Gibson Capital, LLC
- SEC CIK
- 0001427372
- Latest filing
- Aug 13, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 24, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 87
- +6 vs. Q2 2025
- Portfolio value
- $542.2M
- +$35.7M (+7.0%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 874,626 | $287.0M | 52.9% | −8,626−1.0% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,245,704 | $113.9M | 21.0% | +11,027+0.9% | Added | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 375,765 | $16.0M | 2.9% | −15,000−3.8% | Reduced | – |
| BRK.ABerkshire Hathaway Inc | CL A | 21 | $15.8M | 2.9% | 00.0% | Unchanged | History |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 618,164 | $14.0M | 2.6% | +5,030+0.8% | Added | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 35,294 | $10.9M | 2.0% | −2,926−7.7% | Reduced | – |
| DCODucommun Inc | COM | 75,229 | $7.23M | 1.3% | −30,000−28.5% | Reduced | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 27,539 | $5.94M | 1.1% | 00.0% | Unchanged | – |
| IAUiShares Gold Trust | ETF | 74,540 | $5.42M | 1.0% | −345−0.5% | Reduced | History |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 90,201 | $5.25M | 1.0% | −7,322−7.5% | Reduced | – |
| AAPLApple Inc. | Stock | 16,529 | $4.21M | 0.8% | +5,372+48.1% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 7,418 | $3.73M | 0.7% | +177+2.4% | Added | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 25,124 | $3.16M | 0.6% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,671 | $2.86M | 0.5% | +3,151+207.3% | Added | – |
| NVDANVIDIA Corp | Stock | 14,182 | $2.65M | 0.5% | +945+7.1% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,282 | $2.14M | 0.4% | −156−2.1% | Reduced | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 37,025 | $2.12M | 0.4% | +150.0% | Added | – |
| CATCaterpillar Inc | Stock | 4,118 | $1.96M | 0.4% | +4,118 | New | History |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 20,719 | $1.84M | 0.3% | −1,865−8.3% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 3,318 | $1.72M | 0.3% | +197+6.3% | Added | History |
| MLNKMeridianLink, Inc. | COMMON STOCK | 81,050 | $1.62M | 0.3% | 00.0% | Unchanged | History |
| IBITiShares Bitcoin Trust ETF | ETF | 22,460 | $1.46M | 0.3% | −203−0.9% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 6,319 | $1.39M | 0.3% | +4+0.1% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,176 | $1.32M | 0.2% | −162−3.0% | Reduced | – |
| iShares Tr464287150 | CORE S&P TTL STK | 7,808 | $1.14M | 0.2% | +30.0% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,391 | $931.1K | 0.2% | 00.0% | Unchanged | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,930 | $904.0K | 0.2% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 975 | $902.6K | 0.2% | +328+50.7% | Added | History |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 8,995 | $902.1K | 0.2% | 00.0% | Unchanged | – |
| ORCLOracle Corp | Stock | 3,164 | $889.8K | 0.2% | +794+33.5% | Added | History |
| PMPhilip Morris International Inc. | Stock | 4,340 | $703.9K | 0.1% | +4,340 | New | History |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 19,078 | $689.9K | 0.1% | −6,745−26.1% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,148 | $688.9K | 0.1% | +172+17.6% | Added | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 21,365 | $681.3K | 0.1% | −10,656−33.3% | Reduced | – |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 16,230 | $667.4K | 0.1% | 00.0% | Unchanged | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 25,049 | $659.8K | 0.1% | −550−2.1% | Reduced | – |
| WMTWalmart Inc. | Stock | 6,119 | $630.6K | 0.1% | 00.0% | Unchanged | History |
| MOAltria Group, Inc. | Stock | 9,516 | $628.7K | 0.1% | +9,516 | New | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,899 | $605.0K | 0.1% | 00.0% | Unchanged | – |
| Goldman Sachs ETF Tr381430396 | JUST US LRG CP | 6,156 | $577.4K | 0.1% | 00.0% | Unchanged | – |
| iShares Tips Bond ETF464287176 | ETF | 5,168 | $574.7K | 0.1% | −119−2.3% | Reduced | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 5,879 | $559.3K | 0.1% | 00.0% | Unchanged | – |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 12,701 | $548.7K | 0.1% | 00.0% | Unchanged | – |
