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Portfolio (Quarterly) Guide ↗

Glass Jacobson Investment Advisors llc

· CIK 0001964394
13F Portfolio $321M AUM 618 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 37 New 150 Added 111 Reduced 26 Exited
Page 2 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VYMI VANGUARD WHITEHALL FDS 19,470.0 $1.9M 0.60% -880.0 -4.3% $98.20 +7.1%
22 ISCF ISHARES TR 43,524.0 $1.9M 0.59% -813.0 -1.8% $43.29 +4.7%
23 VPU VANGUARD WORLD FD 8,701.0 $1.7M 0.53% -66.0 -0.8% $195.72 -5.9%
24 MSFT MICROSOFT CORP Technology 4,220.0 $1.6M 0.49% -47.0 -1.1% $372.98 +34.3%
25 VYM VANGUARD WHITEHALL FDS 8,812.0 $1.4M 0.43% -2K -15.5% $158.03 +3.3%
26 EEM ISHARES TR 19,433.0 $1.3M 0.41% -756.0 -3.7% $68.41 -2.4%
27 BLUEROCK PVT REAL ESTATE FD 98,004.0 $1.3M 0.40% -3K -3.2% $13.01
28 IJT ISHARES TR 6,959.0 $1.2M 0.39% -312.0 -4.3% $178.60 -6.1%
29 IYH ISHARES TR 14,863.0 $996K 0.31% -1K -6.7% $67.01 +8.0%
30 ARTY ISHARES TR 12,208.0 $930K 0.29% -342.0 -2.7% $76.16 -3.9%
31 VOE VANGUARD INDEX FDS 4,703.0 $929K 0.29% -195.0 -4.0% $197.62 +4.1%
32 FNDB SCHWAB STRATEGIC TR 29,189.0 $889K 0.28% -236.0 -0.8% $30.46 +3.4%
33 FIDELITY COVINGTON TRUST 10,354.0 $800K 0.25% -466.0 -4.3% $77.25
34 FNCL FIDELITY COVINGTON TRUST 10,129.0 $775K 0.24% -982.0 -8.8% $76.56 +6.2%
35 CIBR FIRST TR EXCHANGE-TRADED FD 8,627.0 $775K 0.24% -123.0 -1.4% $89.85 +7.1%
36 ISVL ISHARES TR 14,930.0 $752K 0.23% -361.0 -2.4% $50.35 +8.1%
37 MU MICRON TECHNOLOGY INC Technology 607.0 $701K 0.22% -67.0 -9.9% $1155.16 -19.2%
38 SPYV SPDR SERIES TRUST 9,974.0 $606K 0.19% -122.0 -1.2% $60.79 +3.8%
39 EQWL INVESCO EXCHANGE TRADED FD T 4,635.0 $598K 0.19% -99.0 -2.1% $129.03 +3.6%
40 PLTR PALANTIR TECHNOLOGIES INC Technology 4,682.0 $546K 0.17% -2K -27.8% $116.67 +54.2%
Page 2 of 6  ·  111 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 39.3%
Financial Services 17.9%
Industrials 13.1%
Real Estate 7.4%
Healthcare 6.8%
Consumer Cyclical 4.9%
Utilities 3.5%
Consumer Defensive 3.0%
Energy 2.1%
Communication Services 1.6%