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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
Q2 2026 Q1 2026 · All 41 New 155 Added 86 Reduced
Page 20 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CHAT TIDAL TRUST II 442.0 $27K 0.01% $61.85 +38.3%
382 FDTX FIDELITY COVINGTON TRUST 725.0 $27K 0.01% NEW $36.92 +43.3%
383 EFAV ISHARES TR 292.0 $27K 0.01% $91.37 +3.2%
384 CRM SALESFORCE INC Technology 141.0 $26K 0.01% +1.0 +0.7% $186.67 +37.6%
385 ITEQ AMPLIFY ETF TR 455.0 $26K 0.01% $57.59 +6.8%
386 ISTB ISHARES TR 540.0 $26K 0.01% $48.44 -1.4%
387 TRGP TARGA RES CORP Energy 104.0 $26K 0.01% $251.40 +16.7%
388 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 1,737.0 $26K 0.01% $15.05 +3.7%
389 SWX SOUTHWEST GAS HLDGS INC Utilities 300.0 $26K 0.01% $86.90 +2.6%
390 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 814.0 $26K 0.01% $32.01 +20.3%
391 SYY SYSCO CORP Consumer Defensive 364.0 $26K 0.01% $71.33 +14.6%
392 FBOT FIDELITY COVINGTON TRUST 780.0 $26K 0.01% NEW $33.11 +16.4%
393 DIS DISNEY WALT CO Communication Services 267.0 $26K 0.01% +5.0 +1.9% $96.38 +12.0%
394 FSMD FIDELITY COVINGTON TRUST 569.0 $25K 0.01% $44.74 +14.1%
395 BAC BANK AMERICA CORP Financial Services 518.0 $25K 0.01% +151.0 +41.1% $48.74 +28.4%
396 ACN ACCENTURE PLC IRELAND Technology 127.0 $25K 0.01% $198.29 -5.4%
397 VFVA VANGUARD WELLINGTON FD 186.0 $25K 0.01% +1.0 +0.5% $134.91 +20.6%
398 FYC FIRST TR EXCHANGE-TRADED ALP 258.0 $25K 0.01% $97.07 +22.6%
399 QCOM QUALCOMM INC Technology 193.0 $25K 0.01% +3.0 +1.6% $128.82 +31.9%
400 EMMF WISDOMTREE TR 749.0 $25K 0.01% $33.12 +15.7%
Page 20 of 31  ·  607 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 35.4%
Financial Services 21.7%
Industrials 11.0%
Real Estate 8.2%
Healthcare 6.1%
Consumer Cyclical 5.1%
Utilities 3.4%
Consumer Defensive 3.2%
Energy 2.6%
Communication Services 2.2%