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Gibbs Wealth Management Top Holdings and 13F Report (2026)

About Gibbs Wealth Management

Investment Activity

  • Gibbs Wealth Management has $954.63 million in total holdings as of September 30, 2026.
  • Gibbs Wealth Management owns shares of 509 different stocks, but just 150 companies or ETFs make up 80% of its holdings.
  • Approximately 16.88% of the portfolio was purchased this quarter.
  • About 2.89% of the portfolio was sold this quarter.
  • This quarter, Gibbs Wealth Management has purchased 453 new stocks and bought additional shares in 345 stocks.
  • Gibbs Wealth Management sold shares of 76 stocks and completely divested from 25 stocks this quarter.

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP
$2,684,844 Holding
G1151C101 - Accenture
$1,051,446 Holding
92337F107 - Veracyte
$1,001,324 Holding
18467V109 - CLEAR Secure
$729,603 Holding
97717Y527 - WisdomTree Floating Rate Treasury Fund
$726,423 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 Growth ETF
53,140 shares (about $6.54M)
NVIDIA
24,938 shares (about $5.70M)
SPDR Portfolio S&P 500 Value ETF
82,764 shares (about $5.06M)
Amazon.com
18,452 shares (about $4.60M)
Apple
13,503 shares (about $4.50M)

Largest Sales this Quarter

JPMorgan Ultra-Short Income ETF
28,067 shares (about $1.41M)
Newmont
7,903 shares (about $911.53K)
Southwest Airlines
20,339 shares (about $846.93K)
Sterling Infrastructure
1,480 shares (about $727.84K)
Cisco Systems
6,291 shares (about $677.10K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofGibbs Wealth Management

