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Asset Manager ← All Institutions

Glassman Wealth Services

8000 TOWERS CRESCENT DRIVE #1450, VIENNA, VA 22182 • 703-534-4444

Q2 2025 · Filed 2025-08-08
Market Value
$653M
+9.2%
Holdings
220
+3
New Purchases
10
Added To
32
Closed
38
Reduced
35
Top 10 Concentration
90.3%
Turnover
21.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DFAX 8.39% 7.84% +0.55% $55M
VEU 11.19% 10.69% +0.50% $73M
DFAC 8.04% 7.64% +0.41% $53M
VOO 24.55% 24.25% +0.30% $160M
VBK 0.13% 0.00% +0.13% $835K
ARKK 0.24% 0.17% +0.07% $2M
SPY 1.23% 1.18% +0.05% $8M
SCHB 0.06% 0.02% +0.04% $401K
DFSI 0.05% 0.02% +0.03% $359K
QQQ 0.40% 0.37% +0.03% $3M
VTI 1.72% 1.69% +0.03% $11M
DFSU 0.07% 0.04% +0.02% $447K
SPTM 0.07% 0.05% +0.02% $482K
IBIT 0.14% 0.11% +0.02% $891K
IWB 2.31% 2.28% +0.02% $15M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SNA 4.82% 5.70% -0.88% $31M
FNDX 17.37% 17.96% -0.59% $113M
VTEB 0.76% 1.19% -0.43% $5M
DGRW 10.67% 10.82% -0.15% $70M
SCHV 0.88% 0.94% -0.05% $6M
VTV 0.07% 0.09% -0.02% $464K
VYM 0.28% 0.30% -0.02% $2M
IVE 0.13% 0.14% -0.01% $835K
MDY 0.16% 0.17% -0.01% $1M
IJH 0.29% 0.30% -0.01% $2M
FBND 0.00% 0.01% -0.01% $0
SDY 0.12% 0.14% -0.01% $815K
ITOT 0.04% 0.05% -0.01% $233K
VO 0.04% 0.05% -0.01% $278K
DFUS 0.04% 0.05% -0.01% $261K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 95.0%
Industrials 5.0%
Real Estate 0.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 11 $194M 29.7%
Large Cap 114 $450M 68.9%
Mid Cap 45 $6M 1.0%
Small Cap 33 $2M 0.3%
Micro Cap 17 $444K 0.1%

Portfolio Analytics

Avg Market Cap
$53.8B
Median Market Cap
$13.3B
Avg P/E
17.0
Median P/E
13.9
Avg Dividend Yield
0.08%
Avg Beta
1.01
# Stocks
2
# ETFs / Funds
218

