§ 13F · FUND PROFILE
Gilbert Capital Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $129M (13F)Positions · 51Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$15M 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 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 37K | $24M | 18.8% | −1% |
| 2 | DYNF | BLACKROCK ETF TRUST | 242K | $14M | 10.9% | −3% |
| 3 | SