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Glassman Wealth Services
Glassman Wealth Services is a registered investment adviser headquartered in Vienna, Virginia. Founded in 2009, the firm provides wealth management and investment advisory services primarily to high net worth individuals and families as well as charitable organizations and pension plans. With approximately 18 employees, they emphasize personalized service and tailored wealth strategies. The firm manages over $2.1 billion in assets and is known for its client-centric, independent approach.
Investment Strategy
Glassman Wealth Services focuses on comprehensive wealth management, offering personalized investment strategies that emphasize diversified portfolios built from equities, fixed income, and ETFs. The firm tailors strategies to the unique needs, goals, and risk tolerance of each client, primarily serving high net worth individuals and families. Their approach is rooted in fiduciary responsibility and independence, focusing on transparent, client-first advice without the conflict of third-party sales incentives.
Latest 13F Filing Activity
Glassman Wealth Services filed their most recent 13F report on Jun 30, 2025 disclosing 180 equity positions with a total 13F market value of $653M. The fund increased holdings in Vanguard Index FDS, Vanguard Intl Equity Index F, Dimensional Etf Trust among other positions. Glassman Wealth Services reduced exposure to Snap On Inc., Vanguard Mun BD FDS, Vanguard Index FDS among others.
Top Holdings
Equity Positions (180)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 24.55% | $160.3M | 282,133 | $264.34 | $568.03 | +$15.4M |
F FNDX | SCHWAB STRATEGIC TR | 17.37% | $113.4M | 4,621,221 | $13.49 | $24.54 | +$6.1M |
V VEU | VANGUARD INTL EQUITY INDEX F | 11.19% | $73.1M | 1,086,820 | $55.89 | $67.22 | +$9.2M |
D DGRW | WISDOMTREE TR | 10.67% | $69.7M | 832,066 | $68.01 | $83.74 | +$5.0M |
D DFAX | DIMENSIONAL ETF TRUST | 8.39% | $54.8M | 1,865,729 | $22.88 | $29.37 | +$7.9M |
Industry Allocation
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