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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 7 of 31  ·  618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DFSD DIMENSIONAL ETF TRUST 10,987.0 $525K 0.16% +120.0 +1.1% $47.75 -1.3%
122 IDEV ISHARES TR 5,827.0 $519K 0.16% $89.01 +3.0%
123 TXN TEXAS INSTRS INC Technology 1,700.0 $507K 0.16% $298.07 -15.0%
124 SPY STATE STR SPDR S&P 500 ETF T Financial Services 678.0 $506K 0.16% +16.0 +2.4% $746.46 +2.0%
125 COWZ PACER FDS TR 8,031.0 $500K 0.16% -136.0 -1.7% $62.20 +15.5%
126 IVW ISHARES TR 3,624.0 $498K 0.15% +48.0 +1.3% $137.52 +0.5%
127 CALF PACER FDS TR 9,744.0 $493K 0.15% -4K -27.3% $50.61 +13.2%
128 SCHG SCHWAB STRATEGIC TR 14,467.0 $490K 0.15% +402.0 +2.9% $33.84 +4.2%
129 AGG ISHARES TR 4,871.0 $482K 0.15% +2K +81.3% $98.98 -2.2%
130 MLPX GLOBAL X FDS 6,326.0 $466K 0.14% +2K +33.8% $73.66 +3.7%
131 QUAL ISHARES TR 2,103.0 $461K 0.14% -190.0 -8.3% $219.38 +0.7%
132 VGT VANGUARD WORLD FD 3,824.0 $457K 0.14% +3K +669.4% $119.52 -0.5%
133 GEV GE VERNOVA INC Utilities 385.0 $453K 0.14% +24.0 +6.7% $1175.87 -23.6%
134 EME EMCOR GROUP INC Industrials 539.0 $448K 0.14% $830.49 -11.5%
135 MUB ISHARES TR 4,134.0 $445K 0.14% NEW $107.62 -3.1%
136 SUB ISHARES TR 4,160.0 $443K 0.14% NEW $106.47 -0.5%
137 VUSB VANGUARD BD INDEX FDS 8,663.0 $431K 0.13% +1K +14.2% $49.78 -0.5%
138 DFIP DIMENSIONAL ETF TRUST 10,453.0 $431K 0.13% +198.0 +1.9% $41.25 -2.6%
139 BE BLOOM ENERGY CORP Industrials 1,382.0 $418K 0.13% +106.0 +8.3% $302.70 -29.4%
140 HYBL SSGA ACTIVE TR 14,708.0 $411K 0.13% -175.0 -1.2% $27.95 +0.1%
Page 7 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%