Glassman Wealth Services

Q3 2025 13F Holdings

  • Location
    vienna, VA
  • Num holdings

    186

  • Value ($000)

    $711,632

  • Date Filed
    11/10/2025
  • Form type
    13F-HR
  • CIK
    0001642160
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$173.10M
24 %

282,663

F
FNDX

SCHWAB STRATEGIC TR

FUNDAMENTAL US L
808524771
$122.73M
17 %

4,666,432

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$79.23M
11 %

1,110,062

D
DGRW

WISDOMTREE TR

US QTLY DIV GRT
97717X669
$74.37M
11 %

836,036

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$59.79M
8 %

1,905,325

D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$58.09M
8 %

1,506,028

S
SNA

SNAP ON INC

COM
833034101
$35.01M
5 %

101,044

I
IWB

ISHARES TR

RUS 1000 ETF
464287622
$16.09M
2 %

44,016

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$14.46M
2 %

44,075

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$8.65M
1 %

12,992

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 186