Gleason Group
Gleason Group reported 441 stocks worth $1.1B in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are VOO (22.2%), VTI (14.3%) and VXF (13.3%). Compared with Q2 2026, the fund opened new positions in XOM, IJR and MDY, added to VOO, VTI and VXF, trimmed VTV, VUG and VTEB and sold out of XOM, VTWV and OHI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $252M | 22.2% | 360K | +1,551 (+0%) | 8 of 8 | |
| 2 |  VTI Vanguard Total Stock Market ETF | $163M | 14.3% | 435K | +3,152 (+1%) | 8 of 8 | |
| 3 |  VXF Vanguard Index Fds | $151M | 13.3% | 651K | +6,444 (+1%) | 8 of 8 | |
| 4 |  VXUS Vanguard Star Fds | $117M | 10.3% | 1.4M | +20K (+2%) | 8 of 8 | |
| 5 |  VTV Vanguard Index Fds | $74.2M | 6.5% | 343K | −4,190 (−1%) | 8 of 8 | |
| 6 |  VUG Vanguard Index Fds | $63.1M | 5.6% | 701K | −77K (−10%) | 8 of 8 | |
| 7 |  SCHX Schwab US Large Cap ETF | $38.5M | 3.4% | 1.3M | +20K (+2%) | 8 of 8 | |
| 8 |  VTES Van Sht TX Expt Bnd | $35.6M | 3.1% | 361K | +48K (+15%) | 8 of 8 | |
| 9 |  VTEB Vanguard Mun BD Fds | $31M | 2.7% | 654K | −28K (−4%) | 7 of 8 | |
| 10 |  ITOT Ishares TR | $22.5M | 2.0% | 135K | −600 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $2.3M | 17K |
 VTWV Vanguard Scottsdale Fds | $151K | 772 |
 OHI Omega Healthcare Invs Inc | $118K | 2,464 |
 ED Consolidated Edison Inc | $85K | 764 |
 D Dominion Energy Inc | $68K | 1,002 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Gleason Group 13F FAQ
What does Gleason Group own?
Gleason Group reported 441 stocks worth $1.1B in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are VOO (22.2%), VTI (14.3%) and VXF (13.3%). The table above lists every position in the filing (the top 10 without an account).
What did Gleason Group buy and sell in Q3 2026?
Compared with Q2 2026: 23 new positions, 112 added to, 43 trimmed and 34 sold out. New positions include XOM, IJR and MDY. It sold all of XOM, VTWV and OHI.
When will Gleason Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Gleason Group's portfolio worth?
The Q3 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.