Gimbal Financial Top Holdings and 13F Report (2026) About Gimbal FinancialInvestment ActivityGimbal Financial has $162.69 million in total holdings as of June 30, 2026.Gimbal Financial owns shares of 54 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 57.37% of the portfolio was purchased this quarter.About 71.01% of the portfolio was sold this quarter.This quarter, Gimbal Financial has purchased 55 new stocks and bought additional shares in 12 stocks.Gimbal Financial sold shares of 22 stocks and completely divested from 15 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $30,232,935iShares Russell 2000 ETF $28,768,376Eli Lilly and Company $16,452,591iShares Core Dividend Growth ETF $15,083,463Fidelity MSCI Health Care Index ETF $14,288,542 Largest New Holdings this Quarter 316092600 - Fidelity MSCI Health Care Index ETF $14,288,542 Holding78464A714 - SPDR S&P Retail ETF $11,432,580 Holding464287192 - iShares U.S. Transportation ETF $11,124,165 Holding464288521 - iShares Core U.S. REIT ETF $10,204,387 Holding33733E203 - First Trust NYSE Arca Biotechnology Index Fund $890,669 Holding Largest Purchases this Quarter iShares Russell 2000 ETF 91,995 shares (about $27.64M)iShares Core Dividend Growth ETF 195,511 shares (about $14.82M)Fidelity MSCI Health Care Index ETF 184,965 shares (about $14.29M)SPDR S&P Retail ETF 130,301 shares (about $11.43M)iShares U.S. Transportation ETF 128,232 shares (about $11.12M) Largest Sales this Quarter Invesco S&P 500 Pure Growth ETF 301,804 shares (about $19.27M)Pacer Trendpilot 100 ETF 28,763 shares (about $2.55M)Pacer Trendpilot US Large Cap ETF 38,428 shares (about $2.24M)Pacer Trendpilot European Index ETF 44,978 shares (about $1.50M)Eli Lilly and Company 377 shares (about $452.19K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGimbal Financial 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$30,232,935$603,610 â–²2.0%40,37018.6%ETFIWMiShares Russell 2000 ETF$28,768,376$27,639,886 â–²2,449.3%95,75117.7%ETFLLYEli Lilly and Company$16,452,591$452,185 â–¼-2.7%13,71710.1%HealthcareDGROiShares Core Dividend Growth ETF$15,083,463$14,817,744 â–²5,576.5%199,0179.3%ETFFHLCFidelity MSCI Health Care Index ETF$14,288,542$14,288,542 â–²New Holding184,9658.8%ETFXRTSPDR S&P Retail ETF$11,432,580$11,432,580 â–²New Holding130,3017.0%ETFIYTiShares U.S. Transportation ETF$11,124,165$11,124,165 â–²New Holding128,2326.8%ETFUSRTiShares Core U.S. REIT ETF$10,204,387$10,204,387 â–²New Holding153,5656.3%ETFRPGInvesco S&P 500 Pure Growth ETF$3,460,243$19,270,297 â–¼-84.8%54,1932.1%ETFTXNTexas Instruments$1,538,637$4,769 â–²0.3%5,1620.9%TechnologyAAPLApple$1,045,726$227,432 â–¼-17.9%3,6140.6%TechnologyJNJJohnson & Johnson$960,683$202,904 â–¼-17.4%3,7830.6%HealthcareMSFTMicrosoft$941,510$251,791 â–¼-21.1%2,5240.6%TechnologyFBTFirst Trust NYSE Arca Biotechnology Index Fund$890,669$890,669 â–²New Holding3,5930.5%ETFCALUMET INC$884,1110.0%24,5450.5%COMGOOGLAlphabet$866,380$200,511 â–¼-18.8%2,4240.5%Communication ServicesWALMART INC$834,979$100,805 â–¼-10.8%7,3720.5%COMABBVAbbVie$763,401$19,626 â–¼-2.5%3,0340.5%HealthcarePTNQPacer Trendpilot 100 ETF$759,931$2,549,918 â–¼-77.0%8,5720.5%ETFJPMJPMorgan Chase & Co.