Gibson Capital, LLC
13F Reported Value
ⓘ$537.2M
Holdings
87
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Gibson Capital, LLC disclosed 87 positions worth $537.2M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 7 new positions and exited 0 — including a new stake in $PNC. The portfolio is most concentrated in Other (88.8% of disclosed assets). All figures are sourced directly from Gibson Capital, LLC’s Form 13F-HR filing with the SEC under CIK 1427372.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
VANGUARD TOTAL STOCK MARKET ETF
—Quality
$273.2M851,601 shVANGUARD REAL ESTATE ETF
—Quality
$123.1M1,387,610 shBRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF
—Quality
$15.8M622,367 shDIMENSIONAL US SUSTAINABILITY CORE 1 ETF
—Quality
$15.4M375,765 sh- 64.5
Quality
$15.1M21 sh VANGUARD LARGE-CAP ETF
—Quality
$10.5M35,294 sh- 38.4
Quality
$7.6M62,229 sh - —
Quality
$6.2M70,267 sh VANGUARD DIVIDEND APPRECIATION ETF
—Quality
$5.9M27,539 shDIMENSIONAL U.S. TARGETED VALUE ETF
—Quality
$5.6M90,022 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET ETF | — | $273.2M | 851,601 |
| VANGUARD REAL ESTATE ETF | — | $123.1M | 1,387,610 |
| BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF | — | $15.8M | 622,367 |
| DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | — | $15.4M | 375,765 |
| 64.5 | $15.1M | 21 | |
| VANGUARD LARGE-CAP ETF | — | $10.5M | 35,294 |
| 38.4 | $7.6M | 62,229 | |
| — | $6.2M | 70,267 | |
| VANGUARD DIVIDEND APPRECIATION ETF | — | $5.9M | 27,539 |
| DIMENSIONAL U.S. TARGETED VALUE ETF | — | $5.6M | 90,022 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Gibson Capital, LLC's 87 positions.
Showing top 10 of 87 holdings.
Sector Allocation
Other
$477.1M
Financials
$29.7M
Industrials
$12.1M
Technology
$10.2M
Consumer Discretionary
$3.4M
Consumer Staples
$2.1M
Energy
$1.3M
Healthcare
$1.3M
Full Holdings — Gibson Capital, LLC (Q1 2026)
All 87 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD TOTAL STOCK MARKET ETF | $273.2M | 50.9% | -1% | — |
| 2 | — | VANGUARD REAL ESTATE ETF | $123.1M | 22.9% | +5% | — |
| 3 | — | BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF | $15.8M | 2.9% | +0% | — |
| 4 | — | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $15.4M | 2.9% | +0% | — |
| 5 | BERKSHIRE HATHAWAY INC | $15.1M | 2.8% | +0% | 64.5 | |
| 6 | — | VANGUARD LARGE-CAP ETF | $10.5M | 2.0% | +0% | — |
| 7 | DUCOMMUN INC /DE/ | $7.6M | 1.4% | -11% | 38.4 | |
| 8 | ISHARES GOLD TRUST | $6.2M | 1.1% | -0% | — | |
| 9 | — | VANGUARD DIVIDEND APPRECIATION ETF | $5.9M | 1.1% | +0% | — |
| 10 | — | DIMENSIONAL U.S. TARGETED VALUE ETF | $5.6M | 1.1% | -0% | — |
| 11 | Apple Inc. | $4.4M | 0.8% | +4% | 76.1 | |
| 12 | BERKSHIRE HATHAWAY INC | $3.6M | 0.7% | +2% | 64.5 | |
| 13 | — | ISHARES ESG MSCI KLD 400 ETF | $3.0M | 0.6% | -0% | — |
| 14 | CATERPILLAR INC | $2.9M | 0.5% | +0% | 67.8 | |
| 15 | — | VANGUARD S&P 500 ETF | $2.7M | 0.5% | -4% | — |
| 16 | NVIDIA CORP | $2.4M | 0.5% | -3% | 90.2 | |
| 17 | — | AVANTIS EMERGING MARKETS VALUE ETF | $2.2M | 0.4% | -1% | — |
| 18 | — | VANGUARD MID-CAP ETF | $2.1M | 0.4% | +0% | — |
| 19 | — | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $1.7M | 0.3% | -18% | — |
| 20 | AMAZON COM INC | $1.4M | 0.3% | +9% | 74.6 | |
| 21 | — | VANGUARD SMALL-CAP ETF | $1.4M | 0.3% | +0% | — |
| 22 | MICROSOFT CORP | $1.4M | 0.3% | +1% | 83.7 | |
| 23 | — | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $1.3M | 0.2% | +0% | — |
| 24 | — | ISHARES CORE S&P 500 ETF | $908,705 | 0.2% | +0% | — |
| 25 | — | STATE STREET SPDR DOW JONES REIT ETF | $908,225 | 0.2% | +0% | — |
| 26 | — | ISHARES RUSSELL 1000 GROWTH ETF | $822,952 | 0.1% | +0% | — |
| 27 | CHEVRON CORP | $796,153 | 0.1% | +15% | 54.7 | |
| 28 | iShares Bitcoin Trust ETF | $787,418 | 0.1% | -2% | — | |
| 29 | — | DIMENSIONAL EMERGING MARKETS VALUE ETF | $768,473 | 0.1% | +1% | — |
