Glassman Wealth Services Portfolio Holdings

Glassman Wealth Services

  • $708 Million
  • Q3 2025

Glassman Wealth Services has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $708 Million distributed in 186 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 $173M, Schwab Fundamental U S Large C with a value of $123M, Vanguard Ftse All World Ex Us with a value of $79.2M, Wisdomtree Tr Us Quality Divid with a value of $74.4M, and Dimensional ETF Tr with a value of $59.8M.

Examining the 13F form we can see an increase of $58.3M in the current position value, from $650M to 708M.

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

Portfolio value $708 Million
ETFs: $614 Million
Industrials: $35 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$358,000 0.05% of portfolio
3,600
Q4 2023 Added 22,400.0%
$0
$365,000 0.05% of portfolio
2,569
Q1 2024 Added 0.08%
$0
$344,000 0.05% of portfolio
6,050
Q4 2023 New
$0
$269,000 0.04% of portfolio
1,113
Q3 2025 Reduced 2.45%
$0
$282,000 0.04% of portfolio
3,896
Q2 2025 Reduced 17.86%
$0
$251,000 0.04% of portfolio
1,725
Q2 2025 Reduced 22.58%
$0
$294,000 0.04% of portfolio
1,616
Q2 2025 Reduced 2.24%
$0
$250,000 0.04% of portfolio
1,797
Q2 2025 Reduced 1.26%
$0
$272,000 0.04% of portfolio
9,996
Q3 2025 Added 32.45%
$0
$291,000 0.04% of portfolio
994
Q3 2025 Added 0.2%
$0
$278,000 0.04% of portfolio
7,978
Q1 2025 Added 0.85%
$0
$293,000 0.04% of portfolio
2,467
Q3 2025 Reduced 6.38%
$0
$302,000 0.04% of portfolio
4,700
Q1 2022 Added 2,932.26%
$0
$308,000 0.04% of portfolio
2,188
Q3 2020 Reduced 11.6%
$0
$308,000 0.04% of portfolio
1,202
Q3 2025 Added 2.82%
$0
$199,000 0.03% of portfolio
2,688
Q3 2025 Added 5.08%
$0
$229,000 0.03% of portfolio
8,910
Q3 2025 Reduced 47.11%
$0
$182,000 0.03% of portfolio
1,991
Q3 2025 Reduced 5.33%
$0
$236,000 0.03% of portfolio
4,635
Q3 2023 Added 400.0%
$0
$188,000 0.03% of portfolio
2,934
Q1 2024 Added 70.68%
$0
$135,000 0.02% of portfolio
1,455
Q3 2025 Reduced 0.95%
$0
$125,000 0.02% of portfolio
2,673
Q3 2025 Added 4.13%
$0
$120,000 0.02% of portfolio
1,769
Q3 2025 Reduced 5.7%
$0
$137,000 0.02% of portfolio
1,786
Q2 2025 Reduced 2.35%
$0
$126,000 0.02% of portfolio
3,687
Q1 2024 New
$0
$119,000 0.02% of portfolio
2,054
Q2 2025 Reduced 19.04%
$0
$160,000 0.02% of portfolio
2,181
Q3 2024 Reduced 0.37%
$0
$152,000 0.02% of portfolio
542
Q2 2024 Reduced 5.24%
$0
$171,000 0.02% of portfolio
2,147
Q4 2023 Added 272.74%
$0
$141,000 0.02% of portfolio
675
Q4 2023 Reduced 58.46%
$0
$122,000 0.02% of portfolio
889
Q3 2025 Added 143.56%
$0
$172,000 0.02% of portfolio
2,207
Q2 2025 Reduced 2.39%
$0
$158,000 0.02% of portfolio
6,001
Q3 2025 Added 62.1%
$0
$109,000 0.02% of portfolio
2,856
Q4 2024 Reduced 35.5%
$0
$129,000 0.02% of portfolio
5,581
Q4 2024 Added 187.68%
$0
$126,000 0.02% of portfolio
3,159
Q4 2022 Reduced 62.52%
$0
$52,000 0.01% of portfolio
1,354
Q2 2025 Added 128.33%
$0
$59,000 0.01% of portfolio
691
Q4 2024 Added 8.99%
$0
$93,000 0.01% of portfolio
1,000
Q4 2017 New
$0
$89,000 0.01% of portfolio
1,003
Q3 2025 Reduced 5.29%
$0
$46,000 0.01% of portfolio
521
Q4 2022 New
$0
$77,000 0.01% of portfolio
1,796
Q1 2024 Added 372.63%
$0
$71,000 0.01% of portfolio
2,148
Q2 2025 Reduced 23.09%
$0
$37,000 0.01% of portfolio
510
Q4 2023 Added 121.74%
$0
$38,000 0.01% of portfolio
1,302
Q1 2025 Reduced 6.67%
$0
$82,000 0.01% of portfolio
939
Q4 2023 Added 18.86%
$0
$44,000 0.01% of portfolio
579
Q3 2025 Reduced 37.41%
$0
$53,000 0.01% of portfolio
446
Q4 2019 New
$0
$44,000 0.01% of portfolio
656
Q1 2021 New

Summary

  • Portfolio
  • No. of Stocks 186
  • Current Value $708 Million
  • Prior Value $650 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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