Glassman Wealth Services
All 13F Filings
- Location
- Vienna, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 834,645
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 236 | 834,645 | 13F-HR | Glassman Wealth Services |
| Q1 2026 | 5/4/2026 | 187 | 735,543 | 13F-HR | Glassman Wealth Services |
| Q4 2025 | 1/28/2026 | 195 | 741,025 | 13F-HR | Glassman Wealth Services |
| Q3 2025 | 11/10/2025 | 186 | 711,632 | 13F-HR | Glassman Wealth Services |
| Q2 2025 | 8/8/2025 | 182 | 652,852 | 13F-HR | Glassman Wealth Services |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 122.4 K | 14.7% | 10.99 K | 0 | 10.99 K |
| ETFs | 712.2 K | 85.3% | 88.12 K | 0 | 88.12 K |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
834,645
Holdings
236
QoQ value change ($000)
99,102
(13.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.