Gibbs Wealth Management

CIK: 0002081110SEC EDGAR →

Portfolio Value

$413.3M

Holdings

324

As of

Q4 2025

New Positions

323

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	SPYG SPDR SERIES TRUST	168,316	$18.2M	4.39%
2	SPDW SPDR INDEX SHS FDS	315,518	$14.5M	3.50%
3	AQLT ISHARES TR	530,508	$12.2M	2.96%
4	SHYG ISHARES TR	281,611	$12.1M	2.93%
5	SECT NORTHERN LTS FD TR IV	172,059	$11.1M	2.69%
6	SPYV SPDR SERIES TRUST	188,904	$11.0M	2.66%
7	SPMB SPDR SERIES TRUST	456,452	$10.3M	2.49%
8	VCIT VANGUARD SCOTTSDALE FDS	113,485	$9.5M	2.30%
9	SPTL SPDR SERIES TRUST	334,799	$8.9M	2.16%
10	MSFT MICROSOFT CORP	17,052	$8.2M	1.98%

Quarterly Changes

Top Buys

SPYGNEW

$18.2M

SPDWNEW

$14.5M

AQLTNEW

$12.2M

SHYGNEW

$12.1M

SECTNEW

$11.1M

Top Sells

No sells this quarter

New Positions (324)

$18.2M · 168K shares

$14.5M · 316K shares

$12.2M · 531K shares

$12.1M · 282K shares

$11.1M · 172K shares

$11.0M · 189K shares

$10.3M · 456K shares

$9.5M · 113K shares

$8.9M · 335K shares

$8.2M · 17K shares

$7.9M · 43K shares

$7.7M · 31K shares

$6.4M · 70K shares

$6.0M · 6K shares

$5.7M · 116K shares

$5.4M · 112K shares

$5.1M · 26K shares

$5.0M · 19K shares

$4.9M · 15K shares

$4.7M · 13K shares

$4.6M · 151K shares

$4.3M · 26K shares

$4.0M · 12K shares

$3.9M · 11K shares

$3.5M · 6K shares

$2.9M · 7K shares

$2.8M · 43K shares

$2.8M · 73K shares

$2.7M · 14K shares

$2.4M · 60K shares

$2.4M · 4K shares

$2.2M · 47K shares

$2.1M · 63K shares

$2.1M · 9K shares

AEM

$2.0M · 10K shares

$2.0M · 12K shares

$1.9M · 3K shares

$1.9M · 37K shares

$1.8M · 4K shares

$1.7M · 5K shares

$1.7M · 18K shares

$1.7M · 7K shares

$1.7M · 17K shares

$1.7M · 19K shares

$1.7M · 23K shares

$1.6M · 1K shares

$1.6M · 46K shares

$1.6M · 33K shares

$1.6M · 9K shares

$1.6M · 5K shares

$1.6M · 4K shares

$1.6M · 12K shares

$1.5M · 5K shares

$1.5M · 2K shares

$1.5M · 10K shares

$1.5M · 11K shares

$1.5M · 15K shares

$1.4M · 12K shares

$1.4M · 5K shares

$1.4M · 9K shares

$1.4M · 2K shares

$1.4M · 2K shares

$1.3M · 2K shares

$1.3M · 2K shares

$1.3M · 8K shares

$1.3M · 6K shares

$1.2M · 14K shares

$1.2M · 21K shares

$1.2M · 19K shares

$1.2M · 22K shares

$1.2M · 4K shares

$1.2M · 14K shares

$1.1M · 4K shares

$1.1M · 9K shares

$1.1M · 12K shares

$1.1M · 6K shares

$1.1M · 3K shares

$1.1M · 18K shares

$1.1M · 4K shares

$1.1M · 3K shares

$1.1M · 18K shares

$1.0M · 10K shares

$1.0M · 11K shares

$1.0M · 5K shares

$1.0M · 2K shares

$1.0M · 41K shares

$1.0M · 5K shares

$1.0M · 7K shares

$1.0M · 12K shares

$993K · 6K shares

$992K · 2K shares

$985K · 5K shares

$982K · 69K shares

$974K · 8K shares

$972K · 7K shares

$970K · 8K shares

$959K · 3K shares

$946K · 8K shares

$943K · 5K shares

$943K · 2K shares

$935K · 8K shares

$934K · 3K shares

$933K · 19K shares

$918K · 2K shares

$913K · 64K shares

$912K · 8K shares

$912K · 9K shares

$907K · 2K shares

$898K · 3K shares

$898K · 4K shares

$894K · 5K shares

$887K · 4K shares

$872K · 910 shares

$865K · 5K shares

$858K · 19K shares

$853K · 9K shares

$850K · 18K shares

$848K · 7K shares

$846K · 5K shares

$840K · 4K shares

$840K · 3K shares

$827K · 1K shares

$818K · 3K shares

$817K · 6K shares

$806K · 1K shares

$802K · 51K shares

$793K · 3K shares

$788K · 16K shares

$781K · 8K shares

$772K · 3K shares

$768K · 8K shares

$753K · 1K shares

$742K · 9K shares

$741K · 5K shares

$740K · 18K shares

$723K · 13K shares

$717K · 4K shares

$712K · 16K shares

$710K · 8K shares

$705K · 3K shares

$693K · 5K shares

$691K · 3K shares

$680K · 23K shares

$677K · 3K shares

$677K · 4K shares

$675K · 4K shares

$673K · 14K shares

$670K · 9K shares

$670K · 19K shares

$669K · 24K shares

$666K · 5K shares

$663K · 3K shares

$656K · 17K shares

$653K · 5K shares

$649K · 8K shares

$648K · 13K shares

$632K · 4K shares

$631K · 2K shares

$628K · 3K shares

$620K · 990 shares

$618K · 8K shares

$611K · 4K shares

$611K · 6K shares

$609K · 9K shares

$608K · 12K shares

$599K · 7K shares

$597K · 6K shares

$596K · 10K shares

$586K · 3K shares

$586K · 2K shares

$577K · 3K shares

$572K · 1K shares

$571K · 3K shares

$570K · 262 shares

$565K · 7K shares

$564K · 2K shares

$563K · 6K shares

$561K · 7K shares

$560K · 4K shares

$559K · 5K shares

$556K · 22K shares

$556K · 5K shares

$554K · 8K shares

$553K · 15K shares

$552K · 3K shares

$546K · 1K shares

$545K · 12K shares

$543K · 20K shares

$540K · 2K shares

$535K · 2K shares

$534K · 4K shares

$529K · 3K shares

$527K · 3K shares

$527K · 2K shares

$516K · 3K shares

$513K · 10K shares

$511K · 5K shares

$509K · 7K shares

$509K · 4K shares

$501K · 10K shares

$497K · 12K shares

$492K · 2K shares

$491K · 17K shares

$489K · 5K shares

$479K · 6K shares

$476K · 7K shares

$474K · 767 shares

$471K · 12K shares

$470K · 14K shares

$470K · 7K shares

$459K · 6K shares

$455K · 16K shares

$454K · 6K shares

$453K · 6K shares

$451K · 3K shares

$446K · 9K shares

$441K · 19K shares

$435K · 822 shares

$434K · 3K shares

$431K · 2K shares

$430K · 541 shares

$429K · 2K shares

$424K · 1K shares

$412K · 17K shares

$410K · 1K shares

$409K · 3K shares

$407K · 16K shares

$406K · 1K shares

$402K · 4K shares

$400K · 4K shares

$399K · 28K shares

$398K · 11K shares

$395K · 5K shares

$394K · 4K shares

$392K · 15K shares

$391K · 5K shares

$390K · 7K shares

$387K · 2K shares

$383K · 4K shares

$379K · 22K shares

$378K · 2K shares

$377K · 5K shares

$376K · 2K shares

$369K · 2K shares

$366K · 803 shares

$363K · 360 shares

$362K · 953 shares

$353K · 3K shares

$352K · 5K shares

$350K · 9K shares

$348K · 3K shares

$343K · 2K shares

$340K · 3K shares

$339K · 1K shares

$338K · 13K shares

$336K · 2K shares

IVW

$335K · 3K shares

MDLZ

$333K · 6K shares

TXN

$333K · 2K shares

$332K · 7K shares

TDC

$330K · 10K shares

APH

$327K · 2K shares

BRO

$325K · 4K shares

$323K · 1K shares

$317K · 51K shares

$315K · 5K shares

$312K · 3K shares

$310K · 572 shares

$307K · 7K shares

$307K · 5K shares

$306K · 1K shares

$306K · 2K shares

$305K · 2K shares

$300K · 1K shares

$298K · 5K shares

$297K · 2K shares

$297K · 3K shares

$296K · 790 shares

$292K · 5K shares

$291K · 3K shares

$287K · 892 shares

$285K · 6K shares

$285K · 3K shares

$282K · 2K shares

$282K · 3K shares

$279K · 656 shares

$279K · 3K shares

$276K · 5K shares

$274K · 832 shares

$270K · 19K shares

IEV

$266K · 4K shares

RSG

$266K · 1K shares

MCK

$263K · 323 shares

$259K · 3K shares

MTUM

$254K · 991 shares

MDYV

$250K · 3K shares

$250K · 726 shares

$247K · 962 shares

$247K · 5K shares

$247K · 683 shares

$246K · 502 shares

$244K · 2K shares

$242K · 3K shares

$233K · 393 shares

$225K · 698 shares

$224K · 3K shares

$224K · 1K shares

$221K · 6K shares

$220K · 5K shares

$216K · 2K shares

$214K · 572 shares

$212K · 3K shares

$210K · 1K shares

$210K · 338 shares

$209K · 1K shares

$208K · 720 shares

$207K · 1K shares

$192K · 11K shares

$179K · 15K shares

$177K · 45K shares

$176K · 10K shares

$153K · 28K shares

$75K · 80K shares

$21K · 10K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	93	$185.3M	44.9%
Technology	53	$68.5M	16.6%
Healthcare	42	$34.7M	8.4%
Industrials	45	$28.7M	7.0%
Unknown	19	$27.5M	6.7%
Consumer Cyclical	23	$25.1M	6.1%
Communication Services	8	$15.1M	3.6%
Consumer Defensive	13	$8.1M	2.0%
Energy	10	$7.6M	1.8%
Basic Materials	7	$6.4M	1.5%
Utilities	8	$4.3M	1.0%
Real Estate	3	$1.9M	0.5%