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CIK: 0002081110
Total reported value
$762.0M
$762.0M
324 檔
8.9%
According to the latest 13F quarterly dataset, Gibbs Wealth Management managed an equity portfolio of $762.0M at the end of Q4 2025, spanning 324 distinct U.S. exchange-listed positions.
In Q4 2025, Gibbs Wealth Management adopted a defensive or profit-taking posture, trimming 32 positions and completely liquidating 6 holdings to manage risk exposure.
Showing top 200 holdings (of 324 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 | 4.39% | +0.67% | -4.63% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.50% | +0.78% | -3.79% | |
| 3 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.96% | -0.39% | -6.43% | |
| 4 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 2.93% | -0.05% | -5.88% | |
| 5 | SECT | Main Sector Rotation ETF | ETF-Other | 2.69% | -1.01% | -6.38% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.66% | +0.57% | -3.81% | |
| 7 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 2.49% | -0.01% | -5.70% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.30% | -0.24% | -6.27% | |
| 9 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.16% | -0.09% | -6.90% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.98% | -0.54% | -12.12% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.90% | +0.76% | -8.22% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.87% | -0.55% | -11.40% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.55% | -0.34% | +4.72% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.46% | -0.74% | -9.86% | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.39% | +0.32% | -3.89% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.31% | +0.21% | -2.19% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.23% | -0.45% | -15.14% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.21% | +0.18% | -1.56% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.18% | +0.13% | -20.45% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.14% | -0.20% | -12.74% | |
| 21 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.10% | -0.15% | -6.24% | |
| 22 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.04% | -0.50% | -23.76% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.97% | -0.17% | -9.30% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.95% | -0.19% | -12.67% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.84% | -0.51% | -17.26% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.71% | +0.37% | +2.06% | |
| 27 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.67% | +0.07% | +9.64% | |
| 28 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.67% | -0.12% | -8.46% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 0.65% | -0.22% | -17.95% | |
| 30 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.59% | +0.04% | -13.18% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | +0.50% | -2.57% | |
| 32 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.52% | -0.25% | -8.46% | |
| 33 | CSMD | Congress Smid Growth ETF | ETF-Other | 0.51% | -0.26% | -8.11% | |
| 34 | BA | Boeing Co/the | Stock-Industrials | 0.51% | +0.23% | +7.23% | |
| 35 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.48% | -0.27% | -20.69% | |
| 36 | RY | Royal Bank Of Canada | Stock-Financials | 0.48% | -0.16% | +0.23% | |
| 37 | MSCI | Msci Inc | Stock-Financials | 0.46% | -0.26% | -12.63% | |
| 38 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.46% | +0.03% | -4.53% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.15% | -17.10% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | +0.17% | -5.47% | |
| 41 | WFC | Wells Fargo & Co | Stock-Financials | 0.42% | -0.09% | -7.77% | |
| 42 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.42% | -0.31% | -20.31% | |
| 43 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.41% | +0.12% | -4.65% | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.41% | -0.12% | -13.35% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.40% | -0.11% | -16.69% | |
