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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, BSVO, DFSU, BRK.A, and represent 82.52% of Gibson Capital's stock portfolio.
Added to shares of these 10 stocks: VNQ (+$6.0M), PNFP, PNC, DXYZ, COHR, SCHD, FAST, TSLA, LMT, AAPL.
Started 8 new stock positions in LMT, SCHD, TSLA, PNFP, PNC, FAST, COHR, DXYZ.
Reduced shares in these 10 stocks: VTI, DCO, , AVDV, VOO, BLK, NVDA, STRV, COST, BIV.
Sold out of its position in Pinnacle Financial Partners.
Gibson Capital was a net buyer of stock by $3.6M.
Gibson Capital has $536M in assets under management (AUM), dropping by -1.49%.
Central Index Key (CIK): 0001427372

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Portfolio Holdings for Gibson Capital

Gibson Capital holds 87 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)	50.9	$273M		852k	320.80	View chart
Vanguard Real Estate Etf Real Estate Etf (VNQ)	22.9	$123M	+5%	1.4M	88.70	View chart
Bridgeway Omni Small Cap Value Tax-managed Etf Ea Bridgeway Omn (BSVO)	2.9	$16M		622k	25.37	View chart
Dimensional Us Sustainability Core 1 Etf Us Sustainabilty (DFSU)	2.9	$15M		376k	41.09	View chart
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A)	2.8	$15M		21.00	718140.00	View chart
Vanguard Large-cap Etf Large Cap Etf (VV)	2.0	$11M		35k	298.85	View chart
Ducommun Incorporated (DCO)	1.4	$7.6M	-11%	62k	122.00	View chart
Ishares Gold Trust Ishares New (IAU)	1.2	$6.2M		70k	88.16	View chart
Vanguard Dividend Appreciation Etf Div App Etf (VIG)	1.1	$5.9M		28k	215.06	View chart
Dimensional U.s. Targeted Value Etf Us Targeted Vlu (DFAT)	1.0	$5.6M		90k	62.45	View chart
Apple (AAPL)	0.8	$4.4M	+4%	17k	253.79	View chart
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)	0.7	$3.6M		7.5k	479.00	View chart
Ishares Esg Msci Kld 400 Etf Esg Msci Kld 400 (DSI)	0.6	$3.0M		25k	121.19	View chart
Caterpillar (CAT)	0.5	$2.9M		4.1k	708.46	View chart
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)	0.5	$2.7M	-3%	4.5k	597.55	View chart
NVIDIA Corporation (NVDA)	0.4	$2.4M	-3%	14k	174.39	View chart
Avantis Emerging Markets Value Etf Emerging Mkt Val (AVES)	0.4	$2.2M		37k	59.98	View chart
Vanguard Mid-cap Etf Mid Cap Etf (VO)	0.4	$2.1M		7.2k	287.18	View chart
Avantis International Small Cap Value Etf Intl Smcp Vlu (AVDV)	0.3	$1.7M	-18%	17k	99.86	View chart
Amazon (AMZN)	0.3	$1.4M	+8%	6.8k	208.25	View chart
Vanguard Small-cap Etf Small Cp Etf (VB)	0.3	$1.4M		5.2k	261.92	View chart
Microsoft Corporation (MSFT)	0.3	$1.4M		3.6k	370.17	View chart
Ishares Core S&p Total U.s. Stock Market Etf Core S&p Ttl Stk (ITOT)	0.2	$1.3M		9.2k	141.19	View chart
State Street Spdr Dow Jones Reit Etf State Street Spd (RWR)	0.2	$908k		9.0k	100.97	View chart
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)	0.2	$823k		1.9k	426.40	View chart
Chevron Corporation (CVX)	0.1	$796k	+15%	3.8k	206.90	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$787k	-2%	21k	38.42	View chart
Dimensional Emerging Markets Value Etf Emerging Mkts Va (DFEV)	0.1	$769k		22k	35.78	View chart
Wal-Mart Stores (WMT)	0.1	$766k		6.2k	124.29	View chart
Philip Morris International (PM)	0.1	$718k		4.3k	165.40	View chart
Schwab Fundamental Emerging Markets Equity Etf Fundamental Emer (FNDE)	0.1	$717k		19k	38.26	View chart
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)	0.1	$649k	+7%	2.3k	287.56	View chart
Ishares Tips Bond Etf Tips Bd Etf (TIP)	0.1	$645k	+13%	5.8k	110.35	View chart
Schwab U.s. Large-cap Etf Us Lrg Cap Etf (SCHX)	0.1	$642k		25k	25.64	View chart
Costco Wholesale Corporation (COST)	0.1	$639k	-6%	642.00	996.00	View chart
Altria (MO)	0.1	$630k		9.6k	65.96	View chart
Vanguard Small Cap Value Etf Sm Cp Val Etf (VBR)	0.1	$630k		2.9k	217.25	View chart
Invesco Qqq Trust Series I Unit Ser 1 (QQQ)	0.1	$607k	+2%	1.1k	577.20	View chart
Goldman Sachs Just U.s. Large Cap Equity Etf Just Us Lrg Cp (JUST)	0.1	$569k		6.2k	92.50	View chart
Exxon Mobil Corporation (XOM)	0.1	$548k		3.2k	169.66	View chart
