Glassman Wealth Services

RIA/Wealth

Glassman Wealth Services is a RIA/Wealth based in Vienna, VA led by Laura Barnett Cheplak, reporting $2.2B in AUM as of Q3 2025 with 95% ETF concentration, 90% concentrated in top 10 holdings, 24% allocation to VOO, and minimal technology exposure.

COOLaura Barnett Cheplak

Portfolio Value: $711.5M
Positions: 185
Top Holding: VOO at 24.33%
Last Reported: Q3 2025

Address8000 Towers Crescent Drive, Suite 1450, Vienna, VA, 22182, United States

Top Holdings

Largest long holdings in Glassman Wealth Services's portfolio (90.2% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$173.1M	24.33%	+$324.6K Bought	— 282.7K shares	Q3 2016 Held for 9y 2m
2 Schwab Fundamental U.S. Large Company FNDX	ETF ETF	$122.7M	17.25%	+$1.2M Bought	— 4.7M shares	Q3 2018 Held for 7y 2m
3 Vanguard FTSE All-World Ex-US ETF VEU	ETF ETF	$79.2M	11.14%	+$1.7M Bought	— 1.1M shares	Q4 2014 Held for 10y 11m
4 WisdomTree U.S. Quality Dividend Growth Fund DGRW	ETF ETF	$74.4M	10.45%	+$353.2K Bought	— 836.0K shares	Q3 2021 Held for 4y 2m
5 Dimensional World ex U.S. Core Equity 2 DFAX	ETF ETF	$59.8M	8.40%	+$1.2M Bought	— 1.9M shares	Q3 2021 Held for 4y 2m
6 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$58.1M	8.16%	+$1.6M Bought	— 1.5M shares	Q2 2021 Held for 4y 5m
7 Snap-on SNA	Manufacturing - Tools & Accessories Industrials	$35.0M	4.92%	—	0.19% 101.0K shares	Q4 2014 Held for 10y 11m
8 iShares Russell 1000 IWB	ETF ETF	$16.1M	2.26%	-$111.5K Sold	— 44.0K shares	Q4 2014 Held for 10y 11m
9 Vanguard Total Stock Market VTI	ETF ETF	$14.5M	2.03%	+$2.4M Bought	— 44.1K shares	Q1 2017 Held for 8y 8m
10 SPDR S&P 500 ETF Trust SPY	ETF ETF	$8.7M	1.22%	-$10.0K Sold	— 13.0K shares	Q4 2014 Held for 10y 11m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Glassman Wealth Services's latest filing

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Market Value

$711.5M

Prior: $652.7M

Q/Q Change

+9.0%

+$58.7M

Net Flows % of MV

+1.55%

Turnover Ratio

1.42%

New Purchases

7 stocks

$168.2K

Added To

32 stocks

+$15.4M

Sold Out Of

6 stocks

$2.7M

Reduced Holdings

23 stocks

-$1.9M

Increased Positions

Position	Shares Δ	Change
1 VanEck Robotics IBOT	New	0 → 1.6K +$79.3K
2 Impact Shares NAACP Minority Empowerment NACP	New	0 → 590.0 +$28.1K
3 Dimensional US High Profitability DUHP	New	0 → 461.0 +$17.4K
4 DFUV Dimensional US Marketwide Value DFUV	New	0 → 388.0 +$17.3K
5 Xtrackers S&P 500 Growth ESG SNPG	New	0 → 270.0 +$13.9K

Decreased Positions

Position	Shares Δ	Change
1 Invesco QQQ Trust QQQ	Sold	4.7K → 0 −$2.6M
2 Avantis International Equity AVDE	Sold	336.0 → 0 −$24.9K
3 ILOW AB International Low Volatility Equity ILOW	Sold	296.0 → 0 −$12.3K
4 iShares Trust IGSB	Sold	202.0 → 0 −$10.7K
5 Vanguard Mega Cap Growth MGK	Sold	28.0 → 0 −$10.3K