Top Institutional Investors

Gleason Group, Inc. — 13F Holdings & Portfolio

CIK 1822632 · latest 13F-HR filed 2026-05-04

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$1.01B

Long-equity book

Holdings

229

Distinct positions

Period

2026-03-31

Filed 2026-05-04

Q/Q Activity

+17 / −13 / ↑68 / ↓66

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD TOTAL INTERNATIONAL STOCK ETF$6.7M +7.0%
  • VANGUARD TAX-EXEMPT BOND ETF$3.0M +9.6%
  • VANGUARD SHORT-TERM TAX EXEMPT BD ETF$1.5M +5.2%
  • VANGUARD FTSE EMERGING MARKETS ETF$1.0M +6.9%
  • EXXON MOBIL CORPORATION$899.2K +44.0%
Show all 68 →

Top Trims

  • VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW-$14.0M -6.2%
  • VANGUARD GROWTH ETF-$7.8M -11.9%
  • SCHWAB U.S. LARGE-CAP ETF-$2.4M -7.0%
  • ISHARES TR CORE S&P TTL STK-$1.1M -5.5%
  • WILLIAMS SONOMA INCORPORATED-$1.0M -45.6%
Show all 66 →

New Positions

  • SCHWAB U.S. LARGE-CAP VALUE ETF$127.4K
  • 3M COMPANY$72.6K
  • ILLINOIS TOOL WKS INCORPORATED$53.4K
  • AMERICAN ELEC PWR COMPANY INCORPORATED$45.2K
  • BRISTOL-MYERS SQUIBB COMPANY$12.1K
Show all 17 →

