Institutional Fund
Gibbs Wealth Management
Alpharetta, GACIK 20811109 filings on record
Portfolio Value
$758.98M
Q1 2026
Holdings
430
Reported positions
New Buys
130
Opened this quarter
QoQ Change
+83.6%
from $413.32M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust5.1%
- Spdr Index Shs Fds4.3%
- Spdr Series Trust3.2%
- Ishares Tr2.9%
- Nvidia Corporation2.7%
- Ishares Tr2.6%
- Other79.2%
Portfolio Holdings
430 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 393.8K | $38.55M | 5.1% | +225.4K | Added |
| 2 | Spdr Index Shs Fds | 715.1K | $32.65M | 4.3% | +399.6K | Added |
| 3 | Spdr Series Trust | 434.7K | $24.59M | 3.2% | +245.8K | Added |
| 4 | Ishares Tr | 518.5K | $21.94M | 2.9% | +236.9K | Added |
| 5 | Nvidia Corporation | 116.4K | $20.30M | 2.7% | +73.9K | Added |
| 6 | Ishares Tr | 853.8K | $19.56M | 2.6% | +323.3K | Added |
| 7 | Spdr Series Trust | 843.4K | $18.88M | 2.5% | +387.0K | Added |
| 8 | Spdr Series Trust | 599.8K | $15.78M | 2.1% | +265.0K | Added |
| 9 | Vanguard Scottsdale Fds | 189.5K | $15.68M | 2.1% | +76.0K | Added |
| 10 | Spdr Series Trust | 270.0K | $13.05M | 1.7% | +153.7K | Added |
420 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio