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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, FTNT, VTI, AAPL, IVV, and represent 15.77% of Gilpin Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPYV, AMZN, BIL, OUNZ, AAPL, Exxon Mobil Corp, MSFT, PDI, SCHX, FTCB.
Started 425 new stock positions in CDW, PBH, IVZ, NEU, LBTYA, TSN, IBKR, BE, ABNB, BSX.
Reduced shares in these 10 stocks: VLUE, PCAR, FTNT, DFSV, AOK, PLTR, , HFRO, TLH, ABT.
Sold out of its positions in ARKK, ASO, AHCO, BIRD, AIEQ, ARI, ARR, APAM, AVNS, BOOT.
Gilpin Wealth Management was a net buyer of stock by $4.2M.
Gilpin Wealth Management has $148M in assets under management (AUM), dropping by 2.22%.
Central Index Key (CIK): 0002058144

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Portfolio Holdings for Gilpin Wealth Management

Gilpin Wealth Management holds 1421 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Gilpin Wealth Management has 1421 total positions. Only the first 250 positions are shown.

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Download the Gilpin Wealth Management September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	4.0	$5.9M		26k	228.38	View chart
Fortinet (FTNT)	3.3	$4.9M	-4%	27k	178.76	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	2.9	$4.4M		12k	374.24	View chart
Apple (AAPL)	2.8	$4.2M	+8%	13k	333.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.7	$4.1M	-2%	5.3k	765.85	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.5	$3.7M		16k	231.63	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	2.3	$3.4M		110k	30.84	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	2.2	$3.3M	+36%	36k	91.64	View chart
Microsoft Corporation (MSFT)	2.1	$3.1M	+9%	6.0k	512.88	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.0	$2.9M		8.5k	344.08	View chart
Spdr Series Trust St Str P500val (SPYV)	1.8	$2.6M	+96%	43k	61.13	View chart
Ishares Tr Msci Usa Value (VLUE)	1.7	$2.5M	-44%	13k	198.00	View chart
Amazon (AMZN)	1.7	$2.5M	+54%	10k	249.15	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	1.7	$2.5M	-2%	76k	32.28	View chart
JPMorgan Chase & Co. (JPM)	1.6	$2.4M	+2%	7.3k	330.83	View chart
Ishares Tr Core 30 70 Etf (AOK)	1.6	$2.3M	-8%	57k	40.33	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	1.5	$2.2M	-2%	44k	50.79	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.3	$1.9M	+2%	38k	50.37	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	1.3	$1.9M		64k	29.59	View chart
Ishares Tr Core Div Grwth (DGRO)	1.2	$1.7M		23k	75.39	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	1.1	$1.7M		86k	19.77	View chart
Amgen (AMGN)	1.1	$1.7M	-2%	4.0k	421.54	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$1.6M	-2%	4.6k	340.74	View chart
Enterprise Products Partners (EPD)	1.0	$1.5M		42k	35.61	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.0	$1.5M		46k	32.53	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.0	$1.5M		3.6k	416.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$1.4M	-7%	2.8k	497.95	View chart
Wells Fargo & Company (WFC)	1.0	$1.4M		18k	80.05	View chart
Spdr Series Trust St Str Conv Etf (CWB)	1.0	$1.4M	-2%	14k	101.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$1.3M		19k	71.95	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.9	$1.3M		15k	92.05	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$1.3M		13k	96.88	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.9	$1.3M	+18%	65k	19.74	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$1.2M		1.8k	700.86	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.8	$1.2M		24k	50.21	View chart
Cisco Systems (CSCO)	0.8	$1.2M	+2%	11k	107.63	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.8	$1.2M	+11%	13k	89.31	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$1.1M		13k	81.16	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$1.1M		14k	77.25	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.7	$1.0M	+3%	43k	24.10	View chart
Tesla Motors (TSLA)	0.7	$1.0M		2.9k	354.81	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$1.0M		34k	29.31	View chart
Visa Com Cl A (V)	0.7	$982k		2.7k	359.38	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.7	$972k	-11%	11k	92.17	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$904k		16k	56.22	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.6	$886k	+25%	10k	87.80	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.6	$878k	-2%	14k	61.58	View chart
Palantir Technologies Cl A (PLTR)	0.6	$865k	-18%	4.6k	187.05	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.6	$853k	+5%	18k	48.74	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$842k		3.0k	277.89	View chart
