Gibson Capital, LLC
- SEC CIK
- 0001427372
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 94
- +7 vs. Q1 2026
- Portfolio value
- $609.5M
- +$72.3M (+13.4%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 844,461 | $312.5M | 51.3% | −7,140−0.8% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,395,282 | $134.5M | 22.1% | +7,672+0.6% | Added | – |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 656,307 | $19.2M | 3.1% | +33,940+5.5% | Added | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 375,765 | $17.5M | 2.9% | 00.0% | Unchanged | – |
| BRK.ABerkshire Hathaway Inc | CL A | 21 | $15.7M | 2.6% | 00.0% | Unchanged | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 35,064 | $12.1M | 2.0% | −230−0.7% | Reduced | – |
| DCODucommun Inc | COM | 50,492 | $9.35M | 1.5% | −11,737−18.9% | Reduced | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 27,509 | $6.51M | 1.1% | −30−0.1% | Reduced | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 88,993 | $6.22M | 1.0% | −1,029−1.1% | Reduced | – |
| IAUiShares Gold Trust | ETF | 68,603 | $5.18M | 0.8% | −1,664−2.4% | Reduced | History |
| AAPLApple Inc. | Stock | 17,000 | $4.92M | 0.8% | −186−1.1% | Reduced | History |
| CATCaterpillar Inc | Stock | 4,117 | $4.38M | 0.7% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 7,889 | $3.95M | 0.6% | +372+4.9% | Added | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 24,715 | $3.52M | 0.6% | −20.0% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 9,333 | $3.30M | 0.5% | +8,513+1,038.2% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 4,201 | $2.89M | 0.5% | −285−6.4% | Reduced | – |
| NVDANVIDIA Corp | Stock | 13,020 | $2.61M | 0.4% | −701−5.1% | Reduced | History |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 36,601 | $2.40M | 0.4% | −19−0.1% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 28,644 | $2.31M | 0.4% | −208−0.7% | ReducedConverted for a 4-for-1 split | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 16,162 | $1.67M | 0.3% | −839−4.9% | Reduced | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,156 | $1.56M | 0.3% | −20−0.4% | Reduced | – |
| iShares Tr464287150 | CORE S&P TTL STK | 9,199 | $1.51M | 0.2% | +10.0% | Added | – |
| AMZNAmazon Com Inc | Stock | 6,257 | $1.49M | 0.2% | −550−8.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 3,991 | $1.43M | 0.2% | +1,735+76.9% | Added | History |
| MSFTMicrosoft Corp | Stock | 3,710 | $1.38M | 0.2% | +61+1.7% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,391 | $1.04M | 0.2% | 00.0% | Unchanged | – |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 8,995 | $1.02M | 0.2% | 00.0% | Unchanged | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,720 | $958.6K | 0.2% | 00.0% | UnchangedConverted for a 4-for-1 split | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 21,481 | $916.5K | 0.2% | +30.0% | Added | – |
| PMPhilip Morris International Inc. | Stock | 4,340 | $785.1K | 0.1% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,043 | $767.7K | 0.1% | −8−0.8% | Reduced | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 24,649 | $725.4K | 0.1% | −400−1.6% | Reduced | – |
| CVXChevron Corp | Stock | 4,352 | $721.3K | 0.1% | +504+13.1% | Added | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,896 | $703.7K | 0.1% | −3−0.1% | Reduced | – |
| WMTWalmart Inc. | Stock | 6,119 | $693.0K | 0.1% | −46−0.7% | Reduced | History |
| MOAltria Group, Inc. | Stock | 9,573 | $688.8K | 0.1% | +17+0.2% | Added | History |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 17,353 | $688.6K | 0.1% | −1,375−7.3% | Reduced | – |
| IBITiShares Bitcoin Trust ETF | ETF | 20,529 | $683.4K | 0.1% | +34+0.2% | Added | History |
| iShares Tips Bond ETF464287176 | ETF | 5,840 | $639.0K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,715 | $621.0K | 0.1% | +218+2.6% | Added | – |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 14,121 | $617.8K | 0.1% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 646 | $604.3K | 0.1% | +4+0.6% | Added | History |
| FNFabrinet | SHS | 1,000 | $562.1K | 0.1% | +1,000 | New | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,820 | $535.0K | 0.1% | 00.0% | Unchanged | – |
| KOCoca Cola Co | Stock | 6,501 | $528.3K | 0.1% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 3,247 | $525.7K | 0.1% | +2+0.1% | Added | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,146 | $520.3K | 0.1% | 00.0% | Unchanged | – |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 10,745 | $519.0K | 0.1% | −155−1.4% | Reduced | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 5,346 | $515.7K | 0.1% | 00.0% | Unchanged | – |
