Institutions / Gleason Group, Inc.

Gleason Group, Inc.

CIK 1822632 · Institution · as of Dec 31, 2025

Portfolio value

$1.02B

Positions

225

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 225 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Funds S&P 500 ETF Shs New	—	$226.14M	360,592	22.2%
Vanguard Total Stock Market ETF	—	$140.92M	420,303	13.8%
Vanguard Extended Market ETF	—	$127.18M	608,152	12.5%
Vanguard Total International Stock ETF	—	$95.69M	1,268,372	9.4%
Vanguard Value ETF	—	$66.97M	350,666	6.6%
Vanguard Growth ETF	—	$65.93M	135,137	6.5%
Schwab U.S. Large-Cap ETF	—	$34.65M	1,287,531	3.4%
Vanguard Tax-Exempt Bond ETF	—	$31.65M	629,379	3.1%
Vanguard Short-Term Tax Exempt Bd ETF	—	$28.79M	283,444	2.8%
Vanguard Intermediate-Term Treasury ETF	—	$24.55M	409,676	2.4%
iShares MSCI UAE ETF	—	$20.68M	139,070	2.0%
Vanguard Long-Term Treasury ETF	—	$19.71M	353,185	1.9%
Vanguard Ftse Emerging Markets ETF	—	$14.59M	271,329	1.4%
Schwab International Equity ETF	—	$12.11M	503,580	1.2%
Vanguard Dividend Appreciation ETF	—	$9.09M	41,337	0.9%
Vanguard High Dividend Yield ETF	—	$9.04M	62,955	0.9%
Schwab U.S. Large-Cap Growth ETF	—	$7.34M	224,865	0.7%
iShares MSCI UAE ETF	—	$6.39M	75,528	0.6%
Schwab U.S. Mid-Cap ETF	—	$5.60M	186,219	0.5%
Vanguard Mid-Cap ETF	—	$5.40M	18,606	0.5%
Vanguard Small-Cap ETF	—	$4.97M	19,259	0.5%
JPMorgan Chase & Co	—	$3.93M	12,198	0.4%
Schwab Emerging Markets Equity ETF	—	$3.63M	110,710	0.4%
Schwab U.S. Small-Cap ETF	—	$3.55M	124,799	0.3%
Schwab U.S. Broad Market ETF	—	$2.81M	107,191	0.3%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.