Institutions / Gilpin Wealth Management, LLC

Gilpin Wealth Management, LLC

CIK 2058144 · Institution · as of Dec 31, 2025

Portfolio value

$126.16M

Positions

976

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 976 →

Company	Class	Value	Shares	% of portfolio
iShares Tr	—	$5.24M	38,348	4.2%
NVIDIA Corp	—	$5.01M	26,867	4.0%
iShares Tr	—	$3.92M	5,721	3.1%
Vanguard Index Fds	—	$3.89M	11,602	3.1%
Vanguard Index Fds	—	$3.29M	15,755	2.6%
Apple Inc.	—	$3.25M	11,970	2.6%
State Street SPDR S&P Oil & Gas Exploration & Production ETF	—	$3.21M	104,341	2.5%
Alphabet Inc.	—	$2.88M	9,197	2.3%
Microsoft Corp	—	$2.71M	5,597	2.1%
Fortinet Inc	—	$2.66M	33,554	2.1%
SPDR Series Trust	—	$2.64M	77,936	2.1%
JPMorgan Chase & Co	—	$2.38M	7,376	1.9%
BlackRock ETF Trust II	—	$2.21M	41,894	1.8%
SPDR Series Trust	—	$2.18M	23,876	1.7%
J P Morgan Exchange Traded F	—	$2.07M	40,858	1.6%
SPDR Series Trust	—	$1.94M	64,400	1.5%
Warren E. Buffett	—	$1.74M	3,469	1.4%
Wells Fargo & COMPANY/MN	—	$1.70M	18,266	1.3%
iShares Tr	—	$1.66M	41,371	1.3%
Alphabet Inc.	—	$1.66M	5,276	1.3%
Energy Transfer LPET	MLP	$1.56M	94,900	1.2%
iShares Tr	—	$1.52M	21,915	1.2%
Amazon.com Inc	—	$1.50M	6,504	1.2%
iShares Tr	—	$1.40M	3,756	1.1%
Enterprise Products Partners L.P.EPD	MLP	$1.38M	42,907	1.1%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.