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Filers›Family Office›Gimbal Financial
DOSSIER · 13F-HR · Q3 2025

Gimbal Financial

Gimbal Financial's family office based in London, UK — $167M in tracked AUM across 55 positions as of Q3 2025.

GF
Gimbal Financial·London, UK·Family Office
CIK 0001835206 · last filed Sep 30, 2025
Total AUM
$167M
▲ 19.0%
vs prior
Holdings
55
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
Top sector
Tech
28% weight
concentration
AI Analysis · Q3 2025 · Q3 2025

Gimbal Financial filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$26M40K15.9%
02
ICLN
ISHARES TR
$18M1.1M10.6%
03
RPG
INVESCO EXCHANGE TRADED FD T
$17M356K10.2%
04
XMMO
INVESCO EXCHANGE TRADED FD T
$17M125K10.1%
05
IYC
ISHARES TR
$17M159K10.0%
06
IDV
ISHARES TR
$15M421K9.2%
07
LLY
ELI LILLY & CO
$11M14K6.5%
08
FALN
ISHARES TR
$8M304K5.1%
09
SOXX
ISHARES TR
$5M19K3.1%
10
RING
ISHARES INC
$5M76K3.0%

Filing history

Filing history loading…
AI Agent · grounded in Gimbal
haiku-4-5 · 55 positions indexed
Sector mix
  • Tech28%
  • Financials13%
  • Health Care14%
  • Communications9%
  • Industrials51%
  • Energy6%
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