Gleason Group, Inc.
CIK 1822632
13F filing for Q2 2026・No. 2,354
- Holdings
- US$1.15B
- Quarter change
- +US$136.28M
- Entries
- 449
- Net bought (estimate)
- +US$5.28M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 244
- Sold out 24
- Cut 34
- Added 125
- Corporate actions 6
- Unchanged 46
Largest holdings
449 stocks worth US$1.15B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFCOM | Added | 357,955 | US$245.85M | 21.46% |
| VANGUARD TOTAL STOCK MARKET ETFCOM | Added | 431,824 | US$159.79M | 13.95% |
| VANGUARD EXTENDED MARKET ETFCOM | Added | 645,027 | US$158.81M | 13.86% |
| VANGUARD TOTAL INTERNATIONAL STOCK ETFCOM | Added | 1,352,080 | US$115.59M | 10.09% |
| VANGUARD VALUE ETFCOM | Cut | 347,598 | US$75.75M | 6.61% |
| VUGVANGUARD GROWTH ETFCOM | CutSplit 6:1 | 777,251 | US$66.95M | 5.84% |
| SCHWAB U.S. LARGE-CAP ETFCOM | Added | 1,264,394 | US$37.21M | 3.25% |
| VANGUARD TAX-EXEMPT BOND ETFCOM | Cut | 681,861 | US$34.49M | 3.01% |
| VANGUARD SHORT-TERM TAX EXEMPT BD ETFCOM | Added | 312,892 | US$31.7M | 2.77% |
| ISHARES TR CORE S&P TTL STKCOM | Cut | 136,029 | US$22.35M | 1.95% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.