Gleason Group, Inc. - Portfolio overview

Gleason Group, Inc. has 232 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW, 21.00%
2. VTI - VANGUARD TOTAL STOCK MARKET ETF, 13.66%
3. VXF - VANGUARD EXTENDED MARKET ETF, 12.92%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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