| Goldman Sachs ETF Tr381430396 | JUST US LRG CP | 4,712 | $502.7K | 0.1% | −1,444−23.5% | Reduced | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 16,929 | $490.3K | 0.1% | +855+5.3% | Added | – |
| VVisa Inc. | Stock | 1,368 | $469.3K | 0.1% | 00.0% | Unchanged | History |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 11,637 | $467.0K | 0.1% | 00.0% | Unchanged | – |
| ORCLOracle Corp | Stock | 3,115 | $456.5K | 0.1% | 00.0% | Unchanged | History |
| ESLTElbit Systems Ltd | Stock | 600 | $455.2K | 0.1% | 00.0% | Unchanged | History |
| iShares MSCI Eafe ETF464287465 | ETF | 4,357 | $452.6K | 0.1% | 00.0% | Unchanged | – |
| PNFPPinnacle Financial Partners, Inc. | COM | 4,429 | $446.8K | 0.1% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 1,572 | $442.2K | 0.1% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 3,234 | $442.1K | 0.1% | +5+0.2% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 1,709 | $420.8K | 0.1% | +5+0.3% | Added | History |
| FNBFNB Corp | COM | 21,776 | $415.5K | 0.1% | 00.0% | Unchanged | History |
| FITBFifth Third Bancorp | COM | 7,313 | $412.2K | 0.1% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 1,140 | $402.1K | 0.1% | −11−1.0% | Reduced | History |
| COHRCoherent Corp. | COM | 1,000 | $394.5K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464287622 | RUS 1000 ETF | 958 | $392.3K | 0.1% | 00.0% | Unchanged | – |
| JPMJPMorgan Chase & Co | Stock | 1,185 | $387.9K | 0.1% | −98−7.6% | Reduced | History |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 7,002 | $352.8K | 0.1% | 00.0% | Unchanged | – |
| MRKMerck & Co., Inc. | Stock | 2,713 | $348.6K | 0.1% | +4+0.1% | Added | History |
| AVGOBroadcom Inc. | Stock | 922 | $348.3K | 0.1% | +922 | New | History |
| ETNEaton Corp plc | Stock | 811 | $345.6K | 0.1% | −48−5.6% | Reduced | History |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 4,574 | $333.4K | 0.1% | 00.0% | Unchanged | – |
| LLYEli Lilly & Co | Stock | 277 | $332.2K | 0.1% | +277 | New | History |
| SLViShares Silver Trust | ETF | 5,981 | $319.8K | 0.1% | 00.0% | Unchanged | History |
| KLACKLA Corp | COM NEW | 1,000 | $301.7K | <0.1% | +1,000 | New | History |
| GLDSPDR Gold Trust | ETF | 800 | $294.7K | <0.1% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 1,895 | $277.8K | <0.1% | +7+0.4% | Added | History |
| INTCIntel Corp | Stock | 1,957 | $273.3K | <0.1% | +1,957 | New | History |
| iShares Tr464288257 | MSCI ACWI ETF | 1,645 | $258.2K | <0.1% | 00.0% | Unchanged | – |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 6,403 | $257.0K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,250 | $249.3K | <0.1% | 00.0% | Unchanged | – |
| EHCEncompass Health Corp | COM | 2,431 | $245.7K | <0.1% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 475 | $243.9K | <0.1% | +2+0.4% | Added | History |
| METAMeta Platforms, Inc. | Stock | 423 | $238.3K | <0.1% | −112−20.9% | Reduced | History |
| iShares Core S&P US Value ETF464287663 | ETF | 2,106 | $232.0K | <0.1% | 00.0% | Unchanged | – |
| ABBVAbbVie Inc. | Stock | 917 | $230.8K | <0.1% | +917 | New | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,143 | $226.5K | <0.1% | 00.0% | Unchanged | – |
| FASTFastenal Co | Stock | 4,622 | $222.0K | <0.1% | 00.0% | Unchanged | History |
| TPLTexas Pacific Land Corp | Stock | 500 | $218.8K | <0.1% | +500 | New | History |
| SYKStryker Corp | Stock | 682 | $214.7K | <0.1% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 680 | $214.0K | <0.1% | +680 | New | History |
| Morgan Stanley ETF Trust61774R106 | CALVE INDEX ETF | 2,512 | $213.6K | <0.1% | +2,512 | New | – |
| BLKBlackRock, Inc. | Stock | 218 | $209.6K | <0.1% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 1,781 | $209.2K | <0.1% | +1,781 | New | History |
| FIXComfort Systems USA Inc | COM | 101 | $200.2K | <0.1% | +101 | New | History |
Sold out since Q1 2026 (4)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| DXYZDestiny Tech100 Inc. | CEF | 10,000 | $267.8K | <0.1% | History |
| PLTRPalantir Technologies Inc. | Stock | 1,582 | $231.4K | <0.1% | History |
| TSLATesla, Inc. | Stock | 578 | $214.9K | <0.1% | History |
| LMTLockheed Martin Corp | Stock | 336 | $203.1K | <0.1% | History |