Gleason Group, Inc.

Q4 2025 13F Holdings

  • Location
    prospect, KY
  • Num holdings

    225

  • Value ($000)

    $1,019,811

  • Date Filed
    01/15/2026
  • Form type
    13F-HR
  • CIK
    0001822632
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

COM
922908363
$226.14M
22 %

360,592

V
VTI

VANGUARD TOTAL STOCK MARKET ETF

COM
922908769
$140.92M
14 %

420,303

V
VXF

VANGUARD EXTENDED MARKET ETF

COM
922908652
$127.18M
13 %

608,152

---

VANGUARD TOTAL INTERNATIONAL STOCK ETF

COM
921909768
$95.69M
9 %

1,268,372

V
VTV

VANGUARD VALUE ETF

COM
922908744
$66.97M
7 %

350,666

V
VUG

VANGUARD GROWTH ETF

COM
922908736
$65.93M
7 %

135,137

S
SCHX

SCHWAB U.S. LARGE-CAP ETF

COM
808524201
$34.65M
3 %

1,287,531

---

VANGUARD TAX-EXEMPT BOND ETF

COM
922907746
$31.65M
3 %

629,379

V
VTES

VANGUARD SHORT-TERM TAX EXEMPT BD ETF

COM
921935870
$28.79M
3 %

283,444

---

VANGUARD INTERMEDIATE-TERM TREASURY ETF

COM
92206C706
$24.55M
2 %

409,676

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 225