Gibson Capital, LLC
- SEC CIK
- 0001427372
- Latest filing
- Aug 13, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 78
- +5 vs. Q4 2024
- Portfolio value
- $475.0M
- −$13.9M (−2.8%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 888,197 | $244.1M | 51.4% | −21,833−2.4% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,229,683 | $111.3M | 23.4% | +25,499+2.1% | Added | – |
| BRK.ABerkshire Hathaway Inc | CL A | 21 | $16.8M | 3.5% | 00.0% | Unchanged | History |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 390,767 | $14.0M | 2.9% | −10,556−2.6% | Reduced | – |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 574,327 | $11.2M | 2.4% | +36,467+6.8% | Added | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 38,317 | $9.85M | 2.1% | +97+0.3% | Added | – |
| DCODucommun Inc | COM | 106,229 | $6.16M | 1.3% | 00.0% | Unchanged | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 27,557 | $5.35M | 1.1% | −1,387−4.8% | Reduced | – |
| IAUiShares Gold Trust | ETF | 85,049 | $5.01M | 1.1% | −1,621−1.9% | Reduced | History |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 97,123 | $5.00M | 1.1% | −311−0.3% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,982 | $4.25M | 0.9% | −227−2.8% | Reduced | History |
| AAPLApple Inc. | Stock | 12,124 | $2.69M | 0.6% | +750+6.6% | Added | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 25,000 | $2.56M | 0.5% | −104−0.4% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,438 | $1.92M | 0.4% | 00.0% | Unchanged | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 25,847 | $1.80M | 0.4% | +1,934+8.1% | Added | – |
| NVDANVIDIA Corp | Stock | 16,140 | $1.75M | 0.4% | +730+4.7% | Added | History |
| MLNKMeridianLink, Inc. | COMMON STOCK | 81,050 | $1.50M | 0.3% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 3,861 | $1.45M | 0.3% | +126+3.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 6,907 | $1.31M | 0.3% | −844−10.9% | Reduced | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,809 | $1.29M | 0.3% | +38+0.7% | Added | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 36,739 | $1.13M | 0.2% | +11,600+46.1% | Added | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 4,560 | $918.3K | 0.2% | 00.0% | Unchanged | – |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 8,995 | $891.6K | 0.2% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 31,982 | $865.1K | 0.2% | 00.0% | Unchanged | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 37,915 | $837.2K | 0.2% | +37,915 | New | – |
| iShares Tr464287150 | CORE S&P TTL STK | 6,786 | $828.0K | 0.2% | +1,058+18.5% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,391 | $781.7K | 0.2% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,520 | $781.1K | 0.2% | −696−31.4% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,930 | $696.9K | 0.1% | 00.0% | Unchanged | – |
| WMTWalmart Inc. | Stock | 7,805 | $685.2K | 0.1% | +1,686+27.6% | Added | History |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 17,411 | $627.8K | 0.1% | −110−0.6% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 662 | $626.1K | 0.1% | −384−36.7% | Reduced | History |
| iShares Tips Bond ETF464287176 | ETF | 5,611 | $623.3K | 0.1% | +10.0% | Added | – |
| VVisa Inc. | Stock | 1,620 | $567.7K | 0.1% | +293+22.1% | Added | History |
| CVXChevron Corp | Stock | 3,338 | $558.5K | 0.1% | +15+0.5% | Added | History |
| HDHome Depot, Inc. | Stock | 1,511 | $553.8K | 0.1% | +340+29.0% | Added | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 5,879 | $550.6K | 0.1% | −201−3.3% | Reduced | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,902 | $540.6K | 0.1% | −250−7.9% | Reduced | – |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 16,230 | $511.3K | 0.1% | 00.0% | Unchanged | – |
