StockDriftsStockDriftsTop 50 Gilpin Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3.96% | 25.7K | $5.9M | +0.42%(+107) | $186.66(+16.31%) | 2026-09-30 | |
| FTNT | FORTINET INC | 3.29% | 27.2K | $4.9M | -4.29%(-1.22K) | $81.75(+109.80%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 2.94% | 11.6K | $4.4M | +0.00%(+0) | $331.74(+13.20%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.84% | 12.6K | $4.2M | +8.67%(+1.00K) | $267.07(+28.41%) | 2026-09-30 | |
| IVV | ISHARES TR | 2.74% | 5.3K | $4.1M | -2.27%(-123) | $677.12(+13.72%) | 2026-09-30 | |
| VXF | VANGUARD INDEX FDS | 2.47% | 15.8K | $3.7M | +0.06%(+9) | $209.25(+8.57%) | 2026-09-30 | |
| FLRN | SPDR SERIES TRUST | 2.3% | 110.4K | $3.4M | +0.02%(+24) | $30.79(+0.02%) | 2026-09-30 | |
| BIL | SPDR SERIES TRUST | 2.22% | 35.8K | $3.3M | +36.25%(+9.52K) | $91.60(-0.03%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.09% | 6.0K | $3.1M | +9.86%(+540) | $495.60(+7.65%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 1.98% | 8.5K | $2.9M | -0.39%(-33) | $278.05(+23.78%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.43% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.99% |
Gilpin Wealth Management LLC reports $147.94M in US-listed equity holdings across 1,421 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (4.0%), FTNT (3.3%) and VTI (2.9%). The top 20 holdings account for 42.07% of reported assets. Its disclosed equity book has returned +14.43% cumulatively over 3 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 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