Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETFTOTAL STK MKT | TOTAL STK MKT | $312M | 51.3% |
| Vanguard Real Estate ETFREAL ESTATE ETF | REAL ESTATE ETF | $135M | 22.1% |
| Bridgeway Omni Small Cap Value Tax-managed ETFBRID OMN SMA ETF | BRID OMN SMA ETF | $19.2M | 3.1% |
| Dimensional US Sustainability Core 1 ETFUS SUSTAINABILTY | US SUSTAINABILTY | $17.5M | 2.9% |
| Berkshire Hathaway Inc. Del CL ACL A | CL A | $15.7M | 2.6% |
| Vanguard Morningstar Large-cap ETLARGE CAP ETF | LARGE CAP ETF | $12.1M | 2.0% |
| Ducommun Inc. DelCOM | COM | $9.35M | 1.5% |
| Vanguard Dividend Appreciation ETFDIV APP ETF | DIV APP ETF | $6.51M | 1.1% |
| Dimensional U.S. Targeted Value ETFUS TARGETED VLU | US TARGETED VLU | $6.22M | 1.0% |
| iShares Gold TrustISHARES NEW | ISHARES NEW | $5.18M | 0.8% |
| Apple Inc.COM | COM | $4.92M | 0.8% |
| Caterpillar Inc.COM | COM | $4.38M | 0.7% |
| Berkshire Hathaway Inc. Del CL B NewCL B NEW | CL B NEW | $3.95M | 0.6% |
| iShares Esg MSCI Kld 400 ETFESG MSCI KLD ETF | ESG MSCI KLD ETF | $3.52M | 0.6% |
| Alphabet Inc. Cap Stk CL CCAP STK CL C | CAP STK CL C | $3.3M | 0.5% |
| Vanguard S&P 500 ETFS&P 500 ETF SHS | S&P 500 ETF SHS | $2.89M | 0.5% |
| Nvidia CorporationCOM | COM | $2.61M | 0.4% |
| Avantis Emerging Markets Value ETFEMERGING MKT VAL | EMERGING MKT VAL | $2.4M | 0.4% |
| Vanguard Morningstar Mid-cap ETFMID CAP ETF | MID CAP ETF | $2.31M | 0.4% |
| Avantis International Small Cap Value ETFINTL SMCP VLU | INTL SMCP VLU | $1.67M | 0.3% |
| Vanguard Morningstar Small-cap ETFSMALL CP ETF | SMALL CP ETF | $1.56M | 0.3% |
| iShares Core S&P Total U.S. Stock Market ETFCORE S&P TTL STK | CORE S&P TTL STK | $1.51M | 0.2% |
| Amazon Com Inc.COM | COM | $1.49M | 0.2% |
| Alphabet Inc. Cap Stk CL ACAP STK CL A | CAP STK CL A | $1.43M | 0.2% |
| Microsoft Corp.COM | COM | $1.38M | 0.2% |
| iShares Core S&P 500 ETFCORE S&P500 ETF | CORE S&P500 ETF | $1.04M | 0.2% |
| State Street SPDR Dow Jones REIT ETFST STR DOW REIT | ST STR DOW REIT | $1.02M | 0.2% |
| iShares Russell 1000 Growth ETFRUS 1000 GRW ETF | RUS 1000 GRW ETF | $959K | 0.2% |
| Dimensional Emerging Markets Value ETFEMERGING MKTS VA | EMERGING MKTS VA | $917K | 0.2% |
| Philip Morris Intl Inc.COM | COM | $785K | 0.1% |
| Invesco Qqq Trust Series IUNIT SER 1 | UNIT SER 1 | $768K | 0.1% |
| Schwab U.S. Large-cap ETFUS LRG CAP ETF | US LRG CAP ETF | $725K | 0.1% |
| Chevron CorporationCOM | COM | $721K | 0.1% |
| Vanguard Morningstar Small-cap Value ETFSM CP VAL ETF | SM CP VAL ETF | $704K | 0.1% |
| Walmart Inc.COM | COM | $693K | 0.1% |
| Altria Group Inc.COM | COM | $689K | 0.1% |
| Schwab Fundamental Emerging Markets Equity ETFFUND EM EQUI ETF | FUND EM EQUI ETF | $689K | 0.1% |
| iShares Bitcoin Trust ETFSHS BEN INT | SHS BEN INT | $683K | 0.1% |
| iShares Tips Bond ETFTIPS BD ETF | TIPS BD ETF | $639K | 0.1% |
| Vanguard FTSE Developed Markets ETFVAN FTSE DEV MKT | VAN FTSE DEV MKT | $621K | 0.1% |
