IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Gleason Group, Inc.

Q1 2026 Holdings

Filed 2026-05-04 | 229 holdings | $1.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Index Funds S&P 500 ETF SHS New(VOO)COM922908363$212.1M354,99821.0%
Vanguard Total Stock Market ETF(VTI)COM922908769$138.0M430,22013.7%
Vanguard Extended Market ETF(VXF)COM922908652$130.5M634,18112.9%
Vanguard Total International Stock ETF(VXUS)COM921909768$102.4M1,327,47410.1%
Vanguard Value ETF(VTV)COM922908744$69.2M352,7146.9%
Vanguard Growth ETF(VUG)COM922908736$58.1M133,0015.8%
Vanguard Tax-Exempt Bond ETF(VTEB)COM922907746$34.7M695,3563.4%
Schwab U.S. Large-Cap ETF(SCHX)COM808524201$32.2M1,256,7743.2%
Vanguard Short-Term TAX Exempt BD ETF(VTES)COM921935870$30.3M299,5623.0%
Vanguard Intermediate-Term Treasury ETF(VGIT)COM92206C706$24.5M412,1832.4%
Vanguard Long-Term Treasury ETF(VGLT)COM92206C847$19.7M355,7202.0%
Ishares TR Core S&P TTL STK(ITOT)COM464287150$19.5M137,1291.9%
Vanguard Ftse Emerging Markets ETF(VWO)COM922042858$15.6M288,3771.5%
Schwab International Equity ETF(SCHF)COM808524805$12.5M503,8321.2%
Vanguard High Dividend Yield ETF(VYM)COM921946406$9.4M63,3230.9%
Vanguard Dividend Appreciation ETF(VIG)COM921908844$8.9M41,5000.9%
Ishares TR Core Msci Total(IXUS)COM46432F834$6.6M76,2930.7%
Schwab U.S. Large-Cap Growth ETF(SCHG)COM808524300$6.5M224,7760.6%
Schwab U.S. Mid-Cap ETF(SCHM)COM808524508$5.7M185,1360.6%
Vanguard Mid-Cap ETF(VO)COM922908629$5.3M18,6240.5%
Vanguard Small-Cap ETF(VB)COM922908751$5.0M19,2560.5%
Schwab Emerging Markets Equity ETF(SCHE)COM808524706$4.3M131,8900.4%
Schwab U.S. Small-Cap ETF(SCHA)COM808524607$3.6M123,8360.4%
JPMorgan Chase & Company(JPM)COM46625H100$3.1M10,5110.3%
Exxon Mobil Corporation(XOM)COM30231G102$2.9M17,3460.3%
Schwab U.S. Broad Market ETF(SCHB)COM808524102$2.7M107,5920.3%
Procter & Gamble Company(PG)COM742718109$2.6M17,7070.3%
Chevron Corporation(CVX)COM166764100$2.3M10,9880.2%
Bank America Corporation(BAC)COM060505104$2.1M42,4990.2%
Cisco Systems Incorporated(CSCO)COM17275R102$1.8M23,6320.2%
Southern Company(SO)COM842587107$1.7M17,7240.2%
Cintas Corporation(CTAS)COM172908105$1.7M10,0420.2%
Deere & Company(DE)COM244199105$1.7M2,9430.2%
Johnson & Johnson(JNJ)COM478160104$1.6M6,4250.2%
Caterpillar Incorporated(CAT)COM149123101$1.5M2,1050.1%
Costco Wholesale Corporation(COST)COM22160K105$1.3M1,3460.1%
Coca Cola Company(KO)COM191216100$1.3M17,5860.1%
Gilead Sciences Incorporated(GILD)COM375558103$1.3M9,2730.1%
ELI Lilly & Company(LLY)COM532457108$1.2M1,3430.1%
Williams Sonoma Incorporated(WSM)COM969904101$1.2M6,7600.1%
Ishares TR Core S&p500 ETF(IVV)COM464287200$1.2M1,8610.1%
BHP Billiton Limited Sponsored ADS(BHP)COM088606108$1.1M15,0560.1%
Qualcomm Incorporated(QCOM)COM747525103$1.1M8,5040.1%
Citigroup Incorporated COM New(C)COM172967424$1.1M9,4840.1%
Tesla Incorporated(TSLA)COM88160R101$1.0M2,6900.1%
Apple Incorporated(AAPL)COM037833100$949.4K3,7410.1%
Walmart Incorporated(WMT)COM931142103$922.8K7,4250.1%
Mcdonalds Corporation(MCD)COM580135101$727.0K2,3390.1%
Schwab Strategic TR MUN BD ETF(SCMB)COM808524649$692.4K27,1750.1%
Vanguard Ftse All-World Ex-US ETF(VEU)COM922042775$618.2K8,2320.1%
Page 1 of 5Next