13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002081110
Total reported value
$762.0M
$762.0M
328 檔
9.2%
In Q3 2025, Gibbs Wealth Management's U.S. equity holdings reached a combined market value of $762.0M, distributed across 328 disclosed stock positions.
Gibbs Wealth Management executed strategic sector rebalancing during Q3 2025, establishing 9 new positions while fully exiting 6 holdings and trimming 21 positions.
Showing top 200 holdings (of 328 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 | 4.17% | +0.67% | -29.73% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.17% | +0.78% | -16.43% | |
| 3 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.96% | -0.39% | -33.04% | |
| 4 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 2.93% | -0.05% | +3.04% | |
| 5 | SECT | Main Sector Rotation ETF | ETF-Other | 2.62% | -1.01% | +545.49% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.46% | +0.57% | -12.27% | |
| 7 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 2.46% | -0.01% | -19.53% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.30% | -0.24% | -26.34% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.27% | -0.54% | -17.11% | |
| 10 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.19% | -0.09% | +2.06% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.95% | +0.76% | +8.99% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 1.92% | -0.45% | -28.29% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.75% | -0.55% | -22.11% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.39% | -0.34% | -10.12% | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.27% | +0.32% | -14.60% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.21% | +0.21% | -23.01% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.19% | -0.20% | -22.59% | |
| 18 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.16% | -0.50% | -13.85% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.13% | +0.18% | -20.74% | |
| 20 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.10% | -0.15% | -19.50% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.08% | -0.74% | -11.59% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.03% | +0.13% | -17.69% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.97% | -0.19% | +277.66% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.94% | -0.51% | -15.15% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | -0.17% | -33.08% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.69% | +0.42% | -26.74% | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.69% | +0.04% | +22.91% | |
| 28 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.68% | -0.12% | -17.49% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 0.66% | -0.22% | -22.14% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | +0.37% | -27.89% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | +0.50% | -15.42% | |
| 32 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.56% | +0.07% | -33.23% | |
| 33 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.53% | -0.25% | -13.92% | |
| 34 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.53% | -0.31% | -20.86% | |
| 35 | CSMD | Congress Smid Growth ETF | ETF-Other | 0.52% | -0.26% | -11.75% | |
| 36 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.50% | -0.27% | -26.43% | |
| 37 | ZTS | Zoetis Inc | Stock-Healthcare | 0.49% | -0.23% | -14.85% | |
| 38 | MSCI | Msci Inc | Stock-Financials | 0.49% | -0.26% | -13.15% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | -0.15% | -16.83% | |
| 40 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.48% | -0.23% | +51.41% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.47% | -0.13% | -53.56% | |
| 42 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.45% | +0.03% | -21.81% | |
| 43 | AON | Aon plc | Stock-Financials | 0.45% | -0.24% | -30.49% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | -0.11% | -20.06% | |
| 45 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.42% | -0.12% | -10.93% | |
| 46 | NOW | Servicenow Inc | Stock-Tech | 0.41% | -0.13% | -14.70% | |
