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
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$173.10 M
24 %

282,663

FNDX
FNDX

SCHWAB STRATEGIC TR

FUNDAMENTAL US L
$122.73 M
17 %

4,666,432

VEU
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
$79.23 M
11 %

1,110,062

DGRW
DGRW

WISDOMTREE TR

US QTLY DIV GRT
$74.37 M
11 %

836,036

DFAX
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
$59.79 M
8 %

1,905,325

DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$58.09 M
8 %

1,506,028

SNA
SNA

SNAP ON INC

COM
$35.01 M
5 %

101,044

IWB
IWB

ISHARES TR

RUS 1000 ETF
$16.09 M
2 %

44,016

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$14.46 M
2 %

44,075

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$8.65 M
1 %

12,992

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