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.
GILPIN WEALTH MANAGEMENT, LLC (CIK 2058144) reported $144.7M across 1,062 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($5.1M, 3.53%), VLUE ($4.6M, 3.15%), FTNT ($4.4M, 3.02%), VTI ($4.3M, 2.97%), IVV ($4.1M, 2.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $5.1M | 3.53% | 25,549 | Trimmed |
| 2 | VLUE | ISHARES TR | $4.6M | 3.15% | 22,840 | Trimmed |
| 3 | FTNT | FORTINET INC | $4.4M | 3.02% | 28,411 | Trimmed |
| 4 | VTI | VANGUARD INDEX FDS | $4.3M | 2.97% | 11,631 | Added |
| 5 | IVV | ISHARES TR | $4.1M | 2.81% | 5,423 | Trimmed |
| 6 | VXF | VANGUARD INDEX FDS | $3.9M | 2.68% | 15,755 | Hold |
| 7 | FLRN | SPDR SERIES TRUST | $3.4M | 2.35% | 110,357 | Added |
| 8 | AAPL | APPLE INC | $3.4M | 2.32% | 11,586 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $3.1M | 2.11% | 8,537 | Trimmed |
| 10 | SPIB | SPDR SERIES TRUST | $2.6M | 1.80% | 77,985 | Trimmed |
| 11 | AOK | ISHARES TR | $2.6M | 1.79% | 62,505 | Trimmed |
| 12 | BIL | SPDR SERIES TRUST | $2.4M | 1.66% | 26,255 | Added |
| 13 | BINC | BLACKROCK ETF TRUST II | $2.4M | 1.63% | 45,177 | Trimmed |
| 14 | JPM | JPMORGAN CHASE & CO | $2.3M | 1.61% | 7,127 | Trimmed |
| 15 | MSFT | MICROSOFT CORP | $2.0M | 1.41% | 5,478 | Trimmed |
| 16 | SPSB | SPDR SERIES TRUST | $1.9M | 1.31% | 63,221 | Trimmed |
| 17 | JPST | J P MORGAN EXCHANGE TRADED F | $1.9M | 1.29% | 36,811 | Trimmed |
| 18 | DGRO | ISHARES TR | $1.7M | 1.18% | 22,615 | Added |
| 19 | GOOG | ALPHABET INC | $1.7M | 1.15% | 4,717 | Trimmed |
| 20 | ET | ENERGY TRANSFER L P | $1.6M | 1.14% | 86,007 | Added |
| 21 | EPD | ENTERPRISE PRODS PARTNERS L | $1.5M | 1.07% | 42,144 | Trimmed |
| 22 | CWB | SPDR SERIES TRUST | $1.5M | 1.06% | 14,228 | Trimmed |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.5M | 1.06% | 3,062 | Trimmed |
| 24 | AMZN | AMAZON COM INC | $1.5M | 1.06% | 6,466 | Trimmed |
| 25 | IWB | ISHARES TR | $1.5M | 1.03% | 3,641 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30