DOSSIER · 13F-HR · Q1 2026

Gibbs Wealth Management

Gibbs Wealth's pension fund based in New York, NY — $762M in tracked AUM across 433 positions as of Q1 2026.

GW

Gibbs Wealth·New York, NY·Pension Fund

CIK 0002081110 · last filed Mar 31, 2026

Total AUM

$762M

▼ 0.8%

vs prior

Holdings

433

—

positions

Whale Score

50

50

tracked

Activity

—

no data

changes this Q

Top sector

Tech

7% weight

concentration

AI Analysis · Q1 2026 · Q1 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...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

SPDR SERIES TRUST

$39M394K5.1%

02

SPDR INDEX SHS FDS

$33M715K4.3%

03

SPDR SERIES TRUST

$25M435K3.2%

04

ISHARES TR

$22M518K2.9%

05

NVIDIA CORPORATION

$20M116K2.7%

06

ISHARES TR

$20M854K2.6%

07

SPDR SERIES TRUST

$19M843K2.5%

08

SPDR SERIES TRUST

$16M600K2.1%

09

VANGUARD SCOTTSDALE FDS

$16M190K2.1%

10

SPDR SERIES TRUST

$13M270K1.7%

Filing history

Filing history loading…