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.
Gilbert Capital Group, Inc. (CIK 2035854) reported $129.4M across 51 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($24.4M, 18.82%), DYNF ($14.1M, 10.90%), SCHD ($12.9M, 9.95%), EFV ($8.4M, 6.49%), VYMI ($8.3M, 6.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $24.4M | 18.82% | 37,280 | Trimmed |
| 2 | DYNF | BLACKROCK ETF TRUST | $14.1M | 10.90% | 242,424 | Trimmed |
| 3 | SCHD | SCHWAB STRATEGIC TR | $12.9M | 9.95% | 419,845 | New |
| 4 | EFV | ISHARES TR | $8.4M | 6.49% | 113,003 | Added |
| 5 | VYMI | VANGUARD WHITEHALL FDS | $8.3M | 6.41% | 88,019 | Added |
| 6 | ISTB | ISHARES TR | $7.1M | 5.49% | 146,576 | Trimmed |
| 7 | DSI | ISHARES TR | $5.1M | 3.97% | 42,434 | Trimmed |
| 8 | GVI | ISHARES TR | $4.6M | 3.55% | 43,006 | Added |
| 9 | GSLC | GOLDMAN SACHS ETF TR | $3.5M | 2.67% | 27,591 | Trimmed |
| 10 | ESGU | ISHARES TR | $3.2M | 2.46% | 22,519 | Trimmed |
| 11 | SCHO | SCHWAB STRATEGIC TR | $2.6M | 2.03% | 108,099 | Trimmed |
| 12 | VCIT | VANGUARD SCOTTSDALE FDS | $2.6M | 2.02% | 31,574 | Trimmed |
| 13 | VTIP | VANGUARD MALVERN FDS | $2.4M | 1.84% | 47,656 | Trimmed |
| 14 | SPSB | SPDR SERIES TRUST | $2.1M | 1.62% | 69,816 | Added |
| 15 | SPIB | SPDR SERIES TRUST | $2.0M | 1.54% | 59,312 | Added |
| 16 | RSP | INVESCO EXCHANGE TRADED FD T | $1.9M | 1.47% | 9,888 | Trimmed |
| 17 | EFIV | SPDR SERIES TRUST | $1.7M | 1.34% | 27,485 | Trimmed |
| 18 | EUSA | ISHARES INC | $1.5M | 1.13% | 14,380 | Trimmed |
| 19 | IBDT | ISHARES TR | $1.5M | 1.13% | 57,952 | Added |
| 20 | AAPL | APPLE INC | $1.4M | 1.07% | 5,461 | Added |
| 21 | BSCS | INVESCO EXCH TRD SLF IDX FD | $1.3M | 1.00% | 63,625 | Hold |
| 22 | IBDU | ISHARES TR | $1.1M | 0.83% | 46,269 | Added |
| 23 | MTUM | ISHARES TR | $1.0M | 0.78% | 4,220 | Trimmed |
| 24 | IBDS | ISHARES TR | $955,345 | 0.74% | 39,412 | Trimmed |
| 25 | ABBV | ABBVIE INC | $851,909 | 0.66% | 3,917 | Added |
Source: SEC Form 13F filings · as of 2026-03-31