Kla Corp Com New (KLAC)	0.6	$833k		4.3k	194.93	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.6	$825k		1.6k	508.55	View chart
Raytheon Technologies Corp (RTX)	0.6	$816k	-3%	4.4k	185.65	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$813k		14k	59.31	View chart
Invesco Exchange Traded Fd T Pharmaceuticals (PJP)	0.5	$803k	-3%	6.5k	123.31	View chart
ConocoPhillips (COP)	0.5	$765k	+11%	6.1k	125.15	View chart
Chevron Corporation (CVX)	0.5	$756k		3.7k	204.21	View chart
Emerson Electric (EMR)	0.5	$753k	-2%	4.9k	155.10	View chart
Advanced Micro Devices (AMD)	0.5	$734k	+6%	1.2k	611.76	View chart
Waste Management (WM)	0.5	$706k	-3%	3.5k	203.92	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	0.5	$684k		3.6k	190.11	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$676k	+11%	21k	32.63	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.5	$669k	NEW	17k	39.90	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.4	$663k		7.4k	90.11	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	0.4	$625k		28k	22.37	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.4	$609k	-3%	9.7k	63.04	View chart
Oracle Corporation (ORCL)	0.4	$602k	+3%	4.4k	137.30	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.4	$580k		2.5k	231.03	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.4	$571k		14k	40.58	View chart
Walt Disney Company (DIS)	0.4	$565k		5.4k	104.90	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.4	$562k		5.8k	97.44	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.4	$524k	-7%	9.9k	52.86	View chart
Lam Research Corp Com New (LRCX)	0.3	$508k		1.5k	328.51	View chart
United Rentals (URI)	0.3	$500k		500.00	1000.78	View chart
Franklin Premier Income Tr Sh Ben Int (PPT)	0.3	$468k	+15%	143k	3.28	View chart
Stryker Corporation (SYK)	0.3	$460k		1.7k	275.44	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$460k		17k	27.47	View chart
S&p Global (SPGI)	0.3	$455k	-4%	1.2k	394.47	View chart
MasTec (MTZ)	0.3	$436k	-5%	2.0k	213.62	View chart
Bank of New York Mellon Corporation (BNY)	0.3	$429k	-4%	3.0k	144.63	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$427k		4.0k	106.71	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.3	$426k	+3%	3.5k	123.08	View chart
Unilever Spon Adr New (UL)	0.3	$417k	-2%	6.9k	60.73	View chart
Outlook Therapeutics Call Call Option (Principal) (OTLK)	0.3	$416k	+10%	725k	0.57	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$410k	+98%	14k	30.00	View chart
Iqvia Holdings (IQV)	0.3	$393k		1.5k	268.85	View chart
Becton, Dickinson and (BDX)	0.2	$369k		2.1k	179.00	View chart
Proshares Tr S&p Smallcap 600 (SMDV)	0.2	$368k		5.1k	71.72	View chart
Pepsi (PEP)	0.2	$368k	-2%	2.9k	126.72	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$362k	+2%	5.1k	70.61	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$356k		9.8k	36.45	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$351k	-6%	1.5k	241.31	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$348k	+254%	25k	14.03	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$345k		4.4k	78.29	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.2	$343k	-2%	15k	22.54	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$342k	-3%	1.2k	285.45	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.2	$341k		2.3k	150.86	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$341k		3.8k	89.63	View chart
Gilead Sciences (GILD)	0.2	$340k		2.3k	149.05	View chart
Highland Opps & Income Highland Income (HFRO)	0.2	$335k	-34%	50k	6.66	View chart
Qualcomm (QCOM)	0.2	$329k	+5%	1.8k	184.04	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.2	$317k	-3%	6.1k	51.76	View chart
Sterling Construction Company (STRL)	0.2	$297k	-14%	603.00	491.78	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$292k	+8%	2.8k	103.24	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.2	$292k	+5%	7.5k	38.95	View chart
Home Depot (HD)	0.2	$289k		1.0k	284.49	View chart
Exxonmobil Holdings Corp Com Shs	0.2	$284k	NEW	1.7k	162.75	View chart
Cummins (CMI)	0.2	$284k		550.00	516.57	View chart
Core Scientific (CORZ)	0.2	$275k		17k	15.98	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$273k		1.7k	160.74	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$263k	+36%	7.5k	34.95	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$259k	-8%	3.0k	86.48	View chart
Medpace Hldgs (MEDP)	0.2	$252k	-2%	403.00	624.18	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$249k		3.6k	70.15	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$245k		773.00	317.34	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.2	$238k		1.1k	216.08	View chart
Medtronic SHS (MDT)	0.2	$238k		2.8k	86.29	View chart
Texas Instruments Incorporated (TXN)	0.2	$236k		841.00	280.09	View chart
Abbvie (ABBV)	0.2	$234k	+74%	893.00	261.59	View chart
Intel Corporation (INTC)	0.2	$227k	+13%	1.9k	120.23	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$223k	+10%	2.9k	77.78	View chart
Applied Materials (AMAT)	0.1	$220k		431.00	511.38	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$220k	-15%	4.1k	54.10	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$220k	-4%	2.1k	104.04	View chart
Innovator Etfs Trust Equity Managd 10 (XBFR)	0.1	$218k	+7%	8.1k	26.87	View chart
salesforce (CRM)	0.1	$213k	+826%	926.00	229.57	View chart
Charles Schwab Corporation (SCHW)	0.1	$210k		2.2k	97.74	View chart
Us Bancorp Com New (USB)	0.1	$209k		3.6k	57.76	View chart
Procter & Gamble Company (PG)	0.1	$209k		1.4k	145.28	View chart
Dfa Invt Dimensions Group In U.s. Sml Cp Val	0.1	$202k	NEW	5.4k	37.47	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.1	$201k		1.3k	157.68	View chart
Boise Cascade (BCC)	0.1	$198k		2.7k	74.15	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.1	$197k	+3%	2.9k	68.52	View chart
Servicenow (NOW)	0.1	$194k	+2796%	1.4k	134.01	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$193k		3.1k	62.90	View chart
Wal-Mart Stores (WMT)	0.1	$191k		1.8k	103.93	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$190k	-10%	1.9k	102.18	View chart
Xplr Infrastructure Com Unit Part In (XIFR)	0.1	$190k	-18%	18k	10.47	View chart
Argan (AGX)	0.1	$188k		496.00	377.95	View chart
Terex Corporation (TEX)	0.1	$187k	-5%	3.6k	52.60	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$186k		1.8k	103.89	View chart
Constellation Energy (CEG)	0.1	$183k	-6%	721.00	254.02	View chart
Franklin Templeton Etf Tr Us Treas Bd Etf (FLGV)	0.1	$182k	+332%	9.4k	19.43	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$182k	+3%	3.8k	48.46	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$180k	+79%	2.6k	69.26	View chart
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)	0.1	$179k	+12%	3.1k	57.98	View chart
Target Corporation (TGT)	0.1	$175k		1.1k	156.74	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$171k		2.0k	86.80	View chart
Intercontinental Exchange (ICE)	0.1	$170k	+6%	1.1k	152.03	View chart
Anthem (ELV)	0.1	$166k		426.00	388.82	View chart
TJX Companies (TJX)	0.1	$161k	+2%	1.2k	132.31	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$159k	-17%	209.00	762.63	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$159k	-3%	418.00	380.84	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$159k	-9%	1.6k	100.55	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.1	$156k	+40%	3.3k	47.19	View chart
Truist Financial Corp equities (TFC)	0.1	$154k		3.3k	46.30	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$153k		7.0k	21.92	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$153k	+26%	4.3k	35.93	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$152k	+2%	1.1k	136.04	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$151k	+14%	855.00	177.11	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$141k		925.00	152.07	View chart
D.R. Horton (DHI)	0.1	$138k	-17%	1.0k	136.65	View chart
Abbott Laboratories (ABT)	0.1	$138k	-46%	1.4k	98.83	View chart
American Electric Power Company (AEP)	0.1	$137k		1.2k	118.64	View chart
Goldman Sachs (GS)	0.1	$135k		150.00	900.36	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$133k	+16%	1.3k	103.09	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$131k		3.6k	36.95	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$127k		1.6k	79.14	View chart
Palo Alto Networks (PANW)	0.1	$127k		319.00	397.31	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$127k		3.0k	42.19	View chart
Flowserve Corporation (FLS)	0.1	$122k	-5%	1.7k	73.12	View chart
Matson (MATX)	0.1	$121k		549.00	219.64	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.1	$120k	-5%	9.4k	12.74	View chart
Innovator Etfs Trust Equit Defin Jul (JAJL)	0.1	$118k	+56%	3.9k	30.26	View chart
Bristol Myers Squibb (BMY)	0.1	$118k		1.9k	62.40	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.1	$117k	+7%	1.7k	69.17	View chart
Northrop Grumman Corporation (NOC)	0.1	$116k		239.00	483.48	View chart
McDonald's Corporation (MCD)	0.1	$116k	NEW	500.00	230.94	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$115k	+14%	2.9k	39.31	View chart
M&T Bank Corporation (MTB)	0.1	$114k	NEW	523.00	217.60	View chart
Ishares Tr Asia 50 Etf (AIA)	0.1	$114k		800.00	142.17	View chart
Johnson & Johnson (JNJ)	0.1	$112k	+3%	422.00	264.74	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.1	$111k		1.5k	74.01	View chart
Eli Lilly & Co. (LLY)	0.1	$110k	+82%	95.00	1157.08	View chart
Cameco Corporation (CCJ)	0.1	$108k	+21%	1.2k	86.67	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$106k	+256%	2.1k	50.14	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$105k	-6%	1.7k	61.50	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$104k		500.00	208.02	View chart
Spdr Series Trust St Str Tips Etf (SPIP)	0.1	$104k	-4%	4.2k	24.37	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.1	$102k		358.00	284.49	View chart
Meta Platforms Cl A (META)	0.1	$100k	+42%	138.00	725.18	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$99k		1.3k	76.40	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$98k	NEW	610.00	160.33	View chart
Chubb (CB)	0.1	$98k	-25%	300.00	325.25	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$94k	-8%	1.0k	90.84	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$94k	+2%	1.8k	51.87	View chart
Starbucks Corporation (SBUX)	0.1	$94k	+373%	995.00	93.96	View chart
Ge Aerospace Com New (GE)	0.1	$94k	+3%	299.00	312.61	View chart
Norfolk Southern (NSC)	0.1	$93k	NEW	301.00	309.00	View chart
Merck & Co (MRK)	0.1	$93k	+131%	638.00	145.31	View chart
Gmo Etf Trust Gmo Intl Value (GMOI)	0.1	$92k	-2%	2.3k	39.65	View chart
SLB Com Stk (SLB)	0.1	$91k		1.9k	48.72	View chart
Dimensional Etf Trust Intl Vec Equ Etf (DXIV)	0.1	$88k	+65%	1.2k	72.01	View chart
Bank of America Corporation (BAC)	0.1	$85k	+235%	1.6k	54.43	View chart
Micron Technology (MU)	0.1	$80k	+275%	75.00	1065.12	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$79k		433.00	183.37	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$79k		1.9k	40.99	View chart
Marathon Petroleum Corp (MPC)	0.1	$79k	-33%	200.00	395.42	View chart
Costco Wholesale Corporation (COST)	0.1	$76k		83.00	910.35	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$74k		1.2k	61.26	View chart
Diamondback Energy (FANG)	0.0	$74k	NEW	400.00	183.81	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.0	$73k	+96%	2.4k	29.86	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.0	$72k	+6%	3.1k	23.59	View chart
Kimberly-Clark Corporation (KMB)	0.0	$72k		740.00	97.43	View chart
Fiserv (FISV)	0.0	$69k	+22%	1.5k	45.18	View chart
American Tower Reit (AMT)	0.0	$68k	+10%	414.00	163.69	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$66k		300.00	220.34	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$66k		1.9k	34.02	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$65k	-15%	550.00	117.53	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$65k	-20%	454.00	142.26	View chart
Omni (OMC)	0.0	$63k	+14%	854.00	73.63	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$62k	+248%	136.00	456.19	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.0	$60k		1.5k	40.28	View chart
Coca-Cola Company (KO)	0.0	$58k	NEW	669.00	86.08	View chart
Ge Vernova (GEV)	0.0	$56k	+25%	59.00	950.49	View chart
Novo-nordisk A S Adr (NVO)	0.0	$55k	+10%	1.4k	37.91	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$54k	+13%	569.00	94.17	View chart
Carnival Corp Common Shares (CCL)	0.0	$52k		2.1k	24.54	View chart
Broadcom (AVGO)	0.0	$51k	+186%	146.00	351.19	View chart
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU)	0.0	$51k		2.0k	24.87	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$50k	+48%	2.1k	23.86	View chart
Forgent Power Solutions Com Shs Cl A (FPS)	0.0	$49k	+333%	1.3k	37.44	View chart
Ellsworth Fund (ECF)	0.0	$47k		4.0k	11.72	View chart
Xcel Energy (XEL)	0.0	$44k	+8%	626.00	70.48	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.0	$44k		779.00	55.83	View chart
Union Pacific Corporation (UNP)	0.0	$43k	+60%	159.00	272.13	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$42k		446.00	93.85	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.0	$39k		1.0k	39.44	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.0	$39k	+15%	803.00	48.96	View chart
Innovator Etfs Trust Equi Dua 15 Apri	0.0	$38k	+187%	1.8k	20.59	View chart
Ishares Tr Faln Angls Usd (FALN)	0.0	$37k	-12%	1.4k	25.93	View chart
Nike CL B (NKE)	0.0	$37k	-7%	1.0k	35.40	View chart
Coreweave Com Cl A (CRWV)	0.0	$36k		416.00	87.12	View chart
Principal Exchange Traded Intl Equity Etf (PIEQ)	0.0	$36k		1.0k	36.01	View chart
Prologis (PLD)	0.0	$35k	NEW	270.00	129.84	View chart
At&t (T)	0.0	$35k		1.4k	24.40	View chart
Canadian Pacific Kansas City (CP)	0.0	$34k		400.00	85.10	View chart
Ball Corporation (BALL)	0.0	$34k	+10%	607.00	56.03	View chart
Innovator Etfs Trust Equi Du Di Janu (DDFJ)	0.0	$32k	+300%	1.6k	20.14	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.0	$31k	+33%	865.00	36.35	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 Q3 filed Oct. 9, 2026
Gilpin Wealth Management 2026 Q2 filed July 24, 2026
Gilpin Wealth Management 2026 Q1 filed April 21, 2026

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