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Gilbert Capital Group, Inc.

Q1 2026 13F Holdings

  • Location
    north yarmouth, ME
  • Num holdings

    51

  • Value ($000)

    $129,413

  • Date Filed
    04/20/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$24.35M
19 %

37,280

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$14.1M
11 %

242,424

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$12.88M
10 %

419,845

E
EFV

ISHARES TR

EAFE VALUE ETF
464288877
$8.4M
7 %

113,003

V
VYMI

VANGUARD WHITEHALL FDS

INTL HIGH ETF
921946794
$8.29M
6 %

88,019

I
ISTB

ISHARES TR

CORE 1 5 YR USD
46432F859
$7.1M
6 %

146,576

D
DSI

ISHARES TR

ESG MSCI KLD 400
464288570
$5.14M
4 %

42,434

G
GVI

ISHARES TR

INTRM GOV CR ETF
464288612
$4.59M
4 %

43,006

G
GSLC

GOLDMAN SACHS ETF TR

ACTIVEBETA US LG
381430503
$3.45M
3 %

27,591

E
ESGU

ISHARES TR

ESG AWR MSCI USA
46435G425
$3.18M
3 %

22,519

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