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

About Gibbs Wealth Management

Investment Activity

Gibbs Wealth Management has $761.99 million in total holdings as of March 31, 2026.
Gibbs Wealth Management owns shares of 430 different stocks, but just 148 companies or ETFs make up 80% of its holdings.
Approximately 51.12% of the portfolio was purchased this quarter.
About 2.35% of the portfolio was sold this quarter.
This quarter, Gibbs Wealth Management has purchased 324 new stocks and bought additional shares in 261 stocks.
Gibbs Wealth Management sold shares of 38 stocks and completely divested from 24 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 500 Growth ETF: $38,552,403
SPDR Portfolio Developed World ex-US ETF: $32,646,104
SPDR Portfolio S&P 500 Value ETF: $24,593,096
iShares 0-5 Year High Yield Corporate Bond ETF: $21,937,343
NVIDIA: $20,295,624

Largest New Holdings this Quarter

032654105 - Analog Devices: $9,425,534 Holding
22160K105 - Costco Wholesale: $6,630,398 Holding
084670108 - Berkshire Hathaway: $2,872,560 Holding
G0593M107 - AstraZeneca: $1,635,593 Holding
78463X871 - SPDR S&P International Small Cap ETF: $1,615,355 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 Growth ETF: 225,437 shares (about $22.07M)
SPDR Portfolio Developed World ex-US ETF: 399,621 shares (about $18.24M)
SPDR Portfolio S&P 500 Value ETF: 245,756 shares (about $13.90M)
NVIDIA: 73,862 shares (about $12.88M)
iShares 0-5 Year High Yield Corporate Bond ETF: 236,880 shares (about $10.02M)

