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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 11 of 54  ·  1,064 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FIRST TR EXCHANGE TRADED FD 2,879.0 $69K 0.05% NEW $23.85
202 VOOV VANGUARD ADMIRAL FDS INC 300.0 $66K 0.04% NEW $219.21 +4.6%
203 NVO NOVO-NORDISK A S Healthcare 1,309.0 $63K 0.04% NEW $47.94 -4.9%
204 LLY ELI LILLY & CO Healthcare 52.0 $62K 0.04% NEW $1199.44 -2.2%
205 AMT AMERICAN TOWER CORP Real Estate 375.0 $61K 0.04% NEW $163.57 +7.7%
206 FISV FISERV INC Technology 1,244.0 $61K 0.04% NEW $49.05 +8.4%
207 CARNIVAL CORP LTD 2,101.0 $60K 0.04% NEW $28.57
208 BUFB INNOVATOR ETFS TRUST 1,500.0 $59K 0.04% NEW $39.31 +2.2%
209 GEV GE VERNOVA INC Utilities 47.0 $55K 0.04% NEW $1174.87 -22.4%
210 META META PLATFORMS INC Communication Services 97.0 $55K 0.04% NEW $563.30 +2.6%
211 OMC OMNICOM GROUP INC Communication Services 745.0 $54K 0.04% NEW $72.83 +21.2%
212 ACN ACCENTURE PLC IRELAND Technology 432.0 $54K 0.04% NEW $124.44 +52.4%
213 ECF ELLSWORTH GROWTH & INCOME FD Financial Services 4,000.0 $53K 0.04% NEW $13.21 -5.8%
214 BSJU INVESCO EXCH TRD SLF IDX FD 2,044.0 $53K 0.04% NEW $25.81 -0.4%
215 DXIV DIMENSIONAL ETF TRUST 736.0 $52K 0.04% NEW $70.00 +6.7%
216 RIO RIO TINTO PLC Basic Materials 500.0 $47K 0.03% NEW $94.93 +8.8%
217 XEL XCEL ENERGY INC Utilities 578.0 $46K 0.03% NEW $80.30 -4.8%
218 NKE NIKE INC Consumer Cyclical 1,115.0 $46K 0.03% NEW $41.05 -3.5%
219 FALN ISHARES TR 1,628.0 $44K 0.03% NEW $27.24 -0.8%
220 FLGV FRANKLIN TEMPLETON ETF TR 2,170.0 $44K 0.03% NEW $20.28 -1.6%
Page 11 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%