Gleason Group, Inc.: 13F holdings
CIK 18226322026Q2
| Positions | 449 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 449 (+220 vs prior quarter) |
|---|
| Reported value | $1.1bn (+13.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 357,955 | $245.8m | 21.5% |
| VTI VANGUARD TOTAL STOCK MARKET ETF | 431,824 | $159.8m | 13.9% |
| VXF VANGUARD EXTENDED MARKET ETF | 645,027 | $158.8m | 13.9% |
| VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF | 1,352,080 | $115.6m | 10.1% |
| VTV VANGUARD VALUE ETF | 347,598 | $75.8m | 6.6% |
| VUG VANGUARD GROWTH ETF | 777,251 | $67.0m | 5.8% |
| SCHX SCHWAB U.S. LARGE-CAP ETF | 1,264,394 | $37.2m | 3.2% |
| VTEB VANGUARD TAX-EXEMPT BOND ETF | 681,861 | $34.5m | 3.0% |
| VTES VANGUARD SHORT-TERM TAX EXEMPT BD ETF | 312,892 | $31.7m | 2.8% |
| ITOT ISHARES TR CORE S&P TTL STK | 136,029 | $22.3m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1822632")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples