Gleason Group, Inc.
Q3 2025 13F Holdings
- Locationprospect, KY
- Num holdings
203
- Value ($000)
$995,620
- Date Filed10/16/2025
- Form type13F-HR
- CIK0001822632
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | COM | 922908363 | $220.86 M | 22 % | 360,660 | ||
VTI VANGUARD TOTAL STOCK MARKET ETF | COM | 922908769 | $137.73 M | 14 % | 419,701 | ||
VXF VANGUARD EXTENDED MARKET ETF | COM | 922908652 | $126.84 M | 13 % | 605,884 | ||
VANGUARD TOTAL INTERNATIONAL STOCK ETF | COM | 921909768 | $89.37 M | 9 % | 1,216,619 | ||
VUG VANGUARD GROWTH ETF | COM | 922908736 | $65.28 M | 7 % | 136,106 | ||
VTV VANGUARD VALUE ETF | COM | 922908744 | $64.70 M | 7 % | 346,909 | ||
SCHX SCHWAB U.S. LARGE-CAP ETF | COM | 808524201 | $33.14 M | 3 % | 1,258,059 | ||
VANGUARD TAX-EXEMPT BOND ETF | COM | 922907746 | $31.34 M | 3 % | 625,914 | ||
VTES VANGUARD SHORT-TERM TAX EXEMPT BD ETF | COM | 921935870 | $31.02 M | 3 % | 304,369 | ||
VANGUARD INTERMEDIATE-TERM TREASURY ETF | COM | 92206C706 | $24.61 M | 3 % | 409,885 |
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