Gibson Capital, LLC
- SEC CIK
- 0001427372
- Latest filing
- Aug 13, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 17, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 87
- +7 vs. Q4 2025
- Portfolio value
- $537.2M
- −$7.96M (−1.5%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 851,601 | $273.2M | 50.9% | −9,283−1.1% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,387,610 | $123.1M | 22.9% | +67,438+5.1% | Added | – |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 622,367 | $15.8M | 2.9% | +951+0.2% | Added | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 375,765 | $15.4M | 2.9% | 00.0% | Unchanged | – |
| BRK.ABerkshire Hathaway Inc | CL A | 21 | $15.1M | 2.8% | 00.0% | Unchanged | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 35,294 | $10.5M | 2.0% | 00.0% | Unchanged | – |
| DCODucommun Inc | COM | 62,229 | $7.59M | 1.4% | −8,000−11.4% | Reduced | History |
| IAUiShares Gold Trust | ETF | 70,267 | $6.19M | 1.2% | −40.0% | Reduced | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 27,539 | $5.92M | 1.1% | 00.0% | Unchanged | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 90,022 | $5.62M | 1.0% | −329−0.4% | Reduced | – |
| AAPLApple Inc. | Stock | 17,186 | $4.36M | 0.8% | +698+4.2% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 7,517 | $3.60M | 0.7% | +113+1.5% | Added | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 24,717 | $3.00M | 0.6% | −24−0.1% | Reduced | – |
| CATCaterpillar Inc | Stock | 4,117 | $2.92M | 0.5% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 4,486 | $2.68M | 0.5% | −185−4.0% | Reduced | – |
| NVDANVIDIA Corp | Stock | 13,721 | $2.39M | 0.4% | −463−3.3% | Reduced | History |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 36,620 | $2.20M | 0.4% | −405−1.1% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,213 | $2.07M | 0.4% | 00.0% | Unchanged | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 17,001 | $1.70M | 0.3% | −3,735−18.0% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 6,807 | $1.42M | 0.3% | +552+8.8% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,176 | $1.36M | 0.3% | 00.0% | Unchanged | – |
| MSFTMicrosoft Corp | Stock | 3,649 | $1.35M | 0.3% | +22+0.6% | Added | History |
| iShares Tr464287150 | CORE S&P TTL STK | 9,198 | $1.31M | 0.2% | +31+0.3% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,391 | $908.7K | 0.2% | 00.0% | Unchanged | – |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 8,995 | $908.2K | 0.2% | 00.0% | Unchanged | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,930 | $823.0K | 0.2% | 00.0% | Unchanged | – |
| CVXChevron Corp | Stock | 3,848 | $796.2K | 0.1% | +504+15.1% | Added | History |
| IBITiShares Bitcoin Trust ETF | ETF | 20,495 | $787.4K | 0.1% | −469−2.2% | Reduced | History |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 21,478 | $768.5K | 0.1% | +107+0.5% | Added | – |
| WMTWalmart Inc. | Stock | 6,165 | $766.2K | 0.1% | +46+0.8% | Added | History |
| PMPhilip Morris International Inc. | Stock | 4,340 | $717.6K | 0.1% | 00.0% | Unchanged | History |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 18,728 | $716.5K | 0.1% | −350−1.8% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 2,256 | $648.7K | 0.1% | +164+7.8% | Added | History |
| iShares Tips Bond ETF464287176 | ETF | 5,840 | $644.5K | 0.1% | +673+13.0% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 25,049 | $642.3K | 0.1% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 642 | $639.7K | 0.1% | −44−6.4% | Reduced | History |
| MOAltria Group, Inc. | Stock | 9,556 | $630.6K | 0.1% | +22+0.2% | Added | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,899 | $629.8K | 0.1% | 00.0% | Unchanged | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,051 | $606.3K | 0.1% | +25+2.4% | Added | – |
| Goldman Sachs ETF Tr381430396 | JUST US LRG CP | 6,156 | $569.4K | 0.1% | 00.0% | Unchanged | – |
| XOMExxonMobil Holdings Corp | COM | 3,229 | $547.8K | 0.1% | +7+0.2% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,497 | $544.5K | 0.1% | +28+0.3% | Added | – |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 14,121 | $529.4K | 0.1% | 00.0% | Unchanged | – |
| ESLTElbit Systems Ltd | Stock | 600 | $509.5K | 0.1% | 00.0% | Unchanged | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 5,346 | $495.8K | 0.1% | 00.0% | Unchanged | – |
| KOCoca Cola Co | Stock | 6,501 | $494.4K | 0.1% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 3,245 | $471.3K | 0.1% | +3+0.1% | Added | History |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 11,637 | $459.0K | 0.1% | +10.0% | Added | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,146 | $458.5K | 0.1% | 00.0% | Unchanged | – |
| ORCLOracle Corp | Stock | 3,115 | $458.2K | 0.1% | +10.0% | Added | History |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 10,900 | $457.5K | 0.1% | −1,685−13.4% | Reduced | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,820 | $444.1K | 0.1% | 00.0% | Unchanged | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,357 | $423.2K | 0.1% | 00.0% | Unchanged | – |
| VVisa Inc. | Stock | 1,368 | $413.5K | 0.1% | +40+3.0% | Added | History |
| SLViShares Silver Trust | ETF | 5,981 | $407.5K | 0.1% | −322−5.1% | Reduced | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 16,074 | $403.5K | 0.1% | −946−5.6% | Reduced | – |
| PNFPPinnacle Financial Partners, Inc. | COM | 4,429 | $381.5K | 0.1% | +4,429 | New | History |
| IBMInternational Business Machines Corp | Stock | 1,572 | $381.0K | 0.1% | +4+0.3% | Added | History |
| HDHome Depot, Inc. | Stock | 1,151 | $378.6K | 0.1% | +22+1.9% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 1,283 | $377.4K | 0.1% | +28+2.2% | Added | History |
| FNBFNB Corp | COM | 21,776 | $364.1K | 0.1% | 00.0% | Unchanged | History |
| PNCPNC Financial Services Group, Inc. | Stock | 1,704 | $354.5K | 0.1% | +1,704 | New | History |
| GLDSPDR Gold Trust | ETF | 800 | $344.2K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464287622 | RUS 1000 ETF | 958 | $341.6K | 0.1% | 00.0% | Unchanged | – |
| FITBFifth Third Bancorp | COM | 7,313 | $339.8K | 0.1% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 2,709 | $325.9K | 0.1% | −10.0% | Reduced | History |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 7,002 | $319.6K | 0.1% | 00.0% | Unchanged | – |
| ETNEaton Corp plc | Stock | 859 | $307.2K | 0.1% | +79+10.1% | Added | History |
| METAMeta Platforms, Inc. | Stock | 535 | $306.1K | 0.1% | +170+46.6% | Added | History |
| PGProcter & Gamble Co | Stock | 1,888 | $272.6K | 0.1% | +8+0.4% | Added | History |
| DXYZDestiny Tech100 Inc. | CEF | 10,000 | $267.8K | <0.1% | +10,000 | New | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,250 | $250.8K | <0.1% | −345−9.6% | Reduced | – |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 4,574 | $250.0K | <0.1% | 00.0% | Unchanged | – |
| COHRCoherent Corp. | COM | 1,000 | $238.2K | <0.1% | +1,000 | New | History |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 6,403 | $238.2K | <0.1% | +284+4.6% | Added | – |
| MAMastercard Inc | Stock | 473 | $236.3K | <0.1% | −2−0.4% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 820 | $235.2K | <0.1% | 00.0% | Unchanged | History |
| EHCEncompass Health Corp | COM | 2,431 | $235.2K | <0.1% | +101+4.3% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 1,582 | $231.4K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288257 | MSCI ACWI ETF | 1,645 | $227.6K | <0.1% | +1+0.1% | Added | – |
| SYKStryker Corp | Stock | 682 | $224.1K | <0.1% | 00.0% | Unchanged | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,143 | $219.1K | <0.1% | +7,143 | New | – |
| iShares Core S&P US Value ETF464287663 | ETF | 2,106 | $215.3K | <0.1% | 00.0% | Unchanged | – |
| TSLATesla, Inc. | Stock | 578 | $214.9K | <0.1% | +578 | New | History |
| FASTFastenal Co | Stock | 4,622 | $214.5K | <0.1% | +4,622 | New | History |
| BLKBlackRock, Inc. | Stock | 218 | $209.7K | <0.1% | −90−29.2% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 336 | $203.1K | <0.1% | +336 | New | History |
Sold out since Q4 2025 (1)
Positions held at the end of Q4 2025 that are gone from this filing.