Gibbs Wealth Management

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    alpharetta, GA
  • CIK
    0002081110
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

433

$761.99M
KRE, SPDW, SPYV, SHYG
13F-HR
May 13, 2026
000208585326000590

324

$413.32M
KRE, SPDW, GOVT, SHYG
13F-HR
Jan 23, 2026
000208585326000076

328

$442.16M
KRE, SPDW, GOVT, SHYG
13F-HR
Oct 30, 2025
000208585325000200

367

$519.26M
KRE, GOVT, SPDW, VCIT
13F-HR
Aug 13, 2025
000166773125001106

307

$414.83M
GOVT, KRE, VCIT, SPMB
13F-HR
Nov 4, 2025
000208585325000230

285

$368.61M
GOVT, KRE, SECT, VCIT
13F-HR
Nov 4, 2025
000208585325000229

259

$308.54M
GOVT, SECT, SPMB, KRE
13F-HR
Nov 4, 2025
000208585325000228

232

$247.1M
SECT, GOVT, SHYG, KRE
13F-HR
Nov 4, 2025
000208585325000227

192

$173.98M
SECT, GOVT, SPMB, SHYG
13F-HR
Nov 4, 2025
000208585325000226
Gibbs Wealth Management 13F Filings