Glassman Wealth Services - Portfolio overview

Glassman Wealth Services has 200 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 23.38%
2. FNDX - SCHWAB STRATEGIC TR, 17.67%
3. VEU - VANGUARD INTL EQUITY INDEX F, 11.78%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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