Gibbs Wealth Management

Est. AUM

$762.0M

13F long equity, this entity only

Positions

433

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$38.6M	393753	5.06%	OTR
2	SPDR INDEX SHS FDS	STATE STREET SPD	$32.6M	715139	4.28%	OTR
3	SPDR SERIES TRUST	STATE STREET SPD	$24.6M	434660	3.23%	OTR
4	ISHARES TR	0-5YR HI YL CP	$21.9M	518491	2.88%	OTR
5	NVIDIA CORPORATION	COM	$20.3M	116374	2.66%	OTR
6	ISHARES TR	US TREAS BD ETF	$19.6M	853799	2.57%	OTR
7	SPDR SERIES TRUST	STATE STREET SPD	$18.9M	843445	2.48%	OTR
8	SPDR SERIES TRUST	STATE STREET SPD	$15.8M	599839	2.07%	OTR
9	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$15.7M	189502	2.06%	OTR
10	SPDR SERIES TRUST	STATE STREET SPD	$13.0M	269984	1.71%	OTR
11	NORTHERN LTS FD TR IV	MAIN SECTR ROTN	$12.8M	212191	1.68%	OTR
12	SPDR INDEX SHS FDS	STATE STREET SPD	$11.6M	247499	1.52%	OTR
13	MICROSOFT CORP	COM	$10.9M	29554	1.44%	OTR
14	APPLE INC	COM	$10.6M	41850	1.39%	OTR
15	AMAZON COM INC	COM	$10.0M	48162	1.32%	OTR
16	ALPHABET INC	CAP STK CL A	$10.0M	34738	1.31%	OTR
17	ANALOG DEVICES INC	COM	$9.4M	29627	1.24%	OTR
18	SPDR SERIES TRUST	STATE STREET SPD	$9.2M	100526	1.21%	OTR
19	META PLATFORMS INC	CL A	$8.3M	14424	1.08%	OTR
20	TESLA INC	COM	$8.2M	22064	1.08%	OTR
21	SPDR SERIES TRUST	STATE STREET SPD	$7.2M	240202	0.95%	OTR
22	VISA INC	COM CL A	$7.1M	23609	0.94%	OTR
23	APPLIED MATLS INC	COM	$6.1M	17898	0.80%	OTR
24	ALPHABET INC	CAP STK CL C	$6.1M	21207	0.80%	OTR
25	ORACLE CORP	COM	$6.0M	40516	0.78%	OTR
26	BROADCOM INC	COM	$5.8M	18674	0.76%	OTR
27	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$5.7M	92546	0.74%	OTR
28	BOEING CO	COM	$5.6M	28171	0.74%	OTR
29	NETFLIX INC.	COM	$5.5M	57128	0.72%	OTR
30	ELI LILLY & CO	COM	$5.5M	5940	0.72%	OTR
31	VERIZON COMMUNICATIONS INC	COM	$4.8M	96220	0.63%	OTR
32	JPMORGAN CHASE & CO	COM	$4.5M	15177	0.59%	OTR
33	ISHARES TR	BROAD USD HIGH	$4.2M	112738	0.55%	OTR
34	SHOPIFY INC	CL A SUB VTG SHS	$4.1M	34606	0.54%	OTR
35	COSTCO WHOLESALE CORPORATION	COM	$4.0M	4054	0.53%	OTR
36	SPDR SERIES TRUST	STATE STREET SPD	$4.0M	41743	0.53%	OTR
37	JANUS DETROIT STR TR	HENDRSON AAA CL	$3.7M	73461	0.49%	OTR
38	SPDR GOLD TR	GOLD SHS	$3.7M	8549	0.48%	OTR
39	SALESFORCE INC	COM	$3.6M	19112	0.47%	OTR
40	CHEVRON CORPORATION	COM	$3.5M	17068	0.46%	OTR
41	MCDONALDS CORP	COM	$3.4M	11006	0.45%	OTR
42	RTX CORPORATION	COM	$3.3M	17031	0.43%	OTR
43	ISHARES TR	CORE S&P500 ETF	$3.3M	4977	0.43%	OTR
44	PHILIP MORRIS INTL INC	COM	$3.0M	18341	0.40%	OTR
45	STERLING INFRASTRUCTURE INC	COM	$3.0M	7306	0.39%	OTR
46	BERKSHIRE HATHAWAY INC DEL	CL A	$2.9M	4	0.38%	OTR
47	COSTCO WHOLESALE CORPORATIONCALL	COM	$2.6M	2600	0.34%	OTR
48	VERTEX PHARMACEUTICALS INC	COM	$2.5M	5647	0.33%	OTR
49	DISNEY WALT CO	COM	$2.5M	26143	0.33%	OTR
50	WELLS FARGO & CO	COM	$2.5M	31592	0.33%	OTR

1–50 of 433

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