Gibson Capital, LLC

Est. AUM

$531.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TOTAL STOCK MARKET ETF	TOTAL STK MKT	$272.6M	849581	51.24%	SOLE
2	VANGUARD REAL ESTATE ETF	REAL ESTATE ETF	$123.0M	1386708	23.12%	SOLE
3	BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF	EA BRIDGEWAY OMN	$15.6M	613827	2.93%	SOLE
4	DIMENSIONAL US SUSTAINABILITY CORE 1 ETF	US SUSTAINABILTY	$15.4M	375765	2.90%	SOLE
5	BERKSHIRE HATHAWAY INC DEL CL A	CL A	$15.1M	21	2.84%	SOLE
6	VANGUARD LARGE-CAP ETF	LARGE CAP ETF	$10.5M	35294	1.98%	SOLE
7	DUCOMMUN INC DEL COM	COM	$7.6M	62229	1.43%	DFND
8	ISHARES GOLD TRUST	ISHARES NEW	$6.2M	70267	1.16%	SOLE
9	VANGUARD DIVIDEND APPRECIATION ETF	DIV APP ETF	$5.9M	27539	1.11%	SOLE
10	DIMENSIONAL U.S. TARGETED VALUE ETF	US TARGETED VLU	$5.6M	90022	1.06%	SOLE
11	APPLE INC COM	COM	$3.7M	14481	0.69%	DFND
12	BERKSHIRE HATHAWAY INC DEL CL B NEW	CL B NEW	$3.0M	6329	0.57%	SOLE
13	ISHARES ESG MSCI KLD 400 ETF	ESG MSCI KLD 400	$3.0M	24717	0.56%	SOLE
14	CATERPILLAR INC COM	COM	$2.7M	3804	0.51%	DFND
15	VANGUARD S&P 500 ETF	S&P 500 ETF SHS	$2.7M	4486	0.50%	SOLE
16	NVIDIA CORPORATION COM	COM	$2.2M	12753	0.42%	SOLE
17	AVANTIS EMERGING MARKETS VALUE ETF	EMERGING MKT VAL	$2.1M	34780	0.39%	SOLE
18	VANGUARD MID-CAP ETF	MID CAP ETF	$2.1M	7213	0.39%	SOLE
19	AVANTIS INTERNATIONAL SMALL CAP VALUE ETF	INTL SMCP VLU	$1.5M	15346	0.29%	SOLE
20	VANGUARD SMALL-CAP ETF	SMALL CP ETF	$1.4M	5176	0.25%	SOLE
21	ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	CORE S&P TTL STK	$1.3M	9182	0.25%	SOLE
22	AMAZON COM INC COM	COM	$1.0M	4899	0.19%	SOLE
23	MICROSOFT CORP COM	COM	$1.0M	2734	0.19%	SOLE
24	ISHARES CORE S&P 500 ETF	CORE S&P500 ETF	$909K	1391	0.17%	SOLE
25	STATE STREET SPDR DOW JONES REIT ETF	STATE STREET SPD	$908K	8995	0.17%	SOLE
26	ISHARES RUSSELL 1000 GROWTH ETF	RUS 1000 GRW ETF	$823K	1930	0.15%	SOLE
27	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$787K	20495	0.15%	SOLE
28	DIMENSIONAL EMERGING MARKETS VALUE ETF	EMERGING MKTS VA	$768K	21478	0.14%	SOLE
29	WALMART INC COM	COM	$764K	6151	0.14%	SOLE
30	PHILIP MORRIS INTL INC COM	COM	$717K	4335	0.13%	SOLE
31	SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF	FUNDAMENTAL EMER	$690K	18043	0.13%	SOLE
32	ISHARES TIPS BOND ETF	TIPS BD ETF	$644K	5840	0.12%	SOLE
33	SCHWAB U.S. LARGE-CAP ETF	US LRG CAP ETF	$642K	25049	0.12%	SOLE
34	COSTCO WHOLESALE CORPORATION COM	COM	$639K	641	0.12%	SOLE
35	VANGUARD SMALL CAP VALUE ETF	SM CP VAL ETF	$630K	2899	0.12%	SOLE
36	INVESCO QQQ TRUST SERIES I	UNIT SER 1	$601K	1041	0.11%	SOLE
37	ALPHABET INC CAP STK CL A	CAP STK CL A	$593K	2061	0.11%	SOLE
38	GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF	JUST US LRG CP	$569K	6156	0.11%	SOLE
39	ALTRIA GROUP INC COM	COM	$555K	8406	0.10%	SOLE
40	VANGUARD FTSE DEVELOPED MARKETS ETF	VAN FTSE DEV MKT	$544K	8497	0.10%	SOLE
41	FIDELITY ENHANCED LARGE CAP GROWTH ETF	ENHANCED LARGE	$529K	14121	0.10%	SOLE
42	ELBIT SYS LTD ORD	ORD	$509K	600	0.10%	SOLE
43	ISHARES MSCI USA MIN VOL FACTOR ETF	MSCI USA MIN VOL	$496K	5346	0.09%	SOLE
44	COCA COLA CO COM	COM	$493K	6488	0.09%	SOLE
45	CHEVRON CORPORATION COM	COM	$491K	2372	0.09%	DFND
46	ISHARES RUSSELL 1000 VALUE ETF	RUS 1000 VAL ETF	$459K	2146	0.09%	SOLE
47	DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF	INTL SMALL CAP V	$459K	11637	0.09%	SOLE
48	STRIVE 500 ETF	STRIVE 500 ETF	$457K	10899	0.09%	SOLE
49	ORACLE CORP COM	COM	$450K	3059	0.08%	SOLE
50	ISHARES MSCI EMERGING MARKETS ETF	MSCI EMG MKT ETF	$444K	7820	0.08%	SOLE

1–50 of 87

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.