Gibbs Wealth Management

CIK 0002081110 · ALPHARETTA, GA · Quarter end: 2026-03-31 · Filed on: 2026-05-13 · Open the SEC source

Gibbs Wealth Management reported 433 positions worth $762.0M as of March 31, 2026 (13F filed May 13, 2026). Largest holding: SPYG (5.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$762.0M
2026 Q1
Positions
433
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
29.0%
Est. Net Flow (Q)
2026 Q1
10 / 433 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYGSPDR SERIES TRUSTSH$38.6M5.06%393,753
2SPDWSPDR INDEX SHS FDSSH$32.6M4.28%715,139
3SPYVSPDR SERIES TRUSTSH$24.6M3.23%434,660
4SHYGISHARES TRSH$21.9M2.88%518,491
5NVDANVIDIA CORPORATIONSH$20.3M2.66%116,374
6GOVTISHARES TRSH$19.6M2.57%853,799
7SPMBSPDR SERIES TRUSTSH$18.9M2.48%843,445
8SPTLSPDR SERIES TRUSTSH$15.8M2.07%599,839
9VCITVANGUARD SCOTTSDALE FDSSH$15.7M2.06%189,502
10SPSMSPDR SERIES TRUSTSH$13.0M1.71%269,984

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Gibbs Wealth Management hold as of Q1 2026?

Gibbs Wealth Management reported 433 positions worth $762.0M in its Q1 2026 13F filing. Largest positions: SPYG (5.1%), SPDW (4.3%), SPYV (3.2%), SHYG (2.9%) and NVDA (2.7%).

What did Gibbs Wealth Management buy in Q1 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Gibbs Wealth Management sell in Q1 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.