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$54,352,469$6,540,497 ▲13.7%441,6015.7%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$37,935,753$434,166 ▼-1.1%755,5424.0%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$33,444,142$5,059,370 ▲17.8%547,0983.5%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$31,496,809$5,695,342 ▲22.1%137,9143.3%Technology
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$25,666,551$3,150,842 ▲14.0%622,2192.7%ETF
SPDR Portfolio Mortgage Backed Bond ETF stock logo
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
$21,807,663$3,083,036 ▲16.5%1,031,5832.3%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$21,146,896$2,403,582 ▲12.8%966,9352.2%ETF
Apple Inc. stock logo
AAPL
Apple
$18,948,422$4,496,670 ▲31.1%56,9002.0%Technology
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$18,268,003$2,953,184 ▲19.3%345,5921.9%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$17,733,194$3,793,852 ▲27.2%34,5751.9%Technology
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$17,458,148$2,363,948 ▲15.7%222,9361.8%ETF
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$17,296,741$2,348,606 ▲15.7%725,2301.8%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$16,565,141$2,384,018 ▲16.8%320,0371.7%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$15,176,245$4,597,322 ▲43.5%60,9121.6%Consumer Discretionary
Main Sector Rotation ETF stock logo
SECT
Main Sector Rotation ETF
$14,377,658$117,700 ▼-0.8%200,9461.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$14,052,536$2,832,459 ▲25.2%40,8411.5%Communication Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$11,907,668$2,456,954 ▲26.0%16,4201.2%Communication Services
Analog Devices, Inc. stock logo
ADI
Analog Devices
$11,829,499$122,583 ▲1.0%29,8191.2%Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$9,303,254$963,464 ▲11.6%18,1921.0%Technology
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$9,119,721$1,126,803 ▲14.1%99,5171.0%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$9,048,720$1,124,038 ▲14.2%25,5030.9%Consumer Discretionary
Broadcom Inc. stock logo
AVGO
Broadcom
$8,665,969$2,544,827 ▲41.6%24,6750.9%Technology
JPMorgan U.S. Quality Factor ETF stock logo
JQUA
JPMorgan U.S. Quality Factor ETF
$8,397,254$840,589 ▲11.1%113,7830.9%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$8,124,300$1,051,271 ▲14.9%274,5630.9%ETF
Visa Inc. stock logo
V
Visa
$8,010,744$999,681 ▲14.3%22,2930.8%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$7,276,958$1,356,444 ▲22.9%21,3570.8%Communication Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$6,447,596$749,705 ▲13.2%19,4880.7%Finance
Micron Technology, Inc. stock logo
MU
Micron Technology
$6,434,834$2,220,928 ▲52.7%6,0410.7%Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$6,204,119$403,290 ▲7.0%6,8150.6%Consumer Staples
SPDR SSgA Multi-Asset Real Return ETF stock logo
RLY
SPDR SSgA Multi-Asset Real Return ETF
$6,096,312$1,005,539 ▲19.8%168,4530.6%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$5,950,054$694,289 ▲13.2%5,1420.6%Healthcare
The Boeing Company stock logo
BA
Boeing
$5,906,077$737,306 ▲14.3%31,7450.6%Industrials
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$5,120,257$351,613 ▲7.4%47,8660.5%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$4,932,506$1,345,396 ▲37.5%8,0620.5%Technology
Oracle Corporation stock logo
ORCL
Oracle
$4,874,706$648,487 ▲15.3%35,5030.5%Technology
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$4,688,129$635,773 ▲15.7%92,8890.5%ETF
Salesforce Inc. stock logo
CRM
Salesforce
$4,517,395$389,134 ▼-7.9%19,6770.5%Technology
Netflix, Inc. stock logo
NFLX
Netflix
$4,475,428$777,134 ▲21.0%64,3210.5%Communication Services
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$4,388,987$333,980 ▲8.2%95,6830.5%Communication Services
Chevron Corporation stock logo
CVX
Chevron
$4,183,178$687,394 ▲19.7%20,4840.4%Energy
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$4,004,729$163,313 ▲4.3%112,1140.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,873,229$195,308 ▲5.3%5,0570.4%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$3,823,680$330,694 ▲9.5%20,0380.4%Consumer Staples
SHOPIFY INC
$3,751,400$227,789 ▲6.5%25,2960.4%CL A SUB VTG SHS
RTX Corporation stock logo
RTX
RTX
$3,614,756$505,891 ▲16.3%19,4710.4%Industrials
Royal Bank Of Canada stock logo
RY
Royal Bank Of Canada
$3,366,995$218,018 ▲6.9%17,1270.4%Finance
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$3,175,549$309,504 ▲10.8%6,0740.3%Healthcare
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$2,988,0200.0%40.3%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,894,634$602,441 ▲26.3%3,5700.3%Industrials
Monster Beverage Corporation stock logo
MNST
Monster Beverage
