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Gibbs Wealth Management

Portfolio Manager
Gibbs Wealth Management
Performance
-0.47% (2025 Q4)
AUM (13F)
$761.99M
# of Holdings
430
Performance Rank
Allocation (Top 20)
42.44%

Gibbs Wealth Management Holdings Map

Top 50 Gibbs Wealth Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPYG
SPDR SERIES TRUST
5.08%393.8K$38.6M
+133.94%(+225.44K)
2025-Q1: 195.3K shares2025-Q2: 251.2K shares2025-Q3: 176.5K shares2025-Q4: 168.3K shares2026-Q1: 393.8K shares
$93.76(+28.28%)
2026-03-31
SPDW
SPDR INDEX SHS FDS
4.3%715.1K$32.6M
+126.66%(+399.62K)
2025-Q1: 314.3K shares2025-Q2: 392.4K shares2025-Q3: 327.9K shares2025-Q4: 315.5K shares2026-Q1: 715.1K shares
$41.11(+22.19%)
2026-03-31
SPYV
SPDR SERIES TRUST
3.24%434.7K$24.6M
+130.10%(+245.76K)
2025-Q1: 171.8K shares2025-Q2: 223.8K shares2025-Q3: 196.4K shares2025-Q4: 188.9K shares2026-Q1: 434.7K shares
$53.90(+11.88%)
2026-03-31
SHYG
ISHARES TR
2.89%518.5K$21.9M
+84.12%(+236.88K)
2025-Q1: 267.9K shares2025-Q2: 290.4K shares2025-Q3: 299.2K shares2025-Q4: 281.6K shares2026-Q1: 518.5K shares
$42.58(-0.42%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.67%116.4K$20.3M
+173.74%(+73.86K)
2025-Q1: 27.7K shares2025-Q2: 42.5K shares2025-Q3: 46.3K shares2025-Q4: 42.5K shares2026-Q1: 116.4K shares
$160.45(+46.93%)
2026-03-31
GOVT
ISHARES TR
2.58%853.8K$19.6M
+60.94%(+323.29K)
2025-Q1: 754.0K shares2025-Q2: 846.8K shares2025-Q3: 567.0K shares2025-Q4: 530.5K shares2026-Q1: 853.8K shares
$22.95(-1.12%)
2026-03-31
SPMB
SPDR SERIES TRUST
2.49%843.4K$18.9M
+84.78%(+386.99K)
2025-Q1: 539.7K shares2025-Q2: 601.5K shares2025-Q3: 484.0K shares2025-Q4: 456.5K shares2026-Q1: 843.4K shares
$22.15(+0.30%)
2026-03-31
SPTL
SPDR SERIES TRUST
2.08%599.8K$15.8M
+79.16%(+265.04K)
2025-Q1: 316.1K shares2025-Q2: 352.4K shares2025-Q3: 359.6K shares2025-Q4: 334.8K shares2026-Q1: 599.8K shares
$27.13(-4.78%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
2.07%189.5K$15.7M
+66.98%(+76.02K)
2025-Q1: 146.3K shares2025-Q2: 164.4K shares2025-Q3: 121.1K shares2025-Q4: 113.5K shares2026-Q1: 189.5K shares
$82.05(+0.49%)
2026-03-31
SPSM
SPDR SERIES TRUST
1.72%270.0K$13.0M
+132.23%(+153.73K)
2025-Q1: 104.1K shares2025-Q2: 141.7K shares2025-Q3: 121.0K shares2025-Q4: 116.3K shares2026-Q1: 270.0K shares
$45.68(+15.88%)
2026-03-31

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