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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 5 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PAVE GLOBAL X FDS 1,007.0 $59K 0.02% -175.0 -14.8% $58.92 -8.5%
82 CRWD CROWDSTRIKE HLDGS INC Technology 77.0 $59K 0.02% -75.0 -49.3% $190.79 +12.7%
83 GLDM WORLD GOLD TR Financial Services 712.0 $57K 0.02% -353.0 -33.1% $79.42 +7.8%
84 MDYV SPDR SERIES TRUST 523.0 $50K 0.01% -17.0 -3.1% $94.89 -1.6%
85 EWU ISHARES TR 950.0 $44K 0.01% -50.0 -5.0% $46.14 +4.4%
86 ITA ISHARES TR 176.0 $43K 0.01% -87.0 -33.1% $243.06 -7.2%
87 BIL SPDR SERIES TRUST 442.0 $40K 0.01% -127.0 -22.3% $91.56 -0.2%
88 PPA INVESCO EXCHANGE TRADED FD T 207.0 $37K 0.01% -18.0 -8.0% $176.71 -6.6%
89 EWC ISHARES INC 616.0 $36K 0.01% -438.0 -41.6% $57.64 +5.1%
90 EWJ ISHARES INC 359.0 $33K 0.01% -147.0 -29.1% $93.23 +2.1%
91 VFMF VANGUARD WELLINGTON FD 188.0 $33K 0.01% -25.0 -11.7% $177.36 +4.2%
92 EWH ISHARES INC 1,425.0 $30K 0.01% -500.0 -26.0% $20.92 +7.8%
93 IEV ISHARES TR 400.0 $29K 0.01% -200.0 -33.3% $72.85 +1.8%
94 EMMF WISDOMTREE TR 689.0 $27K 0.01% -60.0 -8.0% $38.64 -1.4%
95 BAC BANK OF AMER CORP Financial Services 396.0 $23K 0.01% -122.0 -23.6% $56.97 +8.8%
96 FSMD FIDELITY COVINGTON TRUST 388.0 $21K 0.01% -181.0 -31.8% $52.88 -4.3%
97 VIOG VANGUARD ADMIRAL FDS INC 129.0 $20K 0.01% -9.0 -6.5% $153.10 -5.9%
98 AIQ GLOBAL X FDS 211.0 $14K 0.00% -196.0 -48.2% $65.61 -3.9%
99 ZAP GLOBAL X FDS 352.0 $12K 0.00% -716.0 -67.0% $34.61 -9.7%
100 IBB ISHARES TR 63.0 $12K 0.00% -59.0 -48.4% $190.19 +10.8%
Page 5 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%