Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Gibson Capital, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Gibson Capital, LLC (CIK 1427372) reported $537.2M across 86 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($273.2M, 50.85%), VNQ ($123.1M, 22.91%), BSVO ($15.8M, 2.94%), DFSU ($15.4M, 2.87%), BRK/A ($15.1M, 2.81%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTIVANGUARD TOTAL STOCK MARKET ETF$273.2M50.85%851,601Trimmed
2VNQVANGUARD REAL ESTATE ETF$123.1M22.91%1.4MAdded
3BSVOBRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF$15.8M2.94%622,367Added
4DFSUDIMENSIONAL US SUSTAINABILITY CORE 1 ETF$15.4M2.87%375,765Hold
5BRK/ABERKSHIRE HATHAWAY INC DEL CL A$15.1M2.81%21Hold
6VVVANGUARD LARGE-CAP ETF$10.5M1.96%35,294Hold
7DCODUCOMMUN INC DEL COM$7.6M1.41%62,229Trimmed
8IAUISHARES GOLD TRUST$6.2M1.15%70,267Trimmed
9VIGVANGUARD DIVIDEND APPRECIATION ETF$5.9M1.10%27,539Hold
10DFATDIMENSIONAL U.S. TARGETED VALUE ETF$5.6M1.05%90,022Trimmed
11AAPLAPPLE INC COM$4.4M0.81%17,186Added
12BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$3.6M0.67%7,517Added
13DSIISHARES ESG MSCI KLD 400 ETF$3.0M0.56%24,717Trimmed
14CATCATERPILLAR INC COM$2.9M0.54%4,117Hold
15VOOVANGUARD S&P 500 ETF$2.7M0.50%4,486Trimmed
16NVDANVIDIA CORPORATION COM$2.4M0.45%13,721Trimmed
17AVESAVANTIS EMERGING MARKETS VALUE ETF$2.2M0.41%36,620Trimmed
18VOVANGUARD MID-CAP ETF$2.1M0.39%7,213Hold
19AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF$1.7M0.32%17,001Trimmed
20AMZNAMAZON COM INC COM$1.4M0.26%6,807Added
21MSFTMICROSOFT CORP COM$1.4M0.25%3,649Added
22VBVANGUARD SMALL-CAP ETF$1.4M0.25%5,176Hold
23ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF$1.3M0.24%9,198Added
24IVVISHARES CORE S&P 500 ETF$908,7050.17%1,391Hold
25RWRSTATE STREET SPDR DOW JONES REIT ETF$908,2250.17%8,995Hold

Source: SEC Form 13F filings · as of 2026-03-31