Glass Jacobson Investment Advisors llc
All 13F Filings
- Location
- Owings Mills, MD
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 289,968
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/23/2026 | 607 | 289,968 | 13F-HR | Glass Jacobson Investment Advisors llc |
| Q4 2025 | 1/22/2026 | 582 | 277,968 | 13F-HR | Glass Jacobson Investment Advisors llc |
| Q3 2025 | 10/29/2025 | 585 | 276,520 | 13F-HR | Glass Jacobson Investment Advisors llc |
| Q2 2025 | 7/31/2025 | 566 | 259,548 | 13F-HR | Glass Jacobson Investment Advisors llc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 40.51 K | 14.0% | 0 | 138.8 K | -138.8 K |
| ETFs | 244.5 K | 84.3% | 150.8 K | 0 | 150.8 K |
| Debt | 4.908 K | 1.7% | 226 | 0 | 226 |
| Other | 0 | 0.0% | 0 | 235 | -235 |
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Fund Snapshot
Q1 2026
Latest filed
4/23/2026
Total value ($000)
289,968
Holdings
607
QoQ value change ($000)
12,000
(4.3%)
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.