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Gimbal Financial

SEC CIK
0001835206
Latest filing
Aug 4, 2026

The latest 13F from Gimbal Financial covers Q2 2026 (filed Aug 4, 2026): 54 long positions worth $157.3M. The top 10 holdings make up 87.2% of the portfolio, and the largest is iShares Core S&P 500 ETF at 19.2%. Livermore has 9 filings on Form 13F from this institution, going back to Q4 2023.

What changed in Q2 2026

The five largest holdings this quarter.

Gimbal Financial did not file a 13F for Q1 2026, so this quarter cannot be compared with the previous one.

Compare with Q3 2025 instead

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core S&P 500 ETF464287200
    19.2%$30.2M
  2. iShares Russell 2000 ETF464287655
    18.3%$28.8M
  3. iShares Core Dividend Growth ETF46434V621
    9.6%$15.1M
  4. Fidelity MSCI Health Care Index ETF316092600
    9.1%$14.3M
  5. SPDR Series Trust78464A714
    7.3%$11.4M

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$157.3M
No prior quarter to compare
Positions
54
No prior quarter to compare
Top 10 concentration
87.2%
Top 10 as share of value
Turnover
–
No prior quarter to compare
Average holding period
1.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.

13F filings by quarter

9 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $166.5M (Q3 2025)

Q4 2023: $99.7MQ1 2024: $122.2MQ2 2024: $135.9MQ3 2024: $154.0MQ4 2024: $122.2MQ1 2025: $110.8MQ2 2025: $162.8MQ3 2025: $166.5MQ2 2026: $157.3M
Q4 2023Q2 2026
13F filings of Gimbal Financial by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 4, 202654$157.3MiShares Core S&P 500 ETFiShares Russell 2000 ETFiShares Core Dividend Growth ETF–SEC
Q3 2025Nov 4, 202555$166.5MiShares Core S&P 500 ETFiShares Global Clean Energy ETFInvesco Exchange Traded FD Tvs. Q2 2025SEC
Q2 2025Jul 30, 202547$162.8MiShares Core S&P 500 ETFiShares TrInvesco Exchange Traded FD Tvs. Q1 2025SEC
Q1 2025Apr 23, 202540$110.8MiShares Core Dividend Growth ETFIAUiShares Core S&P 500 ETFvs. Q4 2024SEC
Q4 2024Feb 3, 202548$122.2MiShares Core S&P 500 ETFiShares Core Dividend Growth ETFLLYvs. Q3 2024SEC
Q3 2024Oct 25, 202449$154.0MiShares Core Dividend Growth ETFiShares Core S&P 500 ETFIAUvs. Q2 2024SEC
Q2 2024Jul 12, 202443$135.9MiShares Core S&P 500 ETFiShares Core Dividend Growth ETFLLYvs. Q1 2024SEC
Q1 2024May 1, 202446$122.2MiShares Core S&P 500 ETFiShares Core Dividend Growth ETFLLYvs. Q4 2023SEC
Q4 2023Feb 1, 202441$99.7MiShares Core S&P 500 ETFiShares TriShares Tr–SEC