Gibbs Wealth Management - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Gibbs Wealth Management held in its portfolio 313 assets valued at $413,323,952 (i.e. $413.32M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($68.57M), SPDR INDEX SHS FDS ($14.48M), and ISHARES TR ($12.23M).
The chart below shows the top 10 valuable assets, and the table below shows the top 313 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Gibbs Wealth Management - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 1521738 | 68570234 | STATE STREET SPD |
| SPDR INDEX SHS FDS | 315518 | 14479121 | PORTFOLIO DEVLPD |
| ISHARES TR | 530508 | 12233516 | US TREAS BD ETF |
| ISHARES TR | 281611 | 12123365 | 0-5YR HI YL CP |
| NORTHERN LTS FD TR IV | 172059 | 11126939 | MAIN SECTR ROTN |
| VANGUARD SCOTTSDALE FDS | 113485 | 9522497 | INT-TERM CORP |
| MICROSOFT CORP | 17052 | 8172690 | COM |
| NVIDIA CORPORATION | 42512 | 7858737 | COM |
| AMAZON COM INC | 31261 | 7733346 | COM |
| ELI LILLY & CO | 5658 | 6017857 | COM |
| SPDR INDEX SHS FDS | 112039 | 5401377 | PORTFOLIO EMG MK |
| ORACLE CORP | 25614 | 5084928 | COM |
| APPLE INC | 19353 | 5019516 | COM |
| ALPHABET INC | 14834 | 4874095 | CAP STK CL A |
| VISA INC | 13478 | 4714165 | COM CL A |
| SHOPIFY INC | 26222 | 4312995 | CL A SUB VTG SHS |
| ALPHABET INC | 12157 | 4001236 | CAP STK CL C |
| BROADCOM INC | 11339 | 3911729 | COM |
| MASTERCARD INCORPORATED | 6068 | 3492582 | CL A |
| TESLA INC | 6598 | 2936176 | COM |
| J P MORGAN EXCHANGE TRADED F | 43139 | 2779893 | US QUALTY FCTR |
| ISHARES TR | 73335 | 2756289 | BROAD USD HIGH |
| RTX CORPORATION | 14255 | 2687077 | COM |
| VERIZON COMMUNICATIONS INC | 60169 | 2434444 | COM |
| META PLATFORMS INC | 3640 | 2377295 | CL A |
| JANUS DETROIT STR TR | 47020 | 2161039 | HENDERSON MTG |
| PROFESIONALLY MANAGED PORTFO | 63121 | 2105085 | CONGRESS SMID GR |
| BOEING CO | 8963 | 2102092 | COM |
| AGNICO EAGLE MINES LTD | 10387 | 1985371 | COM |
| ROYAL BK CDA | 11702 | 1979861 | COM |
| MSCI INC | 3306 | 1921497 | COM |
| JANUS DETROIT STR TR | 37387 | 1893255 | HENDRSON AAA CL |
| BERKSHIRE HATHAWAY INC DEL | 3520 | 1756832 | CL B NEW |
| JPMORGAN CHASE & CO. | 5283 | 1739106 | COM |
| WELLS FARGO CO NEW | 18078 | 1734615 | COM |
| SAP SE | 6946 | 1716426 | SPON ADR |
| STARBUCKS CORP | 18911 | 1680811 | COM |
| CISCO SYS INC | 22632 | 1672035 | COM |
| ASML HOLDING N V | 1279 | 1629293 | N Y REGISTRY SHS |
| PGIM ETF TR | 45548 | 1622648 | ACTV HY BD ETF |
| JANUS DETROIT STR TR | 33402 | 1598613 | B-BBB CLO ETF |
