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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 11 of 31  ·  618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 7,684.0 $199K 0.06% $25.95 +31.7%
202 COHR COHERENT CORP Technology 501.0 $198K 0.06% NEW $394.47 -31.0%
203 TEQI T ROWE PRICE EXCHANGE-TRADED 3,801.0 $192K 0.06% $50.39 +4.1%
204 DIA STATE STR SPDR DOW JONES IND Financial Services 365.0 $190K 0.06% +5.0 +1.4% $521.88 +1.1%
205 FVAL FIDELITY COVINGTON TRUST 2,398.0 $187K 0.06% $77.94 +5.5%
206 DXCM DEXCOM INC Healthcare 2,775.0 $187K 0.06% $67.35 +33.8%
207 HCA HCA HEALTHCARE INC Healthcare 475.0 $185K 0.06% $389.89 +6.1%
208 ARCC ARES CAPITAL CORP Financial Services 9,950.0 $184K 0.06% $18.53 +7.4%
209 ABBV ABBVIE INC Healthcare 732.0 $184K 0.06% $251.47 +3.4%
210 DVY ISHARES TR 1,169.0 $183K 0.06% +9.0 +0.8% $156.33 +4.1%
211 GOOGL ALPHABET INC Communication Services 511.0 $183K 0.06% -22.0 -4.1% $357.37 -6.3%
212 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 22,692.0 $179K 0.06% +120.0 +0.5% $7.88 -6.5%
213 TPR TAPESTRY INC Consumer Cyclical 1,194.0 $175K 0.05% $146.38 -16.6%
214 MS MORGAN STANLEY Financial Services 828.0 $173K 0.05% NEW $209.04 +1.0%
215 VOT VANGUARD INDEX FDS 558.0 $171K 0.05% $306.20 -3.1%
216 ETH GRAYSCALE ETHEREUM STAKING Financial Services 11,222.0 $169K 0.05% $15.03 +53.6%
217 JMEE J P MORGAN EXCHANGE TRADED F 2,100.0 $164K 0.05% $78.03 -3.1%
218 EWD ISHARES INC 3,200.0 $160K 0.05% $49.98 +4.8%
219 SLYV SPDR SERIES TRUST 1,381.0 $151K 0.05% $109.15 -1.3%
220 DFSI DIMENSIONAL ETF TRUST 3,308.0 $149K 0.05% +38.0 +1.2% $45.10 +3.2%
Page 11 of 31  ·  618 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%