Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| SPDR Series TrustSTATE STREET SPD | STATE STREET SPD | $38.6M | 5.1% |
| SPDR Index Shs FdsSTATE STREET SPD | STATE STREET SPD | $32.6M | 4.3% |
| SPDR Series TrustSTATE STREET SPD | STATE STREET SPD | $24.6M | 3.2% |
| iShares TR0-5YR HI YL CP | 0-5YR HI YL CP | $21.9M | 2.9% |
| Nvidia CorporationCOM | COM | $20.3M | 2.7% |
| iShares TRUS TREAS BD ETF | US TREAS BD ETF | $19.6M | 2.6% |
| SPDR Series TrustSTATE STREET SPD | STATE STREET SPD | $18.9M | 2.5% |
| SPDR Series TrustSTATE STREET SPD | STATE STREET SPD | $15.8M | 2.1% |
| Vanguard Scottsdale FdsINT-TERM CORP | INT-TERM CORP | $15.7M | 2.1% |
| SPDR Series TrustSTATE STREET SPD | STATE STREET SPD | $13M | 1.7% |
| Northern Lts FD TR IVMAIN SECTR ROTN | MAIN SECTR ROTN | $12.8M | 1.7% |
| SPDR Index Shs FdsSTATE STREET SPD | STATE STREET SPD | $11.6M | 1.5% |
| Microsoft Corp.COM | COM | $10.9M | 1.4% |
| Apple Inc.COM | COM | $10.6M | 1.4% |
| Amazon Com Inc.COM | COM | $10M | 1.3% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $9.99M | 1.3% |
| Analog Devices Inc.COM | COM | $9.43M | 1.2% |
| SPDR Series TrustSTATE STREET SPD | STATE STREET SPD | $9.21M | 1.2% |
| Meta Platforms Inc.CL A | CL A | $8.25M | 1.1% |
| Tesla Inc.COM | COM | $8.2M | 1.1% |
| SPDR Series TrustSTATE STREET SPD | STATE STREET SPD | $7.22M | 0.9% |
| Visa Inc.COM CL A | COM CL A | $7.14M | 0.9% |
| Applied Matls Inc.COM | COM | $6.12M | 0.8% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $6.1M | 0.8% |
| Oracle Corp.COM | COM | $5.96M | 0.8% |
| Broadcom Inc.COM | COM | $5.78M | 0.8% |
| J P Morgan Exchange Traded FUS QUALTY FCTR | US QUALTY FCTR | $5.67M | 0.7% |
| Boeing COCOM | COM | $5.61M | 0.7% |
| Netflix Inc..COM | COM | $5.49M | 0.7% |
| Eli Lilly & COCOM | COM | $5.46M | 0.7% |
| Verizon Communications Inc.COM | COM | $4.83M | 0.6% |
| JPMORGAN Chase & COCOM | COM | $4.47M | 0.6% |
| iShares TRBROAD USD HIGH | BROAD USD HIGH | $4.15M | 0.5% |
| Shopify Inc.CL A SUB VTG SHS | CL A SUB VTG SHS | $4.1M | 0.5% |
| Costco Wholesale CorporationCOM | COM | $4.04M | 0.5% |
| SPDR Series TrustSTATE STREET SPD | STATE STREET SPD | $4.03M | 0.5% |
| Janus Detroit Str TRHENDRSON AAA CL | HENDRSON AAA CL | $3.7M | 0.5% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $3.68M | 0.5% |
| Salesforce Inc.COM | COM | $3.57M | 0.5% |
| Chevron CorporationCOM | COM | $3.53M | 0.5% |
| Mcdonalds Corp.COM | COM | $3.42M | 0.4% |
| Rtx CorporationCOM | COM | $3.29M | 0.4% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $3.25M | 0.4% |
| Philip Morris Intl Inc.COM | COM | $3.03M | 0.4% |
| Sterling Infrastructure Inc.COM | COM | $2.98M | 0.4% |
| Berkshire Hathaway Inc. DelCL A | CL A | $2.87M | 0.4% |
| Costco Wholesale Corporation (call option)COM | COM | $2.59M | 0.3% |
| Vertex Pharmaceuticals Inc.COM | COM | $2.52M | 0.3% |
| Disney Walt COCOM | COM | $2.52M | 0.3% |
| Wells Fargo & COCOM | COM | $2.52M | 0.3% |
SPDR Series TrustSTATE STREET SPD$38.6M
- Class
- STATE STREET SPD
- Share
- 5.1%
SPDR Index Shs FdsSTATE STREET SPD$32.6M
- Class
- STATE STREET SPD
- Share
- 4.3%
SPDR Series TrustSTATE STREET SPD$24.6M
- Class
- STATE STREET SPD
- Share
- 3.2%
iShares TR0-5YR HI YL CP$21.9M
- Class
- 0-5YR HI YL CP
- Share
- 2.9%
Nvidia CorporationCOM$20.3M
- Class
- COM
- Share
- 2.7%
iShares TRUS TREAS BD ETF$19.6M
- Class
- US TREAS BD ETF
- Share
- 2.6%
SPDR Series TrustSTATE STREET SPD$18.9M
- Class
- STATE STREET SPD
- Share
- 2.5%
SPDR Series TrustSTATE STREET SPD$15.8M
- Class
- STATE STREET SPD
- Share
- 2.1%
Vanguard Scottsdale FdsINT-TERM CORP$15.7M
- Class
- INT-TERM CORP
- Share
- 2.1%
SPDR Series TrustSTATE STREET SPD$13M
- Class
- STATE STREET SPD
- Share
- 1.7%
Northern Lts FD TR IVMAIN SECTR ROTN$12.8M
- Class
- MAIN SECTR ROTN
- Share
- 1.7%
SPDR Index Shs FdsSTATE STREET SPD$11.6M
- Class
- STATE STREET SPD
- Share
- 1.5%
Microsoft Corp.COM$10.9M
- Class
- COM
- Share
- 1.4%
Apple Inc.COM$10.6M
- Class
- COM
- Share
- 1.4%
Amazon Com Inc.COM$10M
- Class
- COM
- Share
- 1.3%
Alphabet Inc.CAP STK CL A$9.99M
- Class
- CAP STK CL A
- Share
- 1.3%
Analog Devices Inc.COM$9.43M
- Class
- COM
- Share
- 1.2%
SPDR Series TrustSTATE STREET SPD$9.21M
- Class
- STATE STREET SPD
- Share
- 1.2%
Meta Platforms Inc.CL A$8.25M
- Class
- CL A
- Share
- 1.1%
Tesla Inc.COM$8.2M
- Class
- COM
- Share
- 1.1%
SPDR Series TrustSTATE STREET SPD$7.22M
- Class
- STATE STREET SPD
- Share
- 0.9%
Visa Inc.COM CL A$7.14M
- Class
- COM CL A
- Share
- 0.9%
Applied Matls Inc.COM$6.12M
- Class
- COM
- Share
- 0.8%
Alphabet Inc.CAP STK CL C$6.1M
- Class
- CAP STK CL C
- Share
- 0.8%
Oracle Corp.COM$5.96M
- Class
- COM
- Share
- 0.8%
Broadcom Inc.COM$5.78M
- Class
- COM
- Share
- 0.8%
J P Morgan Exchange Traded FUS QUALTY FCTR$5.67M
- Class
- US QUALTY FCTR
- Share
- 0.7%
Boeing COCOM$5.61M
- Class
- COM
- Share
- 0.7%
Netflix Inc..COM$5.49M
- Class
- COM
- Share
- 0.7%
Eli Lilly & COCOM$5.46M
- Class
- COM
- Share
- 0.7%
Verizon Communications Inc.COM$4.83M
- Class
- COM
- Share
- 0.6%
JPMORGAN Chase & COCOM$4.47M
- Class
- COM
- Share
- 0.6%
iShares TRBROAD USD HIGH$4.15M
- Class
- BROAD USD HIGH
- Share
- 0.5%
Shopify Inc.CL A SUB VTG SHS$4.1M
- Class
- CL A SUB VTG SHS
- Share
- 0.5%
Costco Wholesale CorporationCOM$4.04M
- Class
- COM
- Share
- 0.5%
SPDR Series TrustSTATE STREET SPD$4.03M
- Class
- STATE STREET SPD
- Share
- 0.5%
Janus Detroit Str TRHENDRSON AAA CL$3.7M
- Class
- HENDRSON AAA CL
- Share
- 0.5%
SPDR Gold TRGOLD SHS$3.68M
- Class
- GOLD SHS
- Share
- 0.5%
Salesforce Inc.COM$3.57M
- Class
- COM
- Share
- 0.5%
Chevron CorporationCOM$3.53M
- Class
- COM
- Share
- 0.5%
Mcdonalds Corp.COM$3.42M
- Class
- COM
- Share
- 0.4%
Rtx CorporationCOM$3.29M
- Class
- COM
- Share
- 0.4%
iShares TRCORE S&P500 ETF$3.25M
- Class
- CORE S&P500 ETF
- Share
- 0.4%
Philip Morris Intl Inc.COM$3.03M
- Class
- COM
- Share
- 0.4%
Sterling Infrastructure Inc.COM$2.98M
- Class
- COM
- Share
- 0.4%
Berkshire Hathaway Inc. DelCL A$2.87M
- Class
- CL A
- Share
- 0.4%
Costco Wholesale Corporation (call option)COM$2.59M
- Class
- COM
- Share
- 0.3%
Vertex Pharmaceuticals Inc.COM$2.52M
- Class
- COM
- Share
- 0.3%
Disney Walt COCOM$2.52M
- Class
- COM
- Share
- 0.3%
Wells Fargo & COCOM$2.52M
- Class
- COM
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 433 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2081110
- File number
- 028-25712
- Options
- 3 call, 0 put
- In the 25 largest
- 46.5%
Common questions
What are Gibbs Wealth Management’s 13F holdings worth?
$762 million across 433 positions for the quarter ended 31 March 2026.
What is Gibbs Wealth Management’s largest 13F holding?
SPDR SERIES TRUST (STATE STREET SPD) was the largest position at $38.6 million, or 5.1% of reported 13F value, as of 31 March 2026.
How concentrated is Gibbs Wealth Management’s 13F portfolio?
The ten largest positions accounted for 29.0% of reported value and the twenty-five largest for 46.5%, across 433 positions as of 31 March 2026.
Does Form 13F show everything Gibbs Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Gibbs Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 31 March 2026.
Answered from this filing and the prior quarter's.