Gimbal Financial 13F Holdings
CIK 0001835206 · CARMEL, IN
As of Sep 30, 2025, Gimbal Financial reported 55 positions worth
CIK 0001835206 · CARMEL, IN
As of Sep 30, 2025, Gimbal Financial reported 55 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 39,564 | $26.5M | 15.90% |
| ISHARES GLOBAL CLEAN ENERGY ETF | ICLN | — | 1,136,146 | 7.6M | 10.56% |
| INVESCO S&P 500 PURE GROWTH ETF | RPG | — | 355,997 | 7.0M | 10.20% |
| INVESCO S&P MIDCAP MOMENTUM ETF | XMMO | — | 124,617 | 6.9M | 10.12% |
| ISHARES US CONSUMER DISCRETIONARY ETF | IYC | — | 158,527 | 6.6M | 9.98% |
| ISHARES INTERNATIONAL SELECT DIVIDEND ETF | IDV | — | 421,250 | 5.4M | 9.25% |
| ELI LILLY & CO | LLY | Healthcare | 14,094 | 0.8M | 6.46% |
| ISHARES FALLEN ANGELS USD BOND ETF | FALN | — | 303,893 | $8.4M | 5.07% |
| ISHARES SEMICONDUCTOR ETF | SOXX | — | 19,171 | $5.2M | 3.12% |
| ISHARES MSCI GLOBAL GOLD MINERS ETF | RING | — | 76,223 | $4.9M | 2.96% |
| PACER TRENDPILOT 100 ETF | PTNQ | — | 37,335 | $2.9M | 1.74% |
| PACER TRENDPILOT US LARGE CAP ETF | PTLC | — | 49,660 | $2.7M | 1.63% |
| MICROSOFT CORP | MSFT | Technology | 3,199 | .7M | 1.00% |
| PACER FDS TR | PTEU | — | 54,231 | .6M | 0.97% |
| APPLE INC | AAPL | Technology | 4,400 | .1M | 0.67% |
| TEXAS INSTRUMENTS INC | TXN | Technology | 5,146 | $945.5K | 0.57% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 3,756 | $908.7K | 0.55% |
| WALMART INC | WMT | Consumer Defensive | 8,262 | $851.5K | 0.51% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 4,582 | $849.7K | 0.51% |
| ISHARES S&P 100 ETF | OEF | — | 2,543 | $846.5K | 0.51% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2,355 | $742.9K | 0.45% |
| ALPHABET INC | GOOGL | Equity | 2,985 | $725.7K | 0.44% |
| ABBVIE INC | ABBV | Equity | 3,112 | $720.5K | 0.43% |
| FIDELITY WISE ORIGIN BITCOIN FUND | FBTC | — | 7,141 | $712.8K | 0.43% |
| CISCO SYSTEMS INC | CSCO | Technology | 8,543 | $584.5K | 0.35% |