Gibbs Wealth Management
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$762.0M
Q ending 2026-03-31
Prior quarter
$413.3M
Q ending 2025-12-31
Change
+84.4% QoQ · +83.7% YoY
Positions
433
reported holdings
Largest positions
Top 100 of 433 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | SPYG | Shares | $38.6M | 394K |
| Spdr Index Shs Fds | SPDW | Shares | $32.6M | 715K |
| Spdr Series Trust | SPYV | Shares | $24.6M | 435K |
| Ishares Tr | SHYG | Shares | $21.9M | 518K |
| Nvidia Corporation | NVDA | Shares | $20.3M | 116K |
| Ishares Tr | GOVT | Shares | $19.6M | 854K |
| Spdr Series Trust | SPMB | Shares | $18.9M | 843K |
| Spdr Series Trust | SPTL | Shares | $15.8M | 600K |
| Vanguard Scottsdale Fds | VCIT | Shares | $15.7M | 190K |
| Spdr Series Trust | SPSM | Shares | $13.0M | 270K |
| Northern Lts Fd Tr Iv | SECT | Shares | $12.8M | 212K |
| Spdr Index Shs Fds | SPEM | Shares | $11.6M | 247K |
| Microsoft Corp | MSFT | Shares | $10.9M | 30K |
| Apple Inc | AAPL | Shares | $10.6M | 42K |
| Amazon Com Inc | AMZN | Shares | $10.0M | 48K |
| Alphabet Inc | GOOGL | Shares | $10.0M | 35K |
| Analog Devices Inc | ADI | Shares | $9.4M | 30K |
| Spdr Series Trust | BIL | Shares | $9.2M | 101K |
| Meta Platforms Inc | META | Shares | $8.3M | 14K |
| Tesla Inc | TSLA | Shares | $8.2M | 22K |
| Spdr Series Trust | SPSB | Shares | $7.2M | 240K |
| Visa Inc | V | Shares | $7.1M | 24K |
| Applied Matls Inc | AMAT | Shares | $6.1M | 18K |
| Alphabet Inc | GOOG | Shares | $6.1M | 21K |
| Oracle Corp | ORCL | Shares | $6.0M | 41K |
| Broadcom Inc | AVGO | Shares | $5.8M | 19K |
| J P Morgan Exchange Traded F | JQUA | Shares | $5.7M | 93K |
| Boeing Co | BA | Shares | $5.6M | 28K |
| Netflix Inc. | NFLX | Shares | $5.5M | 57K |
| Eli Lilly & Co | LLY | Shares | $5.5M | 6K |
| Verizon Communications Inc | VZ | Shares | $4.8M | 96K |
| Jpmorgan Chase & Co | JPM | Shares | $4.5M | 15K |
| Ishares Tr | USHY | Shares | $4.2M | 113K |
| Shopify Inc | SHOP | Shares | $4.1M | 35K |
| Costco Wholesale Corporation | COST | Shares | $4.0M | 4K |
| Spdr Series Trust | SLYG | Shares | $4.0M | 42K |
| Janus Detroit Str Tr | JAAA | Shares | $3.7M | 73K |
| Spdr Gold Tr | GLD | Shares | $3.7M | 9K |
| Salesforce Inc | CRM | Shares | $3.6M | 19K |
| Chevron Corporation | CVX | Shares | $3.5M | 17K |
| Mcdonalds Corp | MCD | Shares | $3.4M | 11K |
| Rtx Corporation | RTX | Shares | $3.3M | 17K |
| Ishares Tr | IVV | Shares | $3.3M | 5K |
| Philip Morris Intl Inc | PM | Shares | $3.0M | 18K |
| Sterling Infrastructure Inc | STRL | Shares | $3.0M | 7K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $2.9M | 4 |
| Costco Wholesale Corporation | COST | Call | $2.6M | 3K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $2.5M | 6K |
| Disney Walt Co | DIS | Shares | $2.5M | 26K |
| Wells Fargo & Co | WFC | Shares | $2.5M | 32K |
| Mastercard Incorporated | MA | Shares | $2.5M | 5K |
| Janus Detroit Str Tr | JBBB | Shares | $2.5M | 53K |
| Royal Bk Cda | RY | Shares | $2.5M | 15K |
| Abbvie Inc | ABBV | Shares | $2.4M | 11K |
| Constellation Brands Inc | STZ | Shares | $2.4M | 16K |
| Bank America Corp | BAC | Shares | $2.4M | 48K |
| Monster Beverage Corp New | MNST | Shares | $2.3M | 32K |
| Cisco Sys Inc | CSCO | Shares | $2.2M | 29K |
| Starbucks Corp | SBUX | Shares | $2.2M | 25K |
| Cvs Health Corp | CVS | Shares | $2.2M | 30K |
| Williams Cos Inc | WMB | Shares | $2.1M | 29K |
| Johnson & Johnson | JNJ | Shares | $2.1M | 9K |
| At&T Inc | T | Shares | $2.1M | 73K |
| Novartis Ag | NVS | Shares | $2.1M | 14K |
| Lowes Cos Inc | LOW | Shares | $2.1M | 9K |
| Epam Sys Inc | EPAM | Shares | $2.1M | 15K |
| American Tower Corp | AMT | Shares | $2.1M | 12K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.1M | 4K |
| Janus Detroit Str Tr | JMBS | Shares | $2.1M | 45K |
| Exxon Mobil Corp | XOM | Shares | $2.0M | 12K |
| Caterpillar Inc | CAT | Shares | $2.0M | 3K |
| Shell Plc | SHEL | Shares | $2.0M | 21K |
| Pepsico Inc | PEP | Shares | $2.0M | 13K |
| Profesionally Managed Portfo | CSMD | Shares | $1.9M | 62K |
| Freeport Mcmoran Inc | FCX | Shares | $1.9M | 32K |
| The Cigna Group | CI | Shares | $1.9M | 7K |
| Ametek Inc | AME | Shares | $1.8M | 9K |
| Morgan Stanley | MS | Shares | $1.8M | 11K |
| Aes Corp | AES | Shares | $1.8M | 129K |
| Pg&E Corp | PCG | Shares | $1.8M | 103K |
| Regeneron Pharmaceuticals | REGN | Shares | $1.8M | 2K |
| Curtiss Wright Corp | CW | Shares | $1.7M | 3K |
| Citigroup Inc | C | Shares | $1.7M | 15K |
| Autodesk Inc | ADSK | Shares | $1.7M | 7K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.7M | 27K |
| Servicenow Inc | NOW | Shares | $1.7M | 17K |
| Vaneck Etf Trust | BIZD | Shares | $1.7M | 134K |
| Corning Inc | GLW | Shares | $1.7M | 12K |
| Csx Corp | CSX | Shares | $1.7M | 41K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.7M | 3K |
| American Intl Group Inc | AIG | Shares | $1.7M | 22K |
| Intuitive Surgical Inc | ISRG | Shares | $1.6M | 4K |
| Walmart Inc | WMT | Shares | $1.6M | 13K |
| Astrazeneca Plc | Shares | $1.6M | 8K | |
| Bristol-Myers Squibb Co | BMY | Shares | $1.6M | 27K |
| Agnico Eagle Mines Ltd | AEM | Shares | $1.6M | 8K |
| Asml Hldg Nv | Shares | $1.6M | 1K | |
| Spdr Index Shs Fds | GWX | Shares | $1.6M | 38K |
| Unilever Plc | UL | Shares | $1.6M | 28K |
| Rambus Inc Del | RMBS | Shares | $1.6M | 18K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.