13F filer

Gleason Group

As of Sep 30, 2026 Filed Oct 15, 2026 CIK 1822632 SEC filings ↗

13F Value

$1.13B

Positions

441

Top Position

VOO22.2%

Top 5

66.7%

Latest filing changes

vs Jun 30, 2026

1 VTES Vanguard Short-Term Tax-Exempt Bond ETF — ETF Shares +15.4%+$4.8M

2 VXUS Vanguard Total International Stock Index Fund — ETF Shares +1.5%+$1.7M

3 VXF Vanguard Extended Market Index Fund — ETF Shares +1.0%+$1.5M

4 VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares +0.7%+$1.2M

5 VOO Vanguard 500 Index Fund — ETF Shares +0.4%+$1.1M

Holdings441

#							Trend (4Q)
1	VOO Vanguard 500 Index Fund — ETF Shares	22.2%	$252.0M	+0.4%	359.5K	21.5%		ETF
2	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	14.4%	$162.8M	+0.7%	435.0K	13.9%		ETF
3	VXF Vanguard Extended Market Index Fund — ETF Shares	13.3%	$150.9M	+1.0%	651.5K	13.9%		ETF
4	VXUS Vanguard Total International Stock Index Fund — ETF Shares	10.3%	$116.6M	+1.5%	1.37M	10.1%		ETF
5	VTV Vanguard Morningstar Value Index Fund — ETF Shares	6.5%	$74.2M	-1.2%	343.4K	6.6%		ETF
6	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	5.6%	$63.1M	-9.8%	700.8K	5.8%	—	ETF
7	SCHX Schwab U.S. Large-Cap ETF	3.4%	$38.5M	+1.6%	1.28M	3.2%		ETF
8	VTES Vanguard Short-Term Tax-Exempt Bond ETF — ETF Shares	3.1%	$35.6M	+15.4%	361.2K	2.8%		ETF
9	VTEB Vanguard Tax-Exempt Bond Index Fund — ETF Shares	2.7%	$31.0M	-4.1%	654.2K	3.0%		ETF
10	ITOT iShares Core S&P Total U.S. Stock Market ETF	2.0%	$22.5M	-0.4%	135.4K	2.0%		ETF
11	VGIT Vanguard Intermediate-Term Treasury ETF	1.8%	$19.9M	-4.2%	350.6K	1.9%		ETF
12	VGLT Vanguard Long-Term Treasury Index Fund — ETF Shares	1.6%	$18.3M	+1.3%	364.5K	1.7%		ETF
13	VWO Vanguard Emerging Markets Stock Index Fund — ETF Shares	1.5%	$17.3M	+0.2%	291.5K	1.5%		ETF
14	SCHF Schwab International Equity ETF	1.1%	$12.1M	+0.3%	439.0K	1.1%		ETF
15	SCHG Schwab U.S. Large-Cap Growth ETF	0.7%	$7.7M	-3.1%	214.8K	0.7%		ETF
16	VYM Vanguard High Dividend Yield Index Fund — ETF Shares	0.7%	$7.6M	-23.6%	48.7K	0.9%		ETF
17	IXUS iShares Core MSCI Total International Stock ETF	0.7%	$7.4M	+0.5%	77.6K	0.6%		ETF
18	VIG Vanguard Dividend Appreciation Index Fund — ETF Shares	0.6%	$7.3M	-24.6%	31.4K	0.9%		ETF
19	SCHM Schwab U.S. Mid-Cap ETF	0.6%	$6.4M	+1.6%	189.3K	0.6%		ETF
20	VO Vanguard Morningstar Mid-Cap Index Fund — ETF Shares	0.5%	$5.9M	+7.2%	75.6K	0.5%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing33

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.