| HOULIHAN LOKEY INC | 8761 | 1592573 | CL A |
| AON PLC | 4522 | 1586318 | SHS CL A |
| SPDR GOLD TR | 3806 | 1577473 | GOLD SHS |
| ZOETIS INC | 12285 | 1562251 | CL A |
| ACCENTURE PLC IRELAND | 5425 | 1522635 | SHS CLASS A |
| SPDR S&P 500 ETF TR | 2143 | 1487642 | TR UNIT |
| SERVICENOW INC | 10468 | 1484362 | COM |
| PEPSICO INC | 10556 | 1476933 | COM |
| MEDTRONIC PLC | 15101 | 1472801 | SHS |
| DISNEY WALT CO | 12343 | 1430328 | COM |
| SALESFORCE INC | 5476 | 1423465 | COM |
| PHILIP MORRIS INTL INC | 8716 | 1417309 | COM |
| IDEXX LABS INC | 1944 | 1386752 | COM |
| ISHARES TR | 1976 | 1377376 | CORE S&P500 ETF |
| CURTISS WRIGHT CORP | 2204 | 1333666 | COM |
| INTUITIVE SURGICAL INC | 2241 | 1313764 | COM NEW |
| CHEVRON CORP NEW | 8016 | 1299451 | COM |
| JOHNSON & JOHNSON | 6287 | 1284962 | COM |
| NETFLIX INC | 13833 | 1237500 | COM |
| FREEPORT-MCMORAN INC | 21363 | 1207654 | CL B |
| UNILEVER PLC | 18764 | 1204649 | SPON ADR NEW |
| BANK AMERICA CORP | 21550 | 1203552 | COM |
| APPLIED MATLS INC | 3891 | 1171741 | COM |
| CVS HEALTH CORP | 14493 | 1163771 | COM |
| STERLING INFRASTRUCTURE INC | 3733 | 1150249 | COM |
| ABBOTT LABS | 8895 | 1120029 | COM |
| ASTRAZENECA PLC | 11644 | 1102116 | SPONSORED ADR |
| QUALCOMM INC | 6105 | 1085356 | COM |
| NOVO-NORDISK A S | 18208 | 1070812 | ADR |
| GENERAL DYNAMICS CORP | 3025 | 1070506 | COM |
| LOWES COS INC | 3963 | 1059060 | COM |
| ADOBE INC | 3169 | 1058288 | COM |
| WILLIAMS COS INC | 17512 | 1056332 | COM |
| NEWMONT CORP | 9575 | 1043579 | COM |
| RAMBUS INC DEL | 11113 | 1037732 | COM |
| AMETEK INC | 4917 | 1035767 | COM |
| EMCOR GROUP INC | 1579 | 1020460 | COM |
| SONY GROUP CORP | 40575 | 1015998 | SPONSORED ADR |
| MORGAN STANLEY | 5442 | 1013928 | COM NEW |
| AIRBNB INC | 7227 | 1006504 | COM CL A |
| UBER TECHNOLOGIES INC | 11740 | 1003066 | COM |
| AMERICAN TOWER CORP NEW | 5899 | 993995 | COM |
| SYNOPSYS INC | 1890 | 992590 | COM |
| EPAM SYS INC | 4650 | 985475 | COM |
| VANECK ETF TRUST | 68506 | 982372 | BDC INCOME ETF |
| DUKE ENERGY CORP NEW | 8345 | 974686 | COM NEW |
| SEA LTD | 7282 | 972293 | SPONSORD ADS |
| WALMART INC | 8476 | 970789 | COM |
| MCDONALDS CORP | 3123 | 959760 | COM |
| CITIGROUP INC | 7805 | 946942 | COM NEW |
| NOVA LTD | 2394 | 943404 | COM |
| BOOT BARN HLDGS INC | 4821 | 943325 | COM |
| EXXON MOBIL CORP | 7506 | 935289 | COM |
| INTERDIGITAL INC | 3024 | 934724 | COM |
| TECHNIPFMC PLC | 18639 | 933255 | COM |
| TELEDYNE TECHNOLOGIES INC | 1673 | 918510 | COM |
