Glassman Wealth Services
Top Portfolio Positions
7 positions ·
$47,748,061 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SNA |
Snap-on Inc
Industrials
|
101,044 | $36,701,201 | 76.86% | |
| SPY |
Spdr S&P 500 ETF Trust
|
13,235 | $8,607,249 | 18.03% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
1,836 | $1,132,371 | 2.37% | |
| IBIT |
iShares Bitcoin Trust ETF
|
19,296 | $741,352 | 1.55% | |
| GLD |
Spdr Gold Trust
|
1,297 | $558,086 | 1.17% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
81 | $4,781 | 0.01% | |
| EZET |
Franklin Ethereum Trust
|
190 | $3,021 | 0.01% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EZET
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,021 | 190 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,278 | 190 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,002 | 190 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,634 | 190 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,635 | 190 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $3,748 | 190 | Shares | Sole | 2024-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||