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Filers›Holding Co.›Gilbert & Cook, Inc.
DOSSIER · 13F-HR · Q1 2026

Gilbert & Cook, Inc.

Gilbert & Cook's holding co. based in Omaha, NE — $774M in tracked AUM across 221 positions as of Q1 2026.

G&
Gilbert & Cook·Omaha, NE·Holding Co.
CIK 0001675762 · last filed Mar 31, 2026
Total AUM
$774M
▼ 6.7%
vs prior
Holdings
221
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
Top sector
Tech
18% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Gilbert & Cook, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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
IVV
ISHARES TR
$181M277K23.4%
02
IWL
ISHARES TR
$83M516K10.7%
03
VEA
VANGUARD TAX-MANAGED FDS
$80M1.3M10.4%
04
JHMM
JOHN HANCOCK EXCHANGE TRADED
$67M1.0M8.7%
05
BND
VANGUARD BD INDEX FDS
$59M807K7.7%
06
IWR
ISHARES TR
$34M345K4.3%
07
JHSC
JOHN HANCOCK EXCHANGE TRADED
$30M697K3.9%
08
NVDA
NVIDIA CORPORATION
$11M65K1.5%
09
GOOG
ALPHABET INC
$10M36K1.3%
10
IWM
ISHARES TR
$9M37K1.2%

Filing history

Filing history loading…
AI Agent · grounded in Gilbert
haiku-4-5 · 221 positions indexed
Sector mix
  • Tech18%
  • Health Care18%
  • Communications40%
  • Industrials6%
  • Energy13%
  • Other5%
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