Gimbal Financial

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    carmel, IN
  • CIK
    0001835206
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

47

$162.75M
IVV, IGV, RPG, XMMO
13F-HR
Jul 30, 2025
000183520625000004

40

$110.84M
DGRO, IAU, IVV, LLY
13F-HR
Apr 23, 2025
000183520625000003

49

$122.40M
IVV, DGRO, LLY, IAU
13F-HR
Feb 3, 2025
000183520625000002

49

$154.04M
DGRO, IVV, IAU, LLY
13F-HR
Oct 25, 2024
000183520624000005

43

$135.93M
IVV, DGRO, LLY, IAU
13F-HR
Jul 12, 2024
000183520624000004

46

$122.17M
IVV, DGRO, LLY, IWM
13F-HR
May 1, 2024
000183520624000003

41

$99.72M
IVV, IGV, IXN, IVW
13F-HR
Feb 1, 2024
000183520624000001