Gibbs Wealth Management
CIK: 0002081110SEC EDGAR →
Portfolio Value
$413.3B
Holdings
324
As of
Q4 2025
New Positions
324
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 168,316 | $18.2B | 4.39% |
| 2 | SPDR INDEX SHS FDS | 315,518 | $14.5B | 3.50% |
| 3 | ISHARES TR | 530,508 | $12.2B | 2.96% |
| 4 | ISHARES TR | 281,611 | $12.1B | 2.93% |
| 5 | NORTHERN LTS FD TR IV | 172,059 | $11.1B | 2.69% |
| 6 | SPDR SERIES TRUST | 188,904 | $11.0B | 2.66% |
| 7 | SPDR SERIES TRUST | 456,452 | $10.3B | 2.49% |
| 8 | VANGUARD SCOTTSDALE FDS | 113,485 | $9.5B | 2.30% |
| 9 | SPDR SERIES TRUST | 334,799 | $8.9B | 2.16% |
| 10 | MICROSOFT CORP | 17,052 | $8.2B | 1.98% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (324)
$18.2B · 168K shares
$14.5B · 316K shares
$12.2B · 531K shares
$12.1B · 282K shares
$11.1B · 172K shares
$11.0B · 189K shares
$10.3B · 456K shares
$9.5B · 113K shares
$8.9B · 335K shares
$8.2B · 17K shares
$7.9B · 43K shares
$7.7B · 31K shares
$6.4B · 70K shares
$6.0B · 6K shares
$5.7B · 116K shares
$5.4B · 112K shares
$5.1B · 26K shares
$5.0B · 19K shares
$4.9B · 15K shares
$4.7B · 13K shares
$4.6B · 151K shares
$4.3B · 26K shares
$4.0B · 12K shares
$3.9B · 11K shares
$3.5B · 6K shares
$2.9B · 7K shares
$2.8B · 43K shares
$2.8B · 73K shares
$2.7B · 14K shares
$2.4B · 60K shares
$2.4B · 4K shares
$2.2B · 47K shares
$2.1B · 63K shares
$2.1B · 9K shares
$2.0B · 10K shares
$2.0B · 12K shares
$1.9B · 3K shares
$1.9B · 37K shares
$1.8B · 4K shares
$1.7B · 5K shares
$1.7B · 18K shares
$1.7B · 7K shares
$1.7B · 17K shares
$1.7B · 19K shares
$1.7B · 23K shares
$1.6B · 1K shares
$1.6B · 46K shares
$1.6B · 33K shares
$1.6B · 9K shares
$1.6B · 5K shares
$1.6B · 4K shares
$1.6B · 12K shares
$1.5B · 5K shares
$1.5B · 2K shares
$1.5B · 10K shares
$1.5B · 11K shares
$1.5B · 15K shares
$1.4B · 12K shares
$1.4B · 5K shares
$1.4B · 9K shares
$1.4B · 2K shares
$1.4B · 2K shares
$1.3B · 2K shares
$1.3B · 2K shares
$1.3B · 8K shares
$1.3B · 6K shares
$1.2B · 14K shares
$1.2B · 21K shares
$1.2B · 19K shares
$1.2B · 22K shares
$1.2B · 4K shares
$1.2B · 14K shares
$1.1B · 4K shares
$1.1B · 9K shares
$1.1B · 12K shares
$1.1B · 6K shares
$1.1B · 3K shares
$1.1B · 18K shares
$1.1B · 4K shares
$1.1B · 3K shares
$1.1B · 18K shares
$1.0B · 10K shares
$1.0B · 11K shares
$1.0B · 5K shares
$1.0B · 2K shares
$1.0B · 41K shares
$1.0B · 5K shares
$1.0B · 7K shares
$1.0B · 12K shares
$993.0M · 6K shares
$992.0M · 2K shares
$985.0M · 5K shares
$982.0M · 69K shares
$974.0M · 8K shares
$972.0M · 7K shares
$970.0M · 8K shares
$959.0M · 3K shares
$946.0M · 8K shares
$943.0M · 5K shares
$943.0M · 2K shares
$935.0M · 8K shares
$934.0M · 3K shares
$933.0M · 19K shares
$918.0M · 2K shares
$913.0M · 64K shares
$912.0M · 8K shares
$912.0M · 9K shares
$907.0M · 2K shares
$898.0M · 3K shares
$898.0M · 4K shares
$894.0M · 5K shares
$887.0M · 4K shares
$872.0M · 910 shares
$865.0M · 5K shares
$858.0M · 19K shares
$853.0M · 9K shares
$850.0M · 18K shares
$848.0M · 7K shares
$846.0M · 5K shares
$840.0M · 4K shares
$840.0M · 3K shares
$827.0M · 1K shares
$818.0M · 3K shares
$817.0M · 6K shares
$806.0M · 1K shares
$802.0M · 51K shares
$793.0M · 3K shares
$788.0M · 16K shares
$781.0M · 8K shares
$772.0M · 3K shares
$768.0M · 8K shares
$753.0M · 1K shares
$742.0M · 9K shares
$741.0M · 5K shares
$740.0M · 18K shares
$723.0M · 13K shares
$717.0M · 4K shares
$712.0M · 16K shares
$710.0M · 8K shares
$705.0M · 3K shares
$693.0M · 5K shares
$691.0M · 3K shares
$680.0M · 23K shares
$677.0M · 3K shares
$677.0M · 4K shares
$675.0M · 4K shares
$673.0M · 14K shares
$670.0M · 9K shares
$670.0M · 19K shares
$669.0M · 24K shares
$666.0M · 5K shares
$663.0M · 3K shares
$656.0M · 17K shares
$653.0M · 5K shares
$649.0M · 8K shares
$648.0M · 13K shares
$632.0M · 4K shares
$631.0M · 2K shares
$628.0M · 3K shares
