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Gilbert Capital Group

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

Central Index Key (CIK): 0002035854

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

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Portfolio Holdings for Gilbert Capital Group

Gilbert Capital Group holds 51 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	17.2	$22M	33k	669.29	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	7.1	$9.2M	71k	130.28	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	6.8	$8.8M	84k	104.51	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	5.5	$7.1M	119k	59.20	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	5.4	$6.9M	142k	48.84	View chart
Ishares Tr Intl Sel Div Etf (IDV)	4.9	$6.3M	173k	36.55	View chart
Ishares Tr U S Equity Factr (LRGF)	4.6	$5.9M	85k	69.08	View chart
Ishares Core Msci Emkt (IEMG)	4.3	$5.6M	85k	65.92	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	4.2	$5.5M	43k	125.95	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	4.1	$5.3M	99k	53.66	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	3.1	$3.9M	15k	256.45	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	3.0	$3.8M	36k	107.44	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	2.6	$3.4M	138k	24.40	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	2.6	$3.3M	23k	145.60	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.8	$2.4M	47k	50.63	View chart
Spdr Series Trust Portfolio Short (SPSB)	1.6	$2.1M	68k	30.29	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.6	$2.0M	24k	84.11	View chart
Spdr Series Trust S&p 500 Esg Etf (EFIV)	1.5	$2.0M	31k	63.59	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.3	$1.7M	8.9k	189.70	View chart
Ishares Msci Equal Weite (EUSA)	1.3	$1.6M	16k	102.97	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.1	$1.4M	53k	25.52	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	1.0	$1.4M	66k	20.57	View chart
Apple (AAPL)	1.0	$1.3M	5.2k	254.63	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.9	$1.2M	35k	33.89	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.8	$1.1M	45k	24.34	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.8	$1.0M	42k	24.30	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.8	$1.0M	43k	23.47	View chart
Broadcom (AVGO)	0.7	$920k	2.8k	329.91	View chart
Flexshares Tr Stox Us Esg Slct (ESG)	0.7	$899k	5.8k	154.22	View chart
Abbvie (ABBV)	0.7	$885k	3.8k	231.54	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$769k	11k	68.08	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	0.6	$712k	23k	30.86	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$708k	1.9k	365.48	View chart
Bank of New York Mellon Corporation (BK)	0.5	$631k	5.8k	108.96	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$580k	8.9k	65.26	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.4	$518k	23k	22.15	View chart
Exxon Mobil Corporation (XOM)	0.4	$516k	4.6k	112.75	View chart
Abbott Laboratories (ABT)	0.4	$512k	3.8k	133.94	View chart
Expeditors International of Washington (EXPD)	0.4	$503k	4.1k	122.59	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$483k	2.0k	243.10	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$450k	675.00	666.18	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$427k	1.3k	332.84	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.3	$413k	24k	16.90	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.3	$351k	3.2k	110.66	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$334k	4.2k	79.93	View chart
TJX Companies (TJX)	0.2	$254k	1.8k	144.54	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.2	$249k	12k	21.22	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$245k	3.8k	65.00	View chart
Clorox Company (CLX)	0.2	$210k	1.7k	123.30	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.2	$203k	8.5k	23.94	View chart
Flexshares Tr Mornstar Usmkt (TILT)	0.2	$201k	828.00	242.29	View chart

Past Filings by Gilbert Capital Group

SEC 13F filings are viewable for Gilbert Capital Group going back to 2025

Gilbert Capital Group 2025 Q3 filed Dec. 2, 2025

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