Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Gibbs Wealth Management (CIK 2081110) reported $762.0M across 426 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPYG ($38.6M, 5.06%), SPDW ($32.6M, 4.28%), SPYV ($24.6M, 3.23%), SHYG ($21.9M, 2.88%), NVDA ($20.3M, 2.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | $38.6M | 5.06% | 393,753 | Added |
| 2 | SPDW | SPDR INDEX SHS FDS | $32.6M | 4.28% | 715,139 | Added |
| 3 | SPYV | SPDR SERIES TRUST | $24.6M | 3.23% | 434,660 | Added |
| 4 | SHYG | ISHARES TR | $21.9M | 2.88% | 518,491 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $20.3M | 2.66% | 116,374 | Added |
| 6 | GOVT | ISHARES TR | $19.6M | 2.57% | 853,799 | Added |
| 7 | SPMB | SPDR SERIES TRUST | $18.9M | 2.48% | 843,445 | Added |
| 8 | SPTL | SPDR SERIES TRUST | $15.8M | 2.07% | 599,839 | Added |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | $15.7M | 2.06% | 189,502 | Added |
| 10 | SPSM | SPDR SERIES TRUST | $13.0M | 1.71% | 269,984 | Added |
| 11 | SECT | NORTHERN LTS FD TR IV | $12.8M | 1.68% | 212,191 | Added |
| 12 | SPEM | SPDR INDEX SHS FDS | $11.6M | 1.52% | 247,499 | Added |
| 13 | MSFT | MICROSOFT CORP | $10.9M | 1.44% | 29,554 | Added |
| 14 | AAPL | APPLE INC | $10.6M | 1.39% | 41,850 | Added |
| 15 | AMZN | AMAZON COM INC | $10.0M | 1.32% | 48,162 | Added |
| 16 | GOOGL | ALPHABET INC | $10.0M | 1.31% | 34,738 | Added |
| 17 | ADI | ANALOG DEVICES INC | $9.4M | 1.24% | 29,627 | New |
| 18 | BIL | SPDR SERIES TRUST | $9.2M | 1.21% | 100,526 | Added |
| 19 | TSLA | TESLA INC | $8.2M | 1.08% | 22,064 | Added |
| 20 | META | META PLATFORMS INC | $8.3M | 1.08% | 14,424 | Added |
| 21 | SPSB | SPDR SERIES TRUST | $7.2M | 0.95% | 240,202 | Added |
| 22 | V | VISA INC | $7.1M | 0.94% | 23,609 | Added |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $6.6M | 0.87% | 6,654 | New |
| 24 | AMAT | APPLIED MATLS INC | $6.1M | 0.80% | 17,898 | Added |
| 25 | GOOG | ALPHABET INC | $6.1M | 0.80% | 21,207 | Added |
Source: SEC Form 13F filings · as of 2026-03-31