Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Gleason Group, Inc. (CIK 1822632) reported $1.15B across 440 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($245.8M, 21.46%), VTI ($159.8M, 13.95%), VXF ($158.8M, 13.86%), VXUS ($115.6M, 10.09%), VTV ($75.8M, 6.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $245.8M | 21.46% | 357,955 | Added |
| 2 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $159.8M | 13.95% | 431,824 | Added |
| 3 | VXF | VANGUARD EXTENDED MARKET ETF | $158.8M | 13.86% | 645,027 | Added |
| 4 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $115.6M | 10.09% | 1.4M | Added |
| 5 | VTV | VANGUARD VALUE ETF | $75.8M | 6.61% | 347,598 | Trimmed |
| 6 | VUG | VANGUARD GROWTH ETF | $67.0M | 5.84% | 777,251 | Added |
| 7 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $37.2M | 3.25% | 1.3M | Added |
| 8 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | $34.5M | 3.01% | 681,861 | Trimmed |
| 9 | VTES | VANGUARD SHORT-TERM TAX EXEMPT BD ETF | $31.7M | 2.77% | 312,892 | Added |
| 10 | ITOT | ISHARES TR CORE S&P TTL STK | $22.3M | 1.95% | 136,029 | Trimmed |
| 11 | VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $21.6M | 1.88% | 366,110 | Trimmed |
| 12 | VGLT | VANGUARD LONG-TERM TREASURY ETF | $19.9M | 1.73% | 359,953 | Added |
| 13 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $17.4M | 1.52% | 290,977 | Added |
| 14 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $12.1M | 1.06% | 437,763 | Trimmed |
| 15 | VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $10.1M | 0.88% | 63,714 | Added |
| 16 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $9.9M | 0.86% | 41,676 | Added |
| 17 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $7.5M | 0.65% | 221,752 | Trimmed |
| 18 | IXUS | ISHARES TR CORE MSCI TOTAL | $7.4M | 0.64% | 77,240 | Added |
| 19 | SCHM | SCHWAB U.S. MID-CAP ETF | $6.9M | 0.60% | 186,311 | Added |
| 20 | VO | VANGUARD MID-CAP ETF | $5.7M | 0.50% | 70,483 | Added |
| 21 | VB | VANGUARD SMALL-CAP ETF | $5.5M | 0.48% | 18,239 | Trimmed |
| 22 | SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $4.8M | 0.42% | 132,055 | Added |
| 23 | SCHA | SCHWAB U.S. SMALL-CAP ETF | $4.5M | 0.39% | 124,711 | Added |
| 24 | JPM | JPMORGAN CHASE & COMPANY | $3.5M | 0.30% | 10,577 | Added |
| 25 | SCHB | SCHWAB U.S. BROAD MARKET ETF | $3.3M | 0.29% | 112,962 | Added |
Source: SEC Form 13F filings · as of 2026-06-30