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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 3 of 54  ·  1,064 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEF ISHARES TR 11,720.0 $1.1M 0.77% NEW $94.57 -1.8%
42 IEMG ISHARES INC 13,248.0 $1.1M 0.76% NEW $82.84 -1.2%
43 SCHJ SCHWAB STRATEGIC TR 41,925.0 $1.0M 0.71% NEW $24.66 -0.6%
44 SCHB SCHWAB STRATEGIC TR 34,160.0 $989K 0.68% NEW $28.96 +2.6%
45 USRT ISHARES TR 14,645.0 $973K 0.67% NEW $66.45 -0.5%
46 V VISA INC Financial Services 2,745.0 $942K 0.65% NEW $343.14 +11.2%
47 JEPI J P MORGAN EXCHANGE TRADED F 16,384.0 $925K 0.64% NEW $56.48 +2.3%
48 IWM ISHARES TR 3,053.0 $917K 0.63% NEW $300.45 -1.6%
49 MTZ MASTEC INC Industrials 2,150.0 $895K 0.62% NEW $416.06 -42.1%
50 OUTLOOK THERAPEUTICS INC 555,000.0 $882K 0.61% NEW $1.59
51 RTX RTX CORPORATION Industrials 4,568.0 $867K 0.60% NEW $189.73 +11.6%
52 DIA STATE STR SPDR DOW JONES IND Financial Services 1,646.0 $860K 0.59% NEW $522.39 +2.4%
53 AOM ISHARES TR 16,617.0 $829K 0.57% NEW $49.89 -0.2%
54 VWO VANGUARD INTL EQUITY INDEX F 13,650.0 $815K 0.56% NEW $59.69 +1.8%
55 PJP INVESCO EXCHANGE TRADED FD T 6,718.0 $796K 0.55% NEW $118.45 +7.5%
56 WM WASTE MGMT INC DEL Industrials 3,570.0 $796K 0.55% NEW $222.88 -1.4%
57 PCAR PACCAR INC Industrials 5,966.0 $717K 0.49% NEW $120.12 +4.3%
58 EMR EMERSON ELEC CO Industrials 4,992.0 $715K 0.49% NEW $143.15 +8.4%
59 SPMD SPDR SERIES TRUST 9,991.0 $675K 0.47% NEW $67.56 -1.7%
60 QUS SPDR SERIES TRUST 3,611.0 $675K 0.47% NEW $186.86 +4.5%
Page 3 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%