Glassman Wealth Services has disclosed its latest holdings in a recent SEC filing, revealing a total value of over $836 million in assets under management as of September 30, 2026. This update is significant as it underscores the company's commitment to transparency and compliance with regulatory standards.

The filing, dated November 13, 2026, highlights the various investments held by Glassman Wealth Services, showcasing its strategic positioning in the market. Such disclosures are crucial for maintaining investor trust and ensuring compliance with the regulations governing investment management firms.

Background

Glassman Wealth Services, based in Vienna, Virginia, is an investment management company that specializes in managing assets for a diverse clientele. The firm operates under the SEC Act of 1934 and has been active in filing various reports, including 13F-HR forms, which detail the holdings of institutional investment managers. The company's recent filings include:

  • November 13, 2026 - 13F-HR
  • August 5, 2026 - 13F-HR
  • May 4, 2026 - 13F-HR
  • January 28, 2026 - 13F-HR

What the Filing Says

The filing indicates that Glassman Wealth Services has a total of 233 entries in its holdings report, with a total value of $836,965,231. This figure reflects the firm’s investment strategy and its focus on managing a diverse portfolio of assets.

Impact

This update may affect various stakeholders, including investors looking for transparency in their asset management firms. The filing also serves as a benchmark for other firms in the investment management sector, particularly those involved in managing exchange-traded funds (ETFs) and similar investment vehicles.

What's Next

The filing does not say what happens next.