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Asset Manager ← All Institutions

Glassman Wealth Services

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

Q4 2025 · Filed 2026-01-28
Market Value
$740M
+4.0%
Holdings
200
+8
New Purchases
14
Added To
39
Closed
6
Reduced
21
Top 10 Concentration
89.8%
Turnover
10.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTEB 0.99% 0.66% +0.33% $7M
DFAX 8.68% 8.40% +0.28% $64M
VEU 11.36% 11.13% +0.23% $84M
NMBL 0.13% 0.00% +0.13% $952K
DBMF 0.07% 0.00% +0.07% $513K
AVUV 0.10% 0.05% +0.05% $751K
VIG 0.09% 0.05% +0.04% $684K
VYM 0.32% 0.28% +0.04% $2M
MGK 0.04% 0.00% +0.04% $270K
USFR 0.03% 0.00% +0.03% $225K
JAAA 0.03% 0.00% +0.03% $187K
OEF 0.03% 0.01% +0.02% $226K
IWF 0.32% 0.30% +0.02% $2M
GDX 0.02% 0.01% +0.02% $180K
LVHI 0.02% 0.00% +0.02% $121K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DGRW 10.16% 10.45% -0.29% $75M
SNA 4.70% 4.92% -0.22% $35M
VOO 24.15% 24.32% -0.17% $179M
FNDX 17.15% 17.25% -0.09% $127M
IWB 2.18% 2.26% -0.08% $16M
IJH 0.20% 0.28% -0.08% $2M
IVV 0.88% 0.93% -0.05% $7M
VGLT 0.00% 0.05% -0.05% $0
ARKK 0.22% 0.27% -0.05% $2M
SPY 1.17% 1.22% -0.04% $9M
IBIT 0.12% 0.16% -0.04% $858K
VV 0.67% 0.70% -0.04% $5M
IVW 0.06% 0.10% -0.04% $449K
SCHD 0.01% 0.04% -0.03% $66K
SCHV 0.82% 0.84% -0.02% $6M

Sector Allocation Over Time

Industry Breakdown

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

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 10 $218M 29.5%
Large Cap 105 $510M 68.9%
Mid Cap 45 $7M 1.0%
Small Cap 28 $3M 0.4%
Micro Cap 12 $1M 0.2%

Portfolio Analytics

Avg Market Cap
$55.8B
Median Market Cap
$13.7B
Avg P/E
24.7
Median P/E
24.7
Avg Dividend Yield
0.01%
Avg Beta
1.00
# Stocks
2
# ETFs / Funds
198

