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Gilpin Wealth Management

Latest statistics and disclosures from Gilpin Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, VLUE, FTNT, VTI, IVV, and represent 15.48% of Gilpin Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPYV, VOO, KLAC, VUG, FTCB, BIL, SPCX, SCHJ, IQV, SCHX.
Started 116 new stock positions in VOOV, JBGS, SLG, NAVI, BLKB, DAVE, FOXF, HON, APAM, NLR.
Reduced shares in these 10 stocks: VLUE, AOK, NVDA, FTNT, KMX, IVV, JPST, GOOG, RS, HFRO.
Sold out of its positions in AMC, ADUS, Air Lease Corp, ALSN, APP, ABR, ABG, BGS, TBBK, OZK.
Gilpin Wealth Management was a net buyer of stock by $3.1M.
Gilpin Wealth Management has $145M in assets under management (AUM), dropping by 14.61%.
Central Index Key (CIK): 0002058144

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Portfolio Holdings for Gilpin Wealth Management

Gilpin Wealth Management holds 1063 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Gilpin Wealth Management has 1063 total positions. Only the first 250 positions are shown.

Sign up to view all of the Gilpin Wealth Management June 30, 2026 positions
Download the Gilpin Wealth Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	3.5	$5.1M	-4%	26k	200.09	View chart
Ishares Tr Msci Usa Value (VLUE)	3.2	$4.6M	-38%	23k	199.81	View chart
Fortinet (FTNT)	3.0	$4.4M	-4%	28k	153.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.0	$4.3M		12k	370.04	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.8	$4.1M	-4%	5.4k	748.89	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.7	$3.9M		16k	246.21	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	2.4	$3.4M	+5%	110k	30.85	View chart
Apple (AAPL)	2.3	$3.4M	-2%	12k	289.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.1	$3.1M	-3%	8.5k	357.37	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	1.8	$2.6M		78k	33.46	View chart
Ishares Tr Core 30 70 Etf (AOK)	1.8	$2.6M	-11%	63k	41.48	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	1.7	$2.4M	+24%	26k	91.64	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	1.6	$2.4M		45k	52.34	View chart
JPMorgan Chase & Co. (JPM)	1.6	$2.3M	-2%	7.1k	327.33	View chart
Microsoft Corporation (MSFT)	1.4	$2.0M		5.5k	373.01	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	1.3	$1.9M		63k	30.01	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.3	$1.9M	-7%	37k	50.57	View chart
Ishares Tr Core Div Grwth (DGRO)	1.2	$1.7M	+2%	23k	75.79	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$1.7M	-6%	4.7k	353.33	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	1.1	$1.6M		86k	19.12	View chart
Enterprise Products Partners (EPD)	1.1	$1.5M		42k	36.76	View chart
Amazon (AMZN)	1.1	$1.5M		6.5k	238.34	View chart
Spdr Series Trust St Str Conv Etf (CWB)	1.1	$1.5M		14k	107.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$1.5M	-6%	3.1k	500.39	View chart
Amgen (AMGN)	1.0	$1.5M		4.1k	362.15	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.0	$1.5M		3.6k	409.50	View chart
Wells Fargo & Company (WFC)	1.0	$1.5M		18k	82.64	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$1.5M		19k	77.11	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.0	$1.4M	+4%	45k	31.71	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.9	$1.3M		15k	90.79	View chart
Spdr Series Trust St Str P500val (SPYV)	0.9	$1.3M	+21898%	22k	60.79	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$1.3M		14k	96.58	View chart
Kla Corp Com New (KLAC)	0.9	$1.3M	+888%	4.2k	301.71	View chart
Cisco Systems (CSCO)	0.9	$1.3M	-6%	11k	117.46	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.8	$1.2M		24k	50.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$1.2M	+2205%	1.8k	686.81	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.8	$1.2M	-7%	12k	100.35	View chart
Tesla Motors (TSLA)	0.8	$1.2M		2.8k	420.60	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.8	$1.1M	+79%	55k	20.86	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.8	$1.1M		14k	79.03	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.8	$1.1M		12k	94.57	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$1.1M	+4%	13k	82.84	View chart
Outlook Therapeutics Call Call Option (Principal) (OTLK)	0.7	$1.0M	-7%	655k	1.59	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.7	$1.0M	+54%	42k	24.66	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$989k		34k	28.96	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.7	$973k		15k	66.45	View chart
Visa Com Cl A (V)	0.7	$942k		2.7k	343.14	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$925k	-2%	16k	56.48	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$917k		3.1k	300.45	View chart