| 47 | BA | Boeing Co/the | Stock-Industrials | 0.41% | +0.23% | -22.17% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | +0.17% | -24.85% | |
| 49 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 0.40% | -0.07% | -17.88% | |
| 50 | PHYL | Pgim Active High Yield Bond | ETF-High Yield | 0.39% | -0.19% | -14.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | +8.99% | Add |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.1% | -10.12% | Add |
| 3 | AVGO | Broadcom Inc | +0.9% | +277.66% | Add |
| 4 | ORCL | Oracle CORP | +0.7% | -28.29% | Trim |
| 5 | MSFT | Microsoft CORP | +0.5% | -17.11% | Trim |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.4% | -16.43% | Add |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.4% | -29.73% | Trim |
| 8 | SHOP | Shopify Inc - Class A | +0.4% | -13.85% | Trim |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.3% | -12.27% | Add |
| 10 | TSLA | Tesla Inc | +0.3% | -27.89% | Add |
| 11 | CW | Curtiss-wright CORP | +0.3% | -19.98% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.3% | -17.69% | Trim |
| 13 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.3% | -14.60% | Add |
| 14 | HLI | Houlihan Lokey Inc | +0.3% | +51.41% | Add |
| 15 | STRL | Sterling Infrastructure Inc | +0.2% | -21.19% | Trim |
| 16 | SPEM | State Street Sp Ptf Em ETF | +0.2% | -23.01% | Add |
| 17 | UBER | Uber Technologies Inc | +0.2% | +160.44% | Add |
| 18 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.2% | +3.04% | Add |
| 19 | GLD | Spdr Gold Shares | +0.2% | -1.36% | Add |
| 20 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | +2.06% | Add |
| 21 | RYAN | Ryan Specialty Holdings Inc | -0.2% | -21.20% | Trim |
| 22 | COO | Cooper Cos Inc/the | -0.3% | -55.27% | Trim |
| 23 | V | Visa Inc-class A Shares | -0.3% | -22.59% | Trim |
| 24 | BRO | Brown & Brown Inc | -0.3% | -66.94% | Trim |
| 25 | ADBE | Adobe Inc | -0.3% | -56.35% | Trim |
| 26 | ABT | Abbott Laboratories | -0.4% | -53.56% | Trim |
| 27 | AMZN | Amazon.com Inc | -0.4% | -22.11% | Trim |
| 28 | SPMB | Ss Spdr P Mort Back Bond ETF | -0.4% | -19.53% | Trim |
| 29 | JNK | Ss Spdr Bb High Yield Bond | -0.5% | -68.97% | Trim |
| 30 | VCIT | Vanguard Int-term Corporate | -0.6% | -26.34% | Trim |
| 31 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | -0.6% | -73.16% | Trim |
| 32 | TMO | Thermo Fisher Scientific Inc | -0.6% | -88.60% | Trim |
| 33 | AAPL | Apple Inc | -0.7% | -20.74% | Trim |
| 34 | JPST | Jpmorgan Ultra-short Income | -1.1% | -5.11% | Trim |
| 35 | GOVT | Ishares US Treasury Bond ETF | -1.2% | -33.04% | Trim |
| 36 | CPRT | Copart Inc | — | EXIT | Sold out |
| 37 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 38 | EME | Emcor Group Inc | — | NEW | New buy |
| 39 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 40 | AAON | Aaon Inc | — | EXIT | Sold out |
| 41 | SNPS | Synopsys Inc | — | NEW | New buy |
| 42 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 43 | NET | Cloudflare Inc - Class A | — | NEW | New buy |
| 44 | WTS | Watts Water Technologies-a | — | EXIT | Sold out |
| 45 | GWRE | Guidewire Software Inc | — | NEW | New buy |
| 46 | INTU | Intuit Inc | — | NEW | New buy |
| 47 | RELX | Relx PLC - Spon Adr | — | NEW | New buy |
| 48 | PBH | Prestige Consumer Healthcare | — | EXIT | Sold out |
| 49 | STZ | Constellation Brands Inc-a | — | NEW | New buy |
| 50 | TIP | Ishares Tips Bond ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Gibbs Wealth Management reported a total U.S. public equity portfolio value of $762.0M across 328 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYG, SPDW, GOVT) accounted for 9.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
IDXX
市值: $1.4M
Top Position Liquidated / Trimmed
CPRT
前期市值: $1.6M
During Q3 2025, Gibbs Wealth Management's top holdings by market value included SPYG (4.2%)、SPDW (3.2%)、GOVT (3.0%). The largest single position, SPYG, represented 4.2% of total portfolio value.
In Q3 2025, Gibbs Wealth Management made 50 total portfolio adjustments, initiating 9 new buys, adding to 14 positions, trimming 21 holdings, and fully liquidating 6 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.