Glass Jacobson Investment Advisors llc
Glass Jacobson Investment Advisors llc reported 618 positions worth $320.9M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: DFAU (3.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAU | SH | $11.1M | 3.44% | 213,844 | — | — | |
| ▸ 2 | DFAI | SH | $9.5M | 2.97% | 231,158 | — | — | |
| ▸ 3 | BND | SH | $8.7M | 2.70% | 118,010 | — | — | |
| ▸ 4 | FPE | SH | $7.3M | 2.27% | 407,228 | — | — | |
| ▸ 5 | DFIV | SH | $6.3M | 1.97% | 116,918 | — | — | |
| ▸ 6 | VBR | SH | $5.3M | 1.67% | 21,991 | — | — | |
| ▸ 7 | VTV | SH | $5.3M | 1.66% | 24,497 | — | — | |
| ▸ 8 | VOO | SH | $5.0M | 1.56% | 7,301 | — | — | |
| ▸ 9 | DFLV | SH | $4.8M | 1.49% | 121,175 | — | — | |
| ▸ 10 | DFAS | SH | $4.8M | 1.49% | 57,927 | — | — |
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Frequently Asked Questions
What stocks does Glass Jacobson Investment Advisors llc hold as of Q2 2026?
Glass Jacobson Investment Advisors llc reported 618 positions worth $320.9M in its Q2 2026 13F filing. Largest positions: DFAU (3.4%), DFAI (3.0%), BND (2.7%), FPE (2.3%) and DFIV (2.0%).
What did Glass Jacobson Investment Advisors llc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Glass Jacobson Investment Advisors llc sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.