MasTec (MTZ)	0.6	$895k		2.2k	416.06	View chart
Raytheon Technologies Corp (RTX)	0.6	$867k	-3%	4.6k	189.73	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.6	$860k		1.6k	522.39	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.6	$829k	+17%	17k	49.89	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$815k		14k	59.69	View chart
Invesco Exchange Traded Fd T Pharmaceuticals (PJP)	0.5	$796k	-2%	6.7k	118.45	View chart
Waste Management (WM)	0.5	$796k		3.6k	222.88	View chart
Paccar (PCAR)	0.5	$717k	-2%	6.0k	120.12	View chart
Emerson Electric (EMR)	0.5	$715k	-3%	5.0k	143.15	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.5	$675k		10k	67.56	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	0.5	$675k		3.6k	186.86	View chart
Lam Research Corp Com New (LRCX)	0.5	$673k		1.6k	433.33	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$672k		19k	36.13	View chart
Palantir Technologies Cl A (PLTR)	0.5	$663k	-4%	5.7k	116.67	View chart
Advanced Micro Devices (AMD)	0.5	$657k		1.1k	580.91	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$643k	+483%	7.5k	86.14	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	0.4	$641k		29k	22.51	View chart
Oracle Corporation (ORCL)	0.4	$621k		4.2k	146.55	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$620k		2.6k	242.99	View chart
Chevron Corporation (CVX)	0.4	$620k		3.7k	165.76	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.4	$619k		11k	57.67	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.4	$615k		14k	43.14	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.4	$607k	-2%	8.0k	75.45	View chart
Sterling Construction Company (STRL)	0.4	$590k		703.00	839.36	View chart
ConocoPhillips (COP)	0.4	$572k	-4%	5.5k	103.96	View chart
United Rentals (URI)	0.4	$566k		500.00	1132.89	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.4	$557k		5.8k	96.46	View chart
Highland Opps & Income Highland Income (HFRO)	0.4	$546k	-16%	77k	7.13	View chart
Walt Disney Company (DIS)	0.4	$528k	-2%	5.5k	96.25	View chart
Stryker Corporation (SYK)	0.4	$528k	-2%	1.7k	314.90	View chart
Vertiv Holdings Com Cl A (VRT)	0.4	$524k		1.6k	334.82	View chart
S&p Global (SPGI)	0.3	$490k		1.2k	407.26	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$463k		17k	27.70	View chart
Bank of New York Mellon Corporation (BNY)	0.3	$448k		3.1k	144.61	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$441k		4.0k	110.32	View chart
Core Scientific (CORZ)	0.3	$440k		17k	25.59	View chart
Putnam Premier Income Tr Sh Ben Int (PPT)	0.3	$430k	+26%	123k	3.49	View chart
Unilever Spon Adr New (UL)	0.3	$424k	-2%	7.0k	60.12	View chart
Pepsi (PEP)	0.3	$403k		3.0k	135.40	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.3	$399k	+7%	3.4k	118.99	View chart
Argan (AGX)	0.3	$397k		497.00	798.55	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.3	$396k		5.1k	77.03	View chart
Cummins (CMI)	0.3	$392k		550.00	713.21	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.3	$379k	NEW	2.2k	170.86	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$366k		3.8k	96.43	View chart
Home Depot (HD)	0.3	$366k		1.0k	352.68	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$356k		5.0k	71.25	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$356k		9.8k	36.26	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.2	$354k	-4%	16k	22.61	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$352k	+2%	4.3k	81.06	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$347k		2.6k	133.25	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.2	$327k		6.3k	51.78	View chart
Becton, Dickinson and (BDX)	0.2	$317k		2.1k	151.33	View chart
Applied Materials (AMAT)	0.2	$314k		434.00	723.00	View chart
Qualcomm (QCOM)	0.2	$314k		1.7k	184.79	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$299k	-5%	3.3k	91.57	View chart
Gilead Sciences (GILD)	0.2	$288k		2.3k	126.34	View chart
Iqvia Holdings (IQV)	0.2	$282k	+811%	1.5k	193.22	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$280k		1.7k	164.60	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.2	$274k	+24%	7.1k	38.58	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$272k	+87%	4.8k	56.16	View chart
Terex Corporation (TEX)	0.2	$272k		3.8k	72.39	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$263k		766.00	342.83	View chart
Xplr Infrastructure Com Unit Part In (XIFR)	0.2	$262k	+29%	22k	11.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$261k	+61%	3.6k	73.41	View chart
Texas Instruments Incorporated (TXN)	0.2	$250k		839.00	298.07	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$242k	-4%	2.2k	109.43	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$240k	+57%	1.1k	217.93	View chart
Abbott Laboratories (ABT)	0.2	$235k		2.6k	90.74	View chart
