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

About Gibson Capital, LLC

Investment Activity

  • Gibson Capital, LLC has $488.93 million in total holdings as of December 31, 2024.
  • Gibson Capital, LLC owns shares of 73 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 2.32% of the portfolio was purchased this quarter.
  • About 1.98% of the portfolio was sold this quarter.
  • This quarter, Gibson Capital, LLC has purchased 75 new stocks and bought additional shares in 23 stocks.
  • Gibson Capital, LLC sold shares of 11 stocks and completely divested from 8 stocks this quarter.

Largest New Holdings this Quarter

Ducommun
$6,762,538 Holding
ISHARES BITCOIN TRUST ETF
$267,743 Holding
Eli Lilly and Company
$264,223 Holding
Alphabet
$197,804 Holding

Largest Purchases this Quarter

Ducommun
106,229 shares (about $6.76M)
Apple
3,920 shares (about $981.67K)
Amazon.com
4,360 shares (about $956.61K)
Costco Wholesale
401 shares (about $367.44K)
Berkshire Hathaway
761 shares (about $344.95K)

Largest Sales this Quarter

Vanguard Total Stock Market ETF
21,186 shares (about $6.14M)
Vanguard Real Estate ETF
15,985 shares (about $1.42M)
Vanguard Large-Cap ETF
1,152 shares (about $310.69K)
EA Bridgeway Omni Small-Cap Value ETF
8,639 shares (about $187.03K)
Dimensional U.S. Targeted Value ETF
2,500 shares (about $139.15K)

