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CIK: 0002035854
Total reported value
$142.8M
$142.8M
53 檔
44.6%
At the close of Q4 2025, Gilbert Capital Group, Inc. disclosed equity holdings valued at approximately $142.8M, spread across 53 reported holdings.
In Q4 2025, Gilbert Capital Group, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 19.39% | +0.33% | +13.65% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 11.44% | -4.05% | +109.86% | |
| 3 | IDV | Ishares International Select | ETF-Other | 7.34% | -0.18% | EXIT | |
| 4 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 5.43% | -1.06% | +4.41% | |
| 5 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 4.25% | +0.17% | +1.12% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.14% | -6.49% | EXIT | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.94% | — | — | |
| 8 | GVI | Ishares Intermediate Governm | ETF-Other | 3.29% | -0.44% | +14.77% | |
| 9 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 3.00% | — | -57.47% | |
| 10 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.70% | +0.10% | +5.56% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.45% | — | -63.57% | |
| 12 | GARP | Ishares Msci USA Quality Gar | ETF-Other | 2.08% | — | — | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.07% | -0.76% | +37.12% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.01% | -6.41% | EXIT | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.01% | -0.88% | -20.80% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.81% | +0.50% | +4.91% | |
| 17 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.55% | -0.25% | +0.04% | |
| 18 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 1.45% | +0.05% | -5.48% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.43% | -0.05% | +10.73% | |
| 20 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 1.18% | -0.16% | -3.48% | |
| 21 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.17% | -0.22% | +32.59% | |
| 22 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.10% | -0.20% | +8.14% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.10% | -0.03% | +2.71% | |
| 24 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.99% | -0.15% | -3.27% | |
| 25 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.86% | +0.23% | -70.44% | |
| 26 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.79% | -0.14% | +5.04% | |
| 27 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.77% | -0.08% | -5.88% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | +0.05% | -3.23% | |
| 29 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.69% | -0.51% | EXIT | |
| 30 | ESG | Flexshares Stoxx US Esg Sele | ETF-Other | 0.68% | +0.01% | -2.21% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | +0.03% | — | |
| 32 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.63% | -0.03% | +6.47% | |
| 33 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.54% | -0.10% | +38.14% | |
| 34 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.51% | +0.06% | — | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.49% | +0.02% | -9.40% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.05% | +5.03% | |
| 37 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.46% | +0.02% | — | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.17% | — | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.41% | -0.06% | -6.97% | |
| 40 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.39% | — | -91.20% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.36% | -0.07% | — | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.35% | +0.04% | — | |
| 43 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.33% | -0.02% | — | |
| 44 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.29% | -0.17% | EXIT | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.28% | -0.03% | +13.28% | |
| 46 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.28% | -0.07% | -9.73% | |
| 47 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.27% | -0.02% | — | |
| 48 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.20% | -0.05% | +9.47% | |
| 49 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.20% | -0.04% | — | |
| 50 | TILT | Flexshares Morningstar US Ma | ETF-Other | 0.15% | — | — |
According to official SEC Form 13F filings, Gilbert Capital Group, Inc. reported a total U.S. public equity portfolio value of $142.8M across 53 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, DYNF, IDV) accounted for 44.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
EFV
市值: $5.5M
Top Position Liquidated / Trimmed
IEMG
前期市值: $5.6M
During Q4 2025, Gilbert Capital Group, Inc.'s top holdings by market value included IVV (19.4%)、DYNF (11.4%)、IDV (7.3%). The largest single position, IVV, represented 19.4% of total portfolio value.
In Q4 2025, Gilbert Capital Group, Inc. made 45 total portfolio adjustments, initiating 7 new buys, adding to 19 positions, trimming 14 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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