Top 50 Gibbs Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 5.71% | 441.6K | $54.4M | +13.68%(+53.14K) | $97.05(+24.77%) | 2026-09-30 | |
| SPDW | SPDR INDEX SHS FDS | 3.99% | 755.5K | $37.9M | -1.13%(-8.65K) | $41.51(+20.10%) | 2026-09-30 | |
| SPYV | SPDR SERIES TRUST | 3.51% | 547.1K | $33.4M | +17.82%(+82.76K) | $55.21(+15.86%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.31% | 137.9K | $31.5M | +22.07%(+24.94K) | $170.17(+26.42%) | 2026-09-30 | |
| SHYG | ISHARES TR | 2.7% | 622.2K | $25.7M | +13.99%(+76.38K) | $42.47(-2.72%) | 2026-09-30 | |
| SPMB | SPDR SERIES TRUST | 2.29% | 1.03M | $21.8M | +16.47%(+145.84K) | $22.10(-2.53%) | 2026-09-30 | |
| GOVT | ISHARES TR | 2.22% | 966.9K | $21.1M | +12.82%(+109.90K) | $22.88(-3.14%) | 2026-09-30 | |
| AAPL | APPLE INC | 1.99% | 56.9K | $18.9M | +31.12%(+13.50K) | $254.30(+35.60%) | 2026-09-30 | |
| SPSM | SPDR SERIES TRUST | 1.92% | 345.6K | $18.3M | +19.28%(+55.87K) | $47.61(+13.49%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 1.86% | 34.6K | $17.7M | +27.22%(+7.40K) | $424.48(+24.40%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +18.05% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +17.38% |
Gibbs Wealth Management reports $954.63M in US-listed equity holdings across 509 positions in its most recent 13F filing. Its largest disclosed positions are SPYG (5.7%), SPDW (4.0%) and SPYV (3.5%). The top 20 holdings account for 43.9% of reported assets. Its disclosed equity book has returned +18.05% cumulatively over 10 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Gibbs Wealth Managementโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2081110). View Gibbs Wealth Managementโs 13F filings on SEC