Top Holdings (220 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 24.55% 282,133 $160M $568.03 $15M +175 +0.1%
2 FNDX 17.37% 4,621,221 $113M $24.54 $6M +74,518 +1.6%
3 VEU 11.19% 1,086,820 $73M $67.22 $9M +33,597 +3.2%
4 DGRW 10.67% 832,066 $70M $83.74 $5M +22,452 +2.8%
5 DFAX 8.39% 1,865,729 $55M $29.37 $8M +77,094 +4.3%
6 DFAC 8.04% 1,465,411 $53M $35.84 $7M +81,668 +5.9%
7 SNA 4.82% 101,044 $31M $311.18 -$3M
8 IWB 2.31% 44,321 $15M $339.57 $1M -191 -0.4%
9 VTI 1.72% 36,854 $11M $303.93 $1M +130 +0.3%
10 SPY 1.23% 13,007 $8M $617.84 $992K +414 +3.3%
11 IVV 0.94% 9,879 $6M $620.90 $501K -146 -1.5%
12 SCHV 0.88% 208,348 $6M $27.67 $161K -2,496 -1.2%
13 VTEB 0.76% 101,282 $5M $49.03 -$2M -42,418 -29.5%
14 QQQ 0.40% 4,728 $3M $551.64 $391K
15 VEA 0.34% 38,540 $2M $57.01 $283K +886 +2.4%
16 VXUS 0.31% 29,205 $2M $69.09 $205K +18 +0.1%
17 IWF 0.30% 4,614 $2M $424.56 $247K -126 -2.7%
18 IJH 0.29% 30,370 $2M $62.02 $86K -439 -1.4%
19 VYM 0.28% 13,769 $2M $133.31 $60K
20 VV 0.27% 6,243 $2M $285.28 $168K -33 -0.5%
21 ARKK 0.24% 21,970 $2M $70.29 $533K +726 +3.4%
22 IEMG 0.18% 19,200 $1M $60.03 $154K +704 +3.8%
23 MDY 0.16% 1,858 $1M $566.48 $10K -97 -5.0%
24 IBIT 0.14% 14,554 $891K $61.21 $216K +130 +0.9%
25 VWO 0.13% 17,494 $865K $49.46 $69K -94 -0.5%
26 IVE 0.13% 4,274 $835K $195.42 -$16K -190 -4.3%
27 VBK 0.13% 3,015 $835K $276.94 $822K +2,963 +5698.1%
28 VUG 0.13% 1,871 $820K $438.30 $33K -251 -11.8%
29 SDY 0.12% 6,003 $815K $135.72 $301
30 IWR 0.12% 8,397 $772K $91.97 $54K -52 -0.6%
31 VBR 0.11% 3,724 $726K $195.01 $32K
32 VB 0.11% 3,046 $722K $236.98 $46K
33 FDVV 0.11% 13,850 $720K $52.02 $34K
34 IEFA 0.11% 8,435 $704K $83.48 $110K +583 +7.4%
35 IVW 0.10% 5,697 $627K $110.10 $96K -28 -0.5%
36 IWD 0.09% 3,157 $613K $194.23 $19K
37 DFIC 0.09% 19,493 $606K $31.09 $163K +3,544 +22.2%
38 FDN 0.08% 1,935 $521K $269.33 $77K -64 -3.2%
39 SPDW 0.08% 12,670 $513K $40.49 $52K
40 XLI 0.08% 3,402 $502K $147.52 $56K
41 SPTM 0.07% 6,430 $482K $74.89 $183K +2,034 +46.3%
42 SCHG 0.07% 15,980 $467K $29.21 $67K
43 VONE 0.07% 1,655 $465K $280.86 $45K
44 VTV 0.07% 2,627 $464K $176.72 -$102K -651 -19.9%
45 SKYY 0.07% 3,757 $457K $121.64 $73K
46 IBB 0.07% 3,598 $455K $126.49 -$5K
47 DFSU 0.07% 11,379 $447K $39.25 $184K +4,037 +55.0%
48 DFAU 0.06% 9,860 $418K $42.36 $39K
49 SCHB 0.06% 16,846 $401K $23.83 $281K +11,267 +201.9%
50 GLD 0.06% 1,297 $395K $304.83 $22K
51 VGT 0.06% 593 $393K $663.28 $72K
52 TMFC 0.06% 5,990 $386K $64.51 $53K
53 PRF 0.06% 8,898 $376K $42.27 $17K
54 DFSI 0.05% 9,110 $359K $39.41 $219K +5,088 +126.5%
55 UTES 0.05% 4,652 $352K $75.60 $96K +695 +17.6%
56 DVY 0.05% 2,569 $341K $132.81 -$4K
57 VGLT 0.05% 6,050 $340K $56.12 -$9K
58 IJK 0.05% 3,636 $331K $90.98 $28K
59 VIG 0.05% 1,616 $331K $204.67 $10K -37 -2.2%
60 AVUV 0.05% 3,600 $328K $91.10 $14K
61 KXI 0.05% 4,700 $307K $65.38 $6K
62 QQEW 0.05% 2,188 $299K $136.49 $34K
63 IJR 0.04% 2,635 $288K $109.30 -$3K -149 -5.3%
64 MTUM 0.04% 1,169 $281K $240.32 $45K
65 VO 0.04% 992 $278K $279.78 -$28K -190 -16.1%
66 DFUS 0.04% 3,896 $261K $67.02 -$26K -847 -17.9%
67 CWI 0.04% 7,978 $261K $32.66 $25K
68 IWM 0.04% 1,141 $246K $215.79 $3K -78 -6.4%
69 ITEQ 0.04% 4,345 $246K $56.53 $33K
70 IWS 0.04% 1,797 $237K $132.14 $8K -23 -1.3%
71 ITOT 0.04% 1,725 $233K $135.04 -$39K -503 -22.6%
72 RFG 0.03% 4,635 $226K $48.75 $23K
73 SPYV 0.03% 3,833 $201K $52.34 $5K
74 SCHD 0.03% 7,547 $200K $26.50 -$11K
75 BND 0.03% 2,558 $188K $73.64 $1K +8 +0.3%
76 VNQ 0.03% 2,103 $187K $89.08 -$15K -135 -6.0%
77 CGW 0.03% 2,934 $183K $62.50 $20K
78 VGK 0.03% 2,147 $166K $77.50 $16K
79 SPLG 0.02% 2,207 $160K $72.69 $12K -54 -2.4%
80 SPLV 0.02% 2,181 $159K $72.82 -$4K
81 XLK 0.02% 542 $137K $253.23 $25K
82 EFA 0.02% 1,469 $131K $89.38 $11K +2 +0.1%
83 VXF 0.02% 675 $130K $192.71 $14K
84 SCZ 0.02% 1,786 $130K $72.68 $14K -43 -2.4%
85 HTRB 0.02% 3,687 $125K $33.87 $37
86 SCHF 0.02% 5,581 $123K $22.10 $13K
87 EDOW 0.02% 3,159 $121K $38.33 $7K
88 DGRO 0.02% 1,876 $120K $63.94 $4K
89 DFAT 0.02% 2,054 $111K $53.96 -$20K -483 -19.0%
90 GVI 0.02% 1,036 $111K $106.79 +1,036 NEW
91 SPEM 0.02% 2,567 $110K $42.73 -$10K -464 -15.3%
92 EUAD 0.02% 2,494 $108K $43.15 +2,494 NEW
93 EMLP 0.02% 2,856 $107K $37.51 $58
94 ARTY 0.01% 2,224 $91K $41.00 $21K
95 FTCS 0.01% 1,000 $91K $90.89 $1K
96 BOTZ 0.01% 2,774 $91K $32.65 $12K
97 SCHX 0.01% 3,702 $90K $24.44 $9K
98 XLE 0.01% 1,059 $90K $84.81 -$4K +56 +5.6%
99 RWL 0.01% 745 $78K $104.29 $4K
100 VPL 0.01% 939 $77K $82.18 $9K

New Positions

SymbolValue% Port
GVI $111K 0.02%
EUAD $108K 0.02%
URNM $32K —%
AVDE $25K —%
ILOW $12K —%
PBW $11K —%
SARK $11K —%
IGSB $11K —%
AVEM $8K —%
IGIB $2K —%

Sold Out Positions

SymbolValue% Port
HIX —%
PTA —%
IAGG —%
USHY —%
FBND —%
FTXN —%
GOVT —%
FDT —%
FCG —%
PAVE —%
QQQM —%
PTH —%
SCHC —%
VSS —%
FBT —%
View SEC EDGAR Filings for Glassman Wealth Services →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms