Gibson Capital, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 23, 2026, Gibson Capital, Llc disclosed 92 stock positions valued at approximately $589.17M as of quarter-end September 30, 2026. The largest holdings include VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF, VANGUARD REAL ESTATE ETF, and BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF.
- Report Period
- September 30, 2026
- No. of Stocks
- 92
- Portfolio Value
- $589.17M
Holdings by Sector
Gibson Capital, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | VTI | Other | 53.93% | 849,089 | +4,628 | +0.55% | $317,762,929 |
| VANGUARD REAL ESTATE ETF | VNQ | Other | 21.21% | 1,394,443 | -839 | -0.06% | $124,983,959 |
| BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF | BSVO | Other | 3.37% | 710,073 | +53,766 | +8.19% | $19,853,002 |
| DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | DFSU | Other | 2.93% | 365,765 | -10,000 | -2.66% | $17,253,135 |
| BERKSHIRE HATHAWAY INC DEL CL A | BRK-A | Financial Services | 2.66% | 21 | - | - | $15,687,105 |
| VANGUARD MORNINGSTAR LARGE-CAP ETF | VV | Other | 2.09% | 35,064 | - | - | $12,337,268 |
| VANGUARD DIVIDEND APPRECIATION ETF | VIG | Other | 1.09% | 27,509 | - | - | $6,418,125 |
| INVESCO QQQ TRUST SERIES I | QQQ | Other | 0.94% | 7,459 | +6,416 | +615.15% | $5,517,944 |
| ISHARES GOLD TRUST | IAU | Other | 0.90% | 68,018 | -585 | -0.85% | $5,312,233 |
| ISHARES ESG MSCI KLD 400 ETF | DSI | Other | 0.61% | 24,715 | - | - | $3,612,839 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 0.58% | 6,836 | -1,053 | -13.35% | $3,403,987 |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | Other | 0.51% | 24,164 | +16,444 | +213.01% | $3,026,783 |
| VANGUARD S&P 500 ETF | VOO | Other | 0.49% | 4,160 | -41 | -0.98% | $2,915,578 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 0.47% | 3,595 | +3,595 | +100.00% | $2,741,655 |
| NVIDIA CORPORATION COM | NVDA | Technology | 0.40% | 10,357 | -2,663 | -20.45% | $2,365,332 |
| AVANTIS EMERGING MARKETS VALUE ETF | AVES | Other | 0.38% | 34,761 | -1,840 | -5.03% | $2,263,984 |
| VANGUARD MORNINGSTAR MID-CAP ETF | VO | Other | 0.38% | 28,644 | - | - | $2,246,262 |
| MICROSOFT CORP COM | MSFT | Technology | 0.30% | 3,495 | -215 | -5.80% | $1,792,585 |
| APPLE INC COM | AAPL | Technology | 0.29% | 5,213 | -11,787 | -69.34% | $1,736,033 |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Other | 0.27% | 14,341 | -1,821 | -11.27% | $1,568,619 |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ITOT | Other | 0.26% | 9,115 | -84 | -0.91% | $1,515,642 |
| VANGUARD MORNINGSTAR SMALL-CAP ETF | VB | Other | 0.23% | 4,827 | -329 | -6.38% | $1,373,233 |
| ISHARES S&P 500 GROWTH ETF | IVW | Other | 0.21% | 8,811 | +8,811 | +100.00% | $1,253,453 |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | Other | 0.21% | 4,945 | +2,799 | +130.43% | $1,226,014 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 0.18% | 1,391 | - | - | $1,065,398 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 0.17% | 3,946 | -2,311 | -36.93% | $983,022 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.16% | 20,305 | -224 | -1.09% | $961,239 |
| STATE STREET SPDR DOW JONES REIT ETF | RWR | Other | 0.16% | 8,995 | - | - | $943,755 |
| ISHARES RUSSELL 1000 ETF | IWB | Other | 0.16% | 2,208 | +1,250 | +130.48% | $918,815 |
| DIMENSIONAL EMERGING MARKETS VALUE ETF | DFEV | Other | 0.15% | 21,324 | -157 | -0.73% | $904,138 |
Showing 30 of 92 holdings in the latest reporting period.