GW
Gibbs Wealth Management — 13F Portfolio Changes & Top Buys (Q1 2026)
Gibbs Wealth ManagementCIK: 0002081110
Diversified strategyMomentum followerHigh-turnover trader
Total reported value
$762.0M
Reporting period: 2026-03-31 · Number of holdings: 433
Gibbs Wealth Management disclosed 433 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $762.0M and a quarterly turnover rate of 67.5%.
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Personality snowflake
- Concentration
- 5.17
- Portfolio Stability
- 67.5
- Momentum
- 100
- Sector conviction
- 43.26
- Diversification
- 100
- Sizing Uniformity
- 78.63
Gibbs Wealth Management's disclosed holdings carry a Herfindahl concentration index of 0.013 — mathematically equivalent to about 77 equally-sized positions, well below its 433 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.14), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 57% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim SECT
+23.3% $1.7M
Add SPDW
+126.7% $18.2M
Add NVDA
+173.7% $12.4M
Trim LLY
+5.0% -$554.1K
Add SPYG
+133.9% $20.4M
Add SPYV
+130.1% $13.6M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 433 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.06% | +0.67% | +133.94% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.28% | +0.78% | +126.66% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.23% | +0.57% | +130.10% | |
| 4 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 2.88% | -0.05% | +84.12% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.66% | +0.76% | +173.74% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.57% | -0.39% | +60.94% | |
| 7 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 2.48% | -0.01% | +84.78% | |
| 8 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.07% | -0.09% | +79.16% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.06% | -0.24% | +66.98% | |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.71% | +0.32% | +132.23% | |
| 11 | SECT | Main Sector Rotation ETF | ETF-Other | 1.68% | -1.01% | +23.32% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.52% | +0.21% | +120.90% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | -0.54% | +73.32% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.39% | +0.18% | +116.25% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.32% | -0.55% | +54.06% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.31% | +0.13% | +134.18% | |
| 17 | ADI | Analog Devices Inc | Stock-Tech | 1.24% | +1.24% | NEW | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.21% | -0.34% | +43.61% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | +0.50% | +296.26% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.08% | +0.37% | +234.40% | |
| 21 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.95% | -0.15% | +59.00% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | -0.20% | +75.17% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.87% | +0.87% | NEW | |
| 24 | AMAT | Applied Materials Inc | Stock-Tech | 0.80% | +0.52% | +359.98% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | -0.17% | +74.44% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.78% | -0.45% | +58.18% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | -0.19% | +64.69% | |
| 28 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.74% | +0.07% | +114.53% | |
| 29 | BA | Boeing Co/the | Stock-Industrials | 0.74% | +0.23% | +214.30% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.72% | +0.42% | +312.98% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | -0.74% | +4.98% | |
| 32 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.63% | +0.04% | +59.92% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | +0.17% | +187.28% | |
| 34 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.55% | -0.12% | +53.73% | |
| 35 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.54% | -0.50% | +31.97% | |
| 36 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.53% | +0.12% | +141.37% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.49% | +0.11% | +127.25% | |
| 38 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.49% | +0.03% | +96.49% | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.47% | +0.13% | +249.01% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.46% | +0.15% | +112.92% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.45% | +0.22% | +252.42% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.43% | -0.22% | +19.47% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.10% | +151.87% | |
| 44 | PM | Philip Morris International | Stock-Consumer Staples | 0.40% | +0.06% | +110.43% | |
| 45 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.39% | +0.11% | +95.71% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.38% | +0.38% | NEW | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.33% | +0.19% | +357.25% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.33% | -0.02% | +111.80% | |
| 49 | WFC | Wells Fargo & Co | Stock-Financials | 0.33% | -0.09% | +74.75% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.33% | -0.51% | -17.11% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+2.1%
Performance Last 4 Quarters
+11.8%
- Stdev
- +9.2%
- Beta
- +0.74
- Alpha
- -1.9%
- Max Drawdown
- -6.1%
- Annualized Perf
- +12.2%
- Batting Avg vs S&P
- +29.6%
- Sortino
- +2.32
- Stutzer
- +0.37
- Treynor
- +0.16
- Sterling
- +0.78
- Calmar
- +1.99
- Information Ratio
- -1.64
- Tracking Error
- +4.1%
- Stdev Down
- +5.1%
- Winning Months %
- +70.4%
- Losing Months %
- +29.6%
- Best 12 Months
- +18%
- Worst 12 Months
- +7.8%
- Efficiency Ratio
- +0.49
- Sharpe
- +1.29
- Stdev Sectors
- +7%
- Skewness
- -0.34
- Kurtosis
- +0.22
- Upside Potential
- +3.75
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Holding changes this quarter
Gibbs Wealth Management's most significant position changes for 2026-03-31: New buy: Analog Devices Inc (ADI); New buy: Costco Wholesale CORP (COST); New buy: Berkshire Hathaway Inc-cl A (BRK-A); New buy: AstraZeneca PLC (AZN); New buy: State Street Spdr S&p Intern (GWX).
Showing top 200 changes by size (of 454 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.8% | +126.66% | Add |
| 2 | NVDA | Nvidia CORP | +0.8% | +173.74% | Add |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.7% | +133.94% | Add |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.6% | +130.10% | Add |
| 5 | AMAT | Applied Materials Inc | +0.5% | +359.98% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.5% | +296.26% | Add |
| 7 | NFLX | Netflix Inc | +0.4% | +312.98% | Add |
| 8 | TSLA | Tesla Inc | +0.4% | +234.40% | Add |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.3% | +132.23% | Add |
| 10 | BA | Boeing Co/the | +0.2% | +214.30% | Add |
| 11 | MCD | Mcdonald's CORP | +0.2% | +252.42% | Add |
| 12 | SPEM | State Street Sp Ptf Em ETF | +0.2% | +120.90% | Add |
| 13 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | +357.25% | Add |
| 14 | AAPL | Apple Inc | +0.2% | +116.25% | Add |
| 15 | T | At&t Inc | +0.2% | +323.10% | Add |
| 16 | JPM | Jpmorgan Chase & Co | +0.2% | +187.28% | Add |
| 17 | NVS | Novartis Ag-sponsored Adr | +0.2% | +331.93% | Add |
| 18 | CVX | Chevron CORP | +0.2% | +112.92% | Add |
| 19 | MNST | Monster Beverage CORP | +0.2% | +300.44% | Add |
| 20 | VEA | Vanguard Ftse Developed ETF | +0.1% | +393.72% | Add |
| 21 | SNA | Snap-on Inc | +0.1% | +528.55% | Add |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | +134.18% | Add |
| 23 | CRM | Salesforce Inc | +0.1% | +249.01% | Add |
| 24 | REGN | Regeneron Pharmaceuticals | +0.1% | +326.25% | Add |
| 25 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.1% | +141.37% | Add |
| 26 | GLD | Spdr Gold Shares | +0.1% | +127.25% | Add |
| 27 | STRL | Sterling Infrastructure Inc | +0.1% | +95.71% | Add |
| 28 | ABBV | Abbvie Inc | +0.1% | +178.46% | Add |
| 29 | STZ | Constellation Brands Inc-a | +0.1% | +183.89% | Add |
| 30 | SHEL | Shell Plc-adr | +0.1% | +148.99% | Add |
| 31 | IVV | Ishares Core S&p 500 ETF | +0.1% | +151.87% | Add |
| 32 | ADSK | Autodesk Inc | +0.1% | +271.79% | Add |
| 33 | TTE | TotalEnergies SE | +0.1% | +276.40% | Add |
| 34 | TMO | Thermo Fisher Scientific Inc | +0.1% | +300.78% | Add |
| 35 | CAT | Caterpillar Inc | +0.1% | +131.72% | Add |
| 36 | JQUA | Jpmorgan US Quality Factor | +0.1% | +114.53% | Add |
| 37 | MOD | Modine Manufacturing Co | +0.1% | +65.16% | Add |
| 38 | PM | Philip Morris International | +0.1% | +110.43% | Add |
| 39 | CSX | Csx CORP | +0.1% | +115.16% | Add |
| 40 | AIG | American International Group | +0.1% | +147.73% | Add |
| 41 | MRK | Merck & Co. Inc. | +0.1% | +147.20% | Add |
| 42 | KO | Coca-cola Co/the | +0.1% | +171.82% | Add |
| 43 | EXPD | Expeditors Intl Wash Inc | +0.1% | +295.61% | Add |
| 44 | MDLZ | Mondelez International Inc-a | +0.1% | +201.32% | Add |
| 45 | NVT | nVent Electric plc | +0.1% | +203.58% | Add |
| 46 | PCG | P G & E CORP | +0.1% | +103.50% | Add |
| 47 | GLW | Corning Inc | +0.1% | +49.69% | Add |
| 48 | MPC | Marathon Petroleum CORP | +0.1% | +83.16% | Add |
| 49 | VUG | Vanguard Growth ETF | +0.1% | +298.01% | Add |
| 50 | SEIC | Sei Investments Company | +0.1% | +280.90% | Add |
1–50 of 200
Filing History
FAQ
What is Gibbs Wealth Management and what type of investor is it?
Gibbs Wealth Management is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $762.0M, spread across 433 disclosed positions.
What are Gibbs Wealth Management's largest equity positions?
Based on the latest 13F filing, Gibbs Wealth Management's top holdings by market value are:
1. Ss Spdr P S&p 500 Growth ETF (SPYG) — $38.6M (5.1%)
2. Ste Str Spdr Pt Dw EU ETF (SPDW) — $32.6M (4.3%)
3. Ss Spdr P S&p 500 Value ETF (SPYV) — $24.6M (3.2%)
4. Ishares 0-5 Yr Hy CORP Bond (SHYG) — $21.9M (2.9%)
5. Nvidia CORP (NVDA) — $20.3M (2.7%)
What changes did Gibbs Wealth Management make in its most recent portfolio filing?
In the latest reported quarter, Gibbs Wealth Management made 200 notable position adjustments: 66 new positions were initiated, 114 existing holdings were added to, 7 positions were partially reduced, and 13 were completely exited. The largest of these moves: New buy: Analog Devices Inc (ADI); New buy: Costco Wholesale CORP (COST); New buy: Berkshire Hathaway Inc-cl A (BRK-A); New buy: AstraZeneca PLC (AZN); New buy: State Street Spdr S&p Intern (GWX)
What sectors does Gibbs Wealth Management focus on?
Gibbs Wealth Management is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 26.6%
• Industrials: 13.0%
• Health Care: 12.4%
• Financials: 12.1%
• Consumer Discretionary: 10.2%
• Communication Services: 9.6%
Investment Profile
Gibbs Wealth Management returned an annualized 12.2% over the trailing 27 months — underperforming the S&P 500 by 1.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.74 (less volatile than the market) and a 30% quarterly batting average against the index.
Its portfolio is broadly diversified and fast-trading.
Its turnover score has risen from 20 to 68 over the past 4 quarters — a shift toward more active trading.
It has added to its SPDW position over the past two quarters (+$18.6M, now $32.6M), while trimming MA over the same stretch (-$1.7M, still holding $2.5M).
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