Top Holdings (200 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 24.15% 285,053 $179M $627.13 $6M +2,390 +0.8%
2 FNDX 17.15% 4,666,563 $127M $27.21 $4M +131
3 VEU 11.36% 1,143,369 $84M $73.56 $5M +33,307 +3.0%
4 DGRW 10.16% 841,295 $75M $89.43 $863K +5,259 +0.6%
5 DFAX 8.68% 1,962,925 $64M $32.73 $4M +57,600 +3.0%
6 DFAC 8.18% 1,528,980 $61M $39.59 $2M +22,952 +1.5%
7 SNA 4.70% 101,044 $35M $344.60 -$195K
8 IWB 2.18% 43,255 $16M $373.44 $66K -761 -1.7%
9 VTI 2.02% 44,643 $15M $335.27 $503K +568 +1.3%
10 SPY 1.17% 12,739 $9M $681.90 $32K -253 -1.9%
11 VTEB 0.99% 145,313 $7M $50.29 $3M +51,579 +55.0%
12 IVV 0.88% 9,497 $7M $684.92 -$107K -382 -3.9%
13 SCHV 0.82% 205,333 $6M $29.61 $103K
14 VV 0.67% 15,713 $5M $314.80 -$68K -576 -3.5%
15 VEA 0.64% 75,470 $5M $62.47 $246K +898 +1.2%
16 VXUS 0.39% 38,413 $3M $75.44 $133K +779 +2.1%
17 IWF 0.32% 5,023 $2M $473.30 $227K +433 +9.4%
18 VYM 0.32% 16,481 $2M $143.52 $357K +2,235 +15.7%
19 ARKK 0.22% 21,301 $2M $76.92 -$258K -669 -3.0%
20 IJH 0.20% 22,807 $2M $66.00 -$477K -7,564 -24.9%
21 MDY 0.14% 1,739 $1M $603.28 -$29K -69 -3.8%
22 VWO 0.13% 18,440 $991K $53.76 -$7K +14 +0.1%
23 NMBL 0.13% 48,053 $952K $19.82 +48,053 NEW
24 VB 0.13% 3,680 $949K $257.95 $82K +268 +7.8%
25 VUG 0.12% 1,870 $912K $487.86 $15K -1 -0.1%
26 VBK 0.12% 3,015 $911K $302.11 $14K
27 IVE 0.12% 4,274 $906K $212.07 $24K
28 SDY 0.12% 6,195 $862K $139.15 $21K +192 +3.2%
29 IBIT 0.12% 17,282 $858K $49.65 -$265K
30 IWR 0.11% 8,397 $808K $96.27 -$2K
31 VBR 0.11% 3,720 $788K $211.79 $11K -4 -0.1%
32 IEFA 0.11% 8,801 $787K $89.46 $23K +47 +0.5%
33 FDVV 0.11% 13,850 $785K $56.69 $14K
34 AVUV 0.10% 7,367 $751K $101.98 $393K +3,767 +104.6%
35 DFIC 0.09% 19,969 $688K $34.46 $33K
36 VIG 0.09% 3,113 $684K $219.78 $335K +1,497 +92.6%
37 IWD 0.09% 3,157 $664K $210.34 $21K
38 IEMG 0.09% 9,670 $650K $67.22 -$1K -208 -2.1%
39 SPDW 0.08% 13,443 $597K $44.41 $32K +233 +1.8%
40 IBB 0.08% 3,397 $573K $168.76 $83K
41 DFSU 0.07% 12,741 $553K $43.43 $81K +1,618 +14.6%
42 SPTM 0.07% 6,430 $530K $82.50 $12K
43 SCHG 0.07% 16,183 $528K $32.62 $12K +6 +0.0%
44 XLI 0.07% 3,402 $528K $155.12 $3K
45 FDN 0.07% 1,935 $521K $269.18 -$21K
46 GLD 0.07% 1,297 $514K $396.31 $53K
47 DBMF 0.07% 18,287 $513K $28.06 +18,287 NEW
48 VTV 0.07% 2,676 $511K $191.00 $14K +13 +0.5%
49 DFSI 0.07% 11,598 $497K $42.84 $13K -228 -1.9%
50 VONE 0.07% 1,587 $490K $308.96 -$10K -68 -4.1%
51 SKYY 0.07% 3,757 $489K $130.08 -$16K
52 DFAU 0.06% 9,860 $461K $46.80 $10K
53 IVW 0.06% 3,643 $449K $123.26 -$239K -2,054 -36.0%
54 VGT 0.06% 593 $447K $753.78 $4K
55 TMFC 0.06% 5,998 $430K $71.77 $8K +8 +0.1%
56 PRF 0.06% 8,898 $417K $46.92 $15K
57 UTES 0.05% 4,652 $367K $78.95 -$21K
58 DVY 0.05% 2,569 $363K $141.14 -$2K
59 IJK 0.05% 3,636 $352K $96.88 $4K
60 QQEW 0.04% 2,188 $311K $142.13 $2K
61 KXI 0.04% 4,700 $304K $64.65 $1K
62 MTUM 0.04% 1,202 $301K $250.31 -$7K
63 IJR 0.04% 2,467 $297K $120.19 $3K
64 VO 0.04% 997 $289K $290.10 -$3K +3 +0.3%
65 DFUS 0.04% 3,896 $289K $74.17 $7K
66 CWI 0.04% 7,978 $287K $35.92 $8K
67 MGK 0.04% 654 $270K $412.77 +654 NEW
68 ITOT 0.03% 1,725 $256K $148.69 $5K
69 RFG 0.03% 4,635 $243K $52.44 $7K
70 SCHB 0.03% 8,910 $234K $26.23 $5K
71 IWS 0.03% 1,645 $232K $141.05 -$19K -152 -8.5%
72 OEF 0.03% 658 $226K $342.97 $181K +523 +387.4%
73 USFR 0.03% 4,477 $225K $50.32 +4,477 NEW
74 SPYV 0.03% 3,833 $218K $56.81 $6K
75 BND 0.03% 2,723 $202K $74.06 $2K +35 +1.3%
76 JAAA 0.03% 3,697 $187K $50.58 +3,697 NEW
77 CGW 0.02% 2,934 $185K $63.01 -$4K
78 GDX 0.02% 2,097 $180K $85.77 $136K +1,518 +262.2%
79 VGK 0.02% 2,147 $180K $83.61 $8K
80 SPLG 0.02% 2,205 $177K $80.22 $4K -2 -0.1%
81 IWM 0.02% 673 $166K $246.16 -$104K -440 -39.5%
82 XLK 0.02% 1,084 $156K $143.97 $3K +542 +100.0%
83 SPLV 0.02% 2,181 $156K $71.42 -$4K
84 VXF 0.02% 675 $141K $209.12 -$149
85 EFA 0.02% 1,457 $140K $96.02 $4K +2 +0.1%
86 SCZ 0.02% 1,786 $138K $77.53 $1K
87 EUAD 0.02% 3,145 $132K $42.13 -$15K
88 EDOW 0.02% 3,159 $130K $41.30 $4K
89 SPEM 0.02% 2,716 $127K $46.82 $2K +43 +1.6%
90 HTRB 0.02% 3,687 $126K $34.15 -$516
91 SCHF 0.02% 5,161 $124K $24.04 -$6K -420 -7.5%
92 DGRO 0.02% 1,769 $123K $69.42 $2K
93 DFAT 0.02% 2,054 $122K $59.54 $3K
94 LVHI 0.02% 3,277 $121K $36.82 +3,277 NEW
95 ARTY 0.01% 2,224 $107K $48.18 $5K
96 DTCR 0.01% 4,932 $104K $21.10 +4,932 NEW
97 AKRE 0.01% 1,585 $104K $65.51 +1,585 NEW
98 BOTZ 0.01% 2,774 $101K $36.23 $2K
99 SCHX 0.01% 3,702 $100K $26.91 -$58K -2,299 -38.3%
100 ITEQ 0.01% 1,675 $97K $58.04 -$996

New Positions

SymbolValue% Port
NMBL $952K 0.13%
DBMF $513K 0.07%
MGK $270K 0.04%
USFR $225K 0.03%
JAAA $187K 0.03%
LVHI $121K 0.02%
DTCR $104K 0.01%
AKRE $104K 0.01%
TDTF $80K 0.01%
ICOW $68K 0.01%
PFFV $49K 0.01%
FXU $45K 0.01%
QUAL $42K 0.01%
IFRA $31K —%

Sold Out Positions

SymbolValue% Port
EMLP —%
VGLT —%
BLOK —%
JEPI —%
SCHK —%
DJIA —%
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