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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 4 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BX BLACKSTONE INC Financial Services 1,151.0 $135K 0.04% -2K -58.5% $117.67 +16.1%
62 FDVV FIDELITY COVINGTON TRUST 2,148.0 $130K 0.04% -70.0 -3.2% $60.30 +3.6%
63 IBIT ISHARES BITCOIN TRUST ETF Financial Services 3,868.0 $129K 0.04% -898.0 -18.8% $33.29 +31.5%
64 IAU ISHARES GOLD TR Financial Services 1,467.0 $111K 0.04% -862.0 -37.0% $75.51 +7.7%
65 IYM ISHARES TR 600.0 $108K 0.03% -414.0 -40.8% $179.53 +5.5%
66 NLR VANECK ETF TRUST 922.0 $107K 0.03% -103.0 -10.1% $115.99 -0.2%
67 EMB ISHARES TR 1,052.0 $101K 0.03% -1K -52.0% $96.44 -2.4%
68 JPM JPMORGAN CHASE & CO Financial Services 307.0 $100K 0.03% -700.0 -69.5% $327.33 +8.4%
69 META META PLATFORMS INC Communication Services 176.0 $99K 0.03% -201.0 -53.3% $563.30 +2.7%
70 OMFL INVESCO EXCH TRD SLF IDX FD 1,375.0 $94K 0.03% -1K -50.9% $68.54 +2.3%
71 LVHI LEGG MASON ETF INVT 2,189.0 $89K 0.03% -1K -34.0% $40.58 +6.0%
72 IEMG ISHARES INC 1,025.0 $85K 0.03% -1K -52.6% $82.84 -1.7%
73 XOM EXXON MOBIL CORP Energy 589.0 $81K 0.03% -1K -67.5% $136.72 +20.4%
74 KO COCA COLA CO Consumer Defensive 932.0 $76K 0.02% -9.0 -1.0% $81.31 +8.2%
75 XAR SPDR SERIES TRUST 267.0 $76K 0.02% -62.0 -18.8% $283.63 -11.1%
76 FTEC FIDELITY COVINGTON TRUST 262.0 $75K 0.02% -133.0 -33.7% $285.13 -0.5%
77 EWG ISHARES INC 1,783.0 $74K 0.02% -242.0 -11.9% $41.37 +5.0%
78 FDIG FIDELITY COVINGTON TRUST 1,654.0 $71K 0.02% -200.0 -10.8% $42.73 -1.3%
79 CVX CHEVRON CORPORATION Energy 375.0 $62K 0.02% -3.0 -0.8% $165.76 +27.3%
80 IMCB ISHARES TR 628.0 $61K 0.02% -169.0 -21.2% $96.61 +1.1%
Page 4 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%