Glassman Wealth Services
Annual return '25
+18.5%
SPY '25
+17.7%
Alpha
+0.8ptsvs SPY
Invested
$735.5M
Holdings
194
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q1 2026: Increased +14.6% (944 → 1.1k shares)
23.4%
02
$FNDX
SCHWAB STRATEGIC TR
Held since at least Q1 2024
17.7%
03
$VEU
VANGUARD INTL EQUITY INDEX F
Held since at least Q1 2024
11.8%
04
$DGRW
WISDOMTREE TR
Held since at least Q1 2024
9.7%
05
$DFAX
DIMENSIONAL ETF TRUST
Q4 2025: New position (8.0k shares)
9.2%
06
$DFAC
DIMENSIONAL ETF TRUST
Q4 2025: New position (27.7k shares)
8.3%
07
$SNA
SNAP ON INC
Held since at least Q1 2024
5.0%
08
$IWB
ISHARES TR
Q4 2025: New position (985 shares)
2.1%
09
$VTI
VANGUARD INDEX FDS
Q4 2025: New position (35.7k shares)
1.9%
10
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: New position (41.3k shares)
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:43 UTC.