Q3 2026 13F · SEC CIK 2081110

Gibbs Wealth Management

Wealth managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $951.9M
Reported positions: 509
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.1B

Gibbs Wealth Management is a wealth manager that reported 509 positions worth $951.9M in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were State Street Spdr Portfolio S&p 500 Grow (SPYG, 5.7%), Spdr Index Shs Fds (SPDW, 4.0%), State Street Spdr Portfolio S&p 500 Valu (SPYV, 3.5%).

Gibbs Wealth Management holdings largest 50 of 509 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Gibbs Wealth Management 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPYGState Street Spdr Portfolio S&p 500 Grow	5.7%	5.6%	441,601	+13.7%	$54.4M
SPDWSpdr Index Shs Fds	4.0%	4.7%	755,542	-1.1%	$37.9M
SPYVState Street Spdr Portfolio S&p 500 Valu	3.5%	3.4%	547,098	+17.8%	$33.4M
NVDANvidia Corporation	3.3%	2.7%	137,914	+22.1%	$31.5M
SHYGIshares Tr	2.7%	2.8%	622,219	+14.0%	$25.7M
SPMBSpdr Ser Tr	2.3%	2.4%	1,031,583	+16.5%	$21.8M
GOVTIshares Tr	2.2%	2.4%	966,935	+12.8%	$21.1M
AAPLApple Inc	2.0%	1.5%	56,900	+31.1%	$18.9M
SPSMSpdr Series Trust	1.9%	2.0%	345,592	+19.3%	$18.3M
MSFTMicrosoft Corp	1.9%	1.2%	34,575	+27.2%	$17.7M
VCITVanguard Scottsdale Fds	1.8%	1.9%	222,936	+15.7%	$17.5M
SPTLSpdr Series Trust	1.8%	2.0%	725,230	+15.7%	$17.3M
SPEMSpdr Index Shs Fds	1.7%	1.7%	320,037	+16.8%	$16.6M
AMZNAmazon Com Inc	1.6%	1.2%	60,912	+43.5%	$15.2M
66538H591Northern Lts Fd Tr IV	1.5%	1.8%	200,946	-0.8%	$14.4M
GOOGLAlphabet Inc	1.5%	1.4%	40,841	+25.2%	$14.1M
METAMeta Platforms Inc	1.3%	0.9%	16,420	+26.0%	$11.9M
ADIAnalog Devices Inc	1.2%	1.4%	29,819	+1.0%	$11.8M
AMATApplied Matls Inc	1.0%	1.4%	18,192	+11.6%	$9.3M
BILSpdr Series Trust	1.0%	1.0%	99,517	+14.1%	$9.1M
TSLATesla Inc	1.0%	1.1%	25,503	+14.2%	$9.0M
AVGOBroadcom Inc	0.9%	0.8%	24,675	+41.6%	$8.7M
JQUAJpmorgan U.s. Quality Factor ETF	0.9%	0.9%	113,783	+11.1%	$8.4M
SPSBSpdr Series Trust	0.9%	0.9%	274,563	+14.9%	$8.1M
VVisa Inc	0.8%	0.8%	22,293	+14.3%	$8.0M
GOOGAlphabet Inc	0.8%	0.7%	21,357	+22.9%	$7.3M
JPMJpmorgan Chase & Co	0.7%	0.7%	19,488	+13.2%	$6.4M
MUMicron Technology Inc	0.7%	0.6%	6,041	+52.7%	$6.4M
RLYSsga Active ETF Tr	0.6%	0.6%	168,453	+19.8%	$6.1M
LLYEli Lilly & Co	0.6%	0.7%	5,142	+13.2%	$6.0M
BABoeing Co	0.6%	0.7%	31,745	+14.3%	$5.9M
SLYGSpdr Series Trust	0.5%	0.6%	47,866	+7.4%	$5.1M
AMDAdvanced Micro Devices Inc	0.5%	0.4%	8,062	+37.5%	$4.9M
ORCLOracle Corp	0.5%	0.5%	35,503	+15.3%	$4.9M
JAAAJanus Detroit Str Tr	0.5%	0.5%	92,889	+15.7%	$4.7M
CRMSalesforce Inc	0.5%	0.4%	19,677	-7.9%	$4.5M
NFLXNetflix Inc.	0.5%	0.5%	64,321	+21.0%	$4.5M
VZVerizon Communications Inc	0.5%	0.5%	95,683	+8.2%	$4.4M
CVXChevron Corporation	0.4%	—	20,484	—	$4.2M
USHYiShares Broad USD High Yield Corporate B	0.4%	0.5%	112,114	+4.3%	$4.0M
COSTCostco Wholesale Corporation	0.4%	0.4%	4,315	+11.4%	$3.9M
IVVIshares Tr	0.4%	0.4%	5,057	+5.3%	$3.9M
PMPhilip Morris Intl Inc	0.4%	0.4%	20,038	+9.5%	$3.8M
SHOPShopify Inc	0.4%	—	25,296	—	$3.8M
RTXRtx Corporation	0.4%	0.4%	19,471	+16.3%	$3.6M
RYRoyal Bk Cda	0.4%	0.4%	17,127	+6.9%	$3.4M
VRTXVertex Pharmaceuticals Inc	0.3%	—	6,074	—	$3.2M
BRK-ABerkshire Hathaway Inc Del	0.3%	0.4%	4	+0.0%	$3.0M
CATCaterpillar Inc	0.3%	0.4%	3,570	+26.3%	$2.9M
MNSTMonster Beverage Corp New	0.3%	0.4%	69,513	+125.7%	$2.9M

