Glassman Wealth Services
CIK 1642160
13F filing for Q2 2026・No. 2,878
- Holdings
- US$834.64M
- Quarter change
- +US$99.1M
- Entries
- 236
- Net bought (estimate)
- +US$9.43M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 58
- Sold out 9
- Cut 19
- Added 58
- Corporate actions 0
- Unchanged 101
Largest holdings
236 stocks worth US$834.64M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 286,579 | US$196.83M | 23.58% |
| SCHWAB STRATEGIC TRFUNDAMENTAL US L | Cut | 4,609,229 | US$143.35M | 17.17% |
| VANGUARD INTL EQUITY INDEX FALLWRLD EX US | Added | 1,165,916 | US$97.65M | 11.70% |
| WISDOMTREE TRUS QTLY DIV GRT | Added | 827,493 | US$79.12M | 9.48% |
| DIMENSIONAL ETF TRUSTWORLD EX US CORE | Added | 2,007,568 | US$73.96M | 8.86% |
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 1,631,862 | US$72.39M | 8.67% |
| SNASNAP ON INCCOM | Added | 101,054 | US$40.66M | 4.87% |
| IWBISHARES TRRUS 1000 ETF | Cut | 42,195 | US$17.28M | 2.07% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 44,230 | US$16.37M | 1.96% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 15,179 | US$11.33M | 1.36% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.