Gibson Capital, LLC
- SEC CIK
- 0001427372
- Latest filing
- Aug 13, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 25, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 81
- +3 vs. Q1 2025
- Portfolio value
- $506.5M
- +$31.5M (+6.6%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 883,252 | $268.4M | 53.0% | −4,945−0.6% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,234,677 | $110.0M | 21.7% | +4,994+0.4% | Added | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 390,765 | $15.3M | 3.0% | −20.0% | Reduced | – |
| BRK.ABerkshire Hathaway Inc | CL A | 21 | $15.3M | 3.0% | 00.0% | Unchanged | History |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 613,134 | $12.5M | 2.5% | +38,807+6.8% | Added | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 38,220 | $10.9M | 2.2% | −97−0.3% | Reduced | – |
| DCODucommun Inc | COM | 105,229 | $8.70M | 1.7% | −1,000−0.9% | Reduced | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 27,539 | $5.64M | 1.1% | −18−0.1% | Reduced | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 97,523 | $5.26M | 1.0% | +400+0.4% | Added | – |
| IAUiShares Gold Trust | ETF | 74,885 | $4.67M | 0.9% | −10,164−12.0% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 7,241 | $3.52M | 0.7% | −741−9.3% | Reduced | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 25,124 | $2.92M | 0.6% | +124+0.5% | Added | – |
| AAPLApple Inc. | Stock | 11,157 | $2.29M | 0.5% | −967−8.0% | Reduced | History |
| NVDANVIDIA Corp | Stock | 13,237 | $2.09M | 0.4% | −2,903−18.0% | Reduced | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,438 | $2.08M | 0.4% | 00.0% | Unchanged | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 37,010 | $1.98M | 0.4% | +37,010 | New | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 22,584 | $1.79M | 0.4% | −3,263−12.6% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 3,121 | $1.55M | 0.3% | −740−19.2% | Reduced | History |
| IBITiShares Bitcoin Trust ETF | ETF | 22,663 | $1.39M | 0.3% | +17,198+314.7% | Added | History |
| AMZNAmazon Com Inc | Stock | 6,315 | $1.39M | 0.3% | −592−8.6% | Reduced | History |
| MLNKMeridianLink, Inc. | COMMON STOCK | 81,050 | $1.32M | 0.3% | 00.0% | Unchanged | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,338 | $1.27M | 0.2% | −471−8.1% | Reduced | – |
| iShares Tr464287150 | CORE S&P TTL STK | 7,805 | $1.05M | 0.2% | +1,019+15.0% | Added | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 4,560 | $1.03M | 0.2% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 32,021 | $960.3K | 0.2% | +39+0.1% | Added | – |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 8,995 | $867.5K | 0.2% | 00.0% | Unchanged | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,391 | $863.8K | 0.2% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,520 | $863.4K | 0.2% | 00.0% | Unchanged | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 25,823 | $852.4K | 0.2% | −10,916−29.7% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,930 | $819.4K | 0.2% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 647 | $640.5K | 0.1% | −15−2.3% | Reduced | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 25,599 | $625.6K | 0.1% | −12,316−32.5% | Reduced | – |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 16,230 | $601.0K | 0.1% | 00.0% | Unchanged | – |
| WMTWalmart Inc. | Stock | 6,119 | $598.3K | 0.1% | −1,686−21.6% | Reduced | History |
| iShares Tips Bond ETF464287176 | ETF | 5,287 | $581.7K | 0.1% | −324−5.8% | Reduced | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,899 | $565.3K | 0.1% | −3−0.1% | Reduced | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 5,879 | $551.9K | 0.1% | 00.0% | Unchanged | – |
