Gibson Capital, LLC
- SEC CIK
- 0001427372
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 12, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 73
- −2 vs. Q3 2024
- Portfolio value
- $488.9M
- −$2.21M (−0.4%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 910,030 | $263.7M | 53.9% | −21,186−2.3% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,204,184 | $107.3M | 21.9% | −15,985−1.3% | Reduced | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 401,323 | $15.2M | 3.1% | 00.0% | Unchanged | – |
| BRK.ABerkshire Hathaway Inc | CL A | 21 | $14.3M | 2.9% | 00.0% | Unchanged | History |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 537,860 | $11.6M | 2.4% | −8,639−1.6% | Reduced | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 38,220 | $10.3M | 2.1% | −1,152−2.9% | Reduced | – |
| DCODucommun Inc | COM | 106,229 | $6.76M | 1.4% | +106,229 | New | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 28,944 | $5.67M | 1.2% | 00.0% | Unchanged | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 97,434 | $5.42M | 1.1% | −2,500−2.5% | Reduced | – |
| IAUiShares Gold Trust | ETF | 86,670 | $4.29M | 0.9% | −475−0.5% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 8,209 | $3.72M | 0.8% | +761+10.2% | Added | History |
| AAPLApple Inc. | Stock | 11,374 | $2.85M | 0.6% | +3,920+52.6% | Added | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 25,104 | $2.77M | 0.6% | −55−0.2% | Reduced | – |
| NVDANVIDIA Corp | Stock | 15,410 | $2.07M | 0.4% | +2,170+16.4% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,438 | $1.96M | 0.4% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 7,751 | $1.70M | 0.3% | +4,360+128.6% | Added | History |
| MLNKMeridianLink, Inc. | COMMON STOCK | 81,050 | $1.67M | 0.3% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 3,735 | $1.57M | 0.3% | +655+21.3% | Added | History |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 23,913 | $1.56M | 0.3% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,771 | $1.39M | 0.3% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,216 | $1.19M | 0.2% | −21−0.9% | Reduced | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 4,560 | $969.7K | 0.2% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 1,046 | $958.5K | 0.2% | +401+62.2% | Added | History |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 8,995 | $889.2K | 0.2% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 31,982 | $838.2K | 0.2% | 00.0% | Unchanged | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,391 | $818.9K | 0.2% | 00.0% | Unchanged | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,930 | $775.0K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464287150 | CORE S&P TTL STK | 5,728 | $736.8K | 0.2% | +9+0.2% | Added | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 25,139 | $730.3K | 0.1% | 00.0% | Unchanged | – |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 17,521 | $662.3K | 0.1% | +10.0% | Added | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,152 | $624.8K | 0.1% | 00.0% | Unchanged | – |
| iShares Tips Bond ETF464287176 | ETF | 5,610 | $597.8K | 0.1% | −10.0% | Reduced | – |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 16,230 | $573.9K | 0.1% | 00.0% | Unchanged | – |
| WMTWalmart Inc. | Stock | 6,119 | $552.9K | 0.1% | +14+0.2% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,069 | $546.5K | 0.1% | 00.0% | Unchanged | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 6,080 | $539.8K | 0.1% | 00.0% | Unchanged | – |
| PNFPPinnacle Financial Partners, Inc. | COM | 4,425 | $506.2K | 0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 2,593 | $490.9K | 0.1% | +1,013+64.1% | Added | History |
