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Portfolio (Quarterly) Guide ↗

Glass Jacobson Investment Advisors llc

· CIK 0001964394
13F Portfolio $290M AUM 607 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 41 New 155 Added 86 Reduced 16 Exited
Page 4 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLK SELECT SECTOR SPDR TR 3,702.0 $492K 0.17% +46.0 +1.3% $132.89 +36.1%
62 RSP INVESCO EXCHANGE TRADED FD T 2,444.0 $469K 0.16% +15.0 +0.6% $191.93 +10.7%
63 SPY STATE STR SPDR S&P 500 ETF T Financial Services 662.0 $431K 0.15% +121.0 +22.4% $650.32 +12.2%
64 DFIP DIMENSIONAL ETF TRUST 10,255.0 $428K 0.15% +65.0 +0.6% $41.72 -0.9%
65 HYBL SSGA ACTIVE TR 14,883.0 $414K 0.14% +6K +62.3% $27.84 +0.4%
66 SCHG SCHWAB STRATEGIC TR 14,065.0 $410K 0.14% +10K +208.4% $29.13 +12.6%
67 BLCN SIREN ETF TR 18,947.0 $398K 0.14% +186.0 +1.0% $20.99 +21.6%
68 VUSB VANGUARD BD INDEX FDS 7,583.0 $378K 0.13% +4K +86.2% $49.79 -0.0%
69 VDC VANGUARD WORLD FD 1,647.0 $370K 0.13% +110.0 +7.2% $224.64 +2.2%
70 MLPX GLOBAL X FDS 4,728.0 $350K 0.12% +3K +168.8% $73.94 +1.6%
71 VGT VANGUARD WORLD FD 497.0 $347K 0.12% +26.0 +5.5% $698.30 -83.7%
72 VHT VANGUARD WORLD FD 1,219.0 $332K 0.11% +95.0 +8.4% $272.34 +10.7%
73 BIV VANGUARD BD INDEX FDS 4,191.0 $323K 0.11% +617.0 +17.3% $77.18 -0.2%
74 GEV GE VERNOVA INC Utilities 361.0 $315K 0.11% +210.0 +139.1% $873.65 +19.6%
75 XOM EXXON MOBIL CORP Energy 1,810.0 $307K 0.11% +1K +152.4% $169.67 -19.5%
76 JPM JPMORGAN CHASE & CO Financial Services 1,007.0 $296K 0.10% +27.0 +2.8% $294.16 +11.9%
77 AGG ISHARES TR 2,686.0 $267K 0.09% +678.0 +33.8% $99.28 +0.1%
78 FDRR FIDELITY COVINGTON TRUST 4,244.0 $250K 0.09% +25.0 +0.6% $58.80 +9.4%
79 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 7,716.0 $231K 0.08% +4K +97.2% $29.99 -12.0%
80 ETH GRAYSCALE ETHEREUM STAKING Financial Services 11,222.0 $223K 0.08% +6K +103.8% $19.86 -24.7%
Page 4 of 8  ·  155 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.8%
Financial Services 21.3%
Industrials 10.8%
Real Estate 8.1%
Healthcare 6.0%
Consumer Cyclical 5.0%
Communication Services 3.8%
Utilities 3.4%
Consumer Defensive 3.1%
Energy 2.5%