| 46 | ASML | ASML Holding N.V. | Stock-Tech | 0.39% | -0.18% | +18.43% | |
| 47 | PHYL | Pgim Active High Yield Bond | ETF-High Yield | 0.39% | -0.19% | -6.46% | |
| 48 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 0.39% | -0.07% | -7.95% | |
| 49 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.39% | -0.23% | -15.59% | |
| 50 | AON | Aon plc | Stock-Financials | 0.38% | -0.24% | -18.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.4% | -9.86% | Trim |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.3% | -3.79% | Trim |
| 3 | ISRG | Intuitive Surgical Inc | +0.3% | +312.71% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | -9.30% | Trim |
| 5 | CRM | Salesforce Inc | +0.2% | +142.19% | Add |
| 6 | ASML | ASML Holding N.V. | +0.2% | +18.43% | Add |
| 7 | FCX | Freeport-mcmoran Inc | +0.1% | +6.97% | Add |
| 8 | SECT | Main Sector Rotation ETF | +0.1% | -6.38% | Trim |
| 9 | SPMB | Ss Spdr P Mort Back Bond ETF | 0% | -5.70% | Trim |
| 10 | GOVT | Ishares US Treasury Bond ETF | — | -6.43% | Trim |
| 11 | SHYG | Ishares 0-5 Yr Hy CORP Bond | — | -5.88% | Trim |
| 12 | VCIT | Vanguard Int-term Corporate | — | -6.27% | Trim |
| 13 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | 0% | -6.90% | Trim |
| 14 | NVDA | Nvidia CORP | -0.1% | -8.22% | Trim |
| 15 | V | Visa Inc-class A Shares | -0.1% | -12.74% | Trim |
| 16 | LGND | Ligand Pharmaceuticals | -0.1% | -47.21% | Trim |
| 17 | CVLT | Commvault Systems Inc | -0.1% | -6.32% | Trim |
| 18 | GWRE | Guidewire Software Inc | -0.1% | -26.01% | Trim |
| 19 | CSGP | Costar Group Inc | -0.1% | -13.43% | Trim |
| 20 | P | Everpure Inc-a | -0.1% | -26.65% | Trim |
| 21 | HLI | Houlihan Lokey Inc | -0.1% | -15.59% | Trim |
| 22 | SONY | Sony Group CORP - Sp Adr | -0.1% | -22.70% | Trim |
| 23 | RYAN | Ryan Specialty Holdings Inc | -0.1% | -29.89% | Trim |
| 24 | MA | Mastercard Inc - A | -0.1% | -17.26% | Trim |
| 25 | VZ | Verizon Communications Inc | -0.1% | -13.18% | Trim |
| 26 | STRL | Sterling Infrastructure Inc | -0.1% | -24.34% | Trim |
| 27 | GLDM | Spdr Gold Minishares Trust | -0.1% | -61.56% | Trim |
| 28 | HEI-A | Heico Corp-class A | -0.1% | -40.22% | Trim |
| 29 | SAP | Sap Se-sponsored Adr | -0.1% | -20.31% | Trim |
| 30 | ZTS | Zoetis Inc | -0.1% | -17.07% | Trim |
| 31 | SHOP | Shopify Inc - Class A | -0.1% | -23.76% | Trim |
| 32 | SE | Sea Ltd-adr | -0.1% | -21.43% | Trim |
| 33 | OLLI | Ollie's Bargain Outlet Holdi | -0.2% | -70.87% | Trim |
| 34 | ABT | Abbott Laboratories | -0.2% | -43.08% | Trim |
| 35 | MSFT | Microsoft CORP | -0.3% | -12.12% | Trim |
| 36 | NFLX | Netflix Inc | -0.4% | +444.18% | Add |
| 37 | ORCL | Oracle CORP | -0.7% | -15.14% | Trim |
| 38 | UL | Unilever PLC | — | EXIT | Sold out |
| 39 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 40 | WDAY | Workday Inc-class A | — | EXIT | Sold out |
| 41 | RELX | Relx PLC - Spon Adr | — | EXIT | Sold out |
| 42 | RGEN | Repligen CORP | — | NEW | New buy |
| 43 | EAT | Brinker International Inc | — | NEW | New buy |
| 44 | EPAC | Enerpac Tool Group CORP | — | NEW | New buy |
| 45 | ITGR | Integer Holdings CORP | — | EXIT | Sold out |
| 46 | KEX | Kirby CORP | — | NEW | New buy |
| 47 | FDS | Factset Research Systems Inc | — | EXIT | Sold out |
| 48 | TGTX | Tg Therapeutics Inc | — | NEW | New buy |
| 49 | AZTA | Azenta Inc | — | NEW | New buy |
| 50 | CNS | Cohen & Steers Inc | — | 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 324 disclosed positions in Q4 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 8.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $1.2M
Top Position Liquidated / Trimmed
UL
前期市值: $1.5M
During Q4 2025, Gibbs Wealth Management's top holdings by market value included SPYG (4.4%)、SPDW (3.5%)、GOVT (3.0%). The largest single position, SPYG, represented 4.4% of total portfolio value.
In Q4 2025, Gibbs Wealth Management made 50 total portfolio adjustments, initiating 7 new buys, adding to 5 positions, trimming 32 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.
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