Gilbert Capital Group, Inc. Top Holdings and 13F Report (2026) About Gilbert Capital Group, Inc.Investment ActivityGilbert Capital Group, Inc. has $129.41 million in total holdings as of March 31, 2026.Gilbert Capital Group, Inc. owns shares of 51 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 18.42% of the portfolio was purchased this quarter.About 19.66% of the portfolio was sold this quarter.This quarter, Gilbert Capital Group, Inc. has purchased 53 new stocks and bought additional shares in 14 stocks.Gilbert Capital Group, Inc. sold shares of 24 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $24,351,676iShares U.S. Equity Factor Rotation Active ETF $14,104,234Schwab US Dividend Equity ETF $12,880,845iShares MSCI EAFE Value ETF $8,401,782Vanguard International High Dividend Yield ETF $8,294,908 Largest New Holdings this Quarter 808524797 - Schwab US Dividend Equity ETF $12,880,845 Holding33939L837 - FlexShares International Quality Dividend Index Fund $841,728 Holding478160104 - Johnson & Johnson $733,076 Holding74762E102 - Quanta Services $233,334 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 419,845 shares (about $12.88M)Vanguard International High Dividend Yield ETF 58,293 shares (about $5.49M)iShares MSCI EAFE Value ETF 35,787 shares (about $2.66M)FlexShares International Quality Dividend Index Fund 26,578 shares (about $841.73K)Johnson & Johnson 2,999 shares (about $733.08K) Largest Sales this Quarter iShares International Select Dividend ETF 242,112 shares (about $10.30M)iShares U.S. Equity Factor Rotation Active ETF 7,973 shares (about $463.87K)Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2,590 shares (about $324.09K)iShares Core S&P 500 ETF 384 shares (about $250.83K)iShares iBonds Dec 2026 Term Corporate ETF 10,226 shares (about $247.88K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGilbert Capital Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$24,351,676$250,833 ▼-1.0%37,28018.8%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$14,104,234$463,869 ▼-3.2%242,42410.9%ETFSCHDSchwab US Dividend Equity ETF$12,880,845$12,880,845 ▲New Holding419,84510.0%ETFEFViShares MSCI EAFE Value ETF$8,401,782$2,660,766 ▲46.3%113,0036.5%ETFVYMIVanguard International High Dividend Yield ETF$8,294,908$5,493,531 ▲196.1%88,0196.4%ETFISTBiShares Core 1-5 Year USD Bond ETF$7,103,080$77,488 ▼-1.1%146,5765.5%ManufacturingDSIiShares ESG MSCI KLD 400 ETF$5,142,580$175,968 ▼-3.3%42,4344.0%ETFGVIiShares Intermediate Government/Credit Bond ETF$4,587,886$240,244 ▲5.5%43,0063.5%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$3,452,468$324,087 ▼-8.6%27,5912.7%ETFESGUiShares ESG Aware MSCI USA ETF$3,184,636$230,656 ▼-6.8%22,5192.5%ManufacturingSCHOSchwab Short-Term U.S. Treasury ETF$2,623,565$35,507 ▼-1.3%108,0992.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,612,758$111,216 ▼-4.1%31,5742.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,380,426$53,696 ▼-2.2%47,6561.8%ManufacturingSPSBSPDR Portfolio Short Term Corporate Bond ETF$2,099,365$47,090 ▲2.3%69,8161.6%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,989,321$440,950 ▲28.5%59,3121.5%ETFRSPInvesco S&P 500 Equal Weight ETF$1,897,701$4,030 ▼-0.2%9,8881.5%ETFEFIVSPDR S&P 500 ESG ETF$1,733,761$111,084 ▼-6.0%27,4851.3%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,467,926$9,549 ▲0.7%57,9521.1%ETFEUSAiShares MSCI USA Equal Weighted ETF$1,463,453$79,177 ▼-5.1%14,3801.1%ETFAAPLApple$1,385,947$21,065 ▲1.5%5,4611.1%Computer and TechnologyBSCSInvesco BulletShares 2028 Corporate Bond ETF$1,299,4140.0%63,6251.0%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$1,076,215$26,679 ▲2.5%46,2690.8%ETFMTUMiShares MSCI USA Momentum Factor ETF$1,012,758$78,957 ▼-7.2%4,2200.8%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$955,345$67,920 ▼-6.6%39,4120.7%ETFABBVAbbVie$851,909$20,227 ▲2.4%3,9170.7%MedicalDGROiShares Core Dividend Growth ETF$843,8450.0%12,0240.7%ETFIQDFFlexShares International Quality Dividend Index Fund$841,728$841,728 ▲New Holding26,5780.7%ETFXOMExxonMobil$820,306$44,451 ▲5.7%4,8350.6%EnergyAVGOBroadcom$759,847$75,830 ▼-9.1%2,4550.6%Computer and TechnologyJNJJohnson & Johnson$733,076$733,076 ▲New Holding2,9990.6%MedicalIBDViShares iBonds Dec 2030 Term Corporate ETF$723,093$15,411 ▲2.2%33,0330.6%ETFBKBNY$687,4610.0%5,7950.5%FinanceESGFlexShares STOXX US ESG Select Index Fund$679,188$185,578 ▼-21.5%4,4760.5%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$664,807$247,879 ▼-27.2%27,4260.5%ETFIWBiShares Russell 1000 ETF$625,050$713 ▼-0.1%1,7530.5%ETFEXPDExpeditors International of Washington$587,2430.0%4,1000.5%TransportationGOOGLAlphabet$564,192$36,233 ▼-6.0%1,9620.4%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$487,567$70,907 ▼-12.7%7,2200.4%ETFOEFiShares S&P 100 ETF$422,716$14,949 ▲3.7%1,3290.3%ETFABTAbbott Laboratories$404,109$11,499 ▲2.9%3,9360.3%MedicalSPYSPDR S&P 500 ETF Trust$381,750$57,230 ▼-13.0%5870.3%FinanceVCSHVanguard Short-Term Corporate Bond ETF$375,2640.0%4,7340.3%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$369,416$100,862 ▲37.6%17,6500.3%ETFRWLInvesco S&P 500 Revenue ETF$364,0340.0%3,1680.3%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$352,355$16,201 ▼-4.4%21,0750.3%ManufacturingTJXTJX Companies$280,1140.0%1,7540.2%Retail/WholesaleIDViShares International Select Dividend ETF$235,910$10,304,283 ▼-97.8%5,5430.2%ETFPWRQuanta Services$233,334$233,334 ▲New Holding4250.2%ConstructionFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$220,753$170,767 ▼-43.6%7,1720.2%ETFVIGVanguard Dividend Appreciation ETF$200,8660.0%9340.2%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$200,6270.0%2,2840.2%ManufacturingIWMiShares Russell 2000 ETF$0$5,248,377 ▼-100.0%00.0%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$0$3,263,846 ▼-100.0%00.0%ETFSTLGiShares Factors US Growth Style ETF$0$2,769,355 ▼-100.0%00.0%ManufacturingLRGFiShares U.S. Equity Factor ETF$0$521,007 ▼-100.0%00.0%ETFTILTFlexShares Morningstar US Market Factor Tilt Index Fund$0$205,911 ▼-100.0%00.0%ETFQDFFlexShares Quality Dividend Index Fund$0$202,267 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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