§ 13F · FUND PROFILE
Gibbs Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $308.5T (13F)Positions · 262Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | 168K | $18.2T | 4.4% | −5% |
| 2 | SPDW | SPDR INDEX SHS FDS | 316K | $14.5T | 3.5% | −4% |
| 3 | GOVT | ISHARES TR | 531K | $12.2T | 3.0% | −6% |
| 4 | SHYG | ISHARES TR | 282K | $12.1T | 2.9% | −6% |
| 5 | SPYV | SPDR SERIES TRUST | 189K | $11.0T | 2.7% | −4% |
| 6 | SPMB | SPDR SERIES TRUST | 456K | $10.3T | 2.5% | −6% |
| 7 | SECT | NORTHERN LTS FD TR IV | 153K | $9.9T | 2.4% | +720% |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | 113K | $9.5T | 2.3% | −6% |
| 9 | SPTL | SPDR SERIES TRUST | 335K | $8.9T | 2.2% | −7% |
| 10 | MSFT | MICROSOFT CORP | 17K | $8.2T | 2.0% | −12% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GIBBS SIGNAL
AC read
Gibbs Wealth Management is a Other fund managing $308541.1 trillion in assets. The fund runs a broad portfolio of 262 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed