Gibson Capital, LLC 13F Holdings · Q2 2026
Gibson Capital, LLC reported 94 securities worth $609.51M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VTI (51.27%), VNQ (22.07%), BSVO (3.14%). Among its top 25 positions this quarter: 8 added, 14 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $312.5M | 51.27% | 844,461 | Trimmed |
| 2 | VNQ | VANGUARD REAL ESTATE ETF | $134.5M | 22.07% | 1.4M | Added |
| 3 | BSVO | BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF | $19.2M | 3.14% | 656,307 | Added |
| 4 | DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $17.5M | 2.87% | 375,765 | Hold |
| 5 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $15.7M | 2.58% | 21 | Hold |
| 6 | VV | VANGUARD MORNINGSTAR LARGE-CAP ET | $12.1M | 1.98% | 35,064 | Trimmed |
| 7 | DCO | DUCOMMUN INC DEL COM | $9.4M | 1.53% | 50,492 | Trimmed |
| 8 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $6.5M | 1.07% | 27,509 | Trimmed |
| 9 | DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | $6.2M | 1.02% | 88,993 | Trimmed |
| 10 | IAU | ISHARES GOLD TRUST | $5.2M | 0.85% | 68,603 | Trimmed |
| 11 | AAPL | APPLE INC COM | $4.9M | 0.81% | 17,000 | Trimmed |
| 12 | CAT | CATERPILLAR INC COM | $4.4M | 0.72% | 4,117 | Hold |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $3.9M | 0.65% | 7,889 | Added |
| 14 | DSI | ISHARES ESG MSCI KLD 400 ETF | $3.5M | 0.58% | 24,715 | Trimmed |
| 15 | GOOG | ALPHABET INC CAP STK CL C | $3.3M | 0.54% | 9,333 | Added |
| 16 | VOO | VANGUARD S&P 500 ETF | $2.9M | 0.47% | 4,201 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION COM | $2.6M | 0.43% | 13,020 | Trimmed |
| 18 | AVES | AVANTIS EMERGING MARKETS VALUE ETF | $2.4M | 0.39% | 36,601 | Trimmed |
| 19 | VO | VANGUARD MORNINGSTAR MID-CAP ETF | $2.3M | 0.38% | 28,644 | Added |
| 20 | AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $1.7M | 0.27% | 16,162 | Trimmed |
| 21 | VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | $1.6M | 0.26% | 5,156 | Trimmed |
| 22 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $1.5M | 0.25% | 9,199 | Added |
| 23 | AMZN | AMAZON COM INC COM | $1.5M | 0.24% | 6,257 | Trimmed |
| 24 | GOOGL | ALPHABET INC CAP STK CL A | $1.4M | 0.23% | 3,991 | Added |
| 25 | MSFT | MICROSOFT CORP COM | $1.4M | 0.23% | 3,710 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR