Institutional Fund
Gilpin Wealth Management, LLC
Denver, COCIK 20581442 filings on record
Portfolio Value
$126.26M
Q1 2026
Holdings
997
Reported positions
New Buys
113
Opened this quarter
QoQ Change
+0.1%
from $126.16M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr4.2%
- Nvidia Corporation3.7%
- Vanguard Index Fds2.9%
- Ishares Tr2.9%
- Vanguard Index Fds2.6%
- Spdr Series Trust2.5%
- Other81.1%
Portfolio Holdings
997 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 37.3K | $5.30M | 4.2% | −1.1K | Reduced |
| 2 | Nvidia Corporation | 26.6K | $4.65M | 3.7% | −230 | Reduced |
| 3 | Vanguard Index Fds | 11.6K | $3.72M | 2.9% | 0 | Held |
| 4 | Ishares Tr | 5.7K | $3.70M | 2.9% | −63 | Reduced |
| 5 | Vanguard Index Fds | 15.8K | $3.24M | 2.6% | 0 | Held |
| 6 | Spdr Series Trust | 104.2K | $3.21M | 2.5% | −147 | Reduced |
| 7 | Apple Inc | 11.8K | $3.00M | 2.4% | −147 | Reduced |
| 8 | Ishares Tr | 71.0K | $2.83M | 2.2% | +29.6K | Added |
| 9 | Spdr Series Trust | 78.6K | $2.64M | 2.1% | +628 | Added |
| 10 | Alphabet Inc | 8.8K | $2.53M | 2.0% | −395 | Reduced |
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