Gleason Group, Inc.
Gleason Group, Inc. is an Investment Adviser institutional filer with the SEC under CIK 1822632, reporting 438 portfolio positions, with 16 historical 13F filings on file. Most recent reporting period: 2026-09-30.
A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).
- State of incorporation: KY
- Filing type: 13F-HR
- Latest reporting period: 2026-09-30
- Last filed: 2026-10-15
Top 10 portfolio positions
The largest reported holdings in Gleason Group, Inc.'s most recent 13F filing, ranked by reported market value.
- VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO)
- VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF (VTI)
- VANGUARD EXTENDED MARKET ETF (VXF)
- VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS)
- VANGUARD MORNINGSTAR VALUE ETF (VTV)
- VANGUARD MORNINGSTAR GROWTH ETF (VUG)
- SCHWAB U.S. LARGE-CAP ETF (SCHX)
- VANGUARD SHORT-TERM TAX EXEMPT BD ETF (VTES)
- VANGUARD TAX-EXEMPT BOND ETF (VTEB)
- ISHARES TR CORE S&P TTL STK (ITOT)
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