Gibson Capital, Llc Portfolio Stock Holdings
Gibson Capital, Llc disclosed 87 stock positions valued at approximately $537.2 million in its latest SEC 13F filing. The largest holdings include VANGUARD TOTAL STOCK MARKET ETF, VANGUARD REAL ESTATE ETF, and BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF. The filing reflects positions held as of March 31, 2026 and was filed on April 17, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 87
- Portfolio Value
- $537.2M
Holdings by Sector
Gibson Capital, Llc Portfolio Holdings in Q1 2026
86 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET ETF | VTI | Other | 50.85% | 851,601 | -9,283 | -1.08% | $273,202,083 |
| VANGUARD REAL ESTATE ETF | VNQ | Other | 22.91% | 1,387,610 | +67,438 | +5.11% | $123,080,962 |
| BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF | BSVO | Other | 2.94% | 622,367 | +951 | +0.15% | $15,789,451 |
| DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | DFSU | Other | 2.87% | 375,765 | - | - | $15,440,184 |
| BERKSHIRE HATHAWAY INC DEL CL A | BRK-A | Financial Services | 2.81% | 21 | - | - | $15,080,940 |
| VANGUARD LARGE-CAP ETF | VV | Other | 1.96% | 35,294 | - | - | $10,547,612 |
| DUCOMMUN INC DEL COM | DCO | Industrials | 1.41% | 62,229 | -8,000 | -11.39% | $7,591,938 |
| ISHARES GOLD TRUST | IAU | Other | 1.15% | 70,267 | -4 | -0.01% | $6,194,769 |
| VANGUARD DIVIDEND APPRECIATION ETF | VIG | Other | 1.10% | 27,539 | - | - | $5,922,537 |
| DIMENSIONAL U.S. TARGETED VALUE ETF | DFAT | Other | 1.05% | 90,022 | -329 | -0.36% | $5,621,874 |
| APPLE INC COM | AAPL | Technology | 0.81% | 17,186 | +698 | +4.23% | $4,361,687 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 0.67% | 7,517 | +113 | +1.53% | $3,601,907 |
| ISHARES ESG MSCI KLD 400 ETF | DSI | Other | 0.56% | 24,717 | -24 | -0.10% | $2,995,453 |
| CATERPILLAR INC COM | CAT | Industrials | 0.54% | 4,117 | - | - | $2,916,737 |
| VANGUARD S&P 500 ETF | VOO | Other | 0.50% | 4,486 | -185 | -3.96% | $2,680,609 |
| NVIDIA CORPORATION COM | NVDA | Technology | 0.45% | 13,721 | -463 | -3.26% | $2,392,910 |
| AVANTIS EMERGING MARKETS VALUE ETF | AVES | Other | 0.41% | 36,620 | -405 | -1.09% | $2,196,467 |
| VANGUARD MID-CAP ETF | VO | Other | 0.39% | 7,213 | - | - | $2,071,429 |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Other | 0.32% | 17,001 | -3,735 | -18.01% | $1,697,734 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 0.26% | 6,807 | +552 | +8.82% | $1,417,617 |
| VANGUARD SMALL-CAP ETF | VB | Other | 0.25% | 5,176 | - | - | $1,355,698 |
| MICROSOFT CORP COM | MSFT | Technology | 0.25% | 3,649 | +22 | +0.61% | $1,350,663 |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ITOT | Other | 0.24% | 9,198 | +31 | +0.34% | $1,310,006 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 0.17% | 1,391 | - | - | $908,705 |
| STATE STREET SPDR DOW JONES REIT ETF | RWR | Other | 0.17% | 8,995 | - | - | $908,225 |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | Other | 0.15% | 1,930 | - | - | $822,952 |
| CHEVRON CORPORATION COM | CVX | Energy | 0.15% | 3,848 | +504 | +15.07% | $796,153 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.15% | 20,495 | -469 | -2.24% | $787,418 |
| DIMENSIONAL EMERGING MARKETS VALUE ETF | DFEV | Other | 0.14% | 21,478 | +107 | +0.50% | $768,473 |
| WALMART INC COM | WMT | Consumer Defensive | 0.14% | 6,165 | +46 | +0.75% | $766,186 |
| PHILIP MORRIS INTL INC COM | PM | Consumer Defensive | 0.13% | 4,340 | - | - | $717,576 |
| SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | FNDE | Other | 0.13% | 18,728 | -350 | -1.83% | $716,533 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 0.12% | 2,256 | +164 | +7.84% | $648,735 |
| ISHARES TIPS BOND ETF | TIP | Other | 0.12% | 5,840 | +673 | +13.02% | $644,459 |
| SCHWAB U.S. LARGE-CAP ETF | SCHX | Other | 0.12% | 25,049 | - | - | $642,256 |
| COSTCO WHOLESALE CORPORATION COM | COST | Consumer Defensive | 0.12% | 642 | -44 | -6.41% | $639,708 |
| ALTRIA GROUP INC COM | MO | Consumer Defensive | 0.12% | 9,556 | +22 | +0.23% | $630,568 |
| VANGUARD SMALL CAP VALUE ETF | VBR | Other | 0.12% | 2,899 | - | - | $629,808 |
| INVESCO QQQ TRUST SERIES I | QQQ | Other | 0.11% | 1,051 | +25 | +2.44% | $606,347 |
| GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF | JUST | Other | 0.11% | 6,156 | - | - | $569,408 |
| EXXON MOBIL CORP COM | XOM | Energy | 0.10% | 3,229 | +7 | +0.22% | $547,754 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | VEA | Other | 0.10% | 8,497 | +28 | +0.33% | $544,488 |
| FIDELITY ENHANCED LARGE CAP GROWTH ETF | FELG | Other | 0.10% | 14,121 | - | - | $529,406 |
| ELBIT SYS LTD ORD | M3760D101 | Other | 0.09% | 600 | - | - | $509,454 |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | Other | 0.09% | 5,346 | - | - | $495,788 |
| COCA COLA CO COM | KO | Consumer Defensive | 0.09% | 6,501 | - | - | $494,401 |
| 3M CO COM | MMM | Industrials | 0.09% | 3,245 | +3 | +0.09% | $471,253 |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | Other | 0.09% | 11,637 | +1 | +0.01% | $458,963 |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | Other | 0.09% | 2,146 | - | - | $458,536 |
| ORACLE CORP COM | ORCL | Technology | 0.09% | 3,115 | +1 | +0.03% | $458,247 |
| STRIVE 500 ETF | STRV | Other | 0.09% | 10,900 | -1,685 | -13.39% | $457,473 |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | Other | 0.08% | 7,820 | - | - | $444,098 |
| ISHARES MSCI EAFE ETF | EFA | Other | 0.08% | 4,357 | - | - | $423,195 |
| VISA INC COM CL A | V | Financial Services | 0.08% | 1,368 | +40 | +3.01% | $413,464 |
| ISHARES SILVER TRUST | SLV | Other | 0.08% | 5,981 | -322 | -5.11% | $407,545 |
| SCHWAB U.S. BROAD MARKET ETF | SCHB | Other | 0.08% | 16,074 | -946 | -5.56% | $403,457 |
| INTERNATIONAL BUSINESS MACHS COM | IBM | Technology | 0.07% | 1,572 | +4 | +0.26% | $380,954 |
| HOME DEPOT INC COM | HD | Consumer Cyclical | 0.07% | 1,151 | +22 | +1.95% | $378,552 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 0.07% | 1,283 | +28 | +2.23% | $377,408 |
| F N B CORP COM | FNB | Financial Services | 0.07% | 21,776 | - | - | $364,095 |
| PNC FINL SVCS GROUP INC COM | PNC | Financial Services | 0.07% | 1,704 | +1,704 | +100.00% | $354,539 |
| SPDR GOLD SHARES | GLD | Other | 0.06% | 800 | - | - | $344,232 |
| ISHARES RUSSELL 1000 ETF | IWB | Other | 0.06% | 958 | - | - | $341,584 |
| FIFTH THIRD BANCORP COM | FITB | Financial Services | 0.06% | 7,313 | - | - | $339,762 |
| MERCK & CO INC COM | MRK | Healthcare | 0.06% | 2,709 | -1 | -0.04% | $325,866 |
| STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | Other | 0.06% | 7,002 | - | - | $319,641 |
| EATON CORP PLC SHS | ETN | Other | 0.06% | 859 | +79 | +10.13% | $307,238 |
| META PLATFORMS INC CL A | META | Communication Services | 0.06% | 535 | +170 | +46.58% | $306,089 |
| PROCTER & GAMBLE CO COM | PG | Consumer Defensive | 0.05% | 1,888 | +8 | +0.43% | $272,645 |
| DESTINY TECH100 INC COM SHS | DXYZ | Other | 0.05% | 10,000 | +10,000 | +100.00% | $267,800 |
| VANGUARD INTERMEDIATE-TERM BOND ETF | BIV | Other | 0.05% | 3,250 | -345 | -9.60% | $250,835 |
| FREEDOM 100 EMERGING MARKETS ETF | FRDM | Other | 0.05% | 4,574 | - | - | $249,969 |
| COHERENT CORP COM | COHR | Technology | 0.04% | 1,000 | +1,000 | +100.00% | $238,210 |
| FIDELITY ENHANCED INTERNATIONAL ETF | FENI | Other | 0.04% | 6,403 | +284 | +4.64% | $238,207 |
| MASTERCARD INCORPORATED CL A | MA | Financial Services | 0.04% | 473 | -2 | -0.42% | $236,264 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 0.04% | 820 | - | - | $235,231 |
| ENCOMPASS HEALTH CORP COM | EHC | Healthcare | 0.04% | 2,431 | +101 | +4.33% | $235,154 |
| PALANTIR TECHNOLOGIES INC CL A | PLTR | Technology | 0.04% | 1,582 | - | - | $231,415 |
| ISHARES MSCI ACWI ETF | ACWI | Other | 0.04% | 1,645 | +1 | +0.06% | $227,611 |
| STRYKER CORPORATION COM | SYK | Healthcare | 0.04% | 682 | - | - | $224,099 |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Other | 0.04% | 7,143 | +7,143 | +100.00% | $219,147 |
| ISHARES CORE S&P US VALUE ETF | IUSV | Other | 0.04% | 2,106 | - | - | $215,339 |
| TESLA INC COM | TSLA | Consumer Cyclical | 0.04% | 578 | +578 | +100.00% | $214,872 |
| FASTENAL CO COM | FAST | Industrials | 0.04% | 4,622 | +4,622 | +100.00% | $214,461 |
| BLACKROCK INC COM | BLK | Other | 0.04% | 218 | -90 | -29.22% | $209,653 |
| LOCKHEED MARTIN CORP COM | LMT | Industrials | 0.04% | 336 | +336 | +100.00% | $203,075 |