Andrea Gleason

Gleason Group, Inc.

Assets Managed

$1.146B

Holdings

449

Last Quarter

2026 - Q2

Filed Date

2d ago

Growth Rate

13.5%(2Q avg: 6.25%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Gleason Group, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 449 positions.

Assets under management

The assets under management (AUM) of Gleason Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.146B in assets, with a quarterly growth rate of 13.5% and a 2-quarter average growth rate of 6.25%. The portfolio is managed by Andrea Gleason, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VOO Vanguard S&p 500 Etf Recent Activity Increased 0.84%	21.46%	$245.847M 357,955 shares@ $686.81 avg price	Increased 0.84%
VTI Vanguard Total Stock Mkt Etf Recent Activity Increased 0.38%	13.95%	$159.792M 431,824 shares@ $370.04 avg price	Increased 0.38%
VXF Vanguard Extended Market Etf Recent Activity Increased 1.72%	13.87%	$158.812M 645,027 shares@ $246.22 avg price	Increased 1.72%
VXUS Vanguard Total Intl Stock Recent Activity Increased 1.86%	10.09%	$115.589M 1.352M shares@ $85.49 avg price	Increased 1.86%
VTV Vanguard Value Etf Recent Activity Decreased -1.45%	6.62%	$75.752M 347,598 shares@ $217.94 avg price	Decreased -1.45%
VUG Vanguard Growth Etf Recent Activity Increased 484.4%	5.85%	$66.952M 777,251 shares@ $86.15 avg price	Increased 484.4%
SCHX Schwab Us Large-cap Etf Recent Activity Increased 0.61%	3.25%	$37.211M 1.264M shares@ $29.43 avg price	Increased 0.61%
VTEB Vanguard Tax-exempt Bond Etf Recent Activity Decreased -1.94%	3.02%	$34.489M 681,861 shares@ $50.59 avg price	Decreased -1.94%
VTES Vanguard Sh Term Tax-ex Bond Recent Activity Increased 4.45%	2.77%	$31.699M 312,892 shares@ $101.32 avg price	Increased 4.45%
ITOT Ishares Core S&p Total U.s. Recent Activity Decreased -0.8%	1.96%	$22.345M 136,029 shares@ $164.27 avg price	Decreased -0.8%

1-10 of 449