What Gibbs Wealth Management bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

MNST Monster Beverage Corp New+125.7% shares
MU Micron Technology Inc+52.7% shares
AMZN Amazon Com Inc+43.5% shares
AVGO Broadcom Inc+41.6% shares
AMD Advanced Micro Devices Inc+37.5% shares
AAPL Apple Inc+31.1% shares
MSFT Microsoft Corp+27.2% shares
CAT Caterpillar Inc+26.3% shares

Reduced

CRM Salesforce Inc-7.9% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +7.5% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$951.9M	509
Q2 2026	$825.3M	453
Q1 2026	$759.0M	430
Q4 2025	$413.3M	324
Q3 2025	$442.2M	328
Q2 2025	$519.3M	367

Questions about Gibbs Wealth Management's portfolio

What stocks does Gibbs Wealth Management own?

Gibbs Wealth Management's latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 509 positions worth $951.9M. The largest are State Street Spdr Portfolio S&p 500 Grow (SPYG) at 5.7%, Spdr Index Shs Fds (SPDW) at 4.0%, State Street Spdr Portfolio S&p 500 Valu (SPYV) at 3.5%, Nvidia Corporation (NVDA) at 3.3% and Ishares Tr (SHYG) at 2.7%.

What did Gibbs Wealth Management buy last quarter?

In Q3 2026, Gibbs Wealth Management added Monster Beverage Corp New (MNST) (+125.7% shares), Micron Technology Inc (MU) (+52.7% shares) and Amazon Com Inc (AMZN) (+43.5% shares), compared with its Q2 2026 filing.

What did Gibbs Wealth Management sell last quarter?

In Q3 2026, Gibbs Wealth Management cut from its top 50 Spdr Gold Tr (GLD), cut from its top 50 Abbvie Inc (ABBV), cut from its top 50 Mcdonalds Corp (MCD) and Salesforce Inc (CRM) (-7.9% shares), compared with its Q2 2026 filing.

When is Gibbs Wealth Management's next 13F filing due?

13F filings are due 45 days after each quarter ends. Gibbs Wealth Management's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Gibbs Wealth Management manage?

Gibbs Wealth Management reported $1.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $951.9M.