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Gibson Capital, LLC Portfolio
$589.2M across 92 positions as of 2026-09-30, with 90% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+10.1%
-4.4% a year vs the S&P 500
3 years
+17.3%
-4.0% a year vs the S&P 500
5 years
+7.7%
-4.5% a year vs the S&P 500
Quarters ahead
5 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -1.0% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +13.1% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.4% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +0.8% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.8% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +7.3% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.4% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -0.9% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VTIVanguard Total Stock Market ETF | $317.8M | 53.9% | 849,089 |
| VNQVanguard Real Estate ETF | $125M | 21.2% | 1,394,443 |
| BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF | $19.9M | 3.4% | 710,073 |
| DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $17.3M | 2.9% | 365,765 |
| BRK.ABerkshire Hathaway Inc | $15.7M | 2.7% | 21 |
| VVVanguard Large-Cap ETF | $12.3M | 2.1% | 35,064 |
| VIGVanguard Div Appreciation ETF | $6.4M | 1.1% | 27,509 |
| QQQInvesco QQQ Trust, Series 1 | $5.5M | 0.9% | 7,459 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $5.3M | 0.9% | 68,018 |
| DSIiShares ESG MSCI KLD 400 ETF | $3.6M | 0.6% | 24,715 |
| BRK.BBerkshire Hathaway Inc | $3.4M | 0.6% | 6,836 |
| IWFiShares Russell 1000 Growth ETF | $3M | 0.5% | 24,164 |
| VOOVanguard S&P 500 ETF | $2.9M | 0.5% | 4,160 |
| SPYState Street SPDR S&P 500 ETF Trust | $2.7M | 0.5% | 3,595 |
| NVDANVIDIA Corp | $2.4M | 0.4% | 10,357 |
| AVESAvantis Emerging Markets Value ETF | $2.3M | 0.4% | 34,761 |
| VOVanguard Mid-Cap ETF | $2.2M | 0.4% | 28,644 |
| MSFTMicrosoft Corp | $1.8M | 0.3% | 3,495 |
| AAPLApple Inc | $1.7M | 0.3% | 5,213 |
| AVDVAvantis International Small Cap Value ETF | $1.6M | 0.3% | 14,341 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $1.5M | 0.3% | 9,115 |
| VBVanguard Small-Cap ETF | $1.4M | 0.2% | 4,827 |
| IVWiShares S&P 500 Growth ETF | $1.3M | 0.2% | 8,811 |
| IWDiShares Russell 1000 Value ETF | $1.2M | 0.2% | 4,945 |
| IVViShares Core S&P 500 ETF | $1.1M | 0.2% | 1,391 |
| AMZNAmazon.com Inc | $983K | 0.2% | 3,946 |
| IBITiShares Bitcoin Trust ETF | $961.2K | 0.2% | 20,305 |
| STATE STREET SPDR DOW JONES REIT ETF | $943.8K | 0.2% | 8,995 |
| IWBiShares Russell 1000 ETF | $918.8K | 0.2% | 2,208 |
| DIMENSIONAL EMERGING MARKETS VALUE ETF | $904.1K | 0.2% | 21,324 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $865.6K | 0.1% | 1,702 |
| PMPhilip Morris International Inc | $828.2K | 0.1% | 4,340 |
| SCHXSchwab U.S. Large-Cap ETF | $752.8K | 0.1% | 25,093 |
| GOOGLAlphabet Inc | $739.4K | 0.1% | 2,149 |
| CVXChevron Corp | $710.9K | 0.1% | 3,481 |
| FNDESchwab Fundamental Emerging Markets Equity ETF | $697.9K | 0.1% | 16,668 |
| WMTWalmart Inc | $673.3K | 0.1% | 6,479 |
