§ 13F · FUND PROFILE
Gleason Group, Inc..
AUM · $1.1B (13F)Positions · 449Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 358K | $246M | 21.5% | +1% |
| 2 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 432K | $160M | 13.9% | ±0% |
| 3 | VXF | VANGUARD EXTENDED MARKET ETF | 645K | $159M | 13.9% | +2% |
| 4 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 1.35M | $116M | 10.1% | +2% |
| 5 | VTV | VANGUARD VALUE ETF | 348K | $76M | 6.6% | −1% |
| 6 | VUG | VANGUARD GROWTH ETF | 777K | $67M | 5.8% | +484% |
| 7 | SCHX | SCHWAB U.S. LARGE-CAP ETF | 1.26M | $37M | 3.2% | +1% |
| 8 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | 682K | $34M | 3.0% | −2% |
| 9 | VTES | VANGUARD SHORT-TERM TAX EXEMPT BD ETF | 313K | $32M | 2.8% | +4% |
| 10 | ITOT | ISHARES TR CORE S&P TTL STK | 136K | $22M | 2.0% | −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 $1.1 billion in assets. The fund runs a broad portfolio of 449 positions.
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