Gilbert & Cook, Inc.

Q2 2025 13F Holdings

  • Location
    west des moines, IA
  • Num holdings

    412

  • Value ($000)

    $1,479,958

  • Date Filed
    08/05/2025
  • Form type
    13F-HR
  • CIK
    0001675762
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$177.60M
24 %

286,044

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$177.60M
24 %

286,044

IWL
IWL

ISHARES TR

RUS TOP 200 ETF
$81.38M
11 %

531,477

IWL
IWL

ISHARES TR

RUS TOP 200 ETF
$81.38M
11 %

531,477

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$72.00M
10 %

1,262,916

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$72.00M
10 %

1,262,916

JHMM
JHMM

JOHN HANCOCK EXCHANGE TRADED

MULTIFACTOR MI
$56.68M
8 %

927,280

JHMM
JHMM

JOHN HANCOCK EXCHANGE TRADED

MULTIFACTOR MI
$56.68M
8 %

927,280

BND
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
$54.23M
7 %

736,569

BND
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
$54.23M
7 %

736,569

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