Equal-WT
WhaleScore 2.0
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Glassman Wealth Services is based out of Vienna. Glassman Wealth Services is a large advisory firm with 383 clients and discretionary assets under management (AUM) of $2,043,418,606 (Form ADV from 2025-05-21). Their last reported 13F filing for Q1 2025 included $597,615,928 in managed 13F securities
and a top 10 holdings concentration of 90.06%. Glassman Wealth Services's largest holding is Vanguard S&P 500 ETF with shares held of 281,958. Whalewisdom has at least 44 13F filings
Business Description
Glassman Wealth Services, LLC (GWS) provides information about its qualifications and business practices in its brochure, which is not approved or verified by the SEC or any state securities authority. Additional information is available on the SEC's website. GWS offers financial planning and consulting services regarding matters such as tax and estate planning, and insurance, typically included in its advisory fee, though exceptions may occur for extraordinary matters or special projects.
GWS also offers services for securities and accounts held outside of their direct management, including ongoing discussions, regular monitoring and rebalancing (with client consent), consideration in overall asset allocation, reporting, and inclusion in advisory fee calculations. GWS does not serve as an attorney, accountant, or insurance agent, and their services should not be construed as such.
Investment Strategy
GWS may utilize Long Term Purchases (securities held at least a year) and Short Term Purchases (securities sold within a year) as investment strategies when implementing investment advice given to clients.
GWS’ primary investment strategies (Long Term Purchases and Short Term Purchases) are fundamental investment strategies. However, every investment strategy has its own inherent risks and limitations. Longer-term investment strategies require a longer investment time period to allow for the strategy to potentially develop. Shorter-term investment strategies require a shorter investment time period to potentially develop but, as a result of more frequent trading, may incur higher transactional costs when compared to a longer term investment strategy.
Owners
- GLASSMAN, BARRY, SCOTT - MEMBER / CHIEF COMPLIANCE OFFICER
- Shetterly, Lindsay, Garland - MEMBER
- RUSSELL, TRAVIS, JACOB - MEMBER
- DUNNER, ERIC, SCOTT - MEMBER
- Cheplak, Laura, Barnett - CHIEF OPERATING OFFICER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| VEU Vanguard FTSE All-Wo | 1.18% |
| DFAX Dimensional World ex | 0.68% |
| IVV iShares Core S&P 500 | 0.21% |
| VEA Vanguard FTSE Develo | 0.19% |
| IEMG iShares Core MSCI Em | 0.15% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| VOO Vanguard S&P 500 ETF | 2.11% |
| IWB iShares Russell 1000 | 0.22% |
| VTEB Vanguard Tax-Exempt | 0.17% |
| SPY SPDR S&P 500 ETF TRU | 0.06% |
| ARKK ARK Innovation ETF | 0.03% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| VOO Vanguard S&P 500 ETF | 24.25% |
| FNDX Schwab Fundamental U | 17.96% |
| DGRW WisdomTree U.S. Qual | 10.82% |
| VEU Vanguard FTSE All-Wo | 10.69% |
| DFAX Dimensional World ex | 7.84% |
2025-03-31
13F Activity
| Market Value | $0.60b, Prior: $0.59b |
| Inflows (Outflows) as % of Total MV | +1.9375% |
| New Purchases | 43 stocks |
| Added To | 45 stocks |
| Sold out of | 7 stocks |
| Reduced holdings in | 24 stocks |
| Top 10 Holdings % | 90.06% |
| Turnover %[1] | 22.94% |
| Turnover Alt %[2] | 1.11% |
| Time Held Top 20 | 13.2 quarters |
| Time Held Top 10 | 11.4 quarters |
| Time Held All | 16.33 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31