Exited Positions

  • SALESFORCE INCORPORATED$231.5K
  • PALO ALTO NETWORKS INCORPORATED$183.6K
  • OMEGA HEALTHCARE INVS INCORPORATED REIT$106.3K
  • VANGUARD SMALL-CAP VALUE ETF$11.2K
  • CLEARSIGN TECHNOLOGIES CORPORATION$10.0K
Show all 13 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW VOO 922908363 $212.1M 21.01% 354,998 SH
2 VANGUARD TOTAL STOCK MARKET ETF VTI 922908769 $138.0M 13.67% 430,220 SH
3 VANGUARD EXTENDED MARKET ETF VXF 922908652 $130.5M 12.93% 634,181 SH
4 VANGUARD TOTAL INTERNATIONAL STOCK ETF VXUS 921909768 $102.4M 10.14% 1,327,474 SH
5 VANGUARD VALUE ETF VTV 922908744 $69.2M 6.86% 352,714 SH
6 VANGUARD GROWTH ETF VUG 922908736 $58.1M 5.75% 133,001 SH
7 VANGUARD TAX-EXEMPT BOND ETF VTEB 922907746 $34.7M 3.44% 695,356 SH
8 SCHWAB U.S. LARGE-CAP ETF SCHX 808524201 $32.2M 3.19% 1,256,774 SH
9 VANGUARD SHORT-TERM TAX EXEMPT BD ETF VTES 921935870 $30.3M 3.00% 299,562 SH
10 VANGUARD INTERMEDIATE-TERM TREASURY ETF VGIT 92206C706 $24.5M 2.43% 412,183 SH
11 VANGUARD LONG-TERM TREASURY ETF VGLT 92206C847 $19.7M 1.95% 355,720 SH
12 ISHARES TR CORE S&P TTL STK ITOT 464287150 $19.5M 1.93% 137,129 SH
13 VANGUARD FTSE EMERGING MARKETS ETF VWO 922042858 $15.6M 1.54% 288,377 SH
14 SCHWAB INTERNATIONAL EQUITY ETF SCHF 808524805 $12.5M 1.24% 503,832 SH
15 VANGUARD HIGH DIVIDEND YIELD ETF VYM 921946406 $9.4M 0.93% 63,323 SH
16 VANGUARD DIVIDEND APPRECIATION ETF VIG 921908844 $8.9M 0.88% 41,500 SH
17 ISHARES TR CORE MSCI TOTAL IXUS 46432F834 $6.6M 0.65% 76,293 SH
18 SCHWAB U.S. LARGE-CAP GROWTH ETF SCHG 808524300 $6.5M 0.65% 224,776 SH
19 SCHWAB U.S. MID-CAP ETF SCHM 808524508 $5.7M 0.57% 185,136 SH
20 VANGUARD MID-CAP ETF VO 922908629 $5.3M 0.53% 18,624 SH
21 VANGUARD SMALL-CAP ETF VB 922908751 $5.0M 0.50% 19,256 SH
22 SCHWAB EMERGING MARKETS EQUITY ETF SCHE 808524706 $4.3M 0.43% 131,890 SH
23 SCHWAB U.S. SMALL-CAP ETF SCHA 808524607 $3.6M 0.36% 123,836 SH
24 JPMORGAN CHASE & COMPANY JPM 46625H100 $3.1M 0.31% 10,511 SH
25 EXXON MOBIL CORPORATION XOM 30231G102 $2.9M 0.29% 17,346 SH
26 SCHWAB U.S. BROAD MARKET ETF SCHB 808524102 $2.7M 0.27% 107,592 SH
27 PROCTER & GAMBLE COMPANY PG 742718109 $2.6M 0.25% 17,707 SH
28 CHEVRON CORPORATION CVX 166764100 $2.3M 0.23% 10,988 SH
29 BANK AMERICA CORPORATION BAC 060505104 $2.1M 0.21% 42,499 SH
30 CISCO SYSTEMS INCORPORATED CSCO 17275R102 $1.8M 0.18% 23,632 SH
31 SOUTHERN COMPANY SO 842587107 $1.7M 0.17% 17,724 SH
32 CINTAS CORPORATION CTAS 172908105 $1.7M 0.17% 10,042 SH
33 DEERE & COMPANY DE 244199105 $1.7M 0.16% 2,943 SH
34 JOHNSON & JOHNSON JNJ 478160104 $1.6M 0.16% 6,425 SH
35 CATERPILLAR INCORPORATED CAT 149123101 $1.5M 0.15% 2,105 SH
36 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.3M 0.13% 1,346 SH
37 COCA COLA COMPANY KO 191216100 $1.3M 0.13% 17,586 SH
38 GILEAD SCIENCES INCORPORATED GILD 375558103 $1.3M 0.13% 9,273 SH
39 ELI LILLY & COMPANY LLY 532457108 $1.2M 0.12% 1,343 SH
40 WILLIAMS SONOMA INCORPORATED WSM 969904101 $1.2M 0.12% 6,760 SH
41 ISHARES TR CORE S&P500 ETF IVV 464287200 $1.2M 0.12% 1,861 SH
42 BHP BILLITON LIMITED SPONSORED ADS BHP 088606108 $1.1M 0.11% 15,056 SH
43 QUALCOMM INCORPORATED QCOM 747525103 $1.1M 0.11% 8,504 SH
44 CITIGROUP INCORPORATED COM NEW C 172967424 $1.1M 0.11% 9,484 SH
45 TESLA INCORPORATED TSLA 88160R101 $1.0M 0.10% 2,690 SH
46 APPLE INCORPORATED AAPL 037833100 $949.4K 0.09% 3,741 SH
47 WALMART INCORPORATED WMT 931142103 $922.8K 0.09% 7,425 SH
48 MCDONALDS CORPORATION MCD 580135101 $727.0K 0.07% 2,339 SH
49 SCHWAB STRATEGIC TR MUN BD ETF SCMB 808524649 $692.4K 0.07% 27,175 SH
50 VANGUARD FTSE ALL-WORLD EX-US ETF VEU 922042775 $618.2K 0.06% 8,232 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-04 $1.01B 229 0001376474-26-000329
2025-12-31 2026-01-15 $1.02B 225 0001376474-26-000047