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Gimbal Financial

Q3 2025 13F Holdings

  • Location
    carmel, IN
  • Num holdings

    55

  • Value ($000)

    $166,512

  • Date Filed
    11/04/2025
  • Form type
    13F-HR
  • CIK
    0001835206
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$26.48M
16 %

39,564

I
ICLN

ISHARES TR

GL CLEAN ENE ETF
464288224
$17.59M
11 %

1,136,146

R
RPG

INVESCO EXCHANGE TRADED FD T

S&P500 PUR GWT
46137V266
$16.99M
10 %

355,997

X
XMMO

INVESCO EXCHANGE TRADED FD T

S&P MDCP MOMNTUM
46137V464
$16.85M
10 %

124,617

I
IYC

ISHARES TR

US CONSUM DISCRE
464287580
$16.61M
10 %

158,527

I
IDV*

ISHARES TR

INTL SEL DIV ETF
464288448
$15.4M
9 %

421,250

L
LLY

ELI LILLY & CO

COM
532457108
$10.75M
7 %

14,094

F
FALN

ISHARES TR

FALN ANGLS USD
46435G474
$8.44M
5 %

303,893

S
SOXX

ISHARES TR

ISHARES SEMICDTR
464287523
$5.2M
3 %

19,171

R
RING

ISHARES INC

MSCI GBL GOLD MN
46434G855
$4.93M
3 %

76,223

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