§ 13F · FUND PROFILE
Gleason Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $923M (13F)Positions · 205Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$363K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 355K | $212M | 21.0% | −2% |
| 2 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 430K | $138M | 13.7% | +2% |
| 3 | VXF | VANGUARD EXTENDED MARKET ETF | 634K | $131M | 12.9% | +4% |
| 4 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 1.33M | $102M | 10.1% | +5% |
| 5 | VTV | VANGUARD VALUE ETF | 353K | $69M | 6.9% | +1% |
| 6 | VUG | VANGUARD GROWTH ETF | 133K | $58M | 5.8% | −2% |
| 7 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | 695K | $35M | 3.4% | +10% |
| 8 | SCHX | SCHWAB U.S. LARGE-CAP ETF | 1.26M | $32M | 3.2% | −2% |
| 9 | VTES | VANGUARD SHORT-TERM TAX EXEMPT BD ETF | 300K | $30M | 3.0% | +6% |
| 10 | VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 412K | $25M | 2.4% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GLEASON SIGNAL
AC read
Gleason Group, Inc. is a Other fund managing $923 million in assets. The fund runs a broad portfolio of 205 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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