Glassman Wealth Services: 13F holdings
CIK 16421602026Q2
| Positions | 236 |
|---|
| Reported value | $834.6m |
|---|
| Filed | 2026-08-05 |
|---|
Change since last quarter
| Positions | 236 (+49 vs prior quarter) |
|---|
| Reported value | $834.6m (+13.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 286,579 | $196.8m | 23.6% |
| FNDX SCHWAB STRATEGIC TR | 4,609,229 | $143.3m | 17.2% |
| VEU VANGUARD INTL EQUITY INDEX F | 1,165,916 | $97.6m | 11.7% |
| DGRW WISDOMTREE TR | 827,493 | $79.1m | 9.5% |
| DFAX DIMENSIONAL ETF TRUST | 2,007,568 | $74.0m | 8.9% |
| DIMENSIONAL ETF TRUST | 1,631,862 | $72.4m | 8.7% |
| SNA SNAP ON INC | 101,054 | $40.7m | 4.9% |
| IWB ISHARES TR | 42,195 | $17.3m | 2.1% |
| VTI VANGUARD INDEX FDS | 44,230 | $16.4m | 2.0% |
| SPY STATE STR SPDR S&P 500 ETF T | 15,179 | $11.3m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1642160")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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