| AES CORP | 63802 | 913644 | COM |
| ISHARES TR | 8479 | 912849 | NATIONAL MUN ETF |
| BOSTON SCIENTIFIC CORP | 9349 | 912836 | COM |
| AEROVIRONMENT INC | 2485 | 907000 | COM |
| UFP TECHNOLOGIES INC | 3489 | 898452 | COM |
| BECTON DICKINSON & CO | 4431 | 898354 | COM |
| REPLIGEN CORP | 5360 | 894155 | COM |
| ABBVIE INC | 4034 | 887857 | COM |
| MONOLITHIC PWR SYS INC | 910 | 872706 | COM |
| PJT PARTNERS INC | 4819 | 865184 | COM CL A |
| ENBRIDGE INC | 18816 | 858574 | COM |
| CONOCOPHILLIPS | 8748 | 853008 | COM |
| BARRICK MNG CORP | 17779 | 850014 | COM SHS |
| PRIMORIS SVCS CORP | 6532 | 848848 | COM |
| PALANTIR TECHNOLOGIES INC | 4772 | 846982 | CL A |
| HEICO CORP NEW | 3077 | 840517 | CL A |
| WABTEC | 3744 | 840259 | COM |
| CASEYS GEN STORES INC | 1393 | 827208 | COM |
| THE CIGNA GROUP | 2935 | 818822 | COM |
| CONSTELLATION BRANDS INC | 5563 | 817761 | CL A |
| INTUIT | 1247 | 806684 | COM |
| PG&E CORP | 50638 | 802611 | COM |
| MOOG INC | 2912 | 793984 | CL A |
| RYAN SPECIALTY HOLDINGS INC | 15525 | 788650 | CL A |
| WEST PHARMACEUTICAL SVSC INC | 2802 | 772020 | COM |
| CHAMPION HOMES INC | 8057 | 768235 | COM |
| CATERPILLAR INC | 1220 | 753580 | COM |
| COOPER COS INC | 8894 | 742204 | COM |
| BRINKER INTL INC | 4636 | 741806 | COM |
| ENERPAC TOOL GROUP CORP | 18397 | 740663 | CL A COM |
| BRISTOL-MYERS SQUIBB CO | 12947 | 723238 | COM |
| TENET HEALTHCARE CORP | 3564 | 717077 | COM NEW |
| SOUTHWEST AIRLS CO | 16005 | 712552 | COM |
| CORNING INC | 8333 | 710243 | COM |
| ENPRO INC | 3024 | 705432 | COM |
| HAMILTON LANE INC | 4677 | 693421 | CL A |
| LIGAND PHARMACEUTICALS INC | 3348 | 691864 | COM NEW |
| INTERFACE INC | 22629 | 680234 | COM |
| ROSS STORES INC | 3541 | 677946 | COM |
| VERISK ANALYTICS INC | 3012 | 677331 | COM |
| ADVANCED DRAIN SYS INC DEL | 4257 | 675969 | COM |
| CENTENE CORP DEL | 14440 | 673048 | COM |
| AMERICAN INTL GROUP INC | 8891 | 670613 | COM NEW |
| CSX CORP | 19044 | 670348 | COM |
| COMCAST CORP NEW | 23596 | 669413 | CL A |
| COMMVAULT SYS INC | 5365 | 666172 | COM |
| ADVANCED MICRO DEVICES INC | 3265 | 663350 | COM |
| CARGURUS INC | 16914 | 656940 | COM CL A |
| NOVANTA INC | 4992 | 653652 | COM |
| AMERIS BANCORP | 8209 | 649542 | COM |
| J P MORGAN EXCHANGE TRADED F | 12816 | 648881 | ULTRA SHRT ETF |
| JBT MAREL CORPORATION | 4053 | 632430 | COM |
| HOME DEPOT INC | 1685 | 631379 | COM |
| CLOUDFLARE INC | 3441 | 628946 | CL A COM |
| INVESCO QQQ TR | 990 | 620493 | UNIT SER 1 |
| MONSTER BEVERAGE CORP NEW | 7996 | 618411 | COM |
