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 stocks worth $320.9M as of Q2 2026 (disclosed Jul 30, 2026, a ~45-day 13F lag). This quarter 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 equity book. Cloning the disclosed picks since 2024 would be +25% (+14.2%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Glass Jacobson Investment Advisors llc's latest
holdings, largest changes, and filing provenance.
Opened
416
new positions
Added to
185
existing
Trimmed
118
reduced
Sold out
26
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+25.4%
+14.2%/yr · since Nov '24
Their reported book
+22.1%
held from quarter-end
S&P 500
+28.7%
same window
$9K$10K$11K$12K$13KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
Glass Jacobson Investment Advisors llc (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.3 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 the ~45-day reporting lag, 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.

Concentration

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.

Direct sector allocation

11% mapped to company sectors

ETF / fund or unclassified
89%
Information Technology
5%
Financials
2%
Industrials
1%
Real Estate
1%
Health Care
1%
Consumer Discretionary
1%
Materials
0%

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, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

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

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$324.6B
WELLS FARGO & COMPANY/MN80 / 80$114.0B
ENVESTNET ASSET MANAGEMENT INC80 / 80$93.0B
ROYAL BANK OF CANADA80 / 80$89.7B
RAYMOND JAMES FINANCIAL INC80 / 80$70.7B
LPL Financial LLC80 / 80$66.4B
MERCER GLOBAL ADVISORS INC /ADV80 / 80$28.7B
COMMONWEALTH EQUITY SERVICES, LLC80 / 80$17.2B

Ranked by how many of Glass Jacobson Investment Advisors llc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock'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

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 2026618$320.9M13F-HR
Q1 2026Mar 31, 2026Apr 23, 2026607$290.0M13F-HR
Q4 2025Dec 31, 2025Jan 22, 2026582$278.0M13F-HR
Q3 2025Sep 30, 2025Oct 29, 2025585$276.5M13F-HR
Q2 2025Jun 30, 2025Jul 31, 2025566$259.5M13F-HR
Q1 2025Mar 31, 2025Apr 1, 2025840$304.6M13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025840$304.5M13F-HR
Q3 2024Sep 30, 2024Nov 15, 2024764$301.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.