GILPIN WEALTH MANAGEMENT, LLC
Q2 2026 13F Holdings
- Locationdenver, CO
- Num holdings
1,064
- Value ($000)
$144,724
- Date Filed 07/24/2026
- Form type13F-HR
- CIK 0002058144
- 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 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION | COM | 67066G104 | $5.11M | 4 % | 25,549 | ||
ISHARES TR | MSCI USA VALUE | 46432F388 | $4.56M | 3 % | 22,840 | ||
FORTINET INC | COM | 34959E109 | $4.36M | 3 % | 28,411 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $4.3M | 3 % | 11,631 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $4.06M | 3 % | 5,423 | ||
VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $3.88M | 3 % | 15,755 | ||
SPDR SERIES TRUST | ST STR RATE ETF | 78468R200 | $3.4M | 2 % | 110,357 | ||
APPLE INC | COM | 037833100 | $3.35M | 2 % | 11,586 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $3.05M | 2 % | 8,537 | ||
SPDR SERIES TRUST | ST INTER BD ETF | 78464A375 | $2.61M | 2 % | 77,985 |
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