$749,725$21,280 â–¼-2.8%2,2900.5%FinanceCSCOCisco Systems$748,925$254,536 â–¼-25.4%6,3760.5%TechnologyOEFiShares S&P 100 ETF$711,053$219,574 â–¼-23.6%1,9430.4%ETFPTLCPacer Trendpilot US Large Cap ETF$654,388$2,238,855 â–¼-77.4%11,2320.4%ETFJPINJPMorgan Diversified Return International Equity ETF$574,5750.0%7,9460.4%ETFSPYSPDR S&P 500 ETF Trust$494,312$85,870 â–¼-14.8%6620.3%ETFVIGVanguard Dividend Appreciation ETF$476,435$87,528 â–¼-15.5%2,0140.3%ETFONEQFidelity NASDAQ Composite Index ETF$451,097$83,510 â–²22.7%4,3700.3%ETFVOVanguard Mid-Cap ETF$403,495$302,621 â–²300.0%5,0080.2%ETFJPSTJPMorgan Ultra-Short Income ETF$397,5810.0%7,8620.2%ETFPTMCPacer Trendpilot US Mid Cap ETF$389,939$389,939 â–²New Holding9,3220.2%ETFAMGNAmgen$335,323$24,986 â–¼-6.9%9260.2%HealthcareNVDANVIDIA$327,551$107,049 â–²48.5%1,6370.2%TechnologyVTVVanguard Value ETF$326,8950.0%1,5000.2%ETFRSPInvesco S&P 500 Equal Weight ETF$323,719$1,915 â–¼-0.6%1,5210.2%ETFHDHome Depot$319,527$17,987 â–¼-5.3%9060.2%Consumer DiscretionaryNVSNovartis$313,681$31,807 â–¼-9.2%2,0020.2%HealthcarePTEUPacer Trendpilot European Index ETF$308,250$1,498,375 â–¼-82.9%9,2530.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$297,3960.0%3,5900.2%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$294,3650.0%2,9200.2%ETFEMREmerson Electric$293,171$23,190 â–¼-7.3%2,0480.2%IndustrialsBTUPeabody Energy$292,837$2,220 â–²0.8%12,6660.2%EnergyQQQInvesco QQQ$280,211$19,122 â–²7.3%3810.2%ETFDELLDell Technologies$273,546$273,546 â–²New Holding6340.2%TechnologyABTAbbott Laboratories$261,138$3,720 â–²1.4%2,8780.2%HealthcareAMZNAmazon.com$252,170$22,881 â–¼-8.3%1,0580.2%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$250,121$2,960 â–²1.2%6760.2%ETFHONEYWELL INTL INC$243,827$243,827 â–²New Holding1,0890.1%COMHONEYWELL AEROSPACE INC$240,756$240,756 â–²New Holding1,0890.1%COMKOCocaCola$235,683$235,683 â–²New Holding2,9000.1%Consumer StaplesNVTSNavitas Semiconductor$230,236$9,820 â–²4.5%12,8480.1%TechnologyAMAntero Midstream$205,502$205,502 â–²New Holding9,0330.1%EnergyTDOCTeladoc Health$101,760$101,760 â–²New Holding12,0000.1%HealthcareMDXGMiMedx Group$79,310$79,310 â–²New Holding20,6000.0%HealthcareKINDNextdoor$22,700$22,700 â–²New Holding10,0000.0%Communication ServicesICLNiShares Global Clean Energy ETF$0$17,587,538 â–¼-100.0%00.0%ETFXMMOInvesco S&P MidCap Momentum ETF$0$16,851,908 â–¼-100.0%00.0%ETFIYCiShares U.S. Consumer Discretionary ETF$0$16,613,674 â–¼-100.0%00.0%ETFIDViShares International Select Dividend ETF$0$15,396,672 â–¼-100.0%00.0%ETFFALNiShares Fallen Angels USD Bond ETF$0$8,442,148 â–¼-100.0%00.0%ETFSOXXiShares Semiconductor ETF$0$5,197,551 â–¼-100.0%00.0%ETFRINGiShares MSCI Global Gold Miners ETF$0$4,932,390 â–¼-100.0%00.0%ETFFIDELITY WISE ORIGIN BITCOIN$0$712,765 â–¼-100.0%00.0%SHSHONHoneywell International$0$460,574 â–¼-100.0%00.0%IndustrialsCGGOCapital Group Global Growth Equity ETF$0$306,847 â–¼-100.0%00.0%ETFPALANTIR TECHNOLOGIES INC$0$276,549 â–¼-100.0%00.0%CL AIJRiShares Core S&P Small-Cap ETF$0$268,318 â–¼-100.0%00.0%ETFCLColgate-Palmolive$0$258,446 â–¼-100.0%00.0%Consumer StaplesISHARES ETHEREUM TR$0$216,568 â–¼-100.0%00.0%SHSCGDVCapital Group Dividend Value ETF$0$210,902 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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