Gibbs Wealth Management Portfolio Holdings - 13F Filings | 13F Fund Database
Gibbs Wealth Management 13F Holdings
CIK 0002081110 · Alpharetta, GA
As of Sep 30, 2025, Gibbs Wealth Management reported
329 positions worth $399.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 176,495 |
|
8.4M4.61% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 327,940 |
4.0M | 3.51% |
| ISHARES US TREASURY BOND ETF | GOVT | — | 566,973 |
3.1M | 3.28% |
| ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | SHYG | — | 299,215 |
3.0M | 3.24% |
| MAIN SECTOR ROTATION ETF | SECT | — | 183,777 |
1.6M | 2.90% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 196,383 |
0.9M | 2.72% |
| STATE STREET(R) SPDR(R) PORTFOLIO MORTGAGE BACKED BOND ETF | SPMB | — | 484,047 |
0.9M | 2.72% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 121,082 |
0.2M | 2.55% |
| MICROSOFT CORP | MSFT | Technology | 19,403 |
0.0M | 2.51% |
| STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF | SPTL | — | 359,628 | $9.7M | 2.42% |
| NVIDIA CORP | NVDA | Technology | 46,322 | $8.6M | 2.16% |
| ORACLE CORP | ORCL | Technology | 30,184 | $8.5M | 2.12% |
| AMAZON.COM INC | AMZN | Equity | 35,284 | $7.7M | 1.94% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 66,848 | $6.1M | 1.53% |
| SS SPDR P S&P 600 SMALL CAP | SPSM | — | 120,967 | $5.6M | 1.40% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 114,547 | $5.4M | 1.34% |
| VISA INC-CLASS A SHARES | V | Financial Services | 15,445 | $5.3M | 1.32% |
| SHOPIFY INC | SHOP | Technology | 34,392 | $5.1M | 1.28% |
| APPLE INC | AAPL | Technology | 19,659 | $5.0M | 1.25% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF | SPSB | — | 161,119 | $4.9M | 1.22% |
| ELI LILLY & CO | LLY | Healthcare | 6,277 | $4.8M | 1.20% |
| ALPHABET INC | GOOGL | Equity | 18,647 | $4.5M | 1.13% |
| BROADCOM INC | AVGO | Technology | 12,984 | $4.3M | 1.07% |
| MASTERCARD INC | MA | Financial Services | 7,334 | $4.2M | 1.04% |
| ALPHABET INC | GOOG | Equity | 13,404 | $3.3M | 0.82% |