DOSSIER · 13F-HR · Q3 2026

Gibson Capital, LLC

$589M in tracked AUM across 123 positions as of Q3 2026.

GC
CIK 0001427372 · last filed Sep 30, 2026
Total AUM
$589M
as of Q3 2026
Holdings
123
−2 QoQ
positions
Whale Score
72
72
strong
Activity
88
+16 new, −18 sold
changes this Q
AI Analysis · Q3 2026

Gibson Capital, LLC filed its latest 13F-HR for Q3 2026. 88 position changes this quarter — 16 new, 18 exited, 17 added, 37 trimmed.

Quarter at a glance — Q3 2026

88 material changes this filing.

TRIM
VNQVANGUARD REAL ESTATE ETF
-839 sh
$-10M
21.2%
EXIT
DCODUCOMMUN INC DEL COM
-50K sh
$-9M
—
EXIT
DFATDIMENSIONAL U.S. TARGETED VALUE ETF
-89K sh
$-6M
—
ADD
VTIVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
+5K sh
+$5M
53.9%
ADD
QQQINVESCO QQQ TRUST SERIES I
+6K sh
+$5M
0.9%
TRIM
CATCATERPILLAR INC COM
-4K sh
$-4M
0.0%
TRIM
AAPLAPPLE INC COM
-12K sh
$-3M
0.3%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
VTI
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
$318M849K53.9%
02
VNQ
VANGUARD REAL ESTATE ETF
$125M1.4M21.2%
03
BSVO
BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF
$20M710K3.4%
04
DFSU
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF
$17M366K2.9%
05
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
$16M212.7%
06
VV
VANGUARD MORNINGSTAR LARGE-CAP ETF
$12M35K2.1%
07
VIG
VANGUARD DIVIDEND APPRECIATION ETF
$6M28K1.1%
08
QQQ
INVESCO QQQ TRUST SERIES I
$6M7K0.9%
09
IAU
ISHARES GOLD TRUST
$5M68K0.9%
10
DSI
ISHARES ESG MSCI KLD 400 ETF
$4M25K0.6%

Filing history

2026Q3Sep 30
$589M▼ 3.3%
123 positionsView →
2026Q2Jun 30
$610M▲ 13.4%
141 positionsView →
2026Q1Mar 31
$537M▼ 1.5%
132 positionsView →
2025Q4Dec 31
$545M▲ 0.6%
120 positionsView →
2025Q3Sep 30
$542M▲ 7.0%
133 positionsLocked
2025Q2Jun 30
$506M▲ 3.6%
123 positionsLocked
2025Q1Mar 31
$489M— 0.0%
114 positionsLocked
2024Q4Dec 31
$489M▼ 0.4%
114 positionsLocked
2024Q3Sep 30
$491M▲ 8.5%
75 positionsLocked
2024Q2Jun 30
$453M▼ 1.0%
71 positionsLocked
2024Q1Mar 31
$458M▲ 7.3%
75 positionsLocked
2023Q4Dec 31
$426M▲ 15.3%
63 positionsLocked
Showing 12 of 71