Arkolith/Funds/Glass Jacobson Investment Advisors llc

Glass Jacobson Investment Advisors llc

CIK 1964394
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

Glass Jacobson Investment Advisors llc holds a diversified book of 618 reported positions worth $320.9M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 3 new listings in the book), a listing rather than a purchase; they opened Ishares National Muni Bond E and trimmed Dimensional US Core Equity M. Their largest long position is Dimensional US Core Equity M at 3% of the reported non-option book. Cloning the disclosed picks since 2024 would be +27% (+14.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+26.9%
+14.0%/yr · since Nov '24
Their reported book
+25.1%
held from quarter-end
S&P 500
+33.1%
same window
$9K$10K$11K$12K$13KNov '24Mar '25Aug '25Dec '25May '26Sep '26
Glass Jacobson Investment Advisors llc (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 1.9 points over this window.

Growth of $10,000 cloning Glass Jacobson Investment Advisors llc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
13%
Top 10 holdings
21%
Top 20 holdings
34%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

11% mapped to company sectors

ETFs / funds
86%
Information Technology
5%
No sector on file yet
3%
Financials
2%
Industrials
1%
Real Estate
1%
Health Care
1%
Consumer Discretionary
1%

+5 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Glass Jacobson Investment Advisors llc

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.10 / 80$4.5B
Richard Young Associates, Ltd.9 / 80$140.7M
Index Fund Advisors, Inc.39 / 80$2.2B
Dixon Fnancial Services, Inc.16 / 80$215.6M
Prosperity Advisers, LLC21 / 80$116.3M
Atmos Advisory, LLC10 / 80$159.3M
GuidedMoney, LLC13 / 80$179.4M
Golden Road Advisors LLC16 / 80$170.4M

Ranked by the share of each fund's own book sitting in the names it shares with Glass Jacobson Investment Advisors llc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