| VBRVanguard Small-Cap Value ETF | $669.1K | 0.1% | 2,896 |
| FIDELITY ENHANCED LARGE CAP GROWTH ETF | $636.7K | 0.1% | 14,121 |
| EEMiShares MSCI Emerging Index Fund | $615.1K | 0.1% | 9,209 |
| VEAVanguard FTSE Developed Markets ETF | $612.2K | 0.1% | 8,670 |
| TIPiShares TIPS Bond ETF | $607.6K | 0.1% | 5,840 |
| COSTCostco Wholesale Corp | $587.2K | 0.1% | 645 |
| EFAiShares MSCI EAFE ETF | $583.9K | 0.1% | 5,620 |
| MOAltria Group Inc | $566.5K | 0.1% | 8,412 |
| KOCoca-Cola Co | $559.6K | 0.1% | 6,501 |
| STRIVE 500 ETF | $525.4K | 0.1% | 10,657 |
| USMViShares MSCI USA Min Vol Factor ETF | $520.9K | 0.1% | 5,346 |
| GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF | $513.7K | 0.1% | 4,712 |
| DISVDimensional ETF Trust Dimensional International Small Cap Value ETF | $503.8K | 0.1% | 11,637 |
| VVisa Inc | $477.2K | 0.1% | 1,328 |
| MMM3M Co | $465K | 0.1% | 2,833 |
| EXPEagle Materials Inc | $427.4K | 0.1% | 2,499 |
| ORCLOracle Corp | $420.8K | 0.1% | 3,065 |
| IYWiShares U.S. Technology ETF | $407.7K | 0.1% | 1,539 |
| JPMJPMorgan Chase & Co | $397.7K | 0.1% | 1,202 |
| MRKMerck & Co Inc | $391.3K | 0.1% | 2,693 |
| SCHBSchwab U.S. Broad Market ETF | $390.3K | 0.1% | 13,317 |
| XOMExxonmobil Holdings Corp | $386.7K | 0.1% | 2,376 |
| EATON CORP PLC SHS | $364.8K | 0.1% | 849 |
| SLViShares Silver Trust | $352K | 0.1% | 6,458 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $351.6K | 0.1% | 7,002 |
| CSCOCisco Systems Inc | $342.2K | 0.1% | 3,179 |
| VUGVanguard Growth ETF | $339.8K | 0.1% | 3,771 |
| LLYEli Lilly and Co | $324K | 0.1% | 280 |
| FREEDOM 100 EMERGING MARKETS ETF | $320K | 0.1% | 4,574 |
| HDHome Depot Inc | $318.6K | 0.1% | 1,120 |
| FNBFNB Corp | $312.8K | 0.1% | 18,176 |
| FITBFifth Third Bancorp | $309.2K | 0.1% | 6,113 |
| PLTRPalantir Technologies Inc | $295.9K | 0.1% | 1,582 |
| MDYSPDR MidCap Trust Series I | $295.5K | 0.1% | 450 |
| COHRCoherent Corp | $287.8K | 0.0% | 1,000 |
| IBMInternational Business Machines Corp | $282.2K | 0.0% | 1,283 |
| METAMeta Platforms Inc | $266.9K | 0.0% | 368 |
| ACWIiShares MSCI ACWI ETF | $261.2K | 0.0% | 1,645 |
| MAMastercard Inc | $259.7K | 0.0% | 471 |
| BLKBlackRock Inc | $256.1K | 0.0% | 242 |
| CATCaterpillar Inc | $255.4K | 0.0% | 315 |
| GOOGAlphabet Inc | $245.3K | 0.0% | 720 |
| INTCIntel Corp | $235.4K | 0.0% | 1,958 |
| SCHDSchwab US Dividend Equity ETF | $232.4K | 0.0% | 7,143 |
| IUSViShares Core S&P U.S. Value ETF | $232.3K | 0.0% | 2,106 |
| FASTFastenal Co | $228.9K | 0.0% | 4,622 |
| PNCPNC Financial Services Group Inc | $225.2K | 0.0% | 1,013 |
| AAgilent Technologies Inc | $222.6K | 0.0% | 1,292 |
| SCCOSouthern Copper Corp | $220.1K | 0.0% | 1,086 |
| IJRiShares Core S&P Small-Cap ETF | $217.7K | 0.0% | 1,600 |
| FNDXSchwab Fundamental US Large Company Index ETF | $212.2K | 0.0% | 6,742 |
| INGING Groep NV | $211.7K | 0.0% | 5,963 |
| RTXRTX Corp | $211.6K | 0.0% | 1,140 |
| ELBIT SYS LTD ORD | $204.6K | 0.0% | 300 |
| ICL GROUP LTD SHS | $141 | 0.0% | 28 |
Quarter ending 2026-09-30.
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