13F Insight
DOSSIER · 13F-HR · Q3 2025

Gimbal Financial

$167M in tracked AUM across 55 positions as of Q3 2025.

GF
CIK 0001835206 · last filed Sep 30, 2025
Total AUM
$167M
as of Q3 2025
Holdings
55
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2025Q3Sep 30
$167M▲ 2.3%
55 positionsView →2025Q2Jun 30
$163M▲ 46.8%
47 positionsLocked2025Q1Mar 31
$111M▼ 9.4%
40 positionsLocked2024Q4Dec 31
$122M▼ 20.5%
51 positionsLocked2024Q3Sep 30
$154M▲ 13.3%
49 positionsLocked2024Q2Jun 30
$136M▲ 11.3%
43 positionsLocked2024Q1Mar 31
$122M▲ 22.5%
46 positionsLocked2023Q4Dec 31
$100M—
41 positionsLocked