§ 13F · FUND PROFILE
Gleason Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $922.9T (13F)Positions · 205Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1019.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 361K | $226.1T | 22.2% | NEW |
| 2 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 420K | $140.9T | 13.8% | NEW |
| 3 | VXF | VANGUARD EXTENDED MARKET ETF | 608K | $127.2T | 12.5% | NEW |
| 4 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 1.27M | $95.7T | 9.4% | NEW |
| 5 | VTV | VANGUARD VALUE ETF | 351K | $67.0T | 6.6% | NEW |
| 6 | VUG | VANGUARD GROWTH ETF | 135K | $65.9T | 6.5% | NEW |
| 7 | SCHX | SCHWAB U.S. LARGE-CAP ETF | 1.29M | $34.6T | 3.4% | NEW |
| 8 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | 629K | $31.7T | 3.1% | NEW |
| 9 | VTES | VANGUARD SHORT-TERM TAX EXEMPT BD ETF | 283K | $28.8T | 2.8% | NEW |
| 10 | VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 410K | $24.6T | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GLEASON SIGNAL
AC read
Gleason Group, Inc. is a Other fund managing $922949.5 trillion in assets. The fund runs a broad portfolio of 205 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed