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CIK: 0002058144
Total reported value
$144.7M
$144.7M
976 檔
14.8%
At the close of Q4 2025, Gilpin Wealth Management, LLC disclosed equity holdings valued at approximately $144.7M, spread across 976 reported holdings.
During Q4 2025, Gilpin Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 976 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 4.15% | -1.05% | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.97% | -0.15% | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.10% | -0.12% | — | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.08% | +0.02% | — | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.61% | +0.11% | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.58% | -0.06% | — | |
| 7 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 2.54% | -0.19% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.28% | +0.11% | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.14% | -0.21% | — | |
| 10 | FTNT | Fortinet Inc | Stock-Tech | 2.12% | +1.10% | — | |
| 11 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.09% | -0.29% | — | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.88% | -0.09% | — | |
| 13 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.75% | -0.26% | — | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.73% | +0.13% | — | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.64% | -0.31% | — | |
| 16 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.54% | -0.21% | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.38% | -0.18% | — | |
| 18 | WFC | Wells Fargo & Co | Stock-Financials | 1.35% | -0.12% | — | |
| 19 | AOK | Ishares Core 30/70 Conservat | ETF-Other | 1.31% | -0.45% | — | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.31% | — | — | |
| 21 | ET | Energy Transfer LP | Stock-Energy | 1.24% | -0.17% | — | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.20% | -0.05% | — | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.19% | -0.01% | — | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.12% | -0.01% | — | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.11% | -0.02% | — | |
| 26 | EPD | Enterprise Products Partners | Stock-Energy | 1.09% | -0.20% | — | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 1.09% | -0.13% | — | |
| 28 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.06% | -0.21% | — | |
| 29 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.05% | +0.02% | — | |
| 30 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.97% | -0.01% | — | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.97% | -0.08% | — | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.93% | -0.06% | — | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.91% | +0.01% | — | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.91% | -0.12% | — | |
| 35 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.89% | -0.12% | — | |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.83% | -0.02% | — | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | -0.02% | — | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.77% | -0.11% | — | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.72% | -0.12% | — | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.72% | +0.17% | — | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.70% | — | — | |
| 42 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.70% | -0.02% | — | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.67% | -0.07% | — | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.67% | +0.06% | — | |
| 45 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.65% | -0.23% | — | |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.63% | -0.01% | — | |
| 47 | WM | Waste Management Inc | Stock-Industrials | 0.63% | -0.11% | — | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.61% | +0.03% | — | |
| 49 | PJP | Invesco Pharmaceuticals ETF | ETF-Other | 0.58% | -0.02% | — | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.58% | -0.02% | — |
According to official SEC Form 13F filings, Gilpin Wealth Management, LLC reported a total U.S. public equity portfolio value of $144.7M across 976 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VLUE, NVDA, IVV) accounted for 14.8% of total reported equity market value during Q4 2025.
During Q4 2025, Gilpin Wealth Management, LLC's top holdings by market value included VLUE (4.2%)、NVDA (4.0%)、IVV (3.1%). The largest single position, VLUE, represented 4.2% of total portfolio value.
In Q4 2025, Gilpin Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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