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Gibson Capital, LLC Top Holdings and 13F Report (2025)

About Gibson Capital, LLC

Investment Activity

  • Gibson Capital, LLC has $475.05 million in total holdings as of March 31, 2025.
  • Gibson Capital, LLC owns shares of 78 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 1.79% of the portfolio was purchased this quarter.
  • About 1.90% of the portfolio was sold this quarter.
  • This quarter, Gibson Capital, LLC has purchased 73 new stocks and bought additional shares in 34 stocks.
  • Gibson Capital, LLC sold shares of 17 stocks and completely divested from 5 stocks this quarter.

Largest New Holdings this Quarter

808524201 - Schwab US Large-Cap ETF
$837,163 Holding
808524102 - Schwab US Broad Market ETF
$366,267 Holding
539830109 - Lockheed Martin
$285,001 Holding
922908744 - Vanguard Value ETF
$256,864 Holding

Largest Purchases this Quarter

Vanguard Real Estate ETF
25,499 shares (about $2.31M)
Schwab US Large-Cap ETF
37,915 shares (about $837.16K)
EA Bridgeway Omni Small-Cap Value ETF
36,467 shares (about $708.92K)
Goldman Sachs JUST U.S. Large Cap Equity ETF
6,156 shares (about $489.53K)
Schwab US Broad Market ETF
17,012 shares (about $366.27K)