| CVXChevron Corp | Stock | 3,323 | $481.4K | 0.1% | +3+0.1% | Added | History |
| HDHome Depot, Inc. | Stock | 1,171 | $455.5K | 0.1% | +3+0.3% | Added | History |
| VVisa Inc. | Stock | 1,327 | $419.4K | 0.1% | +5+0.4% | Added | History |
| KOCoca Cola Co | Stock | 6,502 | $404.8K | 0.1% | +14+0.2% | Added | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,146 | $397.3K | 0.1% | 00.0% | Unchanged | – |
| ORCLOracle Corp | Stock | 2,320 | $386.6K | 0.1% | +105+4.7% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,438 | $355.7K | 0.1% | −2,677−26.5% | Reduced | – |
| MRKMerck & Co., Inc. | Stock | 3,289 | $327.2K | 0.1% | +9+0.3% | Added | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,820 | $327.0K | 0.1% | 00.0% | Unchanged | – |
| JPMJPMorgan Chase & Co | Stock | 1,362 | $326.5K | 0.1% | −70−4.9% | Reduced | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 4,360 | $325.8K | 0.1% | 00.0% | Unchanged | – |
| PGProcter & Gamble Co | Stock | 1,858 | $311.6K | 0.1% | +5+0.3% | Added | History |
| iShares Tr464287622 | RUS 1000 ETF | 958 | $308.6K | 0.1% | 00.0% | Unchanged | – |
| XOMExxonMobil Holdings Corp | COM | 2,712 | $291.8K | 0.1% | +23+0.9% | Added | History |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 10,742 | $285.4K | 0.1% | 00.0% | Unchanged | – |
| iShares MSCI Eafe ETF464287465 | ETF | 3,649 | $275.9K | 0.1% | 00.0% | Unchanged | – |
| BLKBlackRock, Inc. | Stock | 263 | $269.6K | 0.1% | +50+23.5% | Added | History |
| FNBFNB Corp | COM | 18,198 | $269.0K | 0.1% | 00.0% | Unchanged | History |
| IBITiShares Bitcoin Trust ETF | ETF | 5,047 | $267.7K | 0.1% | +5,047 | New | History |
| LLYEli Lilly & Co | Stock | 342 | $264.2K | 0.1% | +342 | New | History |
| MAMastercard Inc | Stock | 499 | $262.9K | 0.1% | +4+0.8% | Added | History |
| ETNEaton Corp plc | Stock | 778 | $258.2K | 0.1% | 00.0% | Unchanged | History |
| SYKStryker Corp | Stock | 682 | $245.6K | 0.1% | +1+0.1% | Added | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 575 | $244.7K | 0.1% | 00.0% | Unchanged | History |
| FITBFifth Third Bancorp | COM | 5,738 | $242.6K | <0.1% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 1,840 | $237.5K | <0.1% | +4+0.2% | Added | History |
| EHCEncompass Health Corp | COM | 2,457 | $226.9K | <0.1% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,111 | $219.6K | <0.1% | +1,111 | New | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,622 | $214.3K | <0.1% | 00.0% | Unchanged | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 4,635 | $214.1K | <0.1% | 00.0% | Unchanged | – |
| METAMeta Platforms, Inc. | Stock | 364 | $213.1K | <0.1% | +6+1.7% | Added | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,620 | $202.4K | <0.1% | 00.0% | Unchanged | – |
| GOOGAlphabet Inc. | Stock | 1,038 | $197.8K | <0.1% | +1,038 | New | History |
| ZTSZoetis Inc. | Stock | 1,025 | $167.0K | <0.1% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 673 | $156.1K | <0.1% | +673 | New | History |
Sold out since Q3 2024 (8)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| MCHPMicrochip Technology Inc | Stock | 2,600 | $208.8K | <0.1% | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,425 | $202.8K | <0.1% | – |
| iShares Core S&P US Value ETF464287663 | ETF | 2,106 | $201.1K | <0.1% | – |
| LMTLockheed Martin Corp | Stock | 335 | $195.8K | <0.1% | History |
| AAgilent Technologies, Inc. | COM | 1,290 | $191.5K | <0.1% | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 178 | $187.1K | <0.1% | History |
| VLYValley National Bancorp | COM | 11,191 | $101.4K | <0.1% | History |
| Lilium N VN52586117 | *W EXP 09/14/202 | 184,882 | $18.5K | <0.1% | – |