DOSSIER · 13F-HR · Q3 2026
Gibbs Wealth Management
$955M in tracked AUM across 515 positions as of Q3 2026.
GW
CIK 0002081110 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Comprehensive Analysis of Gibbs Wealth Management SEC 13F Filing
Portfolio Overview
Gibbs Wealth Management reported a significant expansion in assets under management for the quarter ending December 31, 2025, with the total portfolio value growing by 36.9% from $302.01 million to $413.32 million. This substantial increase in capital was deployed across a highly diversified portfolio of 325 holdings. The firm employs a "Core and Satellite" investment strategy, utilizing Exchange Traded Fu...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.