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CIK: 0002081110
Total reported value
$954.6M
$954.6M
430 檔
14.5%
As reported in its official Q1 2026 Form 13F filing, Gibbs Wealth Management's tracked investment portfolio stood at $954.6M with 430 total positions.
In Q1 2026, Gibbs Wealth Management displayed an active expansion posture, initiating 66 new positions and adding to 114 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 430 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% | +0.11% | +133.94% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.28% | -0.68% | +126.66% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.23% | +0.09% | +130.10% | |
| 4 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 2.88% | -0.11% | +84.12% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.66% | +0.57% | +173.74% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.57% | -0.14% | +60.94% | |
| 7 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 2.48% | -0.11% | +84.78% | |
| 8 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.07% | -0.18% | +79.16% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.06% | -0.09% | +66.98% | |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.71% | -0.11% | +132.23% | |
| 11 | SECT | Main Sector Rotation ETF | ETF-Other | 1.68% | -0.25% | +23.32% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.52% | +0.03% | +120.90% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | +0.64% | +73.32% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.39% | +0.46% | +116.25% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.32% | +0.37% | +54.06% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.31% | +0.06% | +134.18% | |
| 17 | ADI | Analog Devices Inc | Stock-Tech | 1.24% | -0.18% | — | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.21% | -0.01% | +43.61% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | +0.36% | +296.26% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.08% | -0.18% | +234.40% | |
| 21 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.95% | -0.02% | +59.00% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | +0.03% | +75.17% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.87% | -0.07% | — | |
| 24 | AMAT | Applied Materials Inc | Stock-Tech | 0.80% | -0.45% | +359.98% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | +0.02% | +74.44% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.78% | -0.03% | +58.18% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | +0.11% | +64.69% | |
| 28 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.74% | -0.01% | +114.53% | |
| 29 | BA | Boeing Co/the | Stock-Industrials | 0.74% | -0.11% | +214.30% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.72% | +0.01% | +312.98% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | -0.04% | +4.98% | |
| 32 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.63% | +0.01% | +59.92% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | — | +187.28% | |
| 34 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.55% | -0.06% | +53.73% | |
| 35 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.54% | +0.06% | +31.97% | |
| 36 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.53% | -0.10% | +141.37% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.49% | -0.10% | +127.25% | |
| 38 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.49% | — | +96.49% | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.47% | +0.07% | +249.01% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.46% | +0.10% | +112.92% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.45% | -0.08% | +252.42% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.43% | — | +19.47% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | -0.02% | +151.87% | |
| 44 | PM | Philip Morris International | Stock-Consumer Staples | 0.40% | — | +110.43% | |
| 45 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.39% | -0.22% | +95.71% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.38% | -0.05% | — | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.33% | — | +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% | -0.04% | +74.75% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.33% | +0.04% | -17.11% |
| # | 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 |
According to official SEC Form 13F filings, Gibbs Wealth Management reported a total U.S. public equity portfolio value of $954.6M across 430 disclosed positions in Q1 2026.
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, SPYV) accounted for 14.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
ADI
市值: $9.4M
Top Position Liquidated / Trimmed
AZNN
前期市值: $1.1M
During Q1 2026, Gibbs Wealth Management's top holdings by market value included SPYG (5.1%)、SPDW (4.3%)、SPYV (3.2%). The largest single position, SPYG, represented 5.1% of total portfolio value.
In Q1 2026, Gibbs Wealth Management made 200 total portfolio adjustments, initiating 66 new buys, adding to 114 positions, trimming 7 holdings, and fully liquidating 13 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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