Intel Corporation (INTC)	0.2	$232k		1.7k	139.63	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$228k		2.1k	109.07	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$225k		2.6k	86.42	View chart
Medpace Hldgs (MEDP)	0.2	$220k		415.00	529.59	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$219k	+1201%	1.2k	177.47	View chart
Us Bancorp Com New (USB)	0.2	$218k		3.6k	60.40	View chart
Medtronic SHS (MDT)	0.1	$214k	-2%	2.7k	78.23	View chart
Procter & Gamble Company (PG)	0.1	$210k		1.4k	146.64	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.1	$209k	-4%	5.4k	38.79	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$208k	-2%	3.1k	67.63	View chart
Wal-Mart Stores (WMT)	0.1	$207k	-3%	1.8k	113.27	View chart
Boise Cascade (BCC)	0.1	$207k		2.7k	77.63	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$203k	NEW	6.9k	29.43	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.1	$202k		1.3k	158.25	View chart
Innovator Etfs Trust Equity Managd 10 (XBFR)	0.1	$200k	+63%	7.5k	26.62	View chart
D.R. Horton (DHI)	0.1	$199k	-2%	1.2k	162.88	View chart
Charles Schwab Corporation (SCHW)	0.1	$198k		2.1k	92.27	View chart
Exxon Mobil Corporation (XOM)	0.1	$197k		1.4k	136.72	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.1	$192k	+9%	2.8k	69.50	View chart
Constellation Energy (CEG)	0.1	$191k		770.00	248.37	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$190k	+7%	254.00	746.77	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$189k	+29%	5.5k	34.27	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$186k		1.8k	103.88	View chart
TJX Companies (TJX)	0.1	$180k		1.2k	151.50	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$180k	+228%	3.6k	49.78	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$177k	+4%	1.8k	100.81	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$175k		2.0k	88.54	View chart
Truist Financial Corp equities (TFC)	0.1	$166k		3.3k	49.82	View chart
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)	0.1	$163k	+14%	2.8k	59.31	View chart
Anthem (ELV)	0.1	$162k	+296%	420.00	386.73	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$161k	+28%	1.1k	148.31	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$160k		7.0k	22.90	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$159k		431.00	368.38	View chart
American Electric Power Company (AEP)	0.1	$158k		1.2k	136.81	View chart
Goldman Sachs (GS)	0.1	$152k		150.00	1011.37	View chart
Target Corporation (TGT)	0.1	$145k		1.1k	130.66	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$145k		925.00	156.30	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$143k	+4%	747.00	191.75	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.1	$137k	-9%	10k	13.71	View chart
Chubb (CB)	0.1	$136k		400.00	340.74	View chart
Flowserve Corporation (FLS)	0.1	$131k	+6%	1.8k	74.16	View chart
Intercontinental Exchange (ICE)	0.1	$130k	+2597%	1.1k	123.11	View chart
Abbvie (ABBV)	0.1	$129k		513.00	251.64	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$124k		3.0k	41.43	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.1	$124k	+640%	2.4k	52.72	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$123k		1.6k	76.55	View chart
Northrop Grumman Corporation (NOC)	0.1	$122k		239.00	509.31	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$117k		7.0k	16.70	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.1	$116k	-7%	1.5k	77.58	View chart
Spdr Series Trust St Str Tips Etf (SPIP)	0.1	$114k	-10%	4.4k	25.68	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$114k	+1115%	3.4k	33.84	View chart
Ishares Tr Asia 50 Etf (AIA)	0.1	$113k		800.00	141.66	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$109k		1.1k	96.44	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$109k		358.00	303.12	View chart
Bristol Myers Squibb (BMY)	0.1	$109k		1.9k	57.62	View chart
Palo Alto Networks (PANW)	0.1	$108k		318.00	341.02	View chart
Ge Aerospace Com New (GE)	0.1	$108k		289.00	374.12	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$106k		500.00	212.77	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.1	$106k	+3%	1.6k	67.58	View chart
Matson (MATX)	0.1	$106k		549.00	192.23	View chart
Cameco Corporation (CCJ)	0.1	$104k	-11%	1.0k	101.86	View chart
Johnson & Johnson (JNJ)	0.1	$103k	-16%	407.00	253.97	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$103k	+183%	2.6k	40.21	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$100k	-4%	1.3k	77.91	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$99k	+6%	1.1k	89.85	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$99k	+2364%	1.5k	68.01	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$97k		1.8k	53.11	View chart
