StockDriftsStockDriftsTop 50 Gleason Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 21.46% | 358.0K | $245.8M | +0.83%(+2.96K) | $411.91(+73.02%) | 2026-06-30 | |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 13.95% | 431.8K | $159.8M | +0.37%(+1.60K) | $237.19(+61.62%) | 2026-06-30 | |
| VXF | VANGUARD EXTENDED MARKET ETF | 13.86% | 645.0K | $158.8M | +1.71%(+10.85K) | $160.57(+54.35%) | 2026-06-30 | |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 10.09% | 1.35M | $115.6M | +1.85%(+24.61K) | $62.05(+42.03%) | 2026-06-30 | |
| VTV | VANGUARD VALUE ETF | 6.61% | 347.6K | $75.8M | -1.45%(-5.12K) | $142.56(+59.59%) | 2026-06-30 | |
| VUG | VANGUARD GROWTH ETF | 5.84% | 777.3K | $67.0M | -2.60%(-20.75K) | $44.82(+98.98%) | 2026-06-30 | |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 3.25% | 1.26M | $37.2M | +0.61%(+7.62K) | $15.76(+93.64%) | 2026-06-30 | |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 3.01% | 681.9K | $34.5M | -1.94%(-13.49K) | $49.44(+0.55%) | 2026-06-30 | |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BD ETF | 2.77% | 312.9K | $31.7M | +4.45%(+13.33K) | $100.66(+0.21%) | 2026-06-30 | |
| ITOT | ISHARES TR CORE S&P TTL STK | 1.95% | 136.0K | $22.3M | -0.80%(-1.10K) | $68.52(+147.85%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.64% | +62.79% | +8.95% | +53.51% |
| Top 20 Holdings Unweighted | +16.05% | +56.30% | +8.01% | +47.03% |
Gleason Group, Inc. reports $1.15B in US-listed equity holdings across 449 positions in its most recent 13F filing. Its largest disclosed positions are VOO (21.5%), VTI (13.9%) and VXF (13.9%). The top 20 holdings account for 93.11% of reported assets. Its disclosed equity book has returned +62.79% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Gleason Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1822632). View Gleason Group, Inc.’s 13F filings on SEC