HoldingsChannel.com
Glassman Wealth Services Top Holdings
As of  06/30/2023, below is a summary of the Glassman Wealth Services top holdings by largest position size, as per the latest 13f filing made by Glassman Wealth Services. In the Glassman Wealth Services-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Glassman Wealth Services in that top holding, then the share count change between reporting periods, and finally the Glassman Wealth Services top holding position size for that row.

   EntityAmountChange
 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 285,253 -4,278 $116,178
     VOO285,253-4,278$116,178
SCHWAB STRATEGIC TR 1,431,996 -13,975 $82,440
     FNDX1,431,996-13,975$82,440
VANGUARD INTL EQUITY INDEX F (VEU) 756,366 +12,227 $41,154
     VEU756,366+12,227$41,154
NVR INC 5,564 -200 $35,336
     NVR5,564-200$35,336
WISDOMTREE TR 509,249 +4,836 $33,947
     DGRW509,249+4,836$33,947
SNAP ON INC 101,098 -1 $29,135
     SNA101,098-1$29,135
APPLE INC 148,775 +199 $28,858
     AAPL148,775+199$28,858
DIMENSIONAL ETF TRUST (DFAX) 1,133,493 +73,901 $26,422
     DFAX1,133,493+73,901$26,422
DIMENSIONAL ETF TRUST (DFAC) 908,624 +5,216 $24,669
     DFAC908,624+5,216$24,669
MICROSOFT CORP 53,160 +468 $18,103
     MSFT53,160+468$18,103
ISHARES TR (IWB) 49,399 -1,068 $12,041
     IWB49,399-1,068$12,041
TESLA INC 31,371 +333 $8,212
     TSLA31,371+333$8,212
VANGUARD MUN BD FDS (VTEB) 133,213 -1,744 $6,690
     VTEB133,213-1,744$6,690
BERKSHIRE HATHAWAY INC DEL      $5,938
     BRK.B17,414-242$5,938
SPDR S&P 500 ETF TR (SPY) 13,281 +446 $5,887
     SPY13,281+446$5,887
EXXON MOBIL CORP 49,248 +145 $5,282
     XOM49,248+145$5,282
SCHWAB STRATEGIC TR 72,938 -1,533 $4,893
     SCHV72,938-1,533$4,893
ISHARES TR (IVV) 8,110 -972 $3,615
     IVV8,110-972$3,615
AMAZON COM INC 26,154 +1,573 $3,409
     AMZN26,154+1,573$3,409
VANGUARD INDEX FDS (VTI) 15,234 +5,472 $3,356
     VTI15,234+5,472$3,356
ALPHABET INC 25,327 +475 $3,064
     GOOG25,327+475$3,064
ALPHABET INC 22,329 -1,790 $2,673
     GOOGL22,329-1,790$2,673
CADENCE DESIGN SYSTEM INC 10,432 +9,945 $2,447
     CDNS10,432+9,945$2,447
JOHNSON & JOHNSON 13,653 +1,101 $2,260
     JNJ13,653+1,101$2,260
ISHARES TR (IJH) 8,606 UNCH $2,250
     IJH8,606UNCH$2,250
HOME DEPOT INC 7,025 +2 $2,182
     HD7,025+2$2,182
MERCK & CO INC 18,045 +7,924 $2,082
     MRK18,045+7,924$2,082
COSTCO WHSL CORP NEW 3,629 -61 $1,954
     COST3,629-61$1,954
NVIDIA CORPORATION 4,338 -127 $1,835
     NVDA4,338-127$1,835
INVESCO QQQ TR 4,688 -809 $1,732
     QQQ4,688-809$1,732
COLGATE PALMOLIVE CO 19,199 -85 $1,479
     CL19,199-85$1,479
PFIZER INC 38,672 +15,984 $1,418
     PFE38,672+15,984$1,418
PROCTER AND GAMBLE CO 9,018 +1,204 $1,368
     PG9,018+1,204$1,368
PEPSICO INC 7,079 -467 $1,311
     PEP7,079-467$1,311
MCDONALDS CORP 4,298 +301 $1,283
     MCD4,298+301$1,283
ISHARES TR (IWF) 4,591 -408 $1,263
     IWF4,591-408$1,263
META PLATFORMS INC 3,982 -36 $1,143
     META3,982-36$1,143
VISA INC 4,770 -60 $1,133
     V4,770-60$1,133
CISCO SYS INC 21,697 +498 $1,123
     CSCO21,697+498$1,123
UNITEDHEALTH GROUP INC 2,232 -57 $1,073
     UNH2,232-57$1,073
VANGUARD STAR FDS (VXUS) 18,893 +203 $1,059
     VXUS18,893+203$1,059
ORACLE CORP 8,761 -245 $1,043
     ORCL8,761-245$1,043
JPMORGAN CHASE & CO 6,762 -319 $983
     JPM6,762-319$983
SPDR S&P MIDCAP 400 ETF TR (MDY) 2,049 UNCH $981
     MDY2,049UNCH$981
ARK ETF TR (ARKK) 21,060 UNCH $930
     ARKK21,060UNCH$930
VANGUARD INDEX FDS (VV) 4,363 -39 $884
     VV4,363-39$884
ISHARES TR (MUB) 8,068 UNCH $861
     MUB8,068UNCH$861
GENERAL DYNAMICS CORP 3,704 -63 $797
     GD3,704-63$797
BRISTOL MYERS SQUIBB CO 11,542 +8,980 $738
     BMY11,542+8,980$738
INTERNATIONAL BUSINESS MACHS 5,502 +843 $736
     IBM5,502+843$736

See Full List: All Stocks Held By Glassman Wealth Services
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Glassman Wealth Services

Size ($ in 1000's)
At 06/30/2023: $620,252
At 03/31/2023: $575,609

Glassman Wealth Services holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Glassman Wealth Services 13F filings. Link to 13F filings: SEC filings

Glassman Wealth Services Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2023, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.