$2,893,136$1,611,404 ▲125.7%69,5130.3%Consumer Staples
The Walt Disney Company stock logo
DIS
Walt Disney
$2,870,648$355,107 ▲14.1%27,3640.3%Communication Services
SPDR S&P International Small Cap ETF stock logo
GWX
SPDR S&P International Small Cap ETF
$2,810,710$702,871 ▲33.3%61,6790.3%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$2,763,716$288,274 ▼-9.4%10,5650.3%Healthcare
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$2,713,615$153,936 ▲6.0%33,8990.3%Finance
EXXONMOBIL HOLDINGS CORP
$2,684,844$2,684,844 ▲New Holding16,4960.3%COM SHS
Bank of America Corporation stock logo
BAC
Bank of America
$2,673,008$34,998 ▲1.3%49,1100.3%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,651,736$2,095,874 ▲377.0%3,7830.3%ETF
Corning Incorporated stock logo
GLW
Corning
$2,634,613$1,300,854 ▲97.5%17,1340.3%Technology
Novartis AG stock logo
NVS
Novartis
$2,621,576$471,479 ▲21.9%18,3880.3%Healthcare
McDonald's Corporation stock logo
MCD
McDonald's
$2,566,051$121,940 ▲5.0%11,1110.3%Consumer Discretionary
EPAM Systems, Inc. stock logo
EPAM
EPAM Systems
$2,529,553$351,303 ▲16.1%23,3440.3%Technology
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$2,503,958$322,322 ▲14.8%26,3430.3%Energy
Cigna Group stock logo
CI
Cigna Group
$2,480,251$559,171 ▲29.1%9,1240.3%Healthcare
Repligen Corporation stock logo
RGEN
Repligen
$2,473,234$176,275 ▲7.7%12,8660.3%Healthcare
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$2,439,362$611,650 ▼-20.0%6,4050.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,437,466$748,917 ▲44.4%4,8950.3%Finance
Janus Henderson B-BBB CLO ETF stock logo
JBBB
Janus Henderson B-BBB CLO ETF
$2,417,294$65,670 ▲2.8%51,2020.3%ETF
Ligand Pharmaceuticals Incorporated stock logo
LGND
Ligand Pharmaceuticals
$2,409,312$150,875 ▲6.7%7,7130.3%Healthcare
American Tower Corporation stock logo
AMT
American Tower
$2,358,586$243,060 ▲11.5%14,4100.2%Real Estate
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,349,375$35,745 ▼-1.5%8,8730.2%Healthcare
CVS Health Corporation stock logo
CVS
CVS Health
$2,338,396$21,937 ▼-0.9%27,2890.2%Healthcare
BAILLIE GIFFORD ETF TR
$2,323,433$46,901 ▼-2.0%86,4460.2%INTL CONCNTR GRW
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$2,297,290$514,195 ▲28.8%12,4650.2%Consumer Discretionary
Intel Corporation stock logo
INTC
Intel
$2,261,552$516,514 ▲29.6%18,8100.2%Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$2,237,312$249,790 ▲12.6%3,3140.2%Healthcare
BARRICK MNG CORP
$2,201,673$677,563 ▲44.5%54,1350.2%COM SHS
ISHARES TR
$2,151,935$1,572,723 ▲271.5%21,3740.2%0-3 MTH TREASURY
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,124,671$8,389 ▲0.4%2,7860.2%ETF
Halozyme Therapeutics, Inc. stock logo
HALO
Halozyme Therapeutics
$2,099,807$1,224,887 ▲140.0%19,0200.2%Healthcare
ASML Holding N.V. stock logo
ASML
ASML
$2,088,111$327,795 ▲18.6%1,1530.2%Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,080,648$198,067 ▲10.5%14,3180.2%Healthcare
AT&T Inc. stock logo
T
AT&T
$2,071,851$232,459 ▲12.6%84,9120.2%Communication Services
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$2,068,758$252,363 ▲13.9%29,2980.2%ETF
Citigroup Inc. stock logo
C
Citigroup
$2,062,838$30,170 ▼-1.4%15,9310.2%Finance
Constellation Brands Inc stock logo
STZ
Constellation Brands
$2,059,780$281,414 ▲15.8%18,2180.2%Consumer Staples
AMETEK, Inc. stock logo
AME
AMETEK
$2,010,444$198,443 ▲11.0%8,1150.2%Technology
UFP Technologies, Inc. stock logo
UFPT
UFP Technologies
$1,980,386$121,696 ▲6.5%6,6720.2%Healthcare
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$1,935,966$333,843 ▲20.8%4,7610.2%Healthcare
Mastercard Incorporated stock logo
MA
Mastercard
$1,931,006$466,618 ▲31.9%3,5010.2%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$1,921,113$904,373 ▲88.9%19,4390.2%Healthcare
Centene Corporation stock logo
CNC
Centene
$1,919,324$126,601 ▼-6.2%30,8970.2%Healthcare
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$1,919,234$216,871 ▲12.7%2,5310.2%Healthcare
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$1,907,076$336,209 ▼-15.0%27,2440.2%Materials
Pacific Gas & Electric Co. stock logo
PCG
Pacific Gas & Electric
$1,899,269$550,957 ▲40.9%155,0420.2%Utilities
Starbucks Corporation stock logo
SBUX
Starbucks
$1,882,753$165,274 ▲9.6%20,0380.2%Consumer Discretionary
Global Payments Inc. stock logo
GPN
Global Payments
$1,854,993$617,759 ▲49.9%22,7130.2%Finance
WALMART INC
$1,851,812$482,359 ▲35.2%17,8210.2%COM
UNILEVER PLC
$1,846,533$255,488 ▲16.1%30,4060.2%SPON ADR NEW
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$1,843,929$561,522 ▼-23.3%4,6630.2%Energy
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,843,546$534,168 ▼-22.5%20,4590.2%ETF

Showing largest 100 holdings. View all holdings.
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