Waters Corporation (WAT)	0.1	$93k		249.00	375.04	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$92k		3.6k	25.95	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$91k		1.8k	51.85	View chart
Gmo Etf Trust Gmo Intl Value (GMOI)	0.1	$90k	+100%	2.4k	37.48	View chart
SLB Com Stk (SLB)	0.1	$88k		1.9k	46.49	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$84k	-11%	1.9k	43.50	View chart
Kimberly-Clark Corporation (KMB)	0.1	$81k		740.00	109.77	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$79k	-7%	650.00	121.43	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$79k	-38%	573.00	137.53	View chart
Costco Wholesale Corporation (COST)	0.1	$77k		82.00	935.48	View chart
Marathon Petroleum Corp (MPC)	0.1	$77k		300.00	255.67	View chart
Innovator Etfs Trust Equit Defin Jul (JAJL)	0.1	$75k	NEW	2.5k	29.91	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$73k	-27%	1.2k	61.46	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$70k	-5%	1.9k	36.87	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.0	$69k	+47%	2.9k	23.85	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$66k	NEW	300.00	219.21	View chart
Novo-nordisk A S Adr (NVO)	0.0	$63k		1.3k	47.94	View chart
Eli Lilly & Co. (LLY)	0.0	$62k		52.00	1199.44	View chart
American Tower Reit (AMT)	0.0	$61k		375.00	163.57	View chart
Fiserv (FISV)	0.0	$61k	+42%	1.2k	49.05	View chart
Carnival Corp Common Shares (CCL)	0.0	$60k	NEW	2.1k	28.57	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.0	$59k		1.5k	39.31	View chart
Ge Vernova (GEV)	0.0	$55k		47.00	1174.87	View chart
Meta Platforms Cl A (META)	0.0	$55k	-2%	97.00	563.30	View chart
Omni (OMC)	0.0	$54k		745.00	72.83	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$54k		432.00	124.44	View chart
Ellsworth Fund (ECF)	0.0	$53k		4.0k	13.21	View chart
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU)	0.0	$53k		2.0k	25.81	View chart
Dimensional Etf Trust Intl Vec Equ Etf (DXIV)	0.0	$52k	NEW	736.00	70.00	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$48k		500.00	94.93	View chart
Xcel Energy (XEL)	0.0	$46k		578.00	80.30	View chart
Nike CL B (NKE)	0.0	$46k		1.1k	41.05	View chart
Ishares Tr Faln Angls Usd (FALN)	0.0	$44k		1.6k	27.24	View chart
Franklin Templeton Etf Tr Us Treas Bd Etf (FLGV)	0.0	$44k	NEW	2.2k	20.28	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.0	$43k		779.00	55.57	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$42k		446.00	93.92	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$41k		500.00	82.65	View chart
Coreweave Com Cl A (CRWV)	0.0	$41k	-7%	415.00	99.54	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.0	$40k		1.0k	39.80	View chart
ON Semiconductor (ON)	0.0	$38k		400.00	94.54	View chart
Principal Exchange Traded Intl Equity Etf (PIEQ)	0.0	$36k		1.0k	35.89	View chart
Merck & Co (MRK)	0.0	$36k	-8%	276.00	128.50	View chart
Cohen & Steers Real Estate O Shs Benfin Int (RLTY)	0.0	$35k		2.2k	15.74	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.0	$35k	+2573%	695.00	50.37	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.0	$35k	NEW	1.2k	28.05	View chart
Canadian Pacific Kansas City (CP)	0.0	$35k		400.00	86.65	View chart
Ball Corporation (BALL)	0.0	$34k		551.00	62.40	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$34k		1.4k	24.14	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$33k	NEW	594.00	55.18	View chart
Robert Half International (RHI)	0.0	$31k		998.00	30.70	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$30k		500.00	58.98	View chart
At&t (T)	0.0	$29k		1.4k	20.70	View chart
Bny Mellon Strategic Muns (LEO)	0.0	$29k		4.5k	6.46	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$28k		1.2k	23.68	View chart
Enbridge (ENB)	0.0	$28k		522.00	54.21	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.0	$28k		150.00	187.82	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$28k	+673%	232.00	119.52	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$27k		400.00	68.41	View chart
Main Street Capital Corporation (MAIN)	0.0	$27k		520.00	51.88	View chart
Union Pacific Corporation (UNP)	0.0	$27k	-26%	99.00	272.00	View chart
Bank of America Corporation (BAC)	0.0	$27k	-29%	467.00	56.98	View chart
Amcor Com New (AMCR)	0.0	$26k	+2539%	607.00	43.35	View chart
Kinder Morgan (KMI)	0.0	$25k		786.00	31.97	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$25k	-4%	110.00	227.06	View chart
Bausch Plus Lomb Corp Common Shares (BLCO)	0.0	$25k	+2365%	1.5k	16.56	View chart

Past Filings by Gilpin Wealth Management

SEC 13F filings are viewable for Gilpin Wealth Management going back to 2026

Gilpin Wealth Management 2026 Q2 filed July 24, 2026
Gilpin Wealth Management 2026 Q1 filed April 21, 2026

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