StockDriftsStockDriftsTop 50 Gilpin Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3.54% | 25.5K | $5.1M | -4.08%(-1.09K) | $186.54(+18.18%) | 2026-06-30 | |
| VLUE | ISHARES TR | 3.16% | 22.8K | $4.6M | -38.71%(-14.43K) | $130.89(+50.75%) | 2026-06-30 | |
| FTNT | FORTINET INC | 3.02% | 28.4K | $4.4M | -4.48%(-1.33K) | $81.75(+97.77%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.98% | 11.6K | $4.3M | +0.25%(+29) | $331.74(+15.16%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.81% | 5.4K | $4.1M | -4.15%(-235) | $677.12(+14.80%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 2.68% | 15.8K | $3.9M | +0.00%(+0) | $209.23(+18.12%) | 2026-06-30 | |
| FLRN | SPDR SERIES TRUST | 2.35% | 110.4K | $3.4M | +5.91%(+6.16K) | $30.79(-0.10%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.32% | 11.6K | $3.4M | -2.00%(-237) | $263.24(+16.50%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.11% | 8.5K | $3.1M | -3.01%(-265) | $278.05(+26.40%) | 2026-06-30 | |
| SPIB | SPDR SERIES TRUST | 1.8% | 78.0K | $2.6M | -0.74%(-579) | $33.85(-2.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.32% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.48% |
Gilpin Wealth Management LLC reports $144.72M in US-listed equity holdings across 1,063 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (3.5%), VLUE (3.2%) and FTNT (3.0%). The top 20 holdings account for 40.96% of reported assets. Its disclosed equity book has returned +10.32% cumulatively over 2 quarters. 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 Gilpin Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2058144). View Gilpin Wealth Management LLC’s 13F filings on SEC