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Portfolio (Quarterly) Guide ↗

Gibbs Wealth Management

· CIK 0002081110
13F Portfolio $413M AUM 325 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 21 New 50 Added 227 Reduced 25 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 TTE TOTALENERGIES SE Energy 3,574 $213K 0.05% SOLD
22 CELH CELSIUS HLDGS INC Consumer Defensive 3,678 $211K 0.05% SOLD
23 TFLO ISHARES TR 4,158 $210K 0.05% SOLD
24 MINT PIMCO ETF TR 2,087 $210K 0.05% SOLD
25 MO ALTRIA GROUP INC Consumer Defensive 3,121 $206K 0.05% SOLD
Page 2 of 2  ·  25 positions
Sector Allocation
Technology 28.9%
Financial Services 15.7%
Healthcare 14.0%
Industrials 11.9%
Consumer Cyclical 10.7%
Communication Services 7.2%
Consumer Defensive 3.4%
Basic Materials 2.9%
Energy 2.7%
Utilities 1.8%