StockDriftsStockDriftsTop 50 Glassman Wealth Services Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 23.58% | 286.6K | $196.8M | -0.51%(-1.47K) | $289.69(+146.02%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 17.17% | 4.61M | $143.3M | -1.34%(-62.67K) | $13.83(+135.27%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 11.7% | 1.17M | $97.6M | +0.92%(+10.66K) | $56.05(+53.69%) | 2026-06-30 | |
| DGRW | WISDOMTREE TR | 9.48% | 827.5K | $79.1M | +1.77%(+14.37K) | $67.06(+48.55%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 8.86% | 2.01M | $74.0M | +0.49%(+9.81K) | $23.77(+60.45%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 8.67% | 1.63M | $72.4M | +3.48%(+54.94K) | $28.60(+61.02%) | 2026-06-30 | |
| SNA | SNAP ON INC | 4.87% | 101.1K | $40.7M | +0.01%(+10) | $137.80(+192.86%) | 2026-06-30 | |
| IWB | ISHARES TR | 2.07% | 42.2K | $17.3M | -1.53%(-657) | $117.39(+261.88%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 1.96% | 44.2K | $16.4M | +0.19%(+84) | $236.84(+61.87%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.36% | 15.2K | $11.3M | +14.69%(+1.94K) | $407.97(+90.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.10% | +60.57% | +11.40% | +71.60% |
| Top 20 Holdings Unweighted | +15.67% | +54.75% | +11.79% | +74.61% |
Glassman Wealth Services reports $834.64M in US-listed equity holdings across 236 positions in its most recent 13F filing. Its largest disclosed positions are VOO (23.6%), FNDX (17.2%) and VEU (11.7%). The top 20 holdings account for 94.91% of reported assets. Its disclosed equity book has returned +60.57% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Glassman Wealth Services’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1642160). View Glassman Wealth Services’s 13F filings on SEC