Largest Sales this Quarter

Mastercard: 1,038 shares (about $518.70K)
Agnico Eagle Mines: 2,348 shares (about $476.60K)
AON: 1,231 shares (about $397.34K)
Boston Scientific: 5,776 shares (about $362.44K)
SAP: 1,972 shares (about $337.63K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPYG SPDR Portfolio S&P 500 Growth ETF	$38,552,403	$22,072,563 â–²	133.9%	393,753	5.1%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$32,646,104	$18,242,703 â–²	126.7%	715,139	4.3%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$24,593,096	$13,904,893 â–²	130.1%	434,660	3.2%	ETF
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$21,937,343	$10,022,388 â–²	84.1%	518,491	2.9%	ETF
NVDA NVIDIA	$20,295,624	$12,881,532 â–²	173.7%	116,374	2.7%	Computer and Technology
GOVT iShares U.S. Treasury Bond ETF	$19,560,541	$7,406,599 â–²	60.9%	853,799	2.6%	ETF
SPMB SPDR Portfolio Mortgage Backed Bond ETF	$18,884,736	$8,664,774 â–²	84.8%	843,445	2.5%	ETF
SPTL SPDR Portfolio Long Term Treasury ETF	$15,775,771	$6,970,554 â–²	79.2%	599,839	2.1%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$15,681,305	$6,290,413 â–²	67.0%	189,502	2.1%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$13,045,621	$7,428,134 â–²	132.2%	269,984	1.7%	ETF
SECT Main Sector Rotation ETF	$12,814,218	$2,423,572 â–²	23.3%	212,191	1.7%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$11,610,138	$6,354,407 â–²	120.9%	247,499	1.5%	ETF
MSFT Microsoft	$10,939,933	$4,627,835 â–²	73.3%	29,554	1.4%	Computer and Technology
AAPL Apple	$10,621,054	$5,709,483 â–²	116.2%	41,850	1.4%	Computer and Technology
AMZN Amazon.com	$10,030,714	$3,519,976 â–²	54.1%	48,162	1.3%	Retail/Wholesale
GOOGL Alphabet	$9,989,389	$5,723,669 â–²	134.2%	34,738	1.3%	Computer and Technology
ADI Analog Devices	$9,425,534	$9,425,534 â–²	New Holding	29,627	1.2%	Computer and Technology
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$9,212,252	$2,797,418 â–²	43.6%	100,526	1.2%	ETF
META Meta Platforms	$8,252,442	$6,169,879 â–²	296.3%	14,424	1.1%	Computer and Technology
TSLA Tesla	$8,202,292	$5,749,486 â–²	234.4%	22,064	1.1%	Auto/Tires/Trucks
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$7,222,875	$2,680,260 â–²	59.0%	240,202	0.9%	ETF
V Visa	$7,135,758	$3,062,068 â–²	75.2%	23,609	0.9%	Business Services
COST Costco Wholesale	$6,630,398	$6,630,398 â–²	New Holding	6,654	0.9%	Retail/Wholesale
AMAT Applied Materials	$6,117,359	$4,787,454 â–²	360.0%	17,898	0.8%	Computer and Technology
GOOG Alphabet	$6,102,196	$2,604,087 â–²	74.4%	21,207	0.8%	Computer and Technology
ORCL Oracle	$5,960,281	$2,192,223 â–²	58.2%	40,516	0.8%	Computer and Technology
AVGO Broadcom	$5,779,929	$2,270,311 â–²	64.7%	18,674	0.8%	Computer and Technology
JQUA JPMorgan U.S. Quality Factor ETF	$5,674,958	$3,029,657 â–²	114.5%	92,546	0.7%	ETF
BA Boeing	$5,606,874	$3,822,968 â–²	214.3%	28,171	0.7%	Aerospace
NFLX Netflix	$5,492,819	$4,162,785 â–²	313.0%	57,128	0.7%	Consumer Discretionary
LLY Eli Lilly and Company	$5,463,788	$259,392 â–²	5.0%	5,940	0.7%	Medical
VZ Verizon Communications	$4,830,281	$1,809,774 â–²	59.9%	96,220	0.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$4,466,992	$2,912,066 â–²	187.3%	15,177	0.6%	Finance
USHY iShares Broad USD High Yield Corporate Bond ETF	$4,153,267	$1,451,606 â–²	53.7%	112,738	0.5%	ETF
SHOPIFY INC	$4,104,963	$994,510 â–²	32.0%	34,606	0.5%	CL A SUB VTG SHS
SLYG SPDR S&P 600 Small Cap Growth ETF	$4,033,275	$2,362,301 â–²	141.4%	41,743	0.5%	ETF
GLD SPDR Gold Shares	$3,721,578	$2,083,894 â–²	127.2%	8,649	0.5%	Finance
JAAA Janus Henderson AAA CLO ETF	$3,700,228	$1,817,046 â–²	96.5%	73,461	0.5%	ETF
CRM Salesforce	$3,567,735	$2,545,502 â–²	249.0%	19,112	0.5%	Computer and Technology
CVX Chevron	$3,531,308	$1,872,826 â–²	112.9%	17,068	0.5%	Energy
MCD McDonald's	$3,420,614	$2,450,000 â–²	252.4%	11,006	0.4%	Retail/Wholesale
RTX RTX	$3,285,277	$535,490 â–²	19.5%	17,031	0.4%	Aerospace
IVV iShares Core S&P 500 ETF	$3,250,970	$1,960,249 â–²	151.9%	4,977	0.4%	ETF
PM Philip Morris International	$3,032,417	$1,591,353 â–²	110.4%	18,341	0.4%	Consumer Staples
STRL Sterling Infrastructure	$2,975,515	$1,455,176 â–²	95.7%	7,306	0.4%	Construction
BRK.A Berkshire Hathaway	$2,872,560	$2,872,560 â–²	New Holding	4	0.4%	Finance
VRTX Vertex Pharmaceuticals	$2,521,612	$1,970,135 â–²	357.2%	5,647	0.3%	Medical
DIS Walt Disney	$2,519,749	$1,330,090 â–²	111.8%	26,143	0.3%	Consumer Discretionary
WFC Wells Fargo & Company	$2,515,009	$1,075,837 â–²	74.8%	31,592	0.3%	Finance
MA Mastercard	$2,513,523	$518,695 â–¼	-17.1%	5,030	0.3%	Business Services
JBBB Janus Henderson B-BBB CLO ETF	$2,471,764	$915,050 â–²	58.8%	53,036	0.3%	ETF
RY Royal Bank Of Canada	$2,454,850	$561,700 â–²	29.7%	15,174	0.3%	Finance
ABBV AbbVie	$2,443,047	$1,565,699 â–²	178.5%	11,233	0.3%	Medical
STZ Constellation Brands	$2,369,020	$1,534,545 â–²	183.9%	15,793	0.3%	Consumer Staples
BAC Bank of America	$2,359,429	$1,308,876 â–²	124.6%	48,399	0.3%	Finance
MNST Monster Beverage	$2,320,097	$1,740,707 â–²	300.4%	32,019	0.3%	Consumer Staples
CSCO Cisco Systems	$2,240,835	$484,851 â–²	27.6%	28,881	0.3%	Computer and Technology
SBUX Starbucks	$2,212,271	$517,329 â–²	30.5%	24,683	0.3%	Retail/Wholesale
CVS CVS Health	$2,185,424	$1,144,565 â–²	110.0%	30,430	0.3%	Medical
WMB Williams Companies	$2,132,620	$858,084 â–²	67.3%	29,302	0.3%	Energy
JNJ Johnson & Johnson	$2,115,758	$578,869 â–²	37.7%	8,655	0.3%	Medical
T AT&T	$2,108,370	$1,610,058 â–²	323.1%	72,727	0.3%	Computer and Technology
NVS Novartis	$2,105,354	$1,617,929 â–²	331.9%	13,783	0.3%	Medical
LOW Lowe's Companies	$2,083,722	$1,147,358 â–²	122.5%	8,819	0.3%	Retail/Wholesale
EPAM EPAM Systems	$2,072,568	$1,442,958 â–²	229.2%	15,307	0.3%	Computer and Technology
AMT American Tower	$2,063,319	$1,045,293 â–²	102.7%	11,956	0.3%	Finance
BRK.B Berkshire Hathaway	$2,056,247	$369,463 â–²	21.9%	4,291	0.3%	Finance
JMBS Janus Henderson Mortgage-Backed Securities ETF	$2,051,850	$72,514 â–¼	-3.4%	45,415	0.3%	ETF
XOM ExxonMobil	$2,008,896	$735,459 â–²	57.8%	11,841	0.3%	Energy
CAT Caterpillar	$2,002,864	$1,138,522 â–²	131.7%	2,827	0.3%	Industrials
SHEL Shell	$1,991,288	$1,191,555 â–²	149.0%	21,411	0.3%	Energy
PEP PepsiCo	$1,952,206	$313,049 â–²	19.1%	12,572	0.3%	Consumer Staples
PROFESIONALLY MANAGED PORTFO	$1,900,488	$37,958 â–¼	-2.0%	61,885	0.2%	CONGRESS SMID GR
FCX Freeport-McMoRan	$1,873,445	$617,722 â–²	49.2%	31,872	0.2%	Basic Materials
CI Cigna Group	$1,857,862	$1,074,973 â–²	137.3%	6,965	0.2%	Medical
AME AMETEK	$1,839,491	$785,444 â–²	74.5%	8,581	0.2%	Computer and Technology
MS Morgan Stanley	$1,824,826	$929,200 â–²	103.7%	11,088	0.2%	Finance
AES AES	$1,822,837	$923,867 â–²	102.8%	129,371	0.2%	Utilities
PCG Pacific Gas & Electric	$1,810,569	$920,860 â–²	103.5%	103,049	0.2%	Utilities
REGN Regeneron Pharmaceuticals	$1,781,752	$1,363,743 â–²	326.2%	2,306	0.2%	Medical
CW Curtiss-Wright	$1,747,103	$245,889 â–²	16.4%	2,565	0.2%	Aerospace
C Citigroup	$1,742,859	$857,707 â–²	96.9%	15,368	0.2%	Financial Services
ADSK Autodesk	$1,741,874	$1,273,368 â–²	271.8%	7,276	0.2%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$1,728,978	$1,378,787 â–²	393.7%	26,982	0.2%	ETF
NOW ServiceNow	$1,726,958	$632,528 â–²	57.8%	16,518	0.2%	Computer and Technology
BIZD VanEck BDC Income ETF	$1,710,162	$833,283 â–²	95.0%	133,606	0.2%	ETF
GLW Corning	$1,696,195	$563,087 â–²	49.7%	12,474	0.2%	Computer and Technology
CSX CSX	$1,682,007	$900,259 â–²	115.2%	40,975	0.2%	Transportation
SPY SPDR S&P 500 ETF Trust	$1,674,304	$280,893 â–²	20.2%	2,575	0.2%	Finance
AIG American International Group	$1,657,491	$988,429 â–²	147.7%	22,026	0.2%	Finance
ISRG Intuitive Surgical	$1,639,741	$606,663 â–²	58.7%	3,557	0.2%	Medical
WALMART INC	$1,638,200	$584,761 â–²	55.5%	13,181	0.2%	COM
AZNCF AstraZeneca	$1,635,593	$1,635,593 â–²	New Holding	8,293	0.2%	Medical
BMY Bristol Myers Squibb	$1,632,417	$847,171 â–²	107.9%	26,915	0.2%	Medical
AEM Agnico Eagle Mines	$1,631,756	$476,597 â–¼	-22.6%	8,039	0.2%	Basic Materials
ASML ASML	$1,625,941	$63,400 â–¼	-3.8%	1,231	0.2%	Computer and Technology
GWX SPDR S&P International Small Cap ETF	$1,615,355	$1,615,355 â–²	New Holding	38,251	0.2%	ETF
UNILEVER PLC	$1,610,086	$541,101 â–²	50.6%	28,262	0.2%	SPON ADR NEW
RMBS Rambus	$1,568,671	$612,620 â–²	64.1%	18,234	0.2%	Computer and Technology
SNA Snap-On	$1,559,303	$1,311,224 â–²	528.6%	4,293	0.2%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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

About Gibbs Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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

About Gibbs Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGibbs Wealth Management

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools