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CIK: 0001427372
Total reported value
$609.5M
$609.5M
73 檔
67.6%
In Q4 2024, Gibson Capital, LLC's U.S. equity holdings reached a combined market value of $609.5M, distributed across 73 disclosed stock positions.
In Q4 2024, Gibson Capital, LLC displayed an active expansion posture, initiating 6 new positions and adding to 23 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 | 53.94% | +0.42% | -2.28% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-Other | 21.94% | -0.84% | -1.31% | |
| 3 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 3.11% | — | — | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.92% | -0.23% | — | |
| 5 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 2.38% | +0.20% | -1.58% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 2.11% | +0.02% | -2.93% | |
| 7 | DCO | Ducommun Inc | Stock-Other | 1.38% | +0.12% | — | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.16% | -0.03% | — | |
| 9 | DFAT | Dimensional US Target Value | ETF-Other | 1.11% | -0.03% | -2.50% | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 0.88% | -0.30% | -0.55% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.02% | +10.22% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.58% | — | +52.59% | |
| 13 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.57% | +0.02% | -0.22% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | -0.02% | +16.39% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.40% | -0.01% | — | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | -0.02% | +128.58% | |
| 17 | ✓ | Meridianlink Inc | Stock-Other | 0.34% | — | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | -0.02% | +21.27% | |
| 19 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.32% | -0.05% | — | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 0.28% | +0.01% | — | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | -0.03% | -0.94% | |
| 22 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.20% | — | — | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.20% | -0.02% | +62.17% | |
| 24 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 0.18% | — | — | |
| 25 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.17% | +0.01% | — | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | — | — | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.16% | +0.01% | — | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.15% | +0.01% | +0.16% | |
| 29 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.15% | -0.02% | — | |
| 30 | STXF | Strive 500 ETF | ETF-Other | 0.14% | — | +0.01% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.13% | — | — | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.12% | -0.02% | -0.02% | |
| 33 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 0.12% | — | — | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.11% | -0.03% | +0.23% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.11% | +0.02% | — | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.11% | -0.01% | — | |
| 37 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 0.10% | — | — | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.10% | +0.11% | +64.11% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.10% | -0.03% | +0.09% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.09% | — | +0.26% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.09% | — | +0.38% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.08% | — | +0.22% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.08% | — | — | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.08% | -0.02% | +4.74% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.07% | — | -26.47% | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.07% | — | +0.27% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.07% | +0.01% | — | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.07% | -0.01% | -4.89% | |
| 49 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.07% | -0.01% | — | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.06% | — | +0.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DCO | Ducommun Inc | +1.4% | NEW | New buy |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | -2.28% | Trim |
| 3 | AAPL | Apple Inc | +0.2% | +52.59% | Add |
| 4 | AMZN | Amazon.com Inc | +0.2% | +128.58% | Add |
| 5 | NVDA | Nvidia CORP | +0.1% | +16.39% | Add |
| 6 | COST | Costco Wholesale CORP | +0.1% | +62.17% | Add |
| 7 | DFSU | Dimensional US Sus Core1 ETF | +0.1% | — | Unchanged |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +10.22% | Add |
| 9 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | NEW | New buy |
| 10 | LLY | Eli Lilly & Co | +0.1% | NEW | New buy |
| 11 | MSFT | Microsoft CORP | +0.1% | +21.27% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +64.11% | Add |
| 13 | TSM | Taiwan Semiconductor-sp Adr | 0% | NEW | New buy |
| 14 | GOOG | Alphabet Inc-cl C | 0% | NEW | New buy |
| 15 | AVGO | Broadcom Inc | 0% | NEW | New buy |
| 16 | BLK | Blackrock Inc | 0% | +23.47% | Add |
| 17 | V | Visa Inc-class A Shares | 0% | +0.38% | Add |
| 18 | PNW | Pinnacle West Capital Corporation | 0% | — | Unchanged |
| 19 | WMT | Walmart Inc | 0% | +0.23% | Add |
| 20 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 21 | FELG | Fidelity Enh Lrg Cap Gwth | 0% | — | Unchanged |
| 22 | DSI | Ishares Esg Msci Kld 400 ETF | 0% | -0.22% | Trim |
| 23 | MGC | Vanguard Mega Cap ETF | 0% | — | Unchanged |
| 24 | JPM | Jpmorgan Chase & Co | 0% | -4.89% | Trim |
| 25 | STXF | Strive 500 ETF | 0% | +0.01% | Add |
| 26 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 27 | FNB | Fnb CORP | 0% | — | Unchanged |
| 28 | VV | Vanguard Large-cap ETF | — | -2.93% | Trim |
| 29 | IAU | Ishares Gold Trust | — | -0.55% | Trim |
| 30 | EEM | Ishares Msci Emerging Market | — | — | Unchanged |
| 31 | EFA | Ishares Msci Eafe ETF | — | — | Unchanged |
| 32 | DISV | Dimensional International Sm | — | — | Unchanged |
| 33 | QQQ | Invesco Qqq Trust Series 1 | — | — | Unchanged |
| 34 | XOM | Exxon Mobil CORP | — | +0.86% | Add |
| 35 | MA | Mastercard Inc - A | — | +0.81% | Add |
| 36 | ✓ | Lilium N V | — | EXIT | Sold out |
| 37 | ITOT | Ishares Core S&p Total U.s. | — | +0.16% | Add |
| 38 | VB | Vanguard Small-cap ETF | — | — | Unchanged |
| 39 | BIV | Vanguard Intermediate-term B | — | — | Unchanged |
| 40 | USMV | Ishares Msci USA Min Vol Fac | — | — | Unchanged |
| 41 | VOO | Vanguard S&p 500 ETF | — | -0.94% | Trim |
| 42 | MMM | 3m Co | — | +0.22% | Add |
| 43 | EHC | Encompass Health CORP | — | — | Unchanged |
| 44 | IWD | Ishares Russell 1000 Value E | — | — | Unchanged |
| 45 | ORCL | Oracle CORP | — | +4.74% | Add |
| 46 | VBR | Vanguard Small-cap Value ETF | — | — | Unchanged |
| 47 | META | Meta Platforms Inc-class A | — | +1.68% | Add |
| 48 | CVX | Chevron CORP | — | +0.09% | Add |
| 49 | IWB | Ishares Russell 1000 ETF | — | — | Unchanged |
| 50 | ✓ | Meridianlink Inc | — | — | Unchanged |
According to official SEC Form 13F filings, Gibson Capital, LLC reported a total U.S. public equity portfolio value of $609.5M across 73 disclosed positions in Q4 2024.
During Q4 2024, Gibson Capital, LLC's top holdings by market value included VTI (53.9%)、VNQ (21.9%)、DFSU (3.1%). The largest single position, VTI, represented 53.9% 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 67.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
DCO
市值: $6.8M
Top Position Liquidated / Trimmed
MCHP
前期市值: $208.8K
In Q4 2024, Gibson Capital, LLC made 48 total portfolio adjustments, initiating 6 new buys, adding to 23 positions, trimming 11 holdings, and fully liquidating 8 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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