| PAYCOM SOFTWARE INC | 3892 | 611741 | COM |
| PENTAIR PLC | 5934 | 611593 | SHS |
| SHELL PLC | 8599 | 609072 | SPON ADS |
| CALIX INC | 11761 | 608514 | COM |
| MERIT MED SYS INC | 6946 | 599995 | COM |
| SENSIENT TECHNOLOGIES CORP | 6094 | 597984 | COM |
| COSTAR GROUP INC | 10195 | 596306 | COM |
| GUIDEWIRE SOFTWARE INC | 3169 | 586867 | COM |
| CSW INDUSTRIALS INC | 1835 | 586365 | COM |
| EQUIFAX INC | 2543 | 577191 | COM |
| VERTEX PHARMACEUTICALS INC | 1235 | 572867 | COM |
| MARATHON PETE CORP | 3242 | 571077 | COM |
| MERCADOLIBRE INC | 262 | 570743 | COM |
| LEMAITRE VASCULAR INC | 6655 | 565700 | COM |
| LPL FINL HLDGS INC | 1568 | 564213 | COM |
| ISHARES TR | 5847 | 563066 | 7-10 YR TRSY BD |
| METLIFE INC | 7068 | 561245 | COM |
| KIRBY CORP | 4467 | 560474 | COM |
| MERCK & CO INC | 5059 | 559184 | COM |
| NCINO INC | 21732 | 556339 | COM |
| FEDERAL SIGNAL CORP | 4772 | 556272 | COM |
| PURE STORAGE INC | 8273 | 554126 | CL A |
| ATLANTIC UN BANKSHARES CORP | 14783 | 553476 | COM |
| ISHARES TR | 2708 | 552720 | MSCI USA QLT FCT |
| DOMINOS PIZZA INC | 1348 | 546113 | COM |
| ACI WORLDWIDE INC | 11661 | 545385 | COM |
| UNIVERSAL TECHNICAL INST INC | 19776 | 543840 | COM |
| AUTODESK INC | 1957 | 540171 | COM |
| BROADRIDGE FINL SOLUTIONS IN | 2399 | 535894 | COM |
| MODINE MFG CO | 4268 | 534098 | COM |
| ICON PLC | 2921 | 529811 | SHS |
| MORNINGSTAR INC | 2434 | 527785 | COM |
| OLD DOMINION FREIGHT LINE IN | 3048 | 527722 | COM |
| BALCHEM CORP | 3224 | 516710 | COM |
| YETI HLDGS INC | 10401 | 513185 | COM |
| ISHARES TR | 4992 | 511630 | 0-5 YR TIPS ETF |
| ISHARES SILVER TR | 7046 | 509989 | ISHARES |
| GILEAD SCIENCES INC | 4208 | 509589 | COM |
| CRANE NXT CO | 10040 | 501781 | COM |
| DIMENSIONAL ETF TRUST | 12233 | 497638 | US CORE EQUITY 2 |
| POOL CORP | 1953 | 492760 | COM |
| BOX INC | 16541 | 491433 | CL A |
| SERVISFIRST BANCSHARES INC | 6335 | 479821 | COM |
| COCA COLA CO | 6757 | 476468 | COM |
| THERMO FISHER SCIENTIFIC INC | 767 | 474715 | COM |
| VERICEL CORP | 12220 | 471203 | COM |
| J P MORGAN EXCHANGE TRADED F | 6825 | 470857 | BETABULDRS JAPAN |
| HDFC BANK LTD | 14221 | 470715 | SPONSORED ADS |
| GOOSEHEAD INS INC | 6133 | 459239 | COM CL A |
| TG THERAPEUTICS INC | 15986 | 455121 | COM |
| SPROUTS FMRS MKT INC | 5893 | 454940 | COM |
| KNIFE RIVER CORP | 5676 | 453229 | COMMON STOCK |
| NOVARTIS AG | 3191 | 451654 | SPONSORED ADR |
| BONDBLOXX ETF TRUST | 8880 | 446575 | BLOOMBERG SIX MN |
| ONESTREAM INC | 18677 | 441151 | CL A |
| LENNOX INTL INC | 822 | 435870 | COM |
