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CIK: 0001427372
Total reported value
$589.2M
$589.2M
94 檔
84.8%
During the Q2 2026 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 $589.2M across 94 reported positions.
Gibson Capital, LLC executed strategic sector rebalancing during Q2 2026, establishing 11 new positions while fully exiting 4 holdings and trimming 25 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 51.27% | +2.66% | -0.84% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-Other | 22.07% | -0.86% | +0.55% | |
| 3 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 3.14% | +0.23% | +5.45% | |
| 4 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 2.87% | +0.06% | — | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.58% | +0.08% | — | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 1.98% | +0.11% | -0.65% | |
| 7 | DCO | Ducommun Inc | Stock-Other | 1.53% | -1.53% | EXIT | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.07% | +0.02% | -0.11% | |
| 9 | DFAT | Dimensional US Target Value | ETF-Other | 1.02% | -1.02% | EXIT | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 0.85% | +0.05% | -2.37% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.81% | -0.52% | -1.08% | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 0.72% | -0.68% | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.07% | +4.95% | |
| 14 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.58% | +0.03% | -0.01% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | -0.50% | +1038.17% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.02% | -6.35% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | -0.03% | -5.11% | |
| 18 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.39% | -0.01% | -0.05% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.38% | — | +297.12% | |
| 20 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.27% | — | -4.93% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 0.26% | -0.03% | -0.39% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.25% | +0.01% | +0.01% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | -0.07% | -8.08% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | -0.10% | +76.91% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | +0.07% | +1.67% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | +0.01% | — | |
| 27 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 0.17% | -0.01% | — | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.16% | +0.35% | +300.00% | |
| 29 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.15% | — | +0.01% | |
| 30 | PM | Philip Morris International | Stock-Consumer Staples | 0.13% | +0.01% | — | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.13% | +0.81% | -0.76% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.12% | +0.01% | -1.60% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.12% | — | +13.10% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.12% | -0.01% | -0.10% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.11% | — | -0.75% | |
| 36 | MO | Altria Group Inc | Stock-Consumer Staples | 0.11% | -0.01% | +0.18% | |
| 37 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.11% | +0.01% | -7.34% | |
| 38 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.11% | +0.05% | +0.17% | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.10% | — | — | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.10% | — | +2.57% | |
| 41 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 0.10% | +0.01% | — | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.10% | — | +0.62% | |
| 43 | FN | Fabrinet | Stock-Tech | 0.09% | -0.09% | EXIT | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.09% | +0.01% | — | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.09% | +0.01% | — | |
| 46 | MMM | 3m Co | Stock-Industrials | 0.09% | -0.01% | +0.06% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.09% | +0.12% | — | |
| 48 | STXF | Strive 500 ETF | ETF-Other | 0.09% | — | -1.42% | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.08% | +0.01% | — | |
| 50 | JUST | Goldman Sachs Just US Lrg | ETF-Commodities | 0.08% | +0.01% | -23.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.5% | +1038.17% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | -0.84% | Trim |
| 3 | BSVO | EA Bridgeway Omni Sm-Cp Val | +0.2% | +5.45% | Add |
| 4 | CAT | Caterpillar Inc | +0.2% | — | Unchanged |
| 5 | DCO | Ducommun Inc | +0.1% | -18.86% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.1% | +76.91% | Add |
| 7 | FN | Fabrinet | +0.1% | NEW | New buy |
| 8 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 9 | LLY | Eli Lilly & Co | +0.1% | NEW | New buy |
| 10 | KLAC | Kla CORP | +0.1% | NEW | New buy |
| 11 | INTC | Intel CORP | 0% | NEW | New buy |
| 12 | ABBV | Abbvie Inc | 0% | NEW | New buy |
| 13 | TPL | Texas Pacific Land CORP | 0% | NEW | New buy |
| 14 | NSC | Norfolk Southern CORP | 0% | NEW | New buy |
| 15 | CVIE | Cal Intl Responsible Index | 0% | NEW | New buy |
| 16 | CSCO | Cisco Systems Inc | 0% | NEW | New buy |
| 17 | FIX | Comfort Systems USA Inc | 0% | NEW | New buy |
| 18 | VV | Vanguard Large-cap ETF | 0% | -0.65% | Trim |
| 19 | DSI | Ishares Esg Msci Kld 400 ETF | 0% | -0.01% | Trim |
| 20 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.76% | Trim |
| 21 | COHR | Coherent CORP | 0% | — | Unchanged |
| 22 | VB | Vanguard Small-cap ETF | 0% | -0.39% | Trim |
| 23 | ITOT | Ishares Core S&p Total U.s. | 0% | +0.01% | Add |
| 24 | DFEV | Dimensional Emrg Mrkt Val | 0% | +0.01% | Add |
| 25 | IWF | Ishares Russell 1000 Growth | 0% | +300.00% | Add |
| 26 | EEM | Ishares Msci Emerging Market | 0% | — | Unchanged |
| 27 | FITB | Fifth Third Bancorp | 0% | — | Unchanged |
| 28 | DFSU | Dimensional US Sus Core1 ETF | — | — | Unchanged |
| 29 | AAPL | Apple Inc | — | -1.08% | Trim |
| 30 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 31 | RWR | Ss Spdr Dow Jones Reit ETF | — | — | Unchanged |
| 32 | FELG | Fidelity Enh Lrg Cap Gwth | — | — | Unchanged |
| 33 | SCHB | Schwab US Broad Market ETF | — | +5.32% | Add |
| 34 | FRDM | Freedom 100 Emeging Mrkt ETF | — | — | Unchanged |
| 35 | SCHX | Schwab US Large-cap ETF | — | -1.60% | Trim |
| 36 | VEA | Vanguard Ftse Developed ETF | — | +2.57% | Add |
| 37 | VBR | Vanguard Small-cap Value ETF | — | -0.10% | Trim |
| 38 | PM | Philip Morris International | — | — | Unchanged |
| 39 | PNC | Pnc Financial Services Group | — | +0.29% | Add |
| 40 | PNFP | Pinnacle Financial Partners | — | — | Unchanged |
| 41 | IWD | Ishares Russell 1000 Value E | — | — | Unchanged |
| 42 | STXF | Strive 500 ETF | — | -1.42% | Trim |
| 43 | IBM | Intl Business Machines CORP | — | — | Unchanged |
| 44 | V | Visa Inc-class A Shares | — | — | Unchanged |
| 45 | MMM | 3m Co | — | +0.06% | Add |
| 46 | FNB | Fnb CORP | — | — | Unchanged |
| 47 | IWB | Ishares Russell 1000 ETF | — | — | Unchanged |
| 48 | ETN | Eaton Corporation plc | — | -5.59% | Trim |
| 49 | KO | Coca-cola Co/the | — | — | Unchanged |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | — | — | Unchanged |
According to official SEC Form 13F filings, Gibson Capital, LLC reported a total U.S. public equity portfolio value of $589.2M across 94 disclosed positions in Q2 2026.
During Q2 2026, Gibson Capital, LLC's top holdings by market value included VTI (51.3%)、VNQ (22.1%)、BSVO (3.1%). The largest single position, VTI, represented 51.3% 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 84.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
FN
市值: $562.1K
Top Position Liquidated / Trimmed
DXYZ
前期市值: $267.8K
In Q2 2026, Gibson Capital, LLC made 62 total portfolio adjustments, initiating 11 new buys, adding to 22 positions, trimming 25 holdings, and fully liquidating 4 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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