| Fidelity Enhanced Large Cap Growth ETFENHANCED LARGE | ENHANCED LARGE | $618K | 0.1% |
| Costco Wholesale CorporationCOM | COM | $604K | 0.1% |
| Fabrinet ShsSHS | SHS | $562K | 0.1% |
| iShares MSCI Emerging Markets ETFMSCI EMG MKT ETF | MSCI EMG MKT ETF | $535K | 0.1% |
| Coca Cola COCOM | COM | $528K | 0.1% |
| 3m COCOM | COM | $526K | 0.1% |
| iShares Russell 1000 Value ETFRUS 1000 VAL ETF | RUS 1000 VAL ETF | $520K | 0.1% |
| Strive 500 ETFSTRIVE 500 ETF | STRIVE 500 ETF | $519K | 0.1% |
| iShares MSCI USA Min Vol Factor ETFMSCI USA MIN ETF | MSCI USA MIN ETF | $516K | 0.1% |
| Goldman Sachs Just U.S. Large Cap Equity ETFJUST US LRG CP | JUST US LRG CP | $503K | 0.1% |
Vanguard Morningstar Total Stock Market ETFTOTAL STK MKT$312M
- Class
- TOTAL STK MKT
- Share
- 51.3%
Vanguard Real Estate ETFREAL ESTATE ETF$135M
- Class
- REAL ESTATE ETF
- Share
- 22.1%
Bridgeway Omni Small Cap Value Tax-managed ETFBRID OMN SMA ETF$19.2M
- Class
- BRID OMN SMA ETF
- Share
- 3.1%
Dimensional US Sustainability Core 1 ETFUS SUSTAINABILTY$17.5M
- Class
- US SUSTAINABILTY
- Share
- 2.9%
Berkshire Hathaway Inc. Del CL ACL A$15.7M
- Class
- CL A
- Share
- 2.6%
Vanguard Morningstar Large-cap ETLARGE CAP ETF$12.1M
- Class
- LARGE CAP ETF
- Share
- 2.0%
Ducommun Inc. DelCOM$9.35M
- Class
- COM
- Share
- 1.5%
Vanguard Dividend Appreciation ETFDIV APP ETF$6.51M
- Class
- DIV APP ETF
- Share
- 1.1%
Dimensional U.S. Targeted Value ETFUS TARGETED VLU$6.22M
- Class
- US TARGETED VLU
- Share
- 1.0%
iShares Gold TrustISHARES NEW$5.18M
- Class
- ISHARES NEW
- Share
- 0.8%
Apple Inc.COM$4.92M
- Class
- COM
- Share
- 0.8%
Caterpillar Inc.COM$4.38M
- Class
- COM
- Share
- 0.7%
Berkshire Hathaway Inc. Del CL B NewCL B NEW$3.95M
- Class
- CL B NEW
- Share
- 0.6%
iShares Esg MSCI Kld 400 ETFESG MSCI KLD ETF$3.52M
- Class
- ESG MSCI KLD ETF
- Share
- 0.6%
Alphabet Inc. Cap Stk CL CCAP STK CL C$3.3M
- Class
- CAP STK CL C
- Share
- 0.5%
Vanguard S&P 500 ETFS&P 500 ETF SHS$2.89M
- Class
- S&P 500 ETF SHS
- Share
- 0.5%
Nvidia CorporationCOM$2.61M
- Class
- COM
- Share
- 0.4%
Avantis Emerging Markets Value ETFEMERGING MKT VAL$2.4M
- Class
- EMERGING MKT VAL
- Share
- 0.4%
Vanguard Morningstar Mid-cap ETFMID CAP ETF$2.31M
- Class
- MID CAP ETF
- Share
- 0.4%
Avantis International Small Cap Value ETFINTL SMCP VLU$1.67M
- Class
- INTL SMCP VLU
- Share
- 0.3%
Vanguard Morningstar Small-cap ETFSMALL CP ETF$1.56M
- Class
- SMALL CP ETF
- Share
- 0.3%
iShares Core S&P Total U.S. Stock Market ETFCORE S&P TTL STK$1.51M
- Class
- CORE S&P TTL STK
- Share
- 0.2%
Amazon Com Inc.COM$1.49M
- Class
- COM
- Share
- 0.2%
Alphabet Inc. Cap Stk CL ACAP STK CL A$1.43M
- Class
- CAP STK CL A
- Share
- 0.2%
Microsoft Corp.COM$1.38M
- Class
- COM
- Share
- 0.2%
iShares Core S&P 500 ETFCORE S&P500 ETF$1.04M
- Class
- CORE S&P500 ETF
- Share
- 0.2%
State Street SPDR Dow Jones REIT ETFST STR DOW REIT$1.02M
- Class
- ST STR DOW REIT
- Share
- 0.2%