| Goldman Sachs ETF Tr381430396 | JUST US LRG CP | 6,156 | $541.3K | 0.1% | 00.0% | Unchanged | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 976 | $538.1K | 0.1% | −5−0.5% | Reduced | – |
| ORCLOracle Corp | Stock | 2,370 | $518.2K | 0.1% | −208−8.1% | Reduced | History |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 12,701 | $508.8K | 0.1% | −4,710−27.1% | Reduced | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 15,216 | $500.8K | 0.1% | +30.0% | Added | – |
| PNFPPinnacle Financial Partners, Inc. | COM | 4,428 | $488.9K | 0.1% | +3+0.1% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,469 | $482.8K | 0.1% | +14+0.2% | Added | – |
| CVXChevron Corp | Stock | 3,336 | $477.6K | 0.1% | −2−0.1% | Reduced | History |
| VVisa Inc. | Stock | 1,328 | $471.5K | 0.1% | −292−18.0% | Reduced | History |
| KOCoca Cola Co | Stock | 6,501 | $459.9K | 0.1% | −379−5.5% | Reduced | History |
| HDHome Depot, Inc. | Stock | 1,171 | $429.3K | 0.1% | −340−22.5% | Reduced | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,146 | $416.8K | 0.1% | 00.0% | Unchanged | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 17,015 | $405.5K | 0.1% | +30.0% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 1,359 | $394.0K | 0.1% | −87−6.0% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 4,357 | $389.5K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,820 | $377.2K | 0.1% | 00.0% | Unchanged | – |
| GEVGE Vernova Inc. | Stock | 706 | $373.4K | 0.1% | +706 | New | History |
| GOOGLAlphabet Inc. | Stock | 2,091 | $368.5K | 0.1% | −730−25.9% | Reduced | History |
| iShares Tr464287622 | RUS 1000 ETF | 958 | $325.3K | 0.1% | 00.0% | Unchanged | – |
| EHCEncompass Health Corp | COM | 2,457 | $301.3K | 0.1% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 1,868 | $297.5K | 0.1% | −530−22.1% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 2,717 | $292.8K | 0.1% | −74−2.7% | Reduced | History |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 7,002 | $283.5K | 0.1% | 00.0% | Unchanged | – |
| BLKBlackRock, Inc. | Stock | 268 | $281.2K | 0.1% | +3+1.1% | Added | History |
| MMM3M Co | Stock | 1,842 | $280.4K | 0.1% | −7−0.4% | Reduced | History |
| MAMastercard Inc | Stock | 499 | $280.3K | 0.1% | −117−19.0% | Reduced | History |
| ETNEaton Corp plc | Stock | 780 | $278.5K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,595 | $278.0K | 0.1% | −325−8.3% | Reduced | – |
| SYKStryker Corp | Stock | 682 | $269.8K | 0.1% | −22−3.1% | Reduced | History |
| ESLTElbit Systems Ltd | Stock | 600 | $269.7K | 0.1% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 365 | $269.4K | 0.1% | −285−43.8% | Reduced | History |
| FNBFNB Corp | COM | 18,198 | $265.3K | 0.1% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 3,287 | $260.2K | 0.1% | −192−5.5% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 880 | $259.6K | 0.1% | −50−5.4% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 1,806 | $246.2K | <0.1% | −848−32.0% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 800 | $243.9K | <0.1% | 00.0% | Unchanged | History |
| FITBFifth Third Bancorp | COM | 5,738 | $236.0K | <0.1% | −53−0.9% | Reduced | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 515 | $226.9K | <0.1% | −25−4.6% | Reduced | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,622 | $220.2K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464288257 | MSCI ACWI ETF | 1,645 | $211.5K | <0.1% | +1,645 | New | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,262 | $204.3K | <0.1% | +3,262 | New | – |
| FASTFastenal Co | Stock | 4,622 | $194.1K | <0.1% | +4,622 | New | History |
| PSBDPalmer Square Capital BDC Inc. | COM SHS | 12,490 | $174.4K | <0.1% | +12,490 | New | History |
| GOOGAlphabet Inc. | Stock | 824 | $146.1K | <0.1% | −154−15.7% | Reduced | History |
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.