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Andrea Gleason

Gleason Group, Inc.

Assets Managed
$1.01B
Holdings
229
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
-1%(2Q avg: 0.72%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Gleason Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 229 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.01B in assets, with a quarterly growth rate of -1% and a 2-quarter average growth rate of 0.72%. The portfolio is managed by Andrea Gleason, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -1.55%
21.02%
$212.129M
354,998 shares@ $597.55 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 2.36%
13.68%
$138.019M
430,220 shares@ $320.82 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Increased 4.29%
12.93%
$130.515M
634,181 shares@ $205.81 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 4.66%
10.14%
$102.361M
1.327M shares@ $77.11 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 0.59%
6.86%
$69.203M
352,714 shares@ $196.21 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -1.58%
5.76%
$58.093M
133,001 shares@ $436.79 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
Increased 10.49%
3.44%
$34.691M
695,356 shares@ $49.9 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -2.38%
3.2%
$32.224M
1.257M shares@ $25.65 avg price
VTES
Vanguard Sh Term Tax-ex Bond
Recent Activity
Increased 5.69%
3.01%
$30.298M
299,562 shares@ $101.14 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 0.62%
2.44%
$24.545M
412,183 shares@ $59.55 avg price

1-10 of 229