| KOCoca Cola Co | Stock | 6,880 | $492.7K | 0.1% | +378+5.8% | Added | History |
| Goldman Sachs ETF Tr381430396 | JUST US LRG CP | 6,156 | $489.5K | 0.1% | +6,156 | New | – |
| PNFPPinnacle Financial Partners, Inc. | COM | 4,425 | $469.2K | 0.1% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 981 | $460.0K | 0.1% | −88−8.2% | Reduced | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 15,213 | $443.0K | 0.1% | +4,471+41.6% | Added | – |
| GOOGLAlphabet Inc. | Stock | 2,821 | $436.2K | 0.1% | +228+8.8% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,455 | $429.8K | 0.1% | +1,017+13.7% | Added | – |
| PGProcter & Gamble Co | Stock | 2,398 | $408.6K | 0.1% | +540+29.1% | Added | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,146 | $403.8K | 0.1% | 00.0% | Unchanged | – |
| METAMeta Platforms, Inc. | Stock | 650 | $374.6K | 0.1% | +286+78.6% | Added | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 17,012 | $366.3K | 0.1% | +17,012 | New | – |
| ORCLOracle Corp | Stock | 2,578 | $360.4K | 0.1% | +258+11.1% | Added | History |
| iShares MSCI Eafe ETF464287465 | ETF | 4,357 | $356.1K | 0.1% | +708+19.4% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 1,446 | $354.7K | 0.1% | +84+6.2% | Added | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,820 | $341.7K | 0.1% | 00.0% | Unchanged | – |
| MAMastercard Inc | Stock | 616 | $337.4K | 0.1% | +117+23.4% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 2,791 | $331.9K | 0.1% | +79+2.9% | Added | History |
| MRKMerck & Co., Inc. | Stock | 3,479 | $312.3K | 0.1% | +190+5.8% | Added | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,920 | $300.2K | 0.1% | −440−10.1% | Reduced | – |
| iShares Tr464287622 | RUS 1000 ETF | 958 | $293.9K | 0.1% | 00.0% | Unchanged | – |
| LMTLockheed Martin Corp | Stock | 638 | $285.0K | 0.1% | +638 | New | History |
| MMM3M Co | Stock | 1,849 | $271.6K | 0.1% | +9+0.5% | Added | History |
| SYKStryker Corp | Stock | 704 | $262.1K | 0.1% | +22+3.2% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,487 | $256.9K | 0.1% | +1,487 | New | – |
| IBITiShares Bitcoin Trust ETF | ETF | 5,465 | $255.8K | 0.1% | +418+8.3% | Added | History |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 7,002 | $254.9K | 0.1% | +7,002 | New | – |
| BLKBlackRock, Inc. | Stock | 265 | $250.8K | 0.1% | +2+0.8% | Added | History |
| EHCEncompass Health Corp | COM | 2,457 | $248.8K | 0.1% | 00.0% | Unchanged | History |
| FNBFNB Corp | COM | 18,198 | $244.8K | 0.1% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 930 | $231.5K | <0.1% | +930 | New | History |
| GLDSPDR Gold Trust | ETF | 800 | $230.5K | <0.1% | +800 | New | History |
| ESLTElbit Systems Ltd | Stock | 600 | $230.2K | <0.1% | +600 | New | History |
| FITBFifth Third Bancorp | COM | 5,791 | $227.0K | <0.1% | +53+0.9% | Added | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 540 | $226.7K | <0.1% | −35−6.1% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 2,654 | $224.0K | <0.1% | +2,654 | New | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,622 | $220.1K | <0.1% | 00.0% | Unchanged | – |
| ETNEaton Corp plc | Stock | 780 | $212.0K | <0.1% | +2+0.3% | Added | History |
| GOOGAlphabet Inc. | Stock | 978 | $152.7K | <0.1% | −60−5.8% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 856 | $143.3K | <0.1% | +183+27.2% | Added | History |
Sold out since Q4 2024 (5)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| LLYEli Lilly & Co | Stock | 342 | $264.2K | 0.1% | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,111 | $219.6K | <0.1% | History |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 4,635 | $214.1K | <0.1% | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,620 | $202.4K | <0.1% | – |
| ZTSZoetis Inc. | Stock | 1,025 | $167.0K | <0.1% | History |