§ 13F · FUND PROFILE
Gibson Capital, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $542M (13F)Positions · 133Turnover · — · Q1Filed · Apr 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 850K | $273M | 50.7% | −1% |
| 2 | VNQ | VANGUARD REAL ESTATE ETF | 1.39M | $123M | 22.9% | +5% |
| 3 | BSVO | BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF | 614K | $16M | 2.9% | ±0% |
| 4 | DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | 376K | $15M | 2.9% | ±0% |
| 5 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | 21 | $15M | 2.8% | ±0% |
| 6 | VV | VANGUARD LARGE-CAP ETF | 35K | $11M | 2.0% | ±0% |
| 7 | DCO | DUCOMMUN INC DEL COM | 62K | $8M | 1.4% | −11% |
| 8 | IAU | ISHARES GOLD TRUST | 70K | $6M | 1.2% | ±0% |
| 9 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 28K | $6M | 1.1% | ±0% |
| 10 | DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 90K | $6M | 1.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GIBSON SIGNAL
AC read
Gibson Capital, LLC is a Other fund managing $542 million in assets. The fund runs a portfolio of 133 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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