Gibson Capital, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$537.2M
Q ending 2026-03-31
Prior quarter
$545.2M
Q ending 2025-12-31
Change
-1.5% QoQ · +13.1% YoY
Positions
87
reported holdings
Largest positions
All 87 reported positions, 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 |
|---|---|---|---|---|
| Vanguard Total Stock Market Etf | VTI | Shares | $273.2M | 852K |
| Vanguard Real Estate Etf | VNQ | Shares | $123.1M | 1.4M |
| Bridgeway Omni Small Cap Value Tax | BSVO | Shares | $15.8M | 622K |
| Dimensional Us Sustainability Core | DFSU | Shares | $15.4M | 376K |
| Berkshire Hathaway Inc Del Cl A | BRK/A | Shares | $15.1M | 21 |
| Vanguard Large-Cap Etf | VV | Shares | $10.5M | 35K |
| Ducommun Inc Del Com | DCO | Shares | $7.6M | 62K |
| Ishares Gold Trust | IAU | Shares | $6.2M | 70K |
| Vanguard Dividend Appreciation Etf | VIG | Shares | $5.9M | 28K |
| Dimensional U.S. Targeted Value Et | DFAT | Shares | $5.6M | 90K |
| Apple Inc Com | AAPL | Shares | $4.4M | 17K |
| Berkshire Hathaway Inc Del Cl B Ne | BRK/B | Shares | $3.6M | 8K |
| Ishares Esg Msci Kld 400 Etf | DSI | Shares | $3.0M | 25K |
| Caterpillar Inc Com | CAT | Shares | $2.9M | 4K |
| Vanguard S&P 500 Etf | VOO | Shares | $2.7M | 4K |
| Nvidia Corporation Com | NVDA | Shares | $2.4M | 14K |
| Avantis Emerging Markets Value Etf | AVES | Shares | $2.2M | 37K |
| Vanguard Mid-Cap Etf | VO | Shares | $2.1M | 7K |
| Avantis International Small Cap Va | AVDV | Shares | $1.7M | 17K |
| Amazon Com Inc Com | AMZN | Shares | $1.4M | 7K |
| Vanguard Small-Cap Etf | VB | Shares | $1.4M | 5K |
| Microsoft Corp Com | MSFT | Shares | $1.4M | 4K |
| Ishares Core S&P Total U.S. Stock | ITOT | Shares | $1.3M | 9K |
| Ishares Core S&P 500 Etf | IVV | Shares | $909K | 1K |
| State Street Spdr Dow Jones Reit E | RWR | Shares | $908K | 9K |
| Ishares Russell 1000 Growth Etf | IWF | Shares | $823K | 2K |
| Chevron Corporation Com | CVX | Shares | $796K | 4K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $787K | 20K |
| Dimensional Emerging Markets Value | DFEV | Shares | $768K | 21K |
| Walmart Inc Com | WMT | Shares | $766K | 6K |
| Philip Morris Intl Inc Com | PM | Shares | $718K | 4K |
| Schwab Fundamental Emerging Market | FNDE | Shares | $717K | 19K |
| Alphabet Inc Cap Stk Cl A | GOOGL | Shares | $649K | 2K |
| Ishares Tips Bond Etf | TIP | Shares | $644K | 6K |
| Schwab U.S. Large-Cap Etf | SCHX | Shares | $642K | 25K |
| Costco Wholesale Corporation Com | COST | Shares | $640K | 642 |
| Altria Group Inc Com | MO | Shares | $631K | 10K |
| Vanguard Small Cap Value Etf | VBR | Shares | $630K | 3K |
| Invesco Qqq Trust Series I | QQQ | Shares | $606K | 1K |
| Goldman Sachs Just U.S. Large Cap | JUST | Shares | $569K | 6K |
| Exxon Mobil Corp Com | XOM | Shares | $548K | 3K |
| Vanguard Ftse Developed Markets Et | VEA | Shares | $544K | 8K |
| Fidelity Enhanced Large Cap Growth | FELG | Shares | $529K | 14K |
| Elbit Sys Ltd Ord | Shares | $509K | 600 | |
| Ishares Msci Usa Min Vol Factor Et | USMV | Shares | $496K | 5K |
| Coca Cola Co Com | KO | Shares | $494K | 7K |
| 3M Co Com | MMM | Shares | $471K | 3K |
| Dimensional International Small Ca | DISV | Shares | $459K | 12K |
| Ishares Russell 1000 Value Etf | IWD | Shares | $459K | 2K |
| Oracle Corp Com | ORCL | Shares | $458K | 3K |
| Strive 500 Etf | STXF | Shares | $457K | 11K |
| Ishares Msci Emerging Markets Etf | EEM | Shares | $444K | 8K |
| Ishares Msci Eafe Etf | EFA | Shares | $423K | 4K |
| Visa Inc Com Cl A | V | Shares | $413K | 1K |
| Ishares Silver Trust | SLV | Shares | $408K | 6K |
| Schwab U.S. Broad Market Etf | SCHB | Shares | $403K | 16K |
| Pinnacle Finl Partners Inc Com | PNFP | Shares | $382K | 4K |
| International Business Machs Com | IBM | Shares | $381K | 2K |
| Home Depot Inc Com | HD | Shares | $379K | 1K |
| Jpmorgan Chase & Co Com | JPM | Shares | $377K | 1K |
| F N B Corp Com | FNB | Shares | $364K | 22K |
| Pnc Finl Svcs Group Inc Com | PNC | Shares | $355K | 2K |
| Spdr Gold Shares | GLD | Shares | $344K | 800 |
| Ishares Russell 1000 Etf | IWB | Shares | $342K | 958 |
| Fifth Third Bancorp Com | FITB | Shares | $340K | 7K |
| Merck & Co Inc Com | MRK | Shares | $326K | 3K |
| State Street Spdr Portfolio Develo | SPDW | Shares | $320K | 7K |
| Eaton Corp Plc Shs | Shares | $307K | 859 | |
| Meta Platforms Inc Cl A | META | Shares | $306K | 535 |
| Procter & Gamble Co Com | PG | Shares | $273K | 2K |
| Destiny Tech100 Inc Com Shs | DXYZ | Shares | $268K | 10K |
| Vanguard Intermediate-Term Bond Et | BIV | Shares | $251K | 3K |
| Freedom 100 Emerging Markets Etf | FRDM | Shares | $250K | 5K |
| Coherent Corp Com | COHR | Shares | $238K | 1K |
| Fidelity Enhanced International Et | FENI | Shares | $238K | 6K |
| Mastercard Incorporated Cl A | MA | Shares | $236K | 473 |
| Alphabet Inc Cap Stk Cl C | GOOG | Shares | $235K | 820 |
| Encompass Health Corp Com | EHC | Shares | $235K | 2K |
| Palantir Technologies Inc Cl A | PLTR | Shares | $231K | 2K |
| Ishares Msci Acwi Etf | ACWI | Shares | $228K | 2K |
| Stryker Corporation Com | SYK | Shares | $224K | 682 |
| Schwab Us Dividend Equity Etf | SCHD | Shares | $219K | 7K |
| Ishares Core S&P Us Value Etf | IUSV | Shares | $215K | 2K |
| Tesla Inc Com | TSLA | Shares | $215K | 578 |
| Fastenal Co Com | FAST | Shares | $214K | 5K |
| Blackrock Inc Com | BLK | Shares | $210K | 218 |
| Lockheed Martin Corp Com | LMT | Shares | $203K | 336 |
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.