Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Gleason Group, Inc.

•CIK: 1822632•Filing: Q4 2025

**Gleason Group, Inc.** manages $1.0B across a diversified portfolio of 213 positions. The strategy exhibits a strong, core-tilted exposure to broad market indices, notably anchoring significant allocations to VOO ($226.1M) and VTI ($140.9M). Further tactical weight is applied across sector and international exposures, including VXF ($127.2M) and VXUS ($95.7M). This structure suggests a systematic, low-turnover approach emphasizing established market leaders.

Total AUM

$1.0B

QoQ Performance

+2.4%

Positions

211

Top 10 Concentration

82.6%

Latest Filing

Q4 2025

Top Holdings Allocation

VOO

VTI

VXF

VXUS

VTV

VUG

VOO22.2%

VTI13.8%

VXF12.5%

VXUS9.4%

VTV6.6%

VUG6.5%

SCHX3.4%

VTEB3.1%

📈 Biggest Buys

VANGUARD TOTAL INTERNATIONAL STOCK ETF

+4.3%

9.4% of portfolio

SCHWAB INTERNATIONAL EQUITY ETF

+10.9%

1.2% of portfolio

SCHWAB U.S. LARGE-CAP ETF

+2.3%

3.4% of portfolio

VANGUARD VALUE ETF

+1.1%

6.6% of portfolio

ISHARES TR CORE S&P500 ETF

+84.9%

0.1% of portfolio

📉 Biggest Sells

VANGUARD SHORT-TERM TAX EXEMPT BD ETF

-6.9%

2.8% of portfolio

VANGUARD GROWTH ETF

-0.7%

6.5% of portfolio

ISHARES TR CORE MSCI TOTAL

-5.9%

0.6% of portfolio

ALPHABET INCORPORATED CAP STK CLASS C

-75.5%

0.0% of portfolio

BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW

-23.5%

0.1% of portfolio

Sector Breakdown

Other74.5%

ETF22.3%

Financial0.8%

Technology0.6%

Consumer0.5%

Healthcare0.4%

Industrial0.3%

Energy0.2%

🚪 Exited Positionssold since Q3 2025

NORTHERN TR CORPORATION

SOLD

$18.5K

HERON THERAPEUTICS INCORPORATED

SOLD

$8.4K

HARTFORD TOTAL RETURN BOND ETF

SOLD

$6.5K

ISHARES TR CORE US AGGBD ET

SOLD

$6.4K

PGIM ULTRA SHORT BOND ETF

SOLD

$6.4K

+16 more exited positions

Changes from Q3 2025

NEW30 new positions

↑110 increased

↓30 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

VANGUARD TOTAL STOCK MARKET ETF

VANGUARD EXTENDED MARKET ETF

VANGUARD TOTAL INTERNATIONAL STOCK ETF

VANGUARD VALUE ETF

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