Glassman Wealth Services
Wealth adviser our classification, preliminaryGenerated from SEC records
Investment manager in Vienna, filing as Glassman Wealth Services. Its 13F lists 236 positions; crypto ETFs make up 0.08% of the reported value.
- Legal name (SEC)
- Glassman Wealth Services
- SEC filer ID (CIK)
- 1642160
Sources: SEC EDGAR (company record and the Q2 2026 13F). No Wikidata entry.
Crypto ETF holdings
Only US spot crypto ETFs from this 13F, not the whole portfolio.
13F filings for the quarter ended Jun 30, 2026 · next update after Nov 14, 2026 · What is a 13F?
Crypto ETF value$700KJun 30, 2026
Funds held3BTC · ETH
Change in shares, q/q0unchanged
Holding sinceQ1 256 quarters in a row
Value across crypto ETFs by quarter
US$, at each quarter-end price; it moves with the coin, shares tell the buying.
Positions on Jun 30, 2026
3 funds · “largest holder” = biggest position among all 13F filers in that fund
Timeline
- Q1 24First crypto ETF position on record: $400K, IBIT.
- Q2 24Entered FBTC.
- Q3 24Entered EZET.
- Q4 24Exited IBIT, FBTC, EZET.
- Q1 25Entered IBIT, FBTC, EZET.
- Q3 25Peak value: $1.1M across crypto ETFs.
- Q2 26Holds 3 funds worth $700K.
This page shows only crypto ETFs from this manager's 13F, not its whole portfolio. Open this 13F filing on sec.gov