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)	0.1	$545k		8.5k	64.08	View chart
Fidelity Enhanced Large Cap Growth Etf Enhanced Large (FELG)	0.1	$529k		14k	37.49	View chart
Elbit Sys Ltd Ord Ord (ESLT)	0.1	$510k		600.00	849.09	View chart
Ishares Msci Usa Min Vol Factor Etf Msci Usa Min Vol (USMV)	0.1	$496k		5.3k	92.74	View chart
Coca-Cola Company (KO)	0.1	$495k		6.5k	76.08	View chart
3M Company (MMM)	0.1	$471k		3.2k	145.22	View chart
Dimensional International Small Cap Value Etf Intl Small Cap V (DISV)	0.1	$459k		12k	39.44	View chart
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)	0.1	$459k		2.1k	213.67	View chart
Oracle Corporation (ORCL)	0.1	$458k		3.1k	147.11	View chart
Strive 500 Etf Strive 500 Etf (STRV)	0.1	$458k	-13%	11k	42.00	View chart
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM)	0.1	$444k		7.8k	56.79	View chart
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)	0.1	$423k		4.4k	97.13	View chart
Visa Inc Com Cl A Com Cl A (V)	0.1	$414k	+3%	1.4k	302.24	View chart
Ishares Silver Trust Ishares (SLV)	0.1	$408k	-5%	6.0k	68.14	View chart
Schwab U.s. Broad Market Etf Us Brd Mkt Etf (SCHB)	0.1	$404k	-5%	16k	25.10	View chart
Pinnacle Finl Partners (PNFP)	0.1	$382k	NEW	4.4k	86.14	View chart
International Business Machines (IBM)	0.1	$381k		1.6k	242.24	View chart
Home Depot (HD)	0.1	$379k		1.2k	328.89	View chart
JPMorgan Chase & Co. (JPM)	0.1	$377k	+2%	1.3k	294.16	View chart
F.N.B. Corporation (FNB)	0.1	$364k		22k	16.72	View chart
PNC Financial Services (PNC)	0.1	$355k	NEW	1.7k	208.02	View chart
Spdr Gold Shares Gold Shs (GLD)	0.1	$344k		800.00	430.29	View chart
Ishares Russell 1000 Etf Rus 1000 Etf (IWB)	0.1	$342k		958.00	356.56	View chart
Fifth Third Ban (FITB)	0.1	$340k		7.3k	46.46	View chart
Merck & Co (MRK)	0.1	$326k		2.7k	120.30	View chart
State Street Spdr Portfolio Developed World Ex-us Etf State Street Spd (SPDW)	0.1	$320k		7.0k	45.65	View chart
Eaton Corp SHS (ETN)	0.1	$307k	+10%	859.00	357.67	View chart
Meta Platforms Inc Cl A Cl A (META)	0.1	$306k	+46%	535.00	572.12	View chart
Procter & Gamble Company (PG)	0.1	$273k		1.9k	144.44	View chart
Destiny Tech100 Com Shs (DXYZ)	0.0	$268k	NEW	10k	26.78	View chart
Vanguard Intermediate-term Bond Etf Intermed Term (BIV)	0.0	$251k	-9%	3.3k	77.18	View chart
Freedom 100 Emerging Markets Etf Freedom 100 Em (FRDM)	0.0	$250k		4.6k	54.65	View chart
Coherent Corp (COHR)	0.0	$238k	NEW	1.0k	238.21	View chart
Fidelity Enhanced International Etf Enhanced Intl (FENI)	0.0	$238k	+4%	6.4k	37.20	View chart
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)	0.0	$235k		820.00	286.92	View chart
Encompass Health Corp (EHC)	0.0	$234k	+4%	2.4k	96.30	View chart
Palantir Technologies Inc Cl A Cl A (PLTR)	0.0	$231k		1.6k	146.28	View chart
Mastercard Incorporated Cl A Cl A (MA)	0.0	$229k		473.00	484.60	View chart
Ishares Msci Acwi Etf Msci Acwi Etf (ACWI)	0.0	$228k		1.6k	138.37	View chart
Stryker Corporation (SYK)	0.0	$224k		682.00	329.00	View chart
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)	0.0	$219k	NEW	7.1k	30.68	View chart
Ishares Core S&p Us Value Etf Core S&p Us Vlu (IUSV)	0.0	$215k		2.1k	102.25	View chart
Fastenal Company (FAST)	0.0	$215k	NEW	4.6k	46.50	View chart
Tesla Motors (TSLA)	0.0	$215k	NEW	578.00	371.75	View chart
Blackrock (BLK)	0.0	$210k	-29%	218.00	961.71	View chart
Lockheed Martin Corporation (LMT)	0.0	$203k	NEW	336.00	604.39	View chart
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	0.0	$0		1.4k	0.00	View chart

Past Filings by Gibson Capital

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

Gibson Capital 2026 Q1 filed April 17, 2026
Gibson Capital 2025 Q4 filed Feb. 5, 2026
Gibson Capital 2025 Q3 filed Oct. 24, 2025
Gibson Capital 2025 Q2 filed July 25, 2025
Gibson Capital 2025 Q1 restated filed April 15, 2025
Gibson Capital 2025 Q1 filed April 14, 2025
Gibson Capital 2024 Q4 filed Feb. 12, 2025
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

View all past filings

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