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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 86.47% of Gibson Capital's stock portfolio.
Added to shares of these 10 stocks: VNQ, NVDA, Ishares Bitcoin Tr, SWAV, Fidelity Wise Origin Bitcoin, BRK.B, WMT, ETN, FITB, EHC.
Started 12 new stock positions in LILMW, LILM, FITB, ETN, BLK, Fidelity Wise Origin Bitcoin, TSLA, IHI, EHC, SWAV. Ishares Bitcoin Tr, A.
Reduced shares in these 10 stocks: META, VTI, BSVO, TIP, DSI, VO, QQQ, IAU, DFAT, AAPL.
Gibson Capital was a net buyer of stock by $3.8M.
Gibson Capital has $458M in assets under management (AUM), dropping by 7.28%.
Central Index Key (CIK): 0001427372

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Portfolio Holdings for Gibson Capital

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Total Stock Market Etf Etf (VTI)	54.7	$250M		963k	259.90	View chart
Vanguard Real Estate Etf Etf (VNQ)	23.2	$106M	+2%	1.2M	86.48	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	3.2	$14M		419k	34.41	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	2.9	$13M		21.00	634440.00	View chart
Bridgeway Omni Small Cap Value Tax-managed Etf Etf (BSVO)	2.5	$12M		544k	21.27	View chart
Vanguard Large-cap Etf Etf (VV)	2.1	$9.4M		39k	239.76	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	1.2	$5.5M		102k	54.43	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.2	$5.4M		30k	182.61	View chart
Ishares Msci Kld 400 Social Etf Etf (DSI)	0.9	$4.1M	-2%	41k	100.81	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.7	$3.3M	+9%	7.8k	420.52	View chart
Vanguard Mid-cap Etf Etf (VO)	0.4	$2.0M	-2%	8.1k	249.86	View chart
Nvidia Corporation Stock (NVDA)	0.4	$2.0M	+32%	2.2k	903.59	View chart
Meridianlink Stock (MLNK)	0.3	$1.5M		81k	18.70	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.3	$1.4M		21k	65.86	View chart
Vanguard Small-cap Etf Etf (VB)	0.3	$1.3M		5.8k	228.59	View chart
Microsoft Corp Stock (MSFT)	0.3	$1.3M		3.1k	420.72	View chart
Apple Stock (AAPL)	0.3	$1.3M		7.5k	171.48	View chart
Ishares Gold Trust Etf (IAU)	0.2	$1.1M	-2%	27k	42.01	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$910k		1.9k	480.70	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.2	$852k		4.6k	186.87	View chart
Spdr Dow Jones Reit Etf Etf (RWR)	0.2	$848k		9.0k	94.25	View chart
Dimensional Emerging Markets Value Etf Etf (DFEV)	0.2	$830k		32k	25.96	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$735k		1.4k	525.80	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.2	$722k		6.3k	115.31	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.2	$700k		2.3k	300.08	View chart
Schwab Fundamental Emerging Markets Large Co. Index Etf Etf (FNDE)	0.1	$652k		24k	27.76	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$651k		1.9k	337.05	View chart
Amazon Stock (AMZN)	0.1	$612k		3.4k	180.38	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$583k	-14%	5.4k	107.40	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$557k		2.9k	191.88	View chart
Strive 500 Etf Etf (STRV)	0.1	$526k		16k	33.66	View chart
Chevron Corp Stock (CVX)	0.1	$524k		3.3k	157.74	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$508k		6.1k	83.58	View chart
Fidelity Enhanced Large Cap Growth Etf Etf (FELG)	0.1	$480k		16k	29.55	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$475k	-10%	1.1k	444.01	View chart
Costco Whsl Corp Stock (COST)	0.1	$473k		645.00	732.63	View chart
Home Depot Stock (HD)	0.1	$448k		1.2k	383.60	View chart
Coca Cola Stock (KO)	0.1	$431k		7.0k	61.18	View chart
Merck & Co Stock (MRK)	0.1	$426k		3.2k	131.95	View chart
Ishares Bitcoin Trust Registered Etf	0.1	$400k	NEW	9.9k	40.47	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$384k		2.1k	179.11	View chart
Pinnacle Finl Partners Stock (PNFP)	0.1	$380k		4.4k	85.88	View chart
Visa Inc Com Cl A Stock (V)	0.1	$369k		1.3k	279.08	View chart
Walmart Stock (WMT)	0.1	$367k	+200%	6.1k	60.17	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$326k		6.5k	50.17	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$321k		7.8k	41.08	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$307k		2.6k	116.24	View chart
Procter And Gamble Stock (PG)	0.1	$300k		1.9k	162.29	View chart
Shockwave Med Stock (SWAV)	0.1	$297k	NEW	911.00	325.63	View chart
Fidelity Wise Origin Bitcoin Fund Etf	0.1	$293k	NEW	4.7k	62.06	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.1	$292k		11k	27.19	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$291k		3.6k	79.86	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$287k		1.4k	200.30	View chart
Oracle Corp Stock (ORCL)	0.1	$278k		2.2k	125.61	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$276k		958.00	288.03	View chart
Valley Natl Bancorp Stock (VLY)	0.1	$267k		34k	7.96	View chart
F N B Corp Stock (FNB)	0.1	$257k		18k	14.10	View chart
Stryker Corporation Stock (SYK)	0.1	$244k		681.00	357.87	View chart
Eaton Corp Stock (ETN)	0.1	$243k	NEW	778.00	312.68	View chart
Intel Corp Stock (INTC)	0.1	$241k		5.5k	44.17	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$238k		495.00	481.57	View chart
Microchip Technology Stock (MCHP)	0.1	$233k		2.6k	89.71	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$229k	-4%	575.00	397.76	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$214k	NEW	5.7k	37.21	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$213k		1.6k	131.24	View chart
Starbucks Corp Stock (SBUX)	0.0	$209k		2.3k	91.39	View chart
Encompass Health Corp Stock (EHC)	0.0	$203k	NEW	2.5k	82.58	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$201k	NEW	3.4k	58.59	View chart
Tesla Stock (TSLA)	0.0	$193k	NEW	1.1k	175.79	View chart
Agilent Technologies Stock (A)	0.0	$188k	NEW	1.3k	145.51	View chart
Blackrock Stock (BLK)	0.0	$178k	NEW	213.00	833.70	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$174k	-87%	358.00	485.58	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$173k		1.0k	169.21	View chart
Lilium N V Class A Ord Stock (LILM)	0.0	$144k	NEW	150k	0.96	View chart
Lilium N V Wt Exp 091426 Stock (LILMW)	0.0	$17k	NEW	192k	0.09	View chart

Past Filings by Gibson Capital

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

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
Gibson Capital 2020 Q4 filed Feb. 8, 2021
Gibson Capital 2020 Q3 filed Oct. 22, 2020

View all past filings

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