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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 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VFH VANGUARD WORLD FD 55.0 $7K 0.00% -80.0 -59.3% $120.31 +9.3%
82 ETF OPPORTUNITIES TRUST 385.0 $4K 0.00% -1K -77.3% $11.26
83 OSK OSHKOSH CORP Industrials 10.0 $1K 0.00% -7.0 -41.2% $147.30 +2.9%
84 SANDISK CORP 2.0 $1K -8.0 -80.0% $671.00
85 MSGE SPHERE ENTERTAINMENT CO Communication Services 5.0 $587.0 -8.0 -61.5% $117.40 -31.6%
86 DHS WISDOMTREE TR 1.0 $110.0 -2.0 -66.7% $110.00 +4.1%
Page 5 of 5  ·  86 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%