618 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US CORE EQT MKT
$11.1M213.8K
3.4%
−3.5%
Reduced · −8K sh
2Dimensional ETF Trust
INTL CORE EQT MK
$9.5M231.2K
3.0%
+1.7%
Added · +4K sh
3Vanguard BD Index FDS
TOTAL BND MRKT
$8.7M118.0K
2.7%
+19%
Added · +19K sh
4First TR Exch Traded FD III
PFD SECS INC ETF
$7.3M407.2K
2.3%
+1.0%
Added · +4K sh
5Dimensional ETF Trust
INTERNATNAL VAL
$6.3M116.9K
2.0%
−2.3%
Reduced · −3K sh
6Vanguard Index FDS
SM CP VAL ETF
$5.3M22.0K
1.7%
−1.7%
Reduced · −372 sh
7Vanguard Index FDS
VALUE ETF
$5.3M24.5K
1.7%
+2.6%
Added · +629 sh
8Vanguard Index FDS
S&P 500 ETF SHS
$5.0M7.3K
1.6%
+2.8%
Added · +199 sh
9Dimensional ETF Trust
US LARG VALU ETF
$4.8M121.2K
1.5%
+6.9%
Added · +8K sh
10Dimensional ETF Trust
US SMALL CAP ETF
$4.8M57.9K
1.5%
+1.1%
Added · +635 sh
11Vanguard Index FDS
SMALL CP ETF
$4.5M15.0K
1.4%
+4.9%
Added · +701 sh
12Vanguard Index FDS
GROWTH ETF
$4.5M52.4K
1.4%
+463%
Added · +43K sh
13Ishares TR
MSCI EAFE ETF
$4.4M42.1K
1.4%
−3.0%
Reduced · −1K sh
14Ishares TR
CORE S&P TTL STK
$4.3M26.2K
1.3%
+7.5%
Added · +2K sh
15Dimensional ETF Trust
US HIGH PROF ETF
$3.9M94.2K
1.2%
+14%
Added · +12K sh
16Ishares TR
S&P MC 400VL ETF
$3.9M26.4K
1.2%
−4.4%
Reduced · −1K sh
17Ishares TR
RUS 1000 GRW ETF
$3.9M31.1K
1.2%
+303%
Added · +23K sh
18Vanguard World FD
MEGA CAP VAL ETF
$3.8M23.4K
1.2%
−1.9%
Reduced · −453 sh
19Dimensional ETF Trust
CORE FIXE IN ETF
$3.8M89.8K
1.2%
+16%
Added · +12K sh
20Dimensional ETF Trust
US MKTWIDE VALUE
$3.6M65.6K
1.1%
+1.0%
Added · +673 sh
21Dimensional ETF Trust
EMERGING MKTS VA
$3.6M83.4K
1.1%
+2.9%
Added · +2K sh
22Vanguard Scottsdale FDS
SHRT TRM CORP BD
$3.5M44.6K
1.1%
+5.6%
Added · +2K sh
23Dimensional ETF Trust
EMGR CRE EQT MNG
$3.5M87.5K
1.1%
−7.3%
Reduced · −7K sh
24Dimensional ETF Trust
US REAL ESTA ETF
$3.5M133.4K
1.1%
+6.0%
Added · +8K sh
25Vanguard Index FDS
LARGE CAP ETF
$3.4M9.8K
1.1%
+0.5%
Added · +48 sh
26Invesco Exch TRD SLF Idx FD
INVSCO BLSH 26
$3.3M144.1K
1.0%
+0.7%
Added · +947 sh
27Vanguard Index FDS
TOTAL STK MKT
$3.2M8.8K
1.0%
−2.8%
Reduced · −254 sh
28Invesco Exch TRD SLF Idx FD
BULETSHS 2027
$3.2M141.2K
1.0%
+7.7%
Added · +10K sh
29Apple Inc
COM
$3.0M10.4K
0.9%
−6.1%
Reduced · −674 sh
30Vanguard Index FDS
MID CAP ETF
$3.0M37.3K
0.9%
+299%
Added · +28K sh
31Pimco ETF TR
0-5 HIGH YIELD
$3.0M32.0K
0.9%
+4.9%
Added · +1K sh
32Ishares TR
S&P 500 VAL ETF
$2.9M12.9K
0.9%
−6.3%
Reduced · −868 sh
33Dimensional ETF Trust
INTL SMALL CAP V
$2.9M72.1K
0.9%
−5.9%
Reduced · −5K sh
34Vanguard Scottsdale FDS
INT-TERM CORP
$2.9M35.0K
0.9%
+2.2%
Added · +746 sh
35Nvidia Corporation
COM
$2.8M13.9K
0.9%
−7.1%
Reduced · −1K sh
36Vanguard Scottsdale FDS
VNG RUS1000GRW
$2.7M21.3K
0.8%
−0.3%
Reduced · −55 sh
37Ishares TR
FLTG RATE NT ETF
$2.7M53.2K
0.8%
+4.2%
Added · +2K sh
38First TR Exchange-Traded FD
NO AMER ENERGY
$2.7M61.5K
0.8%
−0.5%
Reduced · −304 sh
39Ishares TR
SP SMCP600VL ETF
$2.6M19.2K
0.8%
+0.5%
Added · +93 sh
40SPDR Gold TR
GOLD SHS
$2.6M7.0K
0.8%
−0.6%
Reduced · −42 sh
41Ishares TR
CORE S&P500 ETF
$2.6M3.4K
0.8%
−0.9%
Reduced · −30 sh
42Dimensional ETF Trust
US TARGETED VLU
$2.5M36.4K
0.8%
+1.3%
Added · +461 sh
43Invesco Exchange Traded FD T
S&P500 QUALITY
$2.5M28.0K
0.8%
+1.1%
Added · +302 sh
44Ishares TR
S&P MC 400GR ETF
$2.5M21.3K
0.8%
−1.4%
Reduced · −296 sh
45Vanguard Scottsdale FDS
SHORT TERM TREAS
$2.5M42.4K
0.8%
+5.7%
Added · +2K sh
46Ishares TR
RUS 1000 VAL ETF
$2.4M9.9K
0.8%
+2.1%
Added · +206 sh
47Vanguard Whitehall FDS
INTL DVD ETF
$2.4M25.6K
0.7%
−13%
Reduced · −4K sh
48Ishares TR
MSCI INTL QUALTY
$2.3M45.6K
0.7%
−3.1%
Reduced · −1K sh
49Vanguard Scottsdale FDS
INTER TERM TREAS
$2.2M38.0K
0.7%
+5.7%
Added · +2K sh
50Ishares TR
CORE S&P MCP ETF
$2.2M29.0K
0.7%
+0.9%
Added · +272 sh
Showing 50 of 618 positions
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Filing history

As-of date vs the date the SEC received each filing

$320.9M · Q2 2026Q3 2024 · $301.6MQ2 2026 · $320.9M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 202630d618$320.9M13F-HR
Q1 2026Mar 31, 2026Apr 23, 202623d607$290.0M13F-HR
Q4 2025Dec 31, 2025Jan 22, 202622d582$278.0M13F-HR
Q3 2025Sep 30, 2025Oct 29, 202529d585$276.5M13F-HR
Q2 2025Jun 30, 2025Jul 31, 202531d566$259.5M13F-HR
Q1 2025Mar 31, 2025Apr 1, 20251d840$304.6M13F-HR
Q4 2024Dec 31, 2024Feb 13, 202544d840$304.5M13F-HR
Q3 2024Sep 30, 2024Nov 15, 202446d764$301.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.