Gibbs Wealth Management
Q2 2025 13F Holdings
- Locationalpharetta, GA
- Num holdings
367
- Value ($000)
$519,254
- Date Filed08/13/2025
- Form type13F-HR
- CIK0002081110
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $23.94M | 5 % | 251,172 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $19.46M | 4 % | 846,789 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $15.89M | 3 % | 392,423 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $13.63M | 3 % | 164,388 | ||
SPMB SPDR SERIES TRUST | PORT MTG BK ETF | 78464A383 | $13.29M | 3 % | 601,510 | ||
SHYG ISHARES TR | 0-5YR HI YL CP | 46434V407 | $12.53M | 2 % | 290,391 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $11.72M | 2 % | 223,841 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $11.64M | 2 % | 23,409 | ||
AMZN AMAZON COM INC | COM | 023135106 | $9.94M | 2 % | 45,299 | ||
KRE SPDR SERIES TRUST | PORTFOLIO LN TSR | 78464A664 | $9.37M | 2 % | 352,372 |
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