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CIK: 0002081110
Total reported value
$762.0M
$762.0M
367 檔
11.3%
According to the latest 13F quarterly dataset, Gibbs Wealth Management managed an equity portfolio of $762.0M at the end of Q2 2025, spanning 367 distinct U.S. exchange-listed positions.
During Q2 2025, Gibbs Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 367 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 | 4.61% | +0.67% | +28.61% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.75% | -0.39% | +12.31% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.06% | +0.78% | +24.85% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.63% | -0.24% | +12.33% | |
| 5 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 2.56% | -0.01% | +11.46% | |
| 6 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 2.41% | -0.05% | +8.39% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.26% | +0.57% | +30.29% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.24% | -0.54% | +16.49% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.91% | -0.55% | -3.93% | |
| 10 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.80% | -0.09% | +11.46% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 1.77% | -0.45% | +12.82% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.36% | -0.20% | +12.55% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.31% | -0.34% | +427.16% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.29% | +0.76% | +53.32% | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.22% | +0.21% | +40.63% | |
| 16 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.16% | -0.15% | +12.50% | |
| 17 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.16% | +0.32% | +36.05% | |
| 18 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.15% | +0.12% | +32.86% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.07% | -0.74% | +5.86% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.98% | +0.18% | -25.44% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 0.94% | -0.51% | +9.93% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 0.89% | +0.42% | +21.29% | |
| 23 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.89% | -0.50% | +15.31% | |
| 24 | ABT | Abbott Laboratories | Stock-Healthcare | 0.88% | -0.13% | +25.97% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | +0.13% | +9.93% | |
| 26 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.70% | -0.12% | +4.05% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | -0.17% | +21.22% | |
| 28 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.68% | +0.07% | +28.54% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | +0.87% | NEW | |
| 30 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.64% | -0.31% | +9.19% | |
| 31 | ADBE | Adobe Inc | Stock-Tech | 0.63% | -0.26% | EXIT | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | +0.50% | +26.60% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.63% | -0.22% | +4.79% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.55% | +0.37% | +51.30% | |
| 35 | AON | Aon plc | Stock-Financials | 0.55% | -0.24% | +16.85% | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.53% | +0.09% | +12.23% | |
| 37 | ZTS | Zoetis Inc | Stock-Healthcare | 0.52% | -0.23% | +14.00% | |
| 38 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.52% | -0.25% | +15.02% | |
| 39 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.49% | +0.03% | +17.97% | |
| 40 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.49% | -0.13% | -9.50% | |
| 41 | MSCI | Msci Inc | Stock-Financials | 0.48% | -0.26% | +20.96% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | -0.15% | +3.15% | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.47% | +0.04% | +9.93% | |
| 44 | CSMD | Congress Smid Growth ETF | ETF-Other | 0.47% | -0.26% | +8.53% | |
| 45 | NOW | Servicenow Inc | Stock-Tech | 0.46% | -0.13% | +29.30% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.45% | -0.11% | -3.17% | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.44% | +0.06% | +7.14% | |
| 48 | BA | Boeing Co/the | Stock-Industrials | 0.43% | +0.23% | +14.01% | |
| 49 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.43% | -0.12% | +75.97% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.43% | -0.02% | +11.84% |
According to official SEC Form 13F filings, Gibbs Wealth Management reported a total U.S. public equity portfolio value of $762.0M across 367 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYG, GOVT, SPDW) accounted for 11.3% of total reported equity market value during Q2 2025.
During Q2 2025, Gibbs Wealth Management's top holdings by market value included SPYG (4.6%)、GOVT (3.8%)、SPDW (3.1%). The largest single position, SPYG, represented 4.6% of total portfolio value.
In Q2 2025, Gibbs Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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