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CIK: 0001427372
Total reported value
$609.5M
$609.5M
87 檔
72.6%
In Q1 2026, Gibson Capital, LLC's U.S. equity holdings reached a combined market value of $609.5M, distributed across 87 disclosed stock positions.
In Q1 2026, Gibson Capital, LLC displayed an active expansion posture, initiating 8 new positions and adding to 29 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 | 50.85% | +0.42% | -1.08% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-Other | 22.91% | -0.84% | +5.11% | |
| 3 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 2.94% | +0.20% | +0.15% | |
| 4 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 2.87% | — | — | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.81% | -0.23% | — | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 1.96% | +0.02% | — | |
| 7 | DCO | Ducommun Inc | Stock-Other | 1.41% | +0.12% | -11.39% | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 1.15% | -0.30% | -0.01% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.10% | -0.03% | — | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 1.05% | -0.03% | -0.36% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.81% | — | +4.23% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.02% | +1.53% | |
| 13 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.56% | +0.02% | -0.10% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 0.54% | +0.18% | — | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | -0.03% | -3.96% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | -0.02% | -3.26% | |
| 17 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.41% | -0.02% | -1.09% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.39% | -0.01% | — | |
| 19 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.32% | -0.05% | -18.01% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | -0.02% | +8.82% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 0.25% | +0.01% | — | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | -0.02% | +0.61% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.24% | +0.01% | +0.34% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | — | — | |
| 25 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 0.17% | — | — | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.15% | +0.01% | — | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.15% | -0.03% | +15.07% | |
| 28 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.15% | -0.04% | -2.24% | |
| 29 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.14% | +0.01% | +0.50% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.14% | -0.03% | +0.75% | |
| 31 | PM | Philip Morris International | Stock-Consumer Staples | 0.13% | — | — | |
| 32 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.13% | -0.02% | -1.83% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | +0.11% | +7.84% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.12% | -0.02% | +13.03% | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.12% | — | — | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.12% | -0.02% | -6.41% | |
| 37 | MO | Altria Group Inc | Stock-Consumer Staples | 0.12% | -0.01% | +0.23% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.12% | — | — | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.11% | +0.02% | +2.44% | |
| 40 | JUST | Goldman Sachs Just US Lrg | ETF-Commodities | 0.11% | -0.03% | — | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.10% | -0.03% | +0.22% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.10% | — | +0.33% | |
| 43 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 0.10% | — | — | |
| 44 | ESLT | Elbit Systems Ltd. | Stock-Industrials | 0.09% | -0.02% | — | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.09% | -0.01% | — | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.09% | — | — | |
| 47 | MMM | 3m Co | Stock-Industrials | 0.09% | — | +0.09% | |
| 48 | DISV | Dimensional International Sm | ETF-Other | 0.09% | -0.01% | +0.01% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.09% | — | — | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.09% | -0.02% | +0.03% |
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 Q1 2026.
During Q1 2026, Gibson Capital, LLC's top holdings by market value included VTI (50.9%)、VNQ (22.9%)、BSVO (2.9%). The largest single position, VTI, represented 50.9% 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, BSVO) accounted for 72.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
PNFP
市值: $381.5K
Top Position Liquidated / Trimmed
PNW
前期市值: $422.2K
In Q1 2026, Gibson Capital, LLC made 57 total portfolio adjustments, initiating 8 new buys, adding to 29 positions, trimming 19 holdings, and fully liquidating 1 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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