Top 50 Gibson Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 51.27% | 844.5K | $312.5M | -0.84%(-7.14K) | $80.27(+377.59%) | 2026-06-30 | |
| VNQ | VANGUARD REAL ESTATE ETF | 22.07% | 1.40M | $134.5M | +0.55%(+7.67K) | $78.08(+25.25%) | 2026-06-30 | |
| BSVO | BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF | 3.14% | 656.3K | $19.2M | +5.45%(+33.94K) | $18.50(+62.49%) | 2026-06-30 | |
| DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | 2.87% | 375.8K | $17.5M | +0.00%(+0) | $27.48(+76.75%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL CL A | 2.58% | 21 | $15.7M | +0.00%(+0) | $270361.38(+176.44%) | 2026-06-30 | |
| VV | VANGUARD MORNINGSTAR LARGE-CAP ET | 1.98% | 35.1K | $12.1M | -0.65%(-230) | $87.25(+308.61%) | 2026-06-30 | |
| DCO | DUCOMMUN INC DEL COM | 1.53% | 50.5K | $9.4M | -18.86%(-11.74K) | $64.75(+219.68%) | 2026-06-30 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 1.07% | 27.5K | $6.5M | -0.11%(-30) | $80.09(+205.97%) | 2026-06-30 | |
| DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 1.02% | 89.0K | $6.2M | -1.14%(-1.03K) | $44.74(+61.71%) | 2026-06-30 | |
| IAU | ISHARES GOLD TRUST | 0.85% | 68.6K | $5.2M | -2.37%(-1.66K) | $39.67(+109.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.85% | +55.49% | +8.13% | +47.79% |
| Top 20 Holdings Unweighted | +22.22% | +82.59% | +12.82% | +82.75% |
Gibson Capital LLC reports $609.51M in US-listed equity holdings across 94 positions in its most recent 13F filing. Its largest disclosed positions are VTI (51.3%), VNQ (22.1%) and BSVO (3.1%). The top 20 holdings account for 93.62% of reported assets. Its disclosed equity book has returned +55.49% on a three-year cumulative basis. Figures reflect the Q2 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 Gibson Capital LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1427372). View Gibson Capital LLCโs 13F filings on SEC