Gleason Group
$1.1B 13F equity value
460 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Gleason Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 357,955 | $246M | 21.5% |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 431,824 | $160M | 13.9% |
| VXF | VANGUARD EXTENDED MARKET ETF | 645,027 | $159M | 13.9% |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 1,352,080 | $116M | 10.1% |
| VTV | VANGUARD VALUE ETF | 347,598 | $76M | 6.6% |
| VUG | VANGUARD GROWTH ETF | 777,251 | $67M | 5.8% |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 1,264,394 | $37M | 3.2% |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 681,861 | $34M | 3.0% |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BD ETF | 312,892 | $32M | 2.8% |
| ITOT | ISHARES TR CORE S&P TTL STK | 136,029 | $22M | 2.0% |
Track Gleason Group's 13F portfolio: $1.1B in reported holdings, 460 positions. Top holdings and quarterly changes on SentiSense.
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