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CIK: 0001822632
Total reported value
$1.1B
$1.1B
203 檔
55.9%
At the close of Q3 2025, Gleason Group, Inc. disclosed equity holdings valued at approximately $1.1B, spread across 203 reported holdings.
Gleason Group, Inc. executed strategic sector rebalancing during Q3 2025, establishing 4 new positions while fully exiting 2 holdings and trimming 21 positions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VTI, VXF) accounted for 55.9% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 203 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 22.18% | +0.45% | +1.61% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.83% | +0.28% | +1.95% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 12.74% | +0.93% | +2.51% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 8.98% | -0.05% | +8.73% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 6.56% | +0.09% | -3.62% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 6.50% | -0.25% | +1.31% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.33% | +0.06% | -1.68% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.15% | -0.43% | +0.84% | |
| 9 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 3.12% | -0.23% | -0.52% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.47% | -0.55% | +0.98% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.04% | +0.02% | -5.14% | |
| 12 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.99% | -0.22% | +2.47% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.44% | -0.02% | +1.94% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.06% | -0.18% | +2.56% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.89% | -0.02% | +0.42% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.88% | -0.05% | +0.60% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.72% | — | -6.58% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.67% | -0.01% | -0.22% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.55% | -0.03% | +0.22% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.52% | +0.03% | -2.81% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 0.49% | -0.02% | +0.05% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | -0.01% | -0.04% | |
| 23 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.38% | -0.01% | +0.69% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.33% | +0.03% | -6.29% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.28% | +0.02% | +2.80% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.27% | -0.03% | +0.68% | |
| 27 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.25% | +0.02% | +0.33% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.22% | — | -53.33% | |
| 29 | CTAS | Cintas CORP | Stock-Industrials | 0.21% | -0.02% | +0.22% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.19% | -0.09% | +0.89% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.17% | -0.07% | +1.21% | |
| 32 | SO | Southern Co/the | Stock-Utilities | 0.16% | -0.02% | +0.81% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.16% | +0.07% | +0.22% | |
| 34 | QCOM | Qualcomm Inc | Stock-Tech | 0.14% | +0.03% | +0.51% | |
| 35 | DE | Deere & Co | Stock-Industrials | 0.14% | — | -2.41% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.12% | +0.05% | -3.68% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.12% | -0.02% | +0.15% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.12% | — | — | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.12% | +0.02% | +0.19% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.12% | -0.01% | +0.73% | |
| 41 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.10% | -0.03% | +0.70% | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.10% | +0.02% | -8.14% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.10% | -0.02% | -0.48% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.10% | -0.01% | -9.10% | |
| 45 | C | Citigroup Inc | Stock-Financials | 0.10% | +0.01% | -12.83% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.09% | -0.01% | -4.81% | |
