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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 12 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 KNG FIRST TR EXCHANGE-TRADED FD 4,916.0 $248K 0.06% -1K -18.1% $50.37 -3.7%
222 SNA SNAP ON INC Industrials 683.0 $247K 0.06% -53.0 -7.2% $362.17 -0.6%
223 SEIC SEI INVTS CO Financial Services 2,790.0 $242K 0.06% -174.0 -5.9% $86.78 +4.6%
224 MEDP MEDPACE HLDGS INC Healthcare 393.0 $234K 0.06% -168.0 -29.9% $595.00 -27.7%
225 WSO WATSCO INC Industrials 572.0 $215K 0.05% -63.0 -9.9% $375.50 +2.9%
226 ARES ARES MANAGEMENT CORPORATION Financial Services 1,177.0 $207K 0.05% -110.0 -8.6% $175.91 -29.5%
227 NATWEST GROUP PLC 11,164.0 $193K 0.05% -606.0 -5.2% $17.26
Page 12 of 12  ·  227 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 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%