| 30 | Walmart Inc. | $766,186 | 0.1% | +1% | 63.2 | |
| 31 | Philip Morris International Inc. | $717,576 | 0.1% | +0% | 80.5 | |
| 32 | — | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $716,533 | 0.1% | -2% | — |
| 33 | Alphabet Inc. | $648,735 | 0.1% | +8% | 80.2 | |
| 34 | — | ISHARES TIPS BOND ETF | $644,459 | 0.1% | +13% | — |
| 35 | — | SCHWAB U.S. LARGE-CAP ETF | $642,256 | 0.1% | +0% | — |
| 36 | COSTCO WHOLESALE CORP /NEW | $639,708 | 0.1% | -6% | 67 | |
| 37 | ALTRIA GROUP, INC. | $630,568 | 0.1% | +0% | 72.1 | |
| 38 | — | VANGUARD SMALL CAP VALUE ETF | $629,808 | 0.1% | +0% | — |
| 39 | INVESCO QQQ TRUST, SERIES 1 | $606,347 | 0.1% | +2% | — | |
| 40 | GOLDMAN SACHS GROUP INC | $569,408 | 0.1% | +0% | — | |
| 41 | EXXON MOBIL CORP | $547,754 | 0.1% | +0% | 61.8 | |
| 42 | — | VANGUARD FTSE DEVELOPED MARKETS ETF | $544,488 | 0.1% | +0% | — |
| 43 | — | FIDELITY ENHANCED LARGE CAP GROWTH ETF | $529,406 | 0.1% | +0% | — |
| 44 | ELBIT SYSTEMS LTD | $509,454 | 0.1% | +0% | — | |
| 45 | — | ISHARES MSCI USA MIN VOL FACTOR ETF | $495,788 | 0.1% | +0% | — |
| 46 | COCA COLA CO | $494,401 | 0.1% | +0% | 74 | |
| 47 | 3M CO | $471,253 | 0.1% | +0% | 60.7 | |
| 48 | — | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $458,963 | 0.1% | +0% | — |
| 49 | — | ISHARES RUSSELL 1000 VALUE ETF | $458,536 | 0.1% | +0% | — |
| 50 | ORACLE CORP | $458,247 | 0.1% | +0% | 67.2 | |
| 51 | — | STRIVE 500 ETF | $457,473 | 0.1% | -13% | — |
| 52 | — | ISHARES MSCI EMERGING MARKETS ETF | $444,098 | 0.1% | +0% | — |
| 53 | — | ISHARES MSCI EAFE ETF | $423,195 | 0.1% | +0% | — |
| 54 | VISA INC. | $413,464 | 0.1% | +3% | 83.5 | |
| 55 | iShares Silver Trust | $407,545 | 0.1% | -5% | — | |
| 56 | — | SCHWAB U.S. BROAD MARKET ETF | $403,457 | 0.1% | -6% | — |
| 57 | Pinnacle Financial Partners, Inc. | $381,514 | 0.1% | +0% | — | |
| 58 | INTERNATIONAL BUSINESS MACHINES CORP | $380,954 | 0.1% | +0% | 66.7 | |
| 59 | HOME DEPOT, INC. | $378,552 | 0.1% | +2% | 69.2 | |
| 60 | JPMORGAN CHASE & CO | $377,408 | 0.1% | +2% | 35.6 | |
| 61 | FNB CORP/PA/ | $364,095 | 0.1% | +0% | — | |
| 62 | PNC FINANCIAL SERVICES GROUP, INC. | $354,539 | 0.1% | NEW | 70.9 | |
| 63 | SPDR GOLD TRUST | $344,232 | 0.1% | +0% | — | |
| 64 | — | ISHARES RUSSELL 1000 ETF | $341,584 | 0.1% | +0% | — |
| 65 | FIFTH THIRD BANCORP | $339,762 | 0.1% | +0% | — | |
| 66 | Merck & Co., Inc. | $325,866 | 0.1% | -0% | 70.9 | |
| 67 | — | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $319,641 | 0.1% | +0% | — |
| 68 | Eaton Corp plc | $307,238 | 0.1% | +10% | — | |
| 69 | Meta Platforms, Inc. | $306,089 | 0.1% | +47% | 80.9 | |
| 70 | PROCTER & GAMBLE Co | $272,645 | 0.1% | +0% | 72.9 | |
| 71 | Destiny Tech100 Inc. | $267,800 | 0.1% | NEW | — | |
| 72 | — | VANGUARD INTERMEDIATE-TERM BOND ETF | $250,835 | 0.1% | -10% | — |
| 73 | — | FREEDOM 100 EMERGING MARKETS ETF | $249,969 | 0.1% | +0% | — |
| 74 | COHERENT CORP. | $238,210 | 0.0% | NEW | 64 | |
| 75 | — | FIDELITY ENHANCED INTERNATIONAL ETF | $238,207 | 0.0% | +5% | — |
| 76 | Mastercard Inc | $236,264 | 0.0% | -0% | 81.7 | |
| 77 | Alphabet Inc. | $235,231 | 0.0% | +0% | 80.2 | |
| 78 | Encompass Health Corp | $235,154 | 0.0% | +4% | 68.9 | |
| 79 | Palantir Technologies Inc. | $231,415 | 0.0% | +0% | 85.8 | |
| 80 | — | ISHARES MSCI ACWI ETF | $227,611 | 0.0% | +0% | — |
| 81 | STRYKER CORP | $224,099 | 0.0% | +0% | 69.8 | |
| 82 | — | SCHWAB US DIVIDEND EQUITY ETF | $219,147 | 0.0% | NEW | — |
| 83 | — | ISHARES CORE S&P US VALUE ETF | $215,339 | 0.0% | +0% | — |
| 84 | Tesla, Inc. | $214,872 | 0.0% | NEW | 50.1 | |
| 85 | FASTENAL CO | $214,461 | 0.0% | NEW | 73.5 | |
| 86 | BlackRock, Inc. | $209,653 | 0.0% | -29% | 70.3 | |
| 87 | LOCKHEED MARTIN CORP | $203,075 | 0.0% | NEW | 65 |
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