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CIK: 0001427372
Total reported value
$609.5M
$609.5M
87 檔
73.3%
During the Q3 2025 filing period, Gibson Capital, LLC (CIK: 0001427372) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $609.5M across 87 reported positions.
Gibson Capital, LLC executed strategic sector rebalancing during Q3 2025, establishing 14 new positions while fully exiting 5 holdings and trimming 37 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 52.94% | +0.42% | -0.98% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-Other | 21.01% | -0.84% | +0.89% | |
| 3 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 2.94% | — | -3.84% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.92% | -0.23% | — | |
| 5 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 2.58% | +0.20% | +0.82% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 2.00% | +0.02% | -7.66% | |
| 7 | DCO | Ducommun Inc | Stock-Other | 1.33% | +0.12% | -28.51% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.10% | -0.03% | — | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 1.00% | -0.30% | -0.46% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 0.97% | -0.03% | -7.51% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.78% | — | +48.15% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.02% | +2.44% | |
| 13 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.58% | +0.02% | — | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | -0.03% | +207.30% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | -0.02% | +7.14% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.39% | -0.01% | -2.10% | |
| 17 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.39% | -0.02% | +0.04% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 0.36% | +0.18% | — | |
| 19 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.34% | -0.05% | -8.26% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | -0.02% | +6.31% | |
| 21 | ✓ | Meridianlink Inc | Stock-Other | 0.30% | — | — | |
| 22 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.27% | -0.04% | -0.90% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | -0.02% | +0.06% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.24% | +0.01% | -3.03% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.21% | +0.01% | +0.04% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | — | — | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.17% | +0.01% | — | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.17% | -0.02% | +50.70% | |
| 29 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 0.17% | — | — | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.16% | -0.02% | +33.50% | |
| 31 | PM | Philip Morris International | Stock-Consumer Staples | 0.13% | — | — | |
| 32 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.13% | -0.02% | -26.12% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.13% | +0.02% | +17.62% | |
| 34 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.13% | +0.01% | -33.28% | |
| 35 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 0.12% | — | — | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.12% | — | -2.15% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.12% | -0.03% | — | |
| 38 | MO | Altria Group Inc | Stock-Consumer Staples | 0.12% | -0.01% | — | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.11% | — | — | |
| 40 | JUST | Goldman Sachs Just US Lrg | ETF-Commodities | 0.11% | -0.03% | — | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.11% | -0.02% | -2.25% | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.10% | -0.01% | — | |
| 43 | STXF | Strive 500 ETF | ETF-Other | 0.10% | — | — | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.10% | -0.03% | +0.12% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.09% | +0.11% | +0.05% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.09% | — | — | |
| 47 | MMM | 3m Co | Stock-Industrials | 0.09% | — | +75.95% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.09% | — | +4.27% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.08% | — | — | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.08% | — | +78.07% |
According to official SEC Form 13F filings, Gibson Capital, LLC reported a total U.S. public equity portfolio value of $609.5M across 87 disclosed positions in Q3 2025.
During Q3 2025, Gibson Capital, LLC's top holdings by market value included VTI (52.9%)、VNQ (21.0%)、DFSU (2.9%). The largest single position, VTI, represented 52.9% 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 73.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVES
市值: $2.1M
Top Position Liquidated / Trimmed
MGC
前期市值: $918.3K
In Q3 2025, Gibson Capital, LLC made 74 total portfolio adjustments, initiating 14 new buys, adding to 18 positions, trimming 37 holdings, and fully liquidating 5 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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