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | 1.14M | $84.1T | 11.3% | +3% |
| 4 | DGRW | WISDOMTREE TR | 841K | $75.2T | 10.2% | +1% |
| 5 | DFAX | DIMENSIONAL ETF TRUST | 1.96M | $64.2T | 8.7% | +3% |
| 6 | DFAC | DIMENSIONAL ETF TRUST | 1.53M | $60.5T | 8.2% | +2% |
| 7 | SNA | SNAP ON INC | 101K | $34.8T | 4.7% | ±0% |
| 8 | IWB | ISHARES TR | 43K | $16.2T | 2.2% | −2% |
| 9 | VTI | VANGUARD INDEX FDS | 45K | $15.0T | 2.0% | +1% |
| 10 | SPY | SPDR S&P 500 ETF TR | 13K | $8.7T | 1.2% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GLASSMAN SIGNAL
AC read
Glassman Wealth Services is a Other fund managing $652851.8 trillion in assets. The fund runs a portfolio of 182 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed