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 | 22.22% | 359.5K | $252.0M | +0.43%(+1.55K) | $413.13(+70.55%) | 2026-09-30 | |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 14.35% | 435.0K | $162.8M | +0.73%(+3.15K) | $238.17(+57.68%) | 2026-09-30 | |
| VXF | VANGUARD EXTENDED MARKET ETF | 13.31% | 651.5K | $150.9M | +1.00%(+6.44K) | $161.35(+40.80%) | 2026-09-30 | |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 10.28% | 1.37M | $116.6M | +1.51%(+20.39K) | $62.40(+33.48%) | 2026-09-30 | |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | 6.54% | 343.4K | $74.2M | -1.21%(-4.19K) | $142.56(+55.88%) | 2026-09-30 | |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | 5.57% | 700.8K | $63.1M | -9.84%(-76.50K) | $44.82(+98.18%) | 2026-09-30 | |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 3.4% | 1.28M | $38.5M | +1.59%(+20.13K) | $15.97(+88.68%) | 2026-09-30 | |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BD ETF | 3.14% | 361.2K | $35.6M | +15.45%(+48.33K) | $100.57(-1.05%) | 2026-09-30 | |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 2.73% | 654.2K | $31.0M | -4.06%(-27.66K) | $49.44(-2.89%) | 2026-09-30 | |
| ITOT | ISHARES TR CORE S&P TTL STK | 1.99% | 135.4K | $22.5M | -0.44%(-600) | $68.52(+143.31%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.59% | +66.78% | +9.15% | +54.90% |
| Top 20 Holdings Unweighted | +16.59% | +58.47% | +8.07% | +47.41% |
Gleason Group INC reports $1.13B in US-listed equity holdings across 441 positions in its most recent 13F filing. Its largest disclosed positions are VOO (22.2%), VTI (14.3%) and VXF (13.3%). The top 20 holdings account for 93.21% of reported assets. Its disclosed equity book has returned +66.78% on a three-year cumulative basis. Figures reflect the Q3 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