Gibbs Wealth Management
CIK 2081110
13F filing for Q2 2026・No. 2,891
- Holdings
- US$828.1M
- Quarter change
- +US$66.11M
- Entries
- 459
- Net bought (estimate)
- −US$7.52M
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 69
- Sold out 46
- Cut 229
- Added 151
- Corporate actions 4
- Unchanged 4
Largest holdings
453 stocks worth US$825.35M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR P500GRW | Cut | 388,461 | US$46.22M | 5.60% |
| SPDR INDEX SHS FDSST STR PO EX ETF | Added | 764,189 | US$38.51M | 4.67% |
| SPDR SERIES TRUSTST STR P500VAL | Added | 464,334 | US$28.23M | 3.42% |
| ISHARES TR0-5YR HI YL CP | Added | 545,835 | US$23.15M | 2.80% |
| NVDANvidiaCOM | Cut | 112,976 | US$22.61M | 2.74% |
| SPDR SERIES TRUSTST STR BACKE ETF | Added | 885,744 | US$19.76M | 2.39% |
| ISHARES TRUS TREAS BD ETF | Added | 857,032 | US$19.52M | 2.37% |
| SPDR SERIES TRUSTST STR SP600 SML | Added | 289,724 | US$16.71M | 2.02% |
| SPDR SERIES TRUSTST LON TREAS ETF | Added | 626,756 | US$16.44M | 1.99% |
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 192,749 | US$15.93M | 1.93% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled October 21, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.