Gleason Group, Inc.

Name: Gleason Group, Inc. — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001822632 · PROSPECT, KY · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source ↗

Gleason Group, Inc. reported 449 positions worth $1.15B as of June 30, 2026 (13F filed July 13, 2026). Largest holding: VOO (21.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$1.15B

2026 Q2

Positions

449

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

82.8%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 449 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	VOO	VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW	SH	$245.8M	21.46%	357,955	—	—
▸ 2	VTI	VANGUARD TOTAL STOCK MARKET ETF	SH	$159.8M	13.95%	431,824	—	—
▸ 3	VXF	VANGUARD EXTENDED MARKET ETF	SH	$158.8M	13.86%	645,027	—	—
▸ 4	VXUS	VANGUARD TOTAL INTERNATIONAL STOCK ETF	SH	$115.6M	10.09%	1,352,080	—	—
▸ 5	VTV	VANGUARD VALUE ETF	SH	$75.8M	6.61%	347,598	—	—
▸ 6	VUG	VANGUARD GROWTH ETF	SH	$67.0M	5.84%	777,251	—	—
▸ 7	SCHX	SCHWAB U.S. LARGE-CAP ETF	SH	$37.2M	3.25%	1,264,394	—	—
▸ 8	VTEB	VANGUARD TAX-EXEMPT BOND ETF	SH	$34.5M	3.01%	681,861	—	—
▸ 9	VTES	VANGUARD SHORT-TERM TAX EXEMPT BD ETF	SH	$31.7M	2.77%	312,892	—	—
▸ 10	ITOT	ISHARES TR CORE S&P TTL STK	SH	$22.3M	1.95%	136,029	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Gleason Group, Inc. hold as of Q2 2026?

Gleason Group, Inc. reported 449 positions worth $1.15B in its Q2 2026 13F filing. Largest positions: VOO (21.5%), VTI (13.9%), VXF (13.9%), VXUS (10.1%) and VTV (6.6%).

What did Gleason Group, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Gleason Group, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.