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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 2 of 54  ·  1,064 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EPD ENTERPRISE PRODS PARTNERS L 42,144.0 $1.5M 1.07% NEW $36.76
22 AMZN AMAZON COM INC Consumer Cyclical 6,466.0 $1.5M 1.06% NEW $238.34 +11.8%
23 CWB SPDR SERIES TRUST 14,228.0 $1.5M 1.06% NEW $107.82 -5.0%
24 BERKSHIRE HATHAWAY INC DEL 3,062.0 $1.5M 1.06% NEW $500.39
25 AMGN AMGEN INC Healthcare 4,127.0 $1.5M 1.03% NEW $362.15 +19.4%
26 IWB ISHARES TR 3,641.0 $1.5M 1.03% NEW $409.50 +2.8%
27 WFC WELLS FARGO & CO Financial Services 17,800.0 $1.5M 1.02% NEW $82.64 +4.9%
28 IJH ISHARES TR 18,883.0 $1.5M 1.01% NEW $77.11 -1.8%
29 SCHD SCHWAB STRATEGIC TR 45,382.0 $1.4M 0.99% NEW $31.71 +10.1%
30 SPTM SPDR SERIES TRUST 14,788.0 $1.3M 0.93% NEW $90.79 +2.7%
31 SPYV SPDR SERIES TRUST 21,998.0 $1.3M 0.92% NEW $60.79 +4.5%
32 IEFA ISHARES TR 13,520.0 $1.3M 0.90% NEW $96.58 +4.0%
33 KLAC KLA CORP Technology 4,230.0 $1.3M 0.88% NEW $301.71 -41.8%
34 CSCO CISCO SYS INC Technology 10,811.0 $1.3M 0.88% NEW $117.46 -6.4%
35 SPDW SPDR INDEX SHS FDS 24,075.0 $1.2M 0.84% NEW $50.39 +2.9%
36 VOO VANGUARD INDEX FDS 1,752.0 $1.2M 0.83% NEW $686.81 +3.0%
37 TLH ISHARES TR 11,942.0 $1.2M 0.83% NEW $100.35 -3.0%
38 TSLA TESLA INC Consumer Cyclical 2,833.0 $1.2M 0.82% NEW $420.60 -17.1%
39 FTCB FIRST TR EXCHANGE-TRADED FD 54,875.0 $1.1M 0.79% NEW $20.86 -1.7%
40 VCSH VANGUARD SCOTTSDALE FDS 14,097.0 $1.1M 0.77% NEW $79.03 -0.7%
Page 2 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%