DOSSIER · 13F-HR · Q3 2026

Gleason Group, Inc.

$1.1B in tracked AUM across 441 positions as of Q3 2026.

GG

CIK 0001822632 · last filed Sep 30, 2026

Total AUM

$1.1B

as of Q3 2026

Holdings

441

−8 QoQ

positions

Whale Score

72

72

strong

Activity

218

+26 new, −34 sold

changes this Q

AI Analysis · Q3 2026

Gleason Group, Inc. filed its latest 13F-HR for Q3 2026. 218 position changes this quarter — 26 new, 34 exited, 114 added, 44 trimmed.

Quarter at a glance — Q3 2026

218 material changes this filing.

VXFVANGUARD EXTENDED MARKET ETF

VOOVANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

VTESVANGUARD SHORT-TERM TAX EXEMPT BD ETF

VUGVANGUARD MORNINGSTAR GROWTH ETF

VTEBVANGUARD TAX-EXEMPT BOND ETF

VTIVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF

XOMEXXONMOBIL HOLDINGS CORPORATION COM SHS

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

$252M360K22.2%02

VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF

$163M435K14.4%03

VANGUARD EXTENDED MARKET ETF

$151M651K13.3%04

VANGUARD TOTAL INTERNATIONAL STOCK ETF

$117M1.4M10.3%05

VANGUARD MORNINGSTAR VALUE ETF

VANGUARD MORNINGSTAR GROWTH ETF

SCHWAB U.S. LARGE-CAP ETF

VANGUARD SHORT-TERM TAX EXEMPT BD ETF

VANGUARD TAX-EXEMPT BOND ETF

ISHARES TR CORE S&P TTL STK

Filing history

441 positionsView →2026Q2Jun 30

449 positionsView →2026Q1Mar 31

229 positionsView →2025Q4Dec 31

225 positionsView →2025Q3Sep 30

203 positionsLocked 2025Q2Jun 30

205 positionsLocked 2025Q1Mar 31

190 positionsLocked 2024Q4Dec 31

196 positionsLocked 2024Q3Sep 30

192 positionsLocked 2024Q2Jun 30

269 positionsLocked 2024Q1Mar 31

206 positionsLocked 2023Q4Dec 31

221 positionsLocked

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