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Gibson Capital

Latest statistics and disclosures from Gibson Capital's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VNQ, DFSU, BRK.A, BSVO, and represent 86.34% of Gibson Capital's stock portfolio.
Added to shares of these 10 stocks: VTI, BIV, AVES, BSVO, BSV, IHI, Blackrock, AVDV, IUSV, LMT.
Started 8 new stock positions in LMT, AVES, IUSV, A, IHI, BSV, BIV, Blackrock.
Reduced shares in these 10 stocks: VNQ, IBIT, FBTC, DSI, SBUX, VIG, LILM, VO, REGN, DFAT.
Sold out of its positions in FBTC, IBIT, SBUX, LILM.
Gibson Capital was a net seller of stock by $-1.1M.
Gibson Capital has $491M in assets under management (AUM), dropping by 8.45%.
Central Index Key (CIK): 0001427372

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Positions held by Gibson Capital consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Gibson Capital

Gibson Capital holds 75 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Total Stock Market Etf Etf (VTI)	53.7	$264M		931k	283.16	View chart
Vanguard Real Estate Etf Etf (VNQ)	24.2	$119M	-3%	1.2M	97.42	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	3.0	$15M		401k	37.18	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	3.0	$15M		21.00	691180.00	View chart
Bridgeway Omni Small Cap Value Tax-managed Etf Etf (BSVO)	2.5	$12M		547k	22.09	View chart
Vanguard Large-cap Etf Etf (VV)	2.1	$10M		39k	263.29	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.2	$5.7M	-2%	29k	198.06	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	1.1	$5.6M		100k	55.63	View chart
Ishares Gold Trust Etf (IAU)	0.9	$4.3M		87k	49.70	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.7	$3.4M		7.4k	460.26	View chart
Ishares Msci Kld 400 Social Etf Etf (DSI)	0.6	$2.7M	-7%	25k	108.79	View chart
Vanguard Mid-cap Etf Etf (VO)	0.4	$2.0M	-5%	7.4k	263.83	View chart
Apple Stock (AAPL)	0.4	$1.7M		7.5k	233.01	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.3	$1.7M	+13%	24k	70.67	View chart
Meridianlink Stock (MLNK)	0.3	$1.7M		81k	20.57	View chart
Nvidia Corporation Stock (NVDA)	0.3	$1.6M		13k	121.44	View chart
Vanguard Small-cap Etf Etf (VB)	0.3	$1.4M		5.8k	237.21	View chart
Microsoft Corp Stock (MSFT)	0.3	$1.3M		3.1k	430.30	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$1.2M	+16%	2.2k	527.59	View chart
Spdr Dow Jones Reit Etf Etf (RWR)	0.2	$960k		9.0k	106.73	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.2	$942k		4.6k	206.64	View chart
Dimensional Emerging Markets Value Etf Etf (DFEV)	0.2	$910k		32k	28.46	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	0.2	$811k	+7%	25k	32.27	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$802k		1.4k	576.87	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$725k		1.9k	375.38	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$719k		5.7k	125.63	View chart
Strive 500 Etf Etf (STRV)	0.1	$645k	+12%	18k	36.84	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$633k	+6%	3.2k	200.81	View chart
Amazon Stock (AMZN)	0.1	$632k		3.4k	186.35	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$620k		5.6k	110.46	View chart
Costco Whsl Corp Stock (COST)	0.1	$572k		645.00	886.52	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$555k		6.1k	91.31	View chart
Fidelity Enhanced Large Cap Growth Etf Etf (FELG)	0.1	$539k		16k	33.18	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$534k	+42%	10k	52.81	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$522k		1.1k	488.07	View chart
Walmart Stock (WMT)	0.1	$493k		6.1k	80.75	View chart
Chevron Corp Stock (CVX)	0.1	$489k		3.3k	147.27	View chart
Home Depot Stock (HD)	0.1	$473k		1.2k	405.20	View chart
Coca Cola Stock (KO)	0.1	$466k		6.5k	71.86	View chart
Pinnacle Finl Partners Stock (PNFP)	0.1	$434k		4.4k	97.97	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$407k		2.1k	189.80	View chart
Oracle Corp Stock (ORCL)	0.1	$377k		2.2k	170.40	View chart
Merck & Co Stock (MRK)	0.1	$373k		3.3k	113.56	View chart
Visa Inc Com Cl A Stock (V)	0.1	$364k		1.3k	274.95	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$359k		7.8k	45.86	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.1	$342k	NEW	4.4k	78.37	View chart
Procter And Gamble Stock (PG)	0.1	$321k		1.9k	173.20	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$315k		2.7k	117.22	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.1	$312k		11k	29.06	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$305k		3.6k	83.63	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$302k		1.4k	210.86	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$301k		958.00	314.39	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$262k		1.6k	165.85	View chart
Eaton Corp Stock (ETN)	0.1	$258k		778.00	331.44	View chart
F N B Corp Stock (FNB)	0.1	$257k		18k	14.11	View chart
3M Stock (MMM)	0.1	$251k		1.8k	136.70	View chart
Stryker Corporation Stock (SYK)	0.1	$246k		681.00	361.26	View chart
Fifth Third Bancorp Stock (FITB)	0.1	$246k		5.7k	42.84	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$244k		495.00	493.80	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$243k		575.00	423.12	View chart
Avantis Emerging Markets Value Etf Etf (AVES)	0.0	$242k	NEW	4.6k	52.14	View chart
Encompass Health Corp Stock (EHC)	0.0	$237k		2.5k	96.64	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$230k		1.6k	142.04	View chart
Microchip Technology Stock (MCHP)	0.0	$209k		2.6k	80.29	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.0	$206k	NEW	2.6k	78.69	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$205k		358.00	572.44	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$203k	NEW	3.4k	59.22	View chart
Blackrock Stock	0.0	$202k	NEW	213.00	949.51	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$201k	NEW	2.1k	95.49	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$200k		1.0k	195.38	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$196k	NEW	335.00	584.56	View chart
Agilent Technologies Stock (A)	0.0	$192k	NEW	1.3k	148.48	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$187k	-34%	178.00	1051.24	View chart
Valley Natl Bancorp Stock (VLY)	0.0	$101k		11k	9.06	View chart
Lilium N V Wt Exp 091426 Stock (LILMW)	0.0	$19k	-3%	185k	0.10	View chart

Past Filings by Gibson Capital

SEC 13F filings are viewable for Gibson Capital going back to 2012

Gibson Capital 2024 Q3 filed Oct. 10, 2024
Gibson Capital 2024 Q2 filed July 15, 2024
Gibson Capital 2024 Q1 filed April 17, 2024
Gibson Capital 2023 Q4 filed Feb. 14, 2024
Gibson Capital 2023 Q3 filed Oct. 27, 2023
Gibson Capital 2023 Q2 filed July 17, 2023
Gibson Capital 2023 Q1 restated filed April 18, 2023
Gibson Capital 2023 Q1 filed April 14, 2023
Gibson Capital 2022 Q4 filed Feb. 9, 2023
Gibson Capital 2022 Q3 filed Oct. 14, 2022
Gibson Capital 2022 Q2 filed Aug. 12, 2022
Gibson Capital 2022 Q1 filed April 29, 2022
Gibson Capital 2021 Q4 filed Feb. 11, 2022
Gibson Capital 2021 Q3 filed Oct. 22, 2021
Gibson Capital 2021 Q2 filed July 14, 2021
Gibson Capital 2021 Q1 filed April 21, 2021

View all past filings

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