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Barry Glassman

Glassman Wealth Services

Assets Managed
$735.543M
Holdings
187
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
-0.73%(2Q avg: 1.7%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Glassman Wealth Services's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 187 positions.

Assets under management

The assets under management (AUM) of Glassman Wealth Services over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 735.543M in assets, with a quarterly growth rate of -0.73% and a 2-quarter average growth rate of 1.7%. The portfolio is managed by Barry Glassman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.05%
23.41%
$172.121M
288,044 shares@ $597.56 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 0.12%
17.69%
$130.113M
4.672M shares@ $27.85 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 1.04%
11.8%
$86.76M
1.155M shares@ $75.11 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Decreased -3.34%
9.72%
$71.425M
813,128 shares@ $87.85 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 1.78%
9.23%
$67.864M
1.998M shares@ $33.97 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 3.14%
8.34%
$61.279M
1.577M shares@ $38.87 avg price
SNA
Snap-on Inc
Recent Activity
4.99%
$36.701M
101,044 shares@ $363.23 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -0.93%
2.08%
$15.279M
42,852 shares@ $356.57 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -1.11%
1.93%
$14.163M
44,146 shares@ $320.82 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 3.9%
1.18%
$8.607M
13,235 shares@ $650.33 avg price

1-10 of 187