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Portfolio (Quarterly) Guide ↗

Gibbs Wealth Management

· CIK 0002081110
13F Portfolio $442M AUM Filed Oct 30, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 328 New
Page 1 of 17  ·  328 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYG SPDR SERIES TRUST 176,495.0 $18.4M 4.17% NEW $104.51 +13.2%
2 SPDW SPDR INDEX SHS FDS 327,940.0 $14.0M 3.17% NEW $42.79 +17.6%
3 GOVT ISHARES TR 566,973.0 $13.1M 2.96% NEW $23.12 -2.1%
4 SHYG ISHARES TR 299,215.0 $13.0M 2.93% NEW $43.30 -2.0%
5 SECT NORTHERN LTS FD TR IV 183,777.0 $11.6M 2.62% NEW $63.02 +10.0%
6 SPYV SPDR SERIES TRUST 196,383.0 $10.9M 2.46% NEW $55.33 +9.5%
7 SPMB SPDR SERIES TRUST 484,047.0 $10.9M 2.46% NEW $22.44 -1.5%
8 VCIT VANGUARD SCOTTSDALE FDS 121,082.0 $10.2M 2.30% NEW $84.11 -2.3%
9 MSFT MICROSOFT CORP Technology 19,403.0 $10.0M 2.27% NEW $517.95 -19.1%
10 SPTL SPDR SERIES TRUST 359,628.0 $9.7M 2.19% NEW $26.95 -5.0%
11 NVDA NVIDIA CORPORATION Technology 46,322.0 $8.6M 1.96% NEW $186.58 +17.6%
12 ORCL ORACLE CORP Technology 30,184.0 $8.5M 1.92% NEW $281.24 -32.5%
13 AMZN AMAZON COM INC Consumer Cyclical 35,284.0 $7.7M 1.75% NEW $219.57 +22.3%
14 BIL SPDR SERIES TRUST 66,848.0 $6.1M 1.39% NEW $91.75 -0.2%
15 SPSM SPDR SERIES TRUST 120,967.0 $5.6M 1.27% NEW $46.32 +14.5%
16 SPEM SPDR INDEX SHS FDS 114,547.0 $5.4M 1.21% NEW $46.81 +9.1%
17 V VISA INC Financial Services 15,445.0 $5.3M 1.19% NEW $341.38 -3.1%
18 SHOP SHOPIFY INC Technology 34,392.0 $5.1M 1.16% NEW $148.61 -29.3%
19 AAPL APPLE INC Technology 19,659.0 $5.0M 1.13% NEW $254.63 +19.8%
20 SPSB SPDR SERIES TRUST 161,119.0 $4.9M 1.10% NEW $30.29 -1.0%
Page 1 of 17  ·  328 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 31.2%
Financial Services 15.7%
Healthcare 12.1%
Industrials 11.0%
Consumer Cyclical 9.6%
Communication Services 7.9%
Consumer Defensive 4.5%
Energy 2.8%
Basic Materials 2.4%
Utilities 1.9%