AiSiWhale

AI & tech investing

Gibson Capital, LLC

CIK 1427372

13F filing for Q2 2026・No. 3,481

Holdings
US$609.51M
Quarter change
+US$72.26M
Entries
141
Net bought (estimate)
+US$1.8M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 11
  • Sold out 4
  • Cut 26
  • Added 20
  • Corporate actions 0
  • Unchanged 37

Largest holdings

94 stocks worth US$609.51M, options and bonds left out.

StockThis quarterValueWeight
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETFTOTAL STK MKTCutUS$312.48M51.27%
VANGUARD REAL ESTATE ETFREAL ESTATE ETFAddedUS$134.55M22.07%
BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETFBRID OMN SMA ETFAddedUS$19.16M3.14%
DIMENSIONAL US SUSTAINABILITY CORE 1 ETFUS SUSTAINABILTYUnchangedUS$17.52M2.87%
BERKSHIRE HATHAWAY INC DEL CL ACL AUnchangedUS$15.73M2.58%
VANGUARD MORNINGSTAR LARGE-CAP ETLARGE CAP ETFCutUS$12.06M1.98%
DCODUCOMMUN INC DEL COMCOMCutUS$9.35M1.53%
VANGUARD DIVIDEND APPRECIATION ETFDIV APP ETFCutUS$6.51M1.07%
DIMENSIONAL U.S. TARGETED VALUE ETFUS TARGETED VLUCutUS$6.22M1.02%
ISHARES GOLD TRUSTISHARES NEWCutUS$5.18M0.85%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.