Largest Sales this Quarter

Vanguard Total Stock Market ETF
21,833 shares (about $6.00M)
Dimensional US Sustainability Core 1 ETF
10,556 shares (about $378.01K)
Costco Wholesale
384 shares (about $363.18K)
Vanguard S&P 500 ETF
696 shares (about $357.68K)
Vanguard Dividend Appreciation ETF
1,387 shares (about $269.06K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofGibson Capital, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$244,112,038$6,000,581 -2.4%888,19751.4%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$111,335,532$2,308,680 2.1%1,229,68323.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$16,767,2740.0%213.5%Finance
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$13,993,366$378,010 -2.6%390,7672.9%ETF
EA Bridgeway Omni Small-Cap Value ETF stock logo
BSVO
EA Bridgeway Omni Small-Cap Value ETF
$11,164,917$708,918 6.8%574,3272.4%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$9,848,619$24,932 0.3%38,3172.1%ETF
Ducommun Incorporated stock logo
DCO
Ducommun
$6,164,4690.0%106,2291.3%Aerospace
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$5,345,782$269,064 -4.8%27,5571.1%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$5,014,489$95,574 -1.9%85,0491.1%Finance
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$5,000,863$16,013 -0.3%97,1231.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4,251,054$120,896 -2.8%7,9820.9%Finance
Apple Inc. stock logo
AAPL
Apple
$2,693,160$166,601 6.6%12,1240.6%Computer and Technology
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$2,560,250$10,651 -0.4%25,0000.5%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,923,6220.0%7,4380.4%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$1,802,570$134,877 8.1%25,8470.4%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,749,234$79,117 4.7%16,1400.4%Computer and Technology
MeridianLink, Inc. stock logo
MLNK
MeridianLink
$1,501,8570.0%81,0500.3%Business Services
Microsoft Co. stock logo
MSFT
Microsoft
$1,449,230$47,294 3.4%3,8610.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,313,993$160,563 -10.9%6,9070.3%Retail/Wholesale
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,288,153$8,427 0.7%5,8090.3%ETF
Schwab Fundamental Emerging Markets Large Company Index ETF stock logo
FNDE
Schwab Fundamental Emerging Markets Large Company Index ETF
$1,131,561$357,280 46.1%36,7390.2%ETF
Vanguard Mega Cap ETF stock logo
MGC
Vanguard Mega Cap ETF
$918,2930.0%4,5600.2%ETF
SPDR Dow Jones REIT ETF stock logo
RWR
SPDR Dow Jones REIT ETF
$891,5840.0%8,9950.2%ETF
Dimensional Emerging Markets Value ETF stock logo
DFEV
Dimensional Emerging Markets Value ETF
$865,1130.0%31,9820.2%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$837,163$837,163 New Holding37,9150.2%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$827,979$129,090 18.5%6,7860.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$781,6800.0%1,3910.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$781,143$357,681 -31.4%1,5200.2%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$696,9040.0%1,9300.1%ETF
Walmart Inc. stock logo
WMT
Walmart
$685,201$148,014 27.6%7,8050.1%Retail/Wholesale
Strive 500 ETF stock logo
STRV
Strive 500 ETF
$627,841$3,967 -0.6%17,4110.1%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$626,107$363,180 -36.7%6620.1%Retail/Wholesale
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$623,283$111 0.0%5,6110.1%ETF
Visa Inc. stock logo
V
Visa
$567,745$102,685 22.1%1,6200.1%Business Services
Chevron Co. stock logo
CVX
Chevron
$558,471$2,510 0.5%3,3380.1%Energy
The Home Depot, Inc. stock logo
HD
Home Depot
$553,767$124,607 29.0%1,5110.1%Retail/Wholesale
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$550,627$18,826 -3.3%5,8790.1%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$540,614$46,573 -7.9%2,9020.1%ETF
FIDELITY ENHANCED LARGE CAP GROWTH ETF
$511,2530.0%16,2300.1%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$492,746$27,072 5.8%6,8800.1%Consumer Staples
Goldman Sachs JUST U.S. Large Cap Equity ETF stock logo
JUST
Goldman Sachs JUST U.S. Large Cap Equity ETF
$489,528$489,528 New Holding6,1560.1%ETF
Pinnacle Financial Partners, Inc. stock logo
PNFP
Pinnacle Financial Partners
$469,2270.0%4,4250.1%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$460,011$41,265 -8.2%9810.1%Finance
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$443,003$130,196 41.6%15,2130.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$436,240$35,258 8.8%2,8210.1%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$429,768$51,694 13.7%8,4550.1%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$408,589$92,009 29.1%2,3980.1%Consumer Staples
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$403,7910.0%2,1460.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$374,634$164,839 78.6%6500.1%Computer and Technology
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$366,267$366,267 New Holding17,0120.1%ETF
Oracle Co. stock logo
ORCL
Oracle
$360,430$36,071 11.1%2,5780.1%Computer and Technology
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$356,098$57,865 19.4%4,3570.1%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$354,704$20,605 6.2%1,4460.1%Finance
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$341,7340.0%7,8200.1%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$337,369$64,078 23.4%6160.1%Business Services
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$331,900$9,395 2.9%2,7910.1%Energy
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$312,275$17,054 5.8%3,4790.1%Medical
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$300,154$33,691 -10.1%3,9200.1%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$293,8570.0%9580.1%ETF
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$285,001$285,001 New Holding6380.1%Aerospace
3M stock logo
MMM
3M
$271,566$1,322 0.5%1,8490.1%Multi-Sector Conglomerates
Stryker Co. stock logo
SYK
Stryker
$262,064$8,190 3.2%7040.1%Medical
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$256,864$256,864 New Holding1,4870.1%ETF
ISHARES BITCOIN TRUST ETF
$255,817$19,567 8.3%5,4650.1%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$254,943$254,943 New Holding7,0020.1%ETF
BLACKROCK INC COM
$250,817$1,893 0.8%2650.1%Stock
Encompass Health Co. stock logo
EHC
Encompass Health
$248,8450.0%2,4570.1%Medical
F.N.B. Co. stock logo
FNB
F.N.B.
$244,7630.0%18,1980.1%Finance
International Business Machines Co. stock logo
IBM
International Business Machines
$231,481$231,481 New Holding9300.0%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$230,512$230,512 New Holding8000.0%Finance
Elbit Systems Ltd. stock logo
ESLT
Elbit Systems
$230,208$230,208 New Holding6000.0%Aerospace
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$227,007$2,078 0.9%5,7910.0%Finance
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$226,735$14,696 -6.1%5400.0%Finance
PALANTIR TECHNOLOGIES INC CL A
$223,998$223,998 New Holding2,6540.0%Stock
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$220,0730.0%1,6220.0%ETF
Eaton Co. plc stock logo
ETN
Eaton
$212,027$544 0.3%7800.0%Industrials
Alphabet Inc. stock logo
GOOG
Alphabet
$152,741$9,371 -5.8%9780.0%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$143,333$30,642 27.2%8560.0%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$0$264,223 -100.0%00.0%Medical
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$0$219,605 -100.0%00.0%Computer and Technology
AVES
Avantis Emerging Markets Value ETF
$0$214,137 -100.0%00.0%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$0$202,447 -100.0%00.0%ETF
Zoetis Inc. stock logo
ZTS
Zoetis
$0$167,003 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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