| ALIGN TECHNOLOGY INC | 2514 | 434394 | COM |
| CME GROUP INC | 1643 | 431205 | COM |
| REGENERON PHARMACEUTICALS | 541 | 430961 | COM |
| NORDSON CORP | 1643 | 429237 | COM |
| CONSTELLATION ENERGY CORP | 1239 | 424423 | COM |
| AT&T INC | 17189 | 412359 | COM |
| VANGUARD INDEX FDS | 1373 | 410060 | MID CAP ETF |
| PROCTER AND GAMBLE CO | 2883 | 409069 | COM |
| NORTHERN LTS FD TR IV | 16288 | 407363 | MAIN THEMATC IN |
| INTERNATIONAL BUSINESS MACHS | 1335 | 406137 | COM |
| UNITED PARCEL SERVICE INC | 3724 | 402399 | CL B |
| WORLD GOLD TR | 4486 | 400286 | SPDR GLD MINIS |
| NORTHERN LTS FD TR IV | 27887 | 399337 | MAIN BUYWRITE |
| AZENTA INC | 10517 | 398805 | COM |
| VANGUARD STAR FDS | 5085 | 395766 | VG TL INTL STK F |
| SCHWAB CHARLES CORP | 3939 | 394570 | COM |
| PFIZER INC | 15394 | 392237 | COM |
| ROCKET LAB CORP | 4616 | 391668 | COM |
| US BANCORP DEL | 7066 | 390114 | COM NEW |
| ALLEGION PLC | 2380 | 387202 | ORD SHS |
| ISHARES TR | 3582 | 383131 | SHRT NAT MUN ETF |
| NU HLDGS LTD | 21707 | 379004 | ORD SHS CL A |
| WASTE MGMT INC DEL | 1712 | 378297 | COM |
| EXPONENT INC | 5055 | 377022 | COM |
| UNION PAC CORP | 1646 | 376012 | COM |
| MONDAY COM LTD | 2499 | 369927 | SHS |
| CYBERARK SOFTWARE LTD | 803 | 366754 | SHS |
| COMFORT SYS USA INC | 360 | 363759 | COM |
| ISHARES TR | 953 | 362705 | RUS 1000 ETF |
| INVESCO DB MULTI-SECTOR COMM | 3235 | 353586 | PRECIOUS METAL |
| VANGUARD TAX-MANAGED FDS | 5465 | 352641 | VAN FTSE DEV MKT |
| BENTLEY SYS INC | 8746 | 350993 | COM CL B |
| UNIVERSAL DISPLAY CORP | 2773 | 348794 | COM |
| INVESCO EXCHANGE TRADED FD T | 1740 | 343872 | S&P500 EQL WGT |
| AMERICAN ELEC PWR CO INC | 2910 | 340208 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1048 | 339164 | SPONSORED ADS |
| HARBOR ETF TRUST | 13325 | 338055 | HARBOR COMMODITY |
| VANGUARD INTL EQUITY INDEX F | 2330 | 336895 | TT WRLD ST ETF |
| ISHARES TR | 2691 | 335460 | S&P 500 GRWT ETF |
| TEXAS INSTRS INC | 1754 | 333804 | COM |
| MONDELEZ INTL INC | 6059 | 333790 | CL A |
| BROOKFIELD CORP | 6966 | 332000 | CL A LTD VT SH |
| TERADATA CORP DEL | 10401 | 330336 | COM |
| AMPHENOL CORP NEW | 2340 | 327974 | CL A |
| BROWN & BROWN INC | 4041 | 325886 | COM |
| GE AEROSPACE | 1007 | 323841 | COM NEW |
| BIGBEAR AI HLDGS INC | 51132 | 317018 | COM |
| ISHARES TR | 4572 | 315971 | CORE S&P MCP ETF |
| WEC ENERGY GROUP INC | 2983 | 312171 | COM |
| LOCKHEED MARTIN CORP | 572 | 310550 | COM |
| OCCIDENTAL PETE CORP | 7172 | 307392 | COM |
