Institutions / Gibbs Wealth Management
Gibbs Wealth Management
CIK 2081110 · Institution · as of Dec 31, 2025
Portfolio value
$413.32M
Positions
324
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 324 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $18.16M | 4.4% |
| SPDR Index Shs Fds | $14.48M | 3.5% |
| iShares MSCI UAE ETF | $12.23M | 3.0% |
| iShares Tr | $12.12M | 2.9% |
| Northern Lts Fd Tr IV | $11.13M | 2.7% |
| SPDR Series Trust | $11.00M | 2.7% |
| SPDR Series Trust | $10.29M | 2.5% |
| Vanguard Scottsdale Fds | $9.52M | 2.3% |
| SPDR Series Trust | $8.92M | 2.2% |
| Microsoft Corp | $8.17M | 2.0% |
| NVIDIA Corp | $7.86M | 1.9% |
| Amazon.com Inc | $7.73M | 1.9% |
| SPDR Series Trust | $6.40M | 1.5% |
| ELI LILLY & Co | $6.02M | 1.5% |
| SPDR Series Trust | $5.73M | 1.4% |
| SPDR Index Shs Fds | $5.40M | 1.3% |
| Oracle Corp | $5.08M | 1.2% |
| Apple Inc. | $5.02M | 1.2% |
| Alphabet Inc. | $4.87M | 1.2% |
| Visa Inc | $4.71M | 1.1% |
| SPDR Series Trust | $4.57M | 1.1% |
| Shopify Inc | $4.31M | 1.0% |
| Alphabet Inc. | $4.00M | 1.0% |
| Broadcom Inc. | $3.91M | 0.9% |
| Mastercard Inc | $3.49M | 0.8% |
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.