Gibbs Wealth Management Portfolio Stock Holdings
According to the SEC 13F filed on October 22, 2026, Gibbs Wealth Management disclosed 505 stock positions valued at approximately $951.91M as of quarter-end September 30, 2026. The largest holdings include SPDR SERIES TRUST, SPDR INDEX SHS FDS, and SPDR SERIES TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 505
- Portfolio Value
- $951.91M
Holdings by Sector
Gibbs Wealth Management Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPYG | Other | 5.71% | 441,601 | +53,140 | +13.68% | $54,352,469 |
| SPDR INDEX SHS FDS | SPDW | Other | 3.99% | 755,542 | -8,647 | -1.13% | $37,935,753 |
| SPDR SERIES TRUST | SPYV | Other | 3.51% | 547,098 | +82,764 | +17.82% | $33,444,142 |
| NVIDIA CORPORATION | NVDA | Technology | 3.31% | 137,914 | +24,938 | +22.07% | $31,496,809 |
| ISHARES TR | SHYG | Other | 2.70% | 622,219 | +76,384 | +13.99% | $25,666,551 |
| SPDR SERIES TRUST | SPMB | Other | 2.29% | 1,031,583 | +145,839 | +16.47% | $21,807,663 |
| ISHARES TR | GOVT | Other | 2.22% | 966,935 | +109,903 | +12.82% | $21,146,896 |
| APPLE INC | AAPL | Technology | 1.99% | 56,900 | +13,503 | +31.12% | $18,948,422 |
| SPDR SERIES TRUST | SPSM | Other | 1.92% | 345,592 | +55,868 | +19.28% | $18,268,003 |
| MICROSOFT CORP | MSFT | Technology | 1.86% | 34,575 | +7,397 | +27.22% | $17,733,194 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 1.83% | 222,936 | +30,187 | +15.66% | $17,458,148 |
| SPDR SERIES TRUST | SPTL | Other | 1.82% | 725,230 | +98,474 | +15.71% | $17,296,741 |
| SPDR INDEX SHS FDS | SPEM | Other | 1.74% | 320,037 | +46,059 | +16.81% | $16,565,141 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.59% | 60,912 | +18,452 | +43.46% | $15,176,245 |
| NORTHERN LTS FD TR IV | SECT | Other | 1.51% | 200,946 | -1,645 | -0.81% | $14,377,658 |
| ALPHABET INC | GOOGL | Communication Services | 1.48% | 40,841 | +8,232 | +25.24% | $14,052,536 |
| META PLATFORMS INC | META | Communication Services | 1.25% | 16,420 | +3,388 | +26.00% | $11,907,668 |
| ANALOG DEVICES INC | ADI | Technology | 1.24% | 29,819 | +309 | +1.05% | $11,829,499 |
| APPLIED MATLS INC | AMAT | Technology | 0.98% | 18,192 | +1,884 | +11.55% | $9,303,254 |
| SPDR SERIES TRUST | BIL | Other | 0.96% | 99,517 | +12,296 | +14.10% | $9,119,721 |
| TESLA INC | TSLA | Consumer Cyclical | 0.95% | 25,503 | +3,168 | +14.18% | $9,048,720 |
| BROADCOM INC | AVGO | Technology | 0.91% | 24,675 | +7,246 | +41.57% | $8,665,969 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.88% | 113,783 | +11,390 | +11.12% | $8,397,254 |
| SPDR SERIES TRUST | SPSB | Other | 0.85% | 274,563 | +35,528 | +14.86% | $8,124,300 |
| VISA INC | V | Financial Services | 0.84% | 22,293 | +2,782 | +14.26% | $8,010,744 |
| ALPHABET INC | GOOG | Communication Services | 0.76% | 21,357 | +3,981 | +22.91% | $7,276,958 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.68% | 19,488 | +2,266 | +13.16% | $6,447,596 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.68% | 6,041 | +2,085 | +52.70% | $6,434,834 |
| SSGA ACTIVE ETF TR | RLY | Other | 0.64% | 168,453 | +27,785 | +19.75% | $6,096,312 |
| ELI LILLY & CO | LLY | Healthcare | 0.63% | 5,142 | +600 | +13.21% | $5,950,054 |
Showing 30 of 505 holdings in the latest reporting period.
Gibbs Wealth Management Options Holdings in Q3 2026
Showing 3 of 3 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.