| ISHARES TR | 5377 | 307242 | MSCI EMG MKT ETF |
| AIR PRODS & CHEMS INC | 1163 | 306706 | COM |
| ISHARES TR | 2122 | 306077 | MSCI USA VALUE |
| SELECT SECTOR SPDR TR | 1888 | 305724 | STATE STREET IND |
| AUTOMATIC DATA PROCESSING IN | 1130 | 300603 | COM |
| ISHARES INC | 4528 | 298531 | MSCI EURZONE ETF |
| OLLIES BARGAIN OUTLET HLDGS | 2511 | 297528 | COM |
| SIMON PPTY GROUP INC NEW | 1611 | 297447 | COM |
| AMERICAN EXPRESS CO | 790 | 296732 | COM |
| FIRST TR EXCHANGE-TRADED FD | 4874 | 292343 | FIRST TR ENH NEW |
| NVENT ELECTRIC PLC | 2764 | 291285 | SHS |
| WOODWARD INC | 892 | 287215 | COM |
| SOUTHERN CO | 3270 | 285178 | COM |
| ON HLDG AG | 5803 | 285043 | NAMEN AKT A |
| EXPEDITORS INTL WASH INC | 1777 | 282383 | COM |
| KARMAN HLDGS INC | 2655 | 282014 | COMMON STOCK |
| VALMONT INDS INC | 656 | 279187 | COM |
| TRACTOR SUPPLY CO | 5373 | 276780 | COM |
| WILLIS TOWERS WATSON PLC LTD | 832 | 274776 | SHS |
| FORD MTR CO | 19020 | 270082 | COM |
| ISHARES TR | 3792 | 266464 | EUROPE ETF |
| REPUBLIC SVCS INC | 1254 | 266124 | COM |
| MCKESSON CORP | 323 | 263587 | COM |
| BJS WHSL CLUB HLDGS INC | 2884 | 259387 | COM |
| ISHARES TR | 991 | 254677 | MSCI USA MMENTM |
| MICRON TECHNOLOGY INC | 726 | 250574 | COM |
| FIRST TR EXCHANGE-TRADED FD | 4916 | 247619 | FT VEST S&P 500 |
| SNAP ON INC | 683 | 247362 | COM |
| STERIS PLC | 962 | 247061 | SHS USD |
| VANGUARD INDEX FDS | 502 | 246497 | GROWTH ETF |
| ABERCROMBIE & FITCH CO | 1955 | 244121 | CL A |
| SEI INVTS CO | 2790 | 242103 | COM |
| MEDPACE HLDGS INC | 393 | 233835 | COM |
| PENUMBRA INC | 698 | 225063 | COM |
| HALOZYME THERAPEUTICS INC | 3101 | 224729 | COM |
| OSHKOSH CORP | 1490 | 224200 | COM |
| ETF SER SOLUTIONS | 5787 | 221127 | APTUS LARGE CAP |
| GENERAL MLS INC | 4941 | 220369 | COM |
| ILLUMINA INC | 1536 | 216684 | COM |
| WATSCO INC | 572 | 214786 | COM |
| TOTALENERGIES SE | 3326 | 212631 | ACT |
| PTC INC | 1227 | 210455 | COM |
| GE VERNOVA INC | 338 | 210405 | COM |
| TJX COS INC NEW | 1330 | 209887 | COM |
| INSULET CORP | 720 | 208109 | COM |
| ARES MANAGEMENT CORPORATION | 1177 | 207046 | CL A COM STK |
| NATWEST GROUP PLC | 11164 | 192691 | SPONS ADR |
| BANCO SANTANDER SA | 15101 | 179400 | ADR |
| INDIE SEMICONDUCTOR INC | 44712 | 177060 | CLASS A COM |
| MITSUBISHI UFJ FINL GROUP IN | 10307 | 176147 | SPONSORED ADS |
| LLOYDS BANKING GROUP PLC | 28440 | 153859 | SPONSORED ADR |
| STRIVE INC | 80000 | 75664 | CL A COM |
| EDITAS MEDICINE INC | 10308 | 21338 | COM |
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