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
$954.6M
$954.6M
453 檔
16.6%
During the Q2 2026 filing period, Gibbs Wealth Management (CIK: 0002081110) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $954.6M across 453 reported positions.
Gibbs Wealth Management executed strategic sector rebalancing during Q2 2026, establishing 43 new positions while fully exiting 36 holdings and trimming 71 positions.
Showing top 200 holdings (of 453 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 | 5.58% | +0.11% | -1.34% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.65% | -0.68% | +6.86% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.41% | +0.09% | +6.83% | |
| 4 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 2.80% | -0.11% | +5.27% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.73% | +0.57% | -2.92% | |
| 6 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 2.39% | -0.11% | +5.01% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.36% | -0.14% | +0.38% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.02% | -0.11% | +7.31% | |
| 9 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.99% | -0.18% | +4.49% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.92% | -0.09% | +1.71% | |
| 11 | SECT | Main Sector Rotation ETF | ETF-Other | 1.76% | -0.25% | -4.52% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.71% | +0.03% | +10.70% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.52% | +0.46% | +3.70% | |
| 14 | AMAT | Applied Materials Inc | Stock-Tech | 1.42% | -0.45% | -8.88% | |
| 15 | ADI | Analog Devices Inc | Stock-Tech | 1.42% | -0.18% | -0.39% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.41% | +0.06% | -6.13% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | +0.64% | -8.04% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.22% | +0.37% | -11.84% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.13% | -0.18% | +1.23% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.97% | -0.01% | -13.24% | |
| 21 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.89% | -0.01% | +10.64% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | +0.36% | -9.65% | |
| 23 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.87% | -0.02% | -0.49% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | +0.03% | -17.36% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | +0.11% | -6.67% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | +0.02% | -18.06% | |
| 27 | BA | Boeing Co/the | Stock-Industrials | 0.73% | -0.11% | -1.38% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.07% | -4.24% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | — | +13.47% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | -0.04% | -23.54% | |
| 31 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.64% | -0.10% | +6.79% | |
| 32 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.59% | +0.05% | — | |
| 33 | MU | Micron Technology Inc | Stock-Tech | 0.55% | +0.12% | +160.95% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.54% | -0.03% | -24.03% | |
| 35 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.49% | — | +9.30% | |
| 36 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.48% | -0.06% | -4.61% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.46% | +0.01% | -6.96% | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.45% | +0.01% | -8.13% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | -0.02% | -3.52% | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.41% | +0.11% | +31.72% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.40% | +0.07% | +11.82% | |
| 42 | RY | Royal Bank Of Canada | Stock-Financials | 0.40% | -0.05% | +5.56% | |
| 43 | PM | Philip Morris International | Stock-Consumer Staples | 0.40% | — | -0.20% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.38% | — | -1.67% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.36% | -0.06% | — | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.36% | -0.05% | — | |
| 47 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.36% | -0.06% | -3.82% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.36% | -0.10% | -7.38% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.35% | -0.06% | +3.86% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.35% | -0.08% | -3.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +0.6% | -8.88% | Trim |
| 2 | RLY | Ss Multi-asset Real Ret ETF | +0.6% | NEW | New buy |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.5% | -1.34% | Trim |
| 4 | MU | Micron Technology Inc | +0.5% | +160.95% | Add |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.4% | +6.86% | Add |
| 6 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.3% | +7.31% | Add |
| 7 | AMD | Advanced Micro Devices | +0.3% | +31.72% | Add |
| 8 | ✓ | +0.3% | NEW | New buy | |
| 9 | SPEM | State Street Sp Ptf Em ETF | +0.2% | +10.70% | Add |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.2% | +6.83% | Add |
| 11 | ADI | Analog Devices Inc | +0.2% | -0.39% | Trim |
| 12 | INTC | Intel CORP | +0.2% | +34.15% | Add |
| 13 | VUG | Vanguard Growth ETF | +0.2% | +1220.67% | Add |
| 14 | NCLH | Norwegian Cruise Line Holdings Ltd. | +0.2% | NEW | New buy |
| 15 | JQUA | Jpmorgan US Quality Factor | +0.2% | +10.64% | Add |
| 16 | JPST | Jpmorgan Ultra-short Income | +0.2% | +196.74% | Add |
| 17 | KLIC | Kulicke & Soffa Industries | +0.2% | NEW | New buy |
| 18 | LUV | Southwest Airlines Co | +0.1% | +57.99% | Add |
| 19 | AAPL | Apple Inc | +0.1% | +3.70% | Add |
| 20 | LGND | Ligand Pharmaceuticals | +0.1% | +29.97% | Add |
| 21 | CNC | Centene CORP | +0.1% | +10.22% | Add |
| 22 | GPN | Global Payments Inc | +0.1% | NEW | New buy |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | NEW | New buy |
| 24 | AROC | Archrock Inc | +0.1% | NEW | New buy |
| 25 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.1% | +6.79% | Add |
| 26 | MIR | Mirion Technologies Inc | +0.1% | +232.27% | Add |
| 27 | VTV | Vanguard Value ETF | +0.1% | +175.95% | Add |
| 28 | GOOGL | Alphabet Inc-cl A | +0.1% | -6.13% | Trim |
| 29 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 30 | JPM | Jpmorgan Chase & Co | +0.1% | +13.47% | Add |
| 31 | IBM | Intl Business Machines CORP | +0.1% | +123.40% | Add |
| 32 | COCO | Vita Coco Co Inc/the | +0.1% | NEW | New buy |
| 33 | STX | Seagate Technology Holdings plc | +0.1% | NEW | New buy |
| 34 | SECT | Main Sector Rotation ETF | +0.1% | -4.52% | Trim |
| 35 | RY | Royal Bank Of Canada | +0.1% | +5.56% | Add |
| 36 | POWI | Power Integrations Inc | +0.1% | NEW | New buy |
| 37 | NVDA | Nvidia CORP | +0.1% | -2.92% | Trim |
| 38 | AFRM | Affirm Holdings Inc | +0.1% | NEW | New buy |
| 39 | GE | General Electric | +0.1% | +31.03% | Add |
| 40 | BROS | Dutch Bros Inc-class A | +0.1% | NEW | New buy |
| 41 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | NEW | New buy |
| 42 | DHR | Danaher CORP | +0.1% | NEW | New buy |
| 43 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 44 | FYX | First Trust Small Cap Core A | +0.1% | NEW | New buy |
| 45 | MNST | Monster Beverage CORP | +0.1% | -3.82% | Trim |
| 46 | SEI | Solaris Energy Infrastructur | +0.1% | NEW | New buy |
| 47 | SW | Smurfit Westrock Plc | +0.1% | NEW | New buy |
| 48 | CVLT | Commvault Systems Inc | +0.1% | -10.64% | Trim |
| 49 | PLXS | Plexus CORP | +0.1% | NEW | New buy |
| 50 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +123.49% | Add |
According to official SEC Form 13F filings, Gibbs Wealth Management reported a total U.S. public equity portfolio value of $954.6M across 453 disclosed positions in Q2 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 16.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
RLY
市值: $4.9M
Top Position Liquidated / Trimmed
AES
前期市值: $1.8M
During Q2 2026, Gibbs Wealth Management's top holdings by market value included SPYG (5.6%)、SPDW (4.7%)、SPYV (3.4%). The largest single position, SPYG, represented 5.6% of total portfolio value.
In Q2 2026, Gibbs Wealth Management made 199 total portfolio adjustments, initiating 43 new buys, adding to 49 positions, trimming 71 holdings, and fully liquidating 36 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.