Gilbert Capital Group, Inc. - 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, Gilbert Capital Group, Inc. held in its portfolio 49 assets valued at $133,048,983 (i.e. $133.05M).
The most valuable assets in the portfolio included: ISHARES TR ($25.80M), BLACKROCK ETF TRUST ($15.23M), and ISHARES TR ($9.77M).
The chart below shows the top 10 valuable assets, and the table below shows the top 49 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Gilbert Capital Group, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 37664 | 25797390 | CORE S&P500 ETF |
| BLACKROCK ETF TRUST | 250397 | 15226642 | ISHARES US EQUIT |
| ISHARES TR | 247655 | 9769990 | INTL SEL DIV ETF |
| SPDR SERIES TRUST | 186970 | 9211344 | STATE STREET SPD |
| ISHARES TR | 148175 | 7223531 | CORE 1 5 YR USD |
| ISHARES TR | 43886 | 5653833 | ESG MSCI KLD 400 |
| ISHARES TR | 77216 | 5513995 | EAFE VALUE ETF |
| ISHARES TR | 21321 | 5248377 | RUSSELL 2000 ETF |
| ISHARES TR | 40754 | 4374942 | INTRM GOV CR ETF |
| GOLDMAN SACHS ETF TR | 30181 | 3995059 | ACTIVEBETA US LG |
| ISHARES TR | 24150 | 3597867 | ESG AWR MSCI USA |
| ISHARES TR | 40666 | 2769355 | MSCI USA QUALITY |
| VANGUARD SCOTTSDALE FDS | 32918 | 2756883 | INT-TERM CORP |
| VANGUARD WHITEHALL FDS | 29726 | 2675340 | INTL HIGH ETF |
| SCHWAB STRATEGIC TR | 109562 | 2670026 | SHT TM US TRES |
| VANGUARD MALVERN FDS | 48731 | 2410235 | STRM INFPROIDX |
| INVESCO EXCHANGE TRADED FD T | 9909 | 1898168 | S&P500 EQL WGT |
| ISHARES INC | 15158 | 1566882 | MSCI EQUAL WEITE |
| ISHARES TR | 57575 | 1465572 | IBDS DEC28 ETF |
| APPLE INC | 5378 | 1462063 | COM |
| INVESCO EXCH TRD SLF IDX FD | 63625 | 1310675 | INVSCO BLSH 28 |
| ISHARES TR | 4549 | 1138660 | MSCI USA MMENTM |
| ISHARES TR | 45122 | 1056080 | IBONDS DEC 29 |
| ISHARES TR | 42214 | 1024956 | IBONDS 27 ETF |
| BROADCOM INC | 2700 | 934470 | COM |
| ISHARES TR | 37652 | 912308 | IBONDS DEC2026 |
| FLEXSHARES TR | 5699 | 901857 | STOX US ESG SLCT |
| ABBVIE INC | 3824 | 873746 | COM |
| ISHARES TR | 12024 | 834706 | CORE DIV GRWTH |
| ISHARES TR | 32329 | 713501 | IBONDS DEC 2030 |
| BANK NEW YORK MELLON CORP | 5795 | 672742 | COM |
| ISHARES TR | 1755 | 655387 | RUS 1000 ETF |
| ALPHABET INC | 2088 | 653544 | CAP STK CL A |
| EXPEDITORS INTL WASH INC | 4100 | 610941 | COM |
| EXXON MOBIL CORP | 4573 | 550315 | COM |
| ISHARES TR | 8270 | 545820 | CORE S&P MCP ETF |
| ISHARES TR | 7504 | 521007 | U S EQUITY FACTR |
| ABBOTT LABS | 3824 | 479109 | COM |
| SPDR S&P 500 ETF TR | 675 | 460296 | TR UNIT |
| ISHARES TR | 1282 | 439688 | S&P 100 ETF |
| VANGUARD SCOTTSDALE FDS | 4734 | 377442 | SHRT TRM CORP BD |
| INVESCO EXCH TRD SLF IDX FD | 22044 | 372984 | INVSCO 30 CORP |
| INVESCO EXCH TRADED FD TR II | 3168 | 362736 | S&P 500 REVENUE |
| ISHARES TR | 12831 | 271376 | IBONDS DEC 2031 |
| TJX COS INC NEW | 1754 | 269432 | COM |
| FLEXSHARES TR | 828 | 205911 | MORNSTAR USMKT |
| VANGUARD SPECIALIZED FUNDS | 934 | 205275 | DIV APP ETF |
| WISDOMTREE TR | 2284 | 204258 | US QTLY DIV GRT |
| FLEXSHARES TR | 2503 | 202267 | QUALT DIVD IDX |
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