$620.0M · 990 shares
$618.0M · 8K shares
$611.0M · 4K shares
$611.0M · 6K shares
$609.0M · 9K shares
$608.0M · 12K shares
$599.0M · 7K shares
$597.0M · 6K shares
$596.0M · 10K shares
$586.0M · 3K shares
$586.0M · 2K shares
$577.0M · 3K shares
$572.0M · 1K shares
$571.0M · 3K shares
$570.0M · 262 shares
$565.0M · 7K shares
$564.0M · 2K shares
$563.0M · 6K shares
$561.0M · 7K shares
$560.0M · 4K shares
$559.0M · 5K shares
$556.0M · 22K shares
$556.0M · 5K shares
$554.0M · 8K shares
$553.0M · 15K shares
$552.0M · 3K shares
$546.0M · 1K shares
$545.0M · 12K shares
$543.0M · 20K shares
$540.0M · 2K shares
$535.0M · 2K shares
$534.0M · 4K shares
$529.0M · 3K shares
$527.0M · 3K shares
$527.0M · 2K shares
$516.0M · 3K shares
$513.0M · 10K shares
$511.0M · 5K shares
$509.0M · 7K shares
$509.0M · 4K shares
$501.0M · 10K shares
$497.0M · 12K shares
$492.0M · 2K shares
$491.0M · 17K shares
$489.0M · 5K shares
$479.0M · 6K shares
$476.0M · 7K shares
$474.0M · 767 shares
$471.0M · 12K shares
$470.0M · 14K shares
$470.0M · 7K shares
$459.0M · 6K shares
$455.0M · 16K shares
$454.0M · 6K shares
$453.0M · 6K shares
$451.0M · 3K shares
$446.0M · 9K shares
$441.0M · 19K shares
$435.0M · 822 shares
$434.0M · 3K shares
$431.0M · 2K shares
$430.0M · 541 shares
$429.0M · 2K shares
$424.0M · 1K shares
$412.0M · 17K shares
$410.0M · 1K shares
$409.0M · 3K shares
$407.0M · 16K shares
$406.0M · 1K shares
$402.0M · 4K shares
$400.0M · 4K shares
$399.0M · 28K shares
$398.0M · 11K shares
$395.0M · 5K shares
$394.0M · 4K shares
$392.0M · 15K shares
$391.0M · 5K shares
$390.0M · 7K shares
$387.0M · 2K shares
$383.0M · 4K shares
$379.0M · 22K shares
$378.0M · 2K shares
$377.0M · 5K shares
$376.0M · 2K shares
$369.0M · 2K shares
$366.0M · 803 shares
$363.0M · 360 shares
$362.0M · 953 shares
$353.0M · 3K shares
$352.0M · 5K shares
$350.0M · 9K shares
$348.0M · 3K shares
$343.0M · 2K shares
$340.0M · 3K shares
$339.0M · 1K shares
$338.0M · 13K shares
$336.0M · 2K shares
$335.0M · 3K shares
$333.0M · 6K shares
$333.0M · 2K shares
$332.0M · 7K shares
$330.0M · 10K shares
$327.0M · 2K shares
$325.0M · 4K shares
$323.0M · 1K shares
$317.0M · 51K shares
$315.0M · 5K shares
$312.0M · 3K shares
$310.0M · 572 shares
$307.0M · 7K shares
$307.0M · 5K shares
$306.0M · 1K shares
$306.0M · 2K shares
$305.0M · 2K shares
$300.0M · 1K shares
$298.0M · 5K shares
$297.0M · 2K shares
$297.0M · 3K shares
$296.0M · 790 shares
$292.0M · 5K shares
$291.0M · 3K shares
$287.0M · 892 shares
$285.0M · 6K shares
$285.0M · 3K shares
$282.0M · 2K shares
$282.0M · 3K shares
$279.0M · 656 shares
$279.0M · 3K shares
$276.0M · 5K shares
$274.0M · 832 shares
$270.0M · 19K shares
$266.0M · 4K shares
$266.0M · 1K shares
$263.0M · 323 shares
$259.0M · 3K shares
$254.0M · 991 shares
$250.0M · 726 shares
$250.0M · 3K shares
$247.0M · 962 shares
$247.0M · 683 shares
$247.0M · 5K shares
$246.0M · 502 shares
$244.0M · 2K shares
$242.0M · 3K shares
$233.0M · 393 shares
$225.0M · 698 shares
$224.0M · 3K shares
$224.0M · 1K shares
$221.0M · 6K shares
$220.0M · 5K shares
$216.0M · 2K shares
$214.0M · 572 shares
$212.0M · 3K shares
$210.0M · 1K shares
$210.0M · 338 shares
$209.0M · 1K shares
$208.0M · 720 shares
$207.0M · 1K shares
$192.0M · 11K shares
$179.0M · 15K shares
$177.0M · 45K shares
$176.0M · 10K shares
$153.0M · 28K shares
$75.0M · 80K shares
$21.0M · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 93 | $185.3B | 44.9% |
| Technology | 53 | $68.5B | 16.6% |
| Healthcare | 42 | $34.7B | 8.4% |
| Industrials | 45 | $28.7B | 7.0% |
| Unknown | 19 | $27.5B | 6.7% |
| Consumer Cyclical | 23 | $25.1B | 6.1% |
| Communication Services | 8 | $15.1B | 3.6% |
| Consumer Defensive | 13 | $8.1B | 2.0% |
| Energy | 10 | $7.6B | 1.8% |
| Basic Materials | 7 | $6.4B | 1.5% |
| Utilities | 8 | $4.3B | 1.0% |
| Real Estate | 3 | $1.9B | 0.5% |