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
$263,736,221$6,139,925 -2.3%910,03053.9%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$107,268,755$1,423,944 -1.3%1,204,18421.9%ETF
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$15,210,1410.0%401,3233.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$14,299,3200.0%212.9%Finance
EA Bridgeway Omni Small-Cap Value ETF stock logo
BSVO
EA Bridgeway Omni Small-Cap Value ETF
$11,644,668$187,034 -1.6%537,8602.4%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$10,307,934$310,694 -2.9%38,2202.1%ETF
Ducommun Incorporated stock logo
DCO
Ducommun
$6,762,538$6,762,538 New Holding106,2291.4%Aerospace
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$5,668,1030.0%28,9441.2%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$5,423,176$139,150 -2.5%97,4341.1%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$4,291,031$23,517 -0.5%86,6700.9%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,720,975$344,946 10.2%8,2090.8%Finance
Apple Inc. stock logo
AAPL
Apple
$2,848,338$981,667 52.6%11,3740.6%Computer and Technology
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$2,767,716$6,064 -0.2%25,1040.6%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,069,539$291,428 16.4%15,4100.4%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,964,6050.0%7,4380.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,700,616$956,610 128.6%7,7510.3%Retail/Wholesale
MeridianLink, Inc. stock logo
MLNK
MeridianLink
$1,673,6820.0%81,0500.3%Business Services
Microsoft Co. stock logo
MSFT
Microsoft
$1,574,553$276,126 21.3%3,7350.3%Computer and Technology
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$1,556,2570.0%23,9130.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,386,6640.0%5,7710.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,194,365$11,318 -0.9%2,2160.2%ETF
Vanguard Mega Cap ETF stock logo
MGC
Vanguard Mega Cap ETF
$969,7290.0%4,5600.2%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$958,464$367,442 62.2%1,0460.2%Retail/Wholesale
SPDR Dow Jones REIT ETF stock logo
RWR
SPDR Dow Jones REIT ETF
$889,2450.0%8,9950.2%ETF
Dimensional Emerging Markets Value ETF stock logo
DFEV
Dimensional Emerging Markets Value ETF
$838,2480.0%31,9820.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$818,9330.0%1,3910.2%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$775,0490.0%1,9300.2%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$736,822$1,158 0.2%5,7280.2%ETF
Schwab Fundamental Emerging Markets Large Company Index ETF stock logo
FNDE
Schwab Fundamental Emerging Markets Large Company Index ETF
$730,2870.0%25,1390.1%ETF
Strive 500 ETF stock logo
STRV
Strive 500 ETF
$662,293$38 0.0%17,5210.1%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$624,7530.0%3,1520.1%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$597,810$107 0.0%5,6100.1%ETF
FIDELITY ENHANCED LARGE CAP GROWTH ETF
$573,9020.0%16,2300.1%ETF
Walmart Inc. stock logo
WMT
Walmart
$552,850$1,265 0.2%6,1190.1%Retail/Wholesale
Invesco QQQ stock logo
QQQ
Invesco QQQ
$546,5040.0%1,0690.1%Finance
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$539,8430.0%6,0800.1%ETF
Pinnacle Financial Partners, Inc. stock logo
PNFP
Pinnacle Financial Partners
$506,1750.0%4,4250.1%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$490,854$191,761 64.1%2,5930.1%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$481,380$435 0.1%3,3230.1%Oils/Energy
The Home Depot, Inc. stock logo
HD
Home Depot
$455,506$1,167 0.3%1,1710.1%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$419,384$1,580 0.4%1,3270.1%Business Services
The Coca-Cola Company stock logo
KO
Coca-Cola
$404,813$872 0.2%6,5020.1%Consumer Staples
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$397,2880.0%2,1460.1%ETF
Oracle Co. stock logo
ORCL
Oracle
$386,604$17,497 4.7%2,3200.1%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$355,720$128,027 -26.5%7,4380.1%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$327,188$895 0.3%3,2890.1%Medical
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$327,0320.0%7,8200.1%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$326,484$16,780 -4.9%1,3620.1%Finance
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$325,8220.0%4,3600.1%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$311,635$839 0.3%1,8580.1%Consumer Staples
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$308,6290.0%9580.1%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$291,751$2,474 0.9%2,7120.1%Oils/Energy
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$285,4140.0%10,7420.1%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$275,9000.0%3,6490.1%Finance
BLACKROCK INC COM
$269,603$51,255 23.5%2630.1%Stock
F.N.B. Co. stock logo
FNB
F.N.B.
$268,9660.0%18,1980.1%Finance
ISHARES BITCOIN TRUST ETF
$267,743$267,743 New Holding5,0470.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$264,223$264,223 New Holding3420.1%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$262,917$2,108 0.8%4990.1%Business Services
Eaton Co. plc stock logo
ETN
Eaton
$258,1940.0%7780.1%Industrial Products
Stryker Co. stock logo
SYK
Stryker
$245,554$360 0.1%6820.1%Medical
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$244,6620.0%5750.1%Finance
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$242,6020.0%5,7380.0%Finance
3M stock logo
MMM
3M
$237,545$516 0.2%1,8400.0%Multi-Sector Conglomerates
Encompass Health Co. stock logo
EHC
Encompass Health
$226,9030.0%2,4570.0%Medical
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$219,605$219,605 New Holding1,1110.0%Computer and Technology
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$214,2660.0%1,6220.0%ETF
AVES
Avantis Emerging Markets Value ETF
$214,1370.0%4,6350.0%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$213,125$3,513 1.7%3640.0%Computer and Technology
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$202,4470.0%2,6200.0%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$197,804$197,804 New Holding1,0380.0%Computer and Technology
Zoetis Inc. stock logo
ZTS
Zoetis
$167,0030.0%1,0250.0%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$156,092$156,092 New Holding6730.0%Computer and Technology
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$0$208,754 -100.0%00.0%Computer and Technology
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$0$202,829 -100.0%00.0%ETF
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$0$201,102 -100.0%00.0%Manufacturing
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$0$195,828 -100.0%00.0%Aerospace
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$0$191,539 -100.0%00.0%Medical
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$0$187,121 -100.0%00.0%Medical
Valley National Bancorp stock logo
VLY
Valley National Bancorp
$0$101,390 -100.0%00.0%Finance
Lilium stock logo
LILMW
Lilium
$0$18,451 -100.0%00.0%Industrials

Showing largest 100 holdings. View all holdings.
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