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Portfolio (Quarterly) Guide ↗

GILPIN WEALTH MANAGEMENT, LLC

· CIK 0002058144
13F Portfolio $145M AUM 1,064 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1064 New
Page 10 of 54  ·  1,064 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 JNJ JOHNSON & JOHNSON Healthcare 407.0 $103K 0.07% NEW $253.97 +5.5%
182 DFAE DIMENSIONAL ETF TRUST 2,555.0 $103K 0.07% NEW $40.21 -1.0%
183 BSV VANGUARD BD INDEX FDS 1,280.0 $100K 0.07% NEW $77.91 -0.5%
184 CIBR FIRST TR EXCHANGE-TRADED FD 1,104.0 $99K 0.07% NEW $89.85 +9.7%
185 DYNF BLACKROCK ETF TRUST 1,454.0 $99K 0.07% NEW $68.01 +2.3%
186 XLE SELECT SECTOR SPDR TR 1,834.0 $97K 0.07% NEW $53.11 +18.0%
187 WAT WATERS CORP Healthcare 249.0 $93K 0.07% NEW $375.04 +10.6%
188 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 3,550.0 $92K 0.06% NEW $25.95 +32.2%
189 AMLP ALPS ETF TR 1,762.0 $91K 0.06% NEW $51.85 +6.5%
190 GMO ETF TRUST 2,400.0 $90K 0.06% NEW $37.48
191 SLB SLB LIMITED Energy 1,888.0 $88K 0.06% NEW $46.49 +23.3%
192 EMLP FIRST TR EXCHANGE-TRADED FD 1,931.0 $84K 0.06% NEW $43.50 +1.1%
193 KMB KIMBERLY-CLARK CORP Consumer Defensive 740.0 $81K 0.06% NEW $109.77 -0.2%
194 TD TORONTO DOMINION BK ONT Financial Services 650.0 $79K 0.06% NEW $121.43 -0.1%
195 IVW ISHARES TR 573.0 $79K 0.05% NEW $137.53 +1.8%
196 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 82.0 $77K 0.05% NEW $935.48 +1.1%
197 MPC MARATHON PETE CORP Energy 300.0 $77K 0.05% NEW $255.67 +44.3%
198 JAJL INNOVATOR ETFS TRUST 2,500.0 $75K 0.05% NEW $29.91 +1.1%
199 JEPQ J P MORGAN EXCHANGE TRADED F 1,184.0 $73K 0.05% NEW $61.46 -2.1%
200 SCHM SCHWAB STRATEGIC TR 1,900.0 $70K 0.05% NEW $36.87 -3.5%
Page 10 of 54  ·  1,064 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.5%
Financial Services 17.5%
Industrials 14.3%
Healthcare 8.5%
Communication Services 7.3%
Consumer Cyclical 7.2%
Energy 6.7%
Consumer Defensive 2.2%
Utilities 1.0%
Basic Materials 0.5%