Gibbs Wealth Management Portfolio Stock Holdings
According to the SEC 13F filed on May 13, 2026, Gibbs Wealth Management disclosed 424 stock positions valued at approximately $758.98M as of quarter-end March 31, 2026. The largest holdings include SPDR SERIES TRUST, SPDR INDEX SHS FDS, and SPDR SERIES TRUST.
- Report Period
- March 31, 2026
- No. of Stocks
- 424
- Portfolio Value
- $758.98M
Holdings by Sector
Gibbs Wealth Management Portfolio Holdings in Q1 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPYG | Other | 5.08% | 393,753 | +225,437 | +133.94% | $38,552,403 |
| SPDR INDEX SHS FDS | SPDW | Other | 4.30% | 715,139 | +399,621 | +126.66% | $32,646,104 |
| SPDR SERIES TRUST | SPYV | Other | 3.24% | 434,660 | +245,756 | +130.10% | $24,593,096 |
| ISHARES TR | SHYG | Other | 2.89% | 518,491 | +236,880 | +84.12% | $21,937,343 |
| NVIDIA CORPORATION | NVDA | Technology | 2.67% | 116,374 | +73,862 | +173.74% | $20,295,624 |
| ISHARES TR | GOVT | Other | 2.58% | 853,799 | +323,291 | +60.94% | $19,560,541 |
| SPDR SERIES TRUST | SPMB | Other | 2.49% | 843,445 | +386,993 | +84.78% | $18,884,736 |
| SPDR SERIES TRUST | SPTL | Other | 2.08% | 599,839 | +265,040 | +79.16% | $15,775,771 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 2.07% | 189,502 | +76,017 | +66.98% | $15,681,305 |
| SPDR SERIES TRUST | SPSM | Other | 1.72% | 269,984 | +153,728 | +132.23% | $13,045,621 |
| NORTHERN LTS FD TR IV | SECT | Other | 1.69% | 212,191 | +40,132 | +23.32% | $12,814,218 |
| SPDR INDEX SHS FDS | SPEM | Other | 1.53% | 247,499 | +135,460 | +120.90% | $11,610,138 |
| MICROSOFT CORP | MSFT | Technology | 1.44% | 29,554 | +12,502 | +73.32% | $10,939,933 |
| APPLE INC | AAPL | Technology | 1.40% | 41,850 | +22,497 | +116.25% | $10,621,054 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.32% | 48,162 | +16,901 | +54.06% | $10,030,714 |
| ALPHABET INC | GOOGL | Communication Services | 1.32% | 34,738 | +19,904 | +134.18% | $9,989,389 |
| ANALOG DEVICES INC | ADI | Technology | 1.24% | 29,627 | +29,627 | +100.00% | $9,425,534 |
| SPDR SERIES TRUST | BIL | Other | 1.21% | 100,526 | +30,526 | +43.61% | $9,212,252 |
| META PLATFORMS INC | META | Communication Services | 1.09% | 14,424 | +10,784 | +296.26% | $8,252,442 |
| TESLA INC | TSLA | Consumer Cyclical | 1.08% | 22,064 | +15,466 | +234.40% | $8,202,292 |
| SPDR SERIES TRUST | SPSB | Other | 0.95% | 240,202 | +89,134 | +59.00% | $7,222,875 |
| VISA INC | V | Financial Services | 0.94% | 23,609 | +10,131 | +75.17% | $7,135,758 |
| APPLIED MATLS INC | AMAT | Technology | 0.81% | 17,898 | +14,007 | +359.98% | $6,117,359 |
| ALPHABET INC | GOOG | Communication Services | 0.80% | 21,207 | +9,050 | +74.44% | $6,102,196 |
| ORACLE CORP | ORCL | Technology | 0.79% | 40,516 | +14,902 | +58.18% | $5,960,281 |
| BROADCOM INC | AVGO | Technology | 0.76% | 18,674 | +7,335 | +64.69% | $5,779,929 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.75% | 92,546 | +49,407 | +114.53% | $5,674,958 |
| BOEING CO | BA | Industrials | 0.74% | 28,171 | +19,208 | +214.30% | $5,606,874 |
| NETFLIX INC. | NFLX | Communication Services | 0.72% | 57,128 | +43,295 | +312.98% | $5,492,819 |
| ELI LILLY & CO | LLY | Healthcare | 0.72% | 5,940 | +282 | +4.98% | $5,463,788 |
Showing 30 of 424 holdings in the latest reporting period.
Gibbs Wealth Management Options Holdings in Q1 2026
Showing 3 of 3 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.