13F Filings History of Glass Jacobson Investment Advisors llc

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$277,967,793
Signature - Title
Jake Sand - Operations Manager
Location
Owings Mills, MD
Summary
This page shows a list of all the recent 13F filings made by Glass Jacobson Investment Advisors llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Glass Jacobson Investment Advisors llc reported 582 stock holdings with total value $277,967,793 as of Q4 2025. Top holdings included DFAU, DFAI, FPE, BND, and DFIV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 582 $277,967,793 +$11,689,105 -$13,934,799 -$2,245,694 DFAU, DFAI, FPE, BND, DFIV 13F-HR 22 Jan 2026, 13:34
Q3 2025 585 $276,520,334 +$10,179,153 -$8,215,173 +$1,963,980 DFAU, DFAI, FPE, BND, DFIV 13F-HR 29 Oct 2025, 11:11
Q2 2025 566 $259,547,972 +$14,397,739 -$76,191,406 -$61,793,667 DFAI, DFAU, FPE, BND, DFIV 13F-HR 31 Jul 2025, 11:15
Q1 2025 840 $304,550,401 +$7,451 $0 +$7,451 DFAU, FPE, VOO, DFAI, AAPL 13F-HR 01 Apr 2025, 13:07
Q4 2024 840 $304,542,949 +$25,032,745 -$11,065,367 +$13,967,378 DFAU, FPE, VOO, DFAI, AAPL 13F-HR 13 Feb 2025, 12:40
Q3 2024 764 $301,597,097 +$17,255,738 -$6,204,531 +$11,051,207 DFAU, DFAI, FPE, VOO, VO 13F-HR 15 Nov 2024, 09:05
Q2 2024 760 $274,511,927 +$16,014,782 -$6,092,842 +$9,921,940 DFAU, FPE, VOO, DFAI, VO 13F-HR 12 Aug 2024, 15:10
Q1 2024 753 $266,265,001 +$17,699,025 -$9,481,400 +$8,217,625 DFAU, FPE, DFAI, VOO, VO 13F-HR 26 Apr 2024, 12:21
Q4 2023 706 $244,993,494 +$23,004,131 -$15,468,246 +$7,535,885 DFAU, FPE, DFAI, VO, VOO 13F-HR 22 Jan 2024, 11:07
Q3 2023 799 $218,287,141 +$13,159,511 -$5,737,138 +$7,422,373 DFAU, FPE, DFAI, VO, VUG 13F-HR 07 Nov 2023, 13:10
Q2 2023 796 $218,168,746 +$21,775,032 -$18,628,094 +$3,146,938 DFAU, FPE, DFAI, AAPL, VUG 13F-HR 25 Jul 2023, 13:41
Q4 2022 827 $201,843,266 $0 $0 $0 FPE, TIP, BSJN, DFAU, VO 13F-HR 06 Feb 2023, 16:52