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 $1.01B across 219 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($212.1M, 21.01%), VTI ($138.0M, 13.67%), VXF ($130.5M, 12.93%), VXUS ($102.4M, 10.14%), VTV ($69.2M, 6.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $212.1M | 21.01% | 354,998 | Trimmed |
| 2 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $138.0M | 13.67% | 430,220 | Added |
| 3 | VXF | VANGUARD EXTENDED MARKET ETF | $130.5M | 12.93% | 634,181 | Added |
| 4 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $102.4M | 10.14% | 1.3M | Added |
| 5 | VTV | VANGUARD VALUE ETF | $69.2M | 6.86% | 352,714 | Added |
| 6 | VUG | VANGUARD GROWTH ETF | $58.1M | 5.75% | 133,001 | Trimmed |
| 7 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | $34.7M | 3.44% | 695,356 | Added |
| 8 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $32.2M | 3.19% | 1.3M | Trimmed |
| 9 | VTES | VANGUARD SHORT-TERM TAX EXEMPT BD ETF | $30.3M | 3.00% | 299,562 | Added |
| 10 | VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $24.5M | 2.43% | 412,183 | Added |
| 11 | VGLT | VANGUARD LONG-TERM TREASURY ETF | $19.7M | 1.95% | 355,720 | Added |
| 12 | ITOT | ISHARES TR CORE S&P TTL STK | $19.5M | 1.93% | 137,129 | Trimmed |
| 13 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $15.6M | 1.54% | 288,377 | Added |
| 14 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $12.5M | 1.24% | 503,832 | Added |
| 15 | VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $9.4M | 0.93% | 63,323 | Added |
| 16 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $8.9M | 0.88% | 41,500 | Added |
| 17 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $6.5M | 0.65% | 224,776 | Trimmed |
| 18 | IXUS | ISHARES TR CORE MSCI TOTAL | $6.6M | 0.65% | 76,293 | Added |
| 19 | SCHM | SCHWAB U.S. MID-CAP ETF | $5.7M | 0.57% | 185,136 | Trimmed |
| 20 | VO | VANGUARD MID-CAP ETF | $5.3M | 0.53% | 18,624 | Added |
| 21 | VB | VANGUARD SMALL-CAP ETF | $5.0M | 0.50% | 19,256 | Trimmed |
| 22 | SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $4.3M | 0.43% | 131,890 | Added |
| 23 | SCHA | SCHWAB U.S. SMALL-CAP ETF | $3.6M | 0.36% | 123,836 | Trimmed |
| 24 | JPM | JPMORGAN CHASE & COMPANY | $3.1M | 0.31% | 10,511 | Trimmed |
| 25 | XOM | EXXON MOBIL CORPORATION | $2.9M | 0.29% | 17,346 | Added |
Source: SEC Form 13F filings · as of 2026-03-31