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CIK: 0001427372
Total reported value
$609.5M
$609.5M
80 檔
74.2%
The Q4 2025 SEC filing reveals that Gibson Capital, LLC held a total portfolio value of $609.5M, covering 80 public equity positions.
In Q4 2025, Gibson Capital, LLC adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 8 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VNQ, DFSU) accounted for 74.2% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 52.94% | +0.42% | -1.57% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-Other | 21.43% | -0.84% | +5.98% | |
| 3 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 2.99% | — | — | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.91% | -0.23% | — | |
| 5 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 2.66% | +0.20% | +0.53% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 2.04% | +0.02% | — | |
| 7 | DCO | Ducommun Inc | Stock-Other | 1.23% | +0.12% | -6.65% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.11% | -0.03% | — | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 1.05% | -0.30% | -5.73% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 0.99% | -0.03% | +0.17% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.82% | — | -0.25% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.02% | -0.19% | |
| 13 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.58% | +0.02% | -1.52% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | -0.03% | — | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | -0.02% | +0.01% | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 0.43% | +0.18% | -0.02% | |
| 17 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.40% | -0.02% | — | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.38% | -0.01% | -0.95% | |
| 19 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.36% | -0.05% | +0.08% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | -0.02% | +9.31% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | -0.02% | -1.01% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.25% | +0.01% | +17.41% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.24% | +0.01% | — | |
| 24 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.19% | -0.04% | -6.66% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | — | — | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.17% | +0.01% | — | |
| 27 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 0.16% | — | — | |
| 28 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.13% | +0.01% | +0.03% | |
| 29 | PM | Philip Morris International | Stock-Consumer Staples | 0.13% | — | — | |
| 30 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.13% | -0.02% | — | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.13% | -0.03% | — | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.12% | — | — | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | +0.11% | — | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.12% | +0.02% | -10.63% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.11% | — | — | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.11% | -0.02% | -1.58% | |
| 37 | JUST | Goldman Sachs Just US Lrg | ETF-Commodities | 0.11% | -0.03% | — | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.11% | -0.02% | -29.64% | |
| 39 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 0.11% | — | -12.99% | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.10% | -0.02% | -0.02% | |
| 41 | STXF | Strive 500 ETF | ETF-Other | 0.10% | — | -0.91% | |
| 42 | MO | Altria Group Inc | Stock-Consumer Staples | 0.10% | -0.01% | +0.19% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.10% | — | — | |
| 44 | MMM | 3m Co | Stock-Industrials | 0.10% | — | +0.03% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.09% | -0.03% | +0.12% | |
| 46 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.09% | -0.01% | -9.07% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.09% | — | — | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.09% | — | +0.06% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.08% | — | +0.15% | |
| 50 | IWD | Ishares Russell 1000 Value E | 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 80 disclosed positions in Q4 2025.
During Q4 2025, Gibson Capital, LLC's top holdings by market value included VTI (52.9%)、VNQ (21.4%)、DFSU (3.0%). The largest single position, VTI, represented 52.9% of total portfolio value.
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Top New Position Initiated
SLV
市值: $406.0K
Top Position Liquidated / Trimmed
MERIDIANLINK INC
前期市值: $1.6M
In Q4 2025, Gibson Capital, LLC made 55 total portfolio adjustments, initiating 1 new buys, adding to 20 positions, trimming 26 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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