| CVXChevron Corp | Stock | 3,340 | $518.7K | 0.1% | +4+0.1% | Added | History |
| GOOGLAlphabet Inc. | Stock | 2,092 | $508.6K | 0.1% | +10.0% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,469 | $507.5K | 0.1% | 00.0% | Unchanged | – |
| MMM3M Co | Stock | 3,241 | $502.9K | 0.1% | +1,399+76.0% | Added | History |
| HDHome Depot, Inc. | Stock | 1,221 | $494.7K | 0.1% | +50+4.3% | Added | History |
| VVisa Inc. | Stock | 1,328 | $453.4K | 0.1% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 1,567 | $442.1K | 0.1% | +687+78.1% | Added | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 17,017 | $437.5K | 0.1% | +20.0% | Added | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,146 | $436.9K | 0.1% | 00.0% | Unchanged | – |
| KOCoca Cola Co | Stock | 6,491 | $430.5K | 0.1% | −10−0.2% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 1,359 | $428.7K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,820 | $417.6K | 0.1% | 00.0% | Unchanged | – |
| PNFPPinnacle Financial Partners, Inc. | COM | 4,428 | $415.3K | 0.1% | 00.0% | Unchanged | History |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 11,636 | $415.3K | 0.1% | −3,580−23.5% | Reduced | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,357 | $406.8K | 0.1% | 00.0% | Unchanged | – |
| PLTRPalantir Technologies Inc. | Stock | 2,102 | $383.4K | 0.1% | +296+16.4% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 3,217 | $362.7K | 0.1% | +500+18.4% | Added | History |
| iShares Tr464287622 | RUS 1000 ETF | 958 | $350.1K | 0.1% | 00.0% | Unchanged | – |
| BLKBlackRock, Inc. | Stock | 298 | $347.4K | 0.1% | +30+11.2% | Added | History |
| TTTrane Technologies plc | SHS | 805 | $339.7K | 0.1% | +805 | New | History |
| EHCEncompass Health Corp | COM | 2,457 | $312.1K | 0.1% | 00.0% | Unchanged | History |
| ESLTElbit Systems Ltd | Stock | 600 | $305.9K | 0.1% | 00.0% | Unchanged | History |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 7,002 | $299.6K | 0.1% | 00.0% | Unchanged | – |
| FNBFNB Corp | COM | 18,198 | $293.2K | 0.1% | 00.0% | Unchanged | History |
| ETNEaton Corp plc | Stock | 780 | $291.9K | 0.1% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 1,874 | $287.9K | 0.1% | +6+0.3% | Added | History |
| MAMastercard Inc | Stock | 501 | $284.9K | 0.1% | +2+0.4% | Added | History |
| GLDSPDR Gold Trust | ETF | 800 | $284.4K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,595 | $280.7K | 0.1% | 00.0% | Unchanged | – |
| MRKMerck & Co., Inc. | Stock | 3,280 | $275.3K | 0.1% | −7−0.2% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 365 | $268.0K | <0.1% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 576 | $256.2K | <0.1% | +576 | New | History |
| FITBFifth Third Bancorp | COM | 5,738 | $255.6K | <0.1% | 00.0% | Unchanged | History |
| SYKStryker Corp | Stock | 682 | $252.1K | <0.1% | 00.0% | Unchanged | History |
| SNPSSynopsys Inc | COM | 504 | $248.5K | <0.1% | +504 | New | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 515 | $238.8K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288257 | MSCI ACWI ETF | 1,645 | $227.4K | <0.1% | 00.0% | Unchanged | – |
| FASTFastenal Co | Stock | 4,622 | $226.7K | <0.1% | 00.0% | Unchanged | History |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 6,009 | $212.0K | <0.1% | +6,009 | New | – |
| iShares Core S&P US Value ETF464287663 | ETF | 2,106 | $210.5K | <0.1% | +2,106 | New | – |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 4,574 | $202.7K | <0.1% | +4,574 | New | – |
| NSCNorfolk Southern Corp | Stock | 671 | $201.7K | <0.1% | +671 | New | History |
| GOOGAlphabet Inc. | Stock | 821 | $199.9K | <0.1% | −3−0.4% | Reduced | History |
| PSBDPalmer Square Capital BDC Inc. | COM SHS | 12,490 | $153.3K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2025 (4)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| Vanguard World FD921910873 | MEGA CAP INDEX | 4,560 | $1.03M | 0.2% | – |
| GEVGE Vernova Inc. | Stock | 706 | $373.4K | 0.1% | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,622 | $220.2K | <0.1% | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,262 | $204.3K | <0.1% | – |