Gilbert Capital Group, Inc.

Q3 2025 13F Holdings

  • Location
    north yarmouth, ME
  • Num holdings

    51

  • Value ($000)

    $129,289

  • Date Filed
    12/02/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
$22.18M
17 %

33,140

G
GSLC

GOLDMAN SACHS ETF TR

ACTIVEBETA US LG
$9.24M
7 %

70,956

K
KRE

SPDR SERIES TRUST

PRTFLO S&P500 GW
$8.78M
7 %

83,970

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
$7.06M
6 %

119,315

I
ISTB

ISHARES TR

CORE 1 5 YR USD
$6.93M
5 %

141,913

I
IDV*

ISHARES TR

INTL SEL DIV ETF
$6.32M
5 %

172,902

L
LRGF

ISHARES TR

U S EQUITY FACTR
$5.89M
5 %

85,300

I
IEMG

ISHARES INC

CORE MSCI EMKT
$5.58M
4 %

84,606

D
DSI

ISHARES TR

ESG MSCI KLD 400
$5.47M
4 %

43,402

F
FBCG

FIDELITY COVINGTON TRUST

BLUE CHIP GRWTH
$5.33M
4 %

99,361

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