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CIK: 0001427372
Total reported value
$609.5M
$609.5M
78 檔
65.2%
The Q1 2025 SEC filing reveals that Gibson Capital, LLC held a total portfolio value of $609.5M, covering 78 public equity positions.
In Q1 2025, Gibson Capital, LLC displayed an active expansion posture, initiating 78 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VNQ, BRK-A) accounted for 65.2% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 51.39% | +0.42% | -2.40% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-Other | 23.44% | -0.84% | +2.12% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.53% | -0.23% | — | |
| 4 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 2.95% | — | -2.63% | |
| 5 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 2.35% | +0.20% | +6.78% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 2.07% | +0.02% | +0.25% | |
| 7 | DCO | Ducommun Inc | Stock-Other | 1.30% | +0.12% | — | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.13% | -0.03% | -4.79% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 1.06% | -0.30% | -1.87% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 1.05% | -0.03% | -0.32% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.02% | -2.77% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.57% | — | +6.59% | |
| 13 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.54% | +0.02% | -0.41% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.40% | -0.01% | — | |
| 15 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.38% | -0.05% | +8.09% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | -0.02% | +4.74% | |
| 17 | ✓ | Meridianlink Inc | Stock-Other | 0.32% | — | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | -0.02% | +3.37% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | -0.02% | -10.89% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 0.27% | +0.01% | +0.66% | |
| 21 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.24% | -0.02% | +46.14% | |
| 22 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.19% | — | — | |
| 23 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 0.19% | — | — | |
| 24 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.18% | +0.01% | — | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.18% | — | — | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.17% | +0.01% | +18.47% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | — | — | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | -0.03% | -31.41% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.15% | +0.01% | — | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.14% | -0.03% | +27.55% | |
| 31 | STXF | Strive 500 ETF | ETF-Other | 0.13% | — | -0.63% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.13% | -0.02% | -36.71% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.13% | -0.02% | +0.02% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.12% | — | +22.08% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.12% | -0.03% | +0.45% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.12% | — | +29.04% | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.12% | -0.01% | -3.31% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.11% | — | -7.93% | |
| 39 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 0.11% | — | — | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.10% | — | +5.81% | |
| 41 | JUST | Goldman Sachs Just US Lrg | ETF-Commodities | 0.10% | -0.03% | — | |
| 42 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 0.10% | — | — | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.10% | +0.02% | -8.23% | |
| 44 | DISV | Dimensional International Sm | ETF-Other | 0.09% | -0.01% | +41.62% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.09% | +0.11% | +8.79% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.09% | — | +13.67% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.09% | — | +29.06% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.09% | — | — | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.08% | -0.02% | +78.57% | |
| 50 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.08% | — | — |
According to official SEC Form 13F filings, Gibson Capital, LLC reported a total U.S. public equity portfolio value of $609.5M across 78 disclosed positions in Q1 2025.
During Q1 2025, Gibson Capital, LLC's top holdings by market value included VTI (51.4%)、VNQ (23.4%)、BRK-A (3.5%). The largest single position, VTI, represented 51.4% of total portfolio value.
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Top New Position Initiated
VTI
市值: $244.1M
In Q1 2025, Gibson Capital, LLC made 78 total portfolio adjustments, initiating 78 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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