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CIK: 0001427372
Total reported value
$609.5M
$609.5M
81 檔
69.2%
At the close of Q2 2025, Gibson Capital, LLC disclosed equity holdings valued at approximately $609.5M, spread across 81 reported holdings.
In Q2 2025, Gibson Capital, LLC adopted a defensive or profit-taking posture, trimming 41 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VNQ, DFSU) accounted for 69.2% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 53.00% | +0.42% | -0.56% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-Other | 21.71% | -0.84% | +0.41% | |
| 3 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 3.03% | — | -0.00% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.02% | -0.23% | — | |
| 5 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 2.47% | +0.20% | +6.76% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 2.15% | +0.02% | -0.25% | |
| 7 | DCO | Ducommun Inc | Stock-Other | 1.72% | +0.12% | -0.94% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.11% | -0.03% | -0.07% | |
| 9 | DFAT | Dimensional US Target Value | ETF-Other | 1.04% | -0.03% | +0.41% | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 0.92% | -0.30% | -11.95% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.02% | -9.28% | |
| 12 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.58% | +0.02% | +0.50% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.45% | — | -7.98% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | -0.02% | -17.99% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.41% | -0.01% | — | |
| 16 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.39% | -0.02% | — | |
| 17 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.35% | -0.05% | -12.62% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | -0.02% | -19.17% | |
| 19 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.27% | -0.04% | +314.69% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | -0.02% | -8.57% | |
| 21 | ✓ | Meridianlink Inc | Stock-Other | 0.26% | — | — | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.25% | +0.01% | -8.11% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.21% | +0.01% | +15.02% | |
| 24 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.20% | — | — | |
| 25 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.19% | +0.01% | +0.12% | |
| 26 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 0.17% | — | — | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | — | — | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | -0.03% | — | |
| 29 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.17% | -0.02% | -29.71% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.16% | +0.01% | — | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.13% | -0.02% | -2.27% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.12% | — | -32.48% | |
| 33 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 0.12% | — | — | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.12% | -0.03% | -21.60% | |
| 35 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.11% | -0.02% | -5.77% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.11% | — | -0.10% | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.11% | -0.01% | — | |
| 38 | JUST | Goldman Sachs Just US Lrg | ETF-Commodities | 0.11% | -0.03% | — | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.11% | +0.02% | -0.51% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.10% | -0.02% | -8.07% | |
| 41 | STXF | Strive 500 ETF | ETF-Other | 0.10% | — | -27.05% | |
| 42 | DISV | Dimensional International Sm | ETF-Other | 0.10% | -0.01% | +0.02% | |
| 43 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 0.10% | — | +0.07% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.10% | — | +0.17% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.09% | -0.03% | -0.06% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.09% | — | -18.02% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.09% | — | -5.51% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.08% | — | -22.50% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.08% | — | — | |
| 50 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.08% | — | +0.02% |
According to official SEC Form 13F filings, Gibson Capital, LLC reported a total U.S. public equity portfolio value of $609.5M across 81 disclosed positions in Q2 2025.
During Q2 2025, Gibson Capital, LLC's top holdings by market value included VTI (53.0%)、VNQ (21.7%)、DFSU (3.0%). The largest single position, VTI, represented 53.0% of total portfolio value.
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Top New Position Initiated
AVES
市值: $2.0M
Top Position Liquidated / Trimmed
LMT
前期市值: $285.0K
In Q2 2025, Gibson Capital, LLC made 62 total portfolio adjustments, initiating 6 new buys, adding to 12 positions, trimming 41 holdings, and fully liquidating 3 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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