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CIK: 0001427372
Total reported value
$609.5M
$609.5M
75 檔
69.6%
According to the latest 13F quarterly dataset, Gibson Capital, LLC managed an equity portfolio of $609.5M at the end of Q3 2024, spanning 75 distinct U.S. exchange-listed positions.
In Q3 2024, Gibson Capital, LLC displayed an active expansion posture, initiating 8 new positions and adding to 11 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 53.69% | +0.42% | +0.86% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-Other | 24.20% | -0.84% | -3.72% | |
| 3 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 3.04% | — | — | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.96% | -0.23% | — | |
| 5 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 2.46% | +0.20% | +1.77% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 2.11% | +0.02% | — | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.17% | -0.03% | -2.88% | |
| 8 | DFAT | Dimensional US Target Value | ETF-Other | 1.13% | -0.03% | -0.44% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 0.88% | -0.30% | +0.84% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.02% | — | |
| 11 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.56% | +0.02% | -7.92% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.40% | -0.01% | -5.20% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.35% | — | — | |
| 14 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.34% | -0.05% | +13.56% | |
| 15 | ✓ | Meridianlink Inc | Stock-Other | 0.34% | — | — | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | -0.02% | -0.32% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 0.28% | +0.01% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | -0.02% | — | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | -0.03% | +16.21% | |
| 20 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 0.20% | — | — | |
| 21 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.19% | — | — | |
| 22 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.19% | +0.01% | — | |
| 23 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.17% | -0.02% | +7.00% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | — | — | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.15% | +0.01% | — | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.15% | +0.01% | -0.66% | |
| 27 | STXF | Strive 500 ETF | ETF-Other | 0.13% | — | +12.13% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.13% | — | +6.63% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.13% | -0.02% | +0.03% | |
| 30 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.13% | -0.02% | — | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.12% | -0.02% | — | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.11% | -0.01% | — | |
| 33 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 0.11% | — | — | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.11% | — | +42.69% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.11% | +0.02% | — | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.10% | -0.03% | — | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.10% | -0.03% | — | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.10% | — | — | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.09% | — | — | |
| 40 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 0.09% | — | — | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.08% | — | — | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.08% | -0.02% | — | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.08% | — | — | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.07% | — | — | |
| 45 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.07% | +0.01% | — | |
| 46 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.07% | -0.01% | — | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.07% | — | +0.05% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.06% | -0.03% | — | |
| 49 | DISV | Dimensional International Sm | ETF-Other | 0.06% | -0.01% | — | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.06% | -0.01% | — |
According to official SEC Form 13F filings, Gibson Capital, LLC reported a total U.S. public equity portfolio value of $609.5M across 75 disclosed positions in Q3 2024.
During Q3 2024, Gibson Capital, LLC's top holdings by market value included VTI (53.7%)、VNQ (24.2%)、DFSU (3.0%). The largest single position, VTI, represented 53.7% of total portfolio value.
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 VTI, VNQ, DFSU) accounted for 69.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
BIV
市值: $341.7K
Top Position Liquidated / Trimmed
IBIT
前期市值: $337.4K
In Q3 2024, Gibson Capital, LLC made 32 total portfolio adjustments, initiating 8 new buys, adding to 11 positions, trimming 9 holdings, and fully liquidating 4 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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