Gilbert Capital Group, Inc.

Q2 2025 13F Holdings

  • Location
    north yarmouth, ME
  • Num holdings

    48

  • Value ($000)

    $120,661

  • Date Filed
    09/30/2025
  • Form type
    13F-HR
  • CIK
    0002035854
  • 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
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$20.55M
17 %

33,101

GSIE
GSIE

GOLDMAN SACHS ETF TR

ACTIVEBETA INT
$8.88M
7 %

224,005

GSLC
GSLC

GOLDMAN SACHS ETF TR

ACTIVEBETA US LG
$8.60M
7 %

70,842

ISTB
ISTB

ISHARES TR

CORE 1 5 YR USD
$6.75M
6 %

138,721

DYNF
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
$6.24M
5 %

114,580

EFV
EFV

ISHARES TR

EAFE VALUE ETF
$5.55M
5 %

87,436

LRGF
LRGF

ISHARES TR

U S EQUITY FACTR
$5.41M
5 %

84,437

DSI
DSI

ISHARES TR

ESG MSCI KLD 400
$5.18M
4 %

44,558

KRE
KRE

SPDR SERIES TRUST

PRTFLO S&P500 GW
$5.09M
4 %

53,360

QGRO
QGRO

AMERICAN CENTY ETF TR

US QUALITY GROW
$4.97M
4 %

45,552

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