Gibbs Wealth Management
CIK 0002081110 · ALPHARETTA, GA · Quarter end: 2026-03-31 · Filed on: 2026-05-13 · Open the SEC source ↗
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
Top Holdings
SPYG
SPDR SERIES TRUST
5.1%
SPDW
SPDR INDEX SHS FDS
4.3%
SPYV
SPDR SERIES TRUST
3.2%
SHYG
ISHARES TR
2.9%
NVDA
NVIDIA CORPORATION
2.7%
GOVT
ISHARES TR
2.6%
SPMB
SPDR SERIES TRUST
2.5%
SPTL
SPDR SERIES TRUST
2.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.