CIK 1822632
Gleason Group, Inc.
Institutional 13F holdings & portfolio
Holdings
225
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 225
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 361K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 420K | $1M+ | SH |
| VXF | VANGUARD EXTENDED MARKET ETF | 608K | $1M+ | SH |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 1.3M | $1M+ | SH |
| VTV | VANGUARD VALUE ETF | 351K | $1M+ | SH |
| VUG | VANGUARD GROWTH ETF | 135K | $1M+ | SH |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 1.3M | $1M+ | SH |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 629K | $1M+ | SH |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BD ETF | 283K | $1M+ | SH |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 410K | $1M+ | SH |
| ITOT | ISHARES TR CORE S&P TTL STK | 139K | $1M+ | SH |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | 353K | $1M+ | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 271K | $1M+ | SH |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 504K | $1M+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 41K | $1M+ | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | 63K | $1M+ | SH |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 225K | $1M+ | SH |
| IXUS | ISHARES TR CORE MSCI TOTAL | 76K | $1M+ | SH |
| SCHM | SCHWAB U.S. MID-CAP ETF | 186K | $1M+ | SH |
| VO | VANGUARD MID-CAP ETF | 19K | $1M+ | SH |
| VB | VANGUARD SMALL-CAP ETF | 19K | $1M+ | SH |
| JPM | JPMORGAN CHASE & COMPANY. | 12K | $1M+ | SH |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | 111K | $1M+ | SH |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | 125K | $1M+ | SH |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 107K | $1M+ | SH |
| PG | PROCTER AND GAMBLE COMPANY | 18K | $1M+ | SH |
| BAC | BANK AMERICA CORPORATION | 43K | $1M+ | SH |
| WSM | WILLIAMS SONOMA INCORPORATED | 13K | $1M+ | SH |
| XOM | EXXON MOBIL CORPORATION | 17K | $1M+ | SH |
| CTAS | CINTAS CORPORATION | 10K | $1M+ | SH |
| CSCO | CISCO SYSTEMS INCORPORATED | 24K | $1M+ | SH |
| CVX | CHEVRON CORPORATION NEW | 11K | $1M+ | SH |
| LLY | ELI LILLY & COMPANY | 1K | $1M+ | SH |
| SO | SOUTHERN COMPANY | 18K | $1M+ | SH |
| CAT | CATERPILLAR INCORPORATED | 3K | $1M+ | SH |
| QCOM | QUALCOMM INCORPORATED | 8K | $1M+ | SH |
| DE | DEERE & COMPANY | 3K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 6K | $1M+ | SH |
| IVV | ISHARES TR CORE S&P500 ETF | 2K | $1M+ | SH |
| TSLA | TESLA INCORPORATED | 3K | $1M+ | SH |
| COST | COSTCO WHOLESALE CORPORATION NEW | 1K | $1M+ | SH |
| GILD | GILEAD SCIENCES INCORPORATED | 9K | $1M+ | SH |
| C | CITIGROUP INCORPORATED COM NEW | 9K | $1M+ | SH |
| WMT | WALMART INCORPORATED | 10K | $1M+ | SH |
| KO | COCA COLA COMPANY | 15K | $1M+ | SH |
| AAPL | APPLE INCORPORATED | 4K | $1M+ | SH |
| BHP | BHP GROUP LIMITED SPONSORED ADS | 15K | $500K+ | SH |
| MCD | MCDONALDS CORPORATION | 2K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 1K | $500K+ | SH |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | 2K | $500K+ | SH |