Gilbert Capital Group, Inc.
Q3 2025 13F Holdings
- Locationnorth yarmouth, ME
- Num holdings
51
- Value ($000)
$129,289
- Date Filed 12/02/2025
- Form type13F-HR
- CIK 0002035854
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
I ISHARES TR | CORE S&P500 ETF | 464287200 | $22.18M | 17 % | 33,140 | ||
G GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | $9.24M | 7 % | 70,956 | ||
K SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $8.78M | 7 % | 83,970 | ||
D BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $7.06M | 6 % | 119,315 | ||
I ISHARES TR | CORE 1 5 YR USD | 46432F859 | $6.93M | 5 % | 141,913 | ||
I ISHARES TR | INTL SEL DIV ETF | 464288448 | $6.32M | 5 % | 172,902 | ||
L ISHARES TR | U S EQUITY FACTR | 46434V282 | $5.89M | 5 % | 85,300 | ||
I ISHARES INC | CORE MSCI EMKT | 46434G103 | $5.58M | 4 % | 84,606 | ||
D ISHARES TR | ESG MSCI KLD 400 | 464288570 | $5.47M | 4 % | 43,402 | ||
F FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 | $5.33M | 4 % | 99,361 |
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