| 47 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.08% | — | +2.16% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.07% | -0.01% | -7.88% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.07% | -0.05% | +0.30% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.06% | -0.01% | +0.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTEB | Vanguard Tax-exempt Bond ETF | +2.4% | +0.84% | Add |
| 2 | VTES | Vanguard Sh Term Tax-ex Bond | +2.3% | -0.52% | Add |
| 3 | VYM | Vanguard High Dvd Yield ETF | +0.9% | +0.60% | Add |
| 4 | VIG | Vanguard Dividend Apprec ETF | +0.8% | +0.42% | Add |
| 5 | VXUS | Vanguard Total Intl Stock | +0.7% | +8.73% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +1.95% | Add |
| 7 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +1.94% | Add |
| 8 | SNA | Snap-on Inc | 0% | — | Add |
| 9 | GOOGL | Alphabet Inc-cl A | 0% | -6.61% | Trim |
| 10 | AAPL | Apple Inc | 0% | -8.14% | Add |
| 11 | TSLA | Tesla Inc | 0% | — | Trim |
| 12 | BLK | Blackrock Inc | 0% | +0.57% | Add |
| 13 | IVV | Ishares Core S&p 500 ETF | 0% | +0.30% | Add |
| 14 | VUG | Vanguard Growth ETF | 0% | -3.62% | Add |
| 15 | CAT | Caterpillar Inc | 0% | -3.68% | Trim |
| 16 | LVMUY | Lvmh Moet Hennessy-unsp Adr | 0% | — | Trim |
| 17 | C | Citigroup Inc | 0% | -12.83% | Trim |
| 18 | VXF | Vanguard Extended Market ETF | -0.1% | +2.51% | Add |
| 19 | BHP | Bhp Group Ltd-spon Adr | -0.1% | +2.16% | Add |
| 20 | ACN | Accenture plc | -0.1% | -12.46% | Trim |
| 21 | JNJ | Johnson & Johnson | -0.1% | +0.73% | Trim |
| 22 | QCOM | Qualcomm Inc | -0.1% | +0.51% | Add |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -4.81% | Trim |
| 24 | CSCO | Cisco Systems Inc | -0.1% | +0.22% | Add |
| 25 | WMT | Walmart Inc | -0.1% | -9.10% | Trim |
| 26 | WSM | Williams-sonoma Inc | -0.1% | +0.33% | Add |
| 27 | SCHB | Schwab US Broad Market ETF | -0.1% | +2.80% | Add |
| 28 | UPS | United Parcel Service-cl B | -0.1% | -99.68% | Trim |
| 29 | SCHA | Schwab US Small-cap ETF | -0.1% | -6.29% | Add |
| 30 | CVX | Chevron CORP | -0.2% | +1.21% | Trim |
| 31 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.2% | +0.69% | Add |
| 32 | JPM | Jpmorgan Chase & Co | -0.2% | -0.04% | Trim |
| 33 | VB | Vanguard Small-cap ETF | -0.3% | +0.05% | Trim |
| 34 | PG | Procter & Gamble Co/the | -0.3% | +0.68% | Trim |
| 35 | IXUS | Ishares Core Intl Stock ETF | -0.3% | -0.22% | Add |
| 36 | VO | Vanguard Mid-cap ETF | -0.3% | +0.22% | Trim |
| 37 | SCHM | Schwab US Mid Cap ETF | -0.3% | -2.81% | Trim |
| 38 | SCHG | Schwab US Large-cap Growth | -0.4% | -6.58% | Trim |
| 39 | BAC | Bank Of America CORP | -0.5% | -53.33% | Trim |
| 40 | SCHF | Schwab Intl Equity ETF | -0.6% | +2.56% | Trim |
| 41 | VTV | Vanguard Value ETF | -1% | +1.31% | Add |
| 42 | ITOT | Ishares Core S&p Total U.s. | -1.2% | -5.14% | Trim |
| 43 | VOO | Vanguard S&p 500 ETF | -1.3% | +1.61% | Add |
| 44 | SCHX | Schwab US Large-cap ETF | -1.9% | -1.68% | Trim |
| 45 | VGIT | Vanguard Intermediate-term T | — | NEW | New buy |
| 46 | VGLT | Vanguard Long-term Treasury | — | NEW | New buy |
| 47 | TGT | Target CORP | — | EXIT | Sold out |
| 48 | SCMB | Schwab Municipal Bond ETF | — | NEW | New buy |
| 49 | ACTU | Actuate Therapeutics Inc | — | NEW | New buy |
| 50 | RUM | Rum Group Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Gleason Group, Inc. reported a total U.S. public equity portfolio value of $1.1B across 203 disclosed positions in Q3 2025.
During Q3 2025, Gleason Group, Inc.'s top holdings by market value included VOO (22.2%)、VTI (13.8%)、VXF (12.7%). The largest single position, VOO, represented 22.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
VGIT
市值: $24.6M
Top Position Liquidated / Trimmed
TGT
前期市值: $785.1K
In Q3 2025, Gleason Group, Inc. made 50 total portfolio adjustments, initiating 4 new buys, adding to 23 positions, trimming 21 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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