iShares Russell 1000 Growth ETFRUS 1000 GRW ETF$959K
- Class
- RUS 1000 GRW ETF
- Share
- 0.2%
Dimensional Emerging Markets Value ETFEMERGING MKTS VA$917K
- Class
- EMERGING MKTS VA
- Share
- 0.2%
Philip Morris Intl Inc.COM$785K
- Class
- COM
- Share
- 0.1%
Invesco Qqq Trust Series IUNIT SER 1$768K
- Class
- UNIT SER 1
- Share
- 0.1%
Schwab U.S. Large-cap ETFUS LRG CAP ETF$725K
- Class
- US LRG CAP ETF
- Share
- 0.1%
Chevron CorporationCOM$721K
- Class
- COM
- Share
- 0.1%
Vanguard Morningstar Small-cap Value ETFSM CP VAL ETF$704K
- Class
- SM CP VAL ETF
- Share
- 0.1%
Walmart Inc.COM$693K
- Class
- COM
- Share
- 0.1%
Altria Group Inc.COM$689K
- Class
- COM
- Share
- 0.1%
Schwab Fundamental Emerging Markets Equity ETFFUND EM EQUI ETF$689K
- Class
- FUND EM EQUI ETF
- Share
- 0.1%
iShares Bitcoin Trust ETFSHS BEN INT$683K
- Class
- SHS BEN INT
- Share
- 0.1%
iShares Tips Bond ETFTIPS BD ETF$639K
- Class
- TIPS BD ETF
- Share
- 0.1%
Vanguard FTSE Developed Markets ETFVAN FTSE DEV MKT$621K
- Class
- VAN FTSE DEV MKT
- Share
- 0.1%
Fidelity Enhanced Large Cap Growth ETFENHANCED LARGE$618K
- Class
- ENHANCED LARGE
- Share
- 0.1%
Costco Wholesale CorporationCOM$604K
- Class
- COM
- Share
- 0.1%
Fabrinet ShsSHS$562K
- Class
- SHS
- Share
- 0.1%
iShares MSCI Emerging Markets ETFMSCI EMG MKT ETF$535K
- Class
- MSCI EMG MKT ETF
- Share
- 0.1%
Coca Cola COCOM$528K
- Class
- COM
- Share
- 0.1%
3m COCOM$526K
- Class
- COM
- Share
- 0.1%
iShares Russell 1000 Value ETFRUS 1000 VAL ETF$520K
- Class
- RUS 1000 VAL ETF
- Share
- 0.1%
Strive 500 ETFSTRIVE 500 ETF$519K
- Class
- STRIVE 500 ETF
- Share
- 0.1%
iShares MSCI USA Min Vol Factor ETFMSCI USA MIN ETF$516K
- Class
- MSCI USA MIN ETF
- Share
- 0.1%
Goldman Sachs Just U.S. Large Cap Equity ETFJUST US LRG CP$503K
- Class
- JUST US LRG CP
- Share
- 0.1%
The share class is shown on a wider screen.
The 50 largest of 94 positions by value, with holdings of the same security combined. The 94 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
- 1427372
- File number
- 028-12998
- Options
- 0 call, 0 put
- In the 25 largest
- 94.8%
- Prior quarter
- $537M at 31 March 2026
- Positions opened
- 11
- Positions closed
- 4
Common questions
What are Gibson Capital’s 13F holdings worth?
$610 million across 94 positions for the quarter ended 30 June 2026.
What is Gibson Capital’s largest 13F holding?
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF (TOTAL STK MKT) was the largest position at $312 million, or 51.3% of reported 13F value, as of 30 June 2026.
How concentrated is Gibson Capital’s 13F portfolio?
The ten largest positions accounted for 88.4% of reported value and the twenty-five largest for 94.8%, across 94 positions as of 30 June 2026.
Does Form 13F show everything Gibson Capital 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 Gibson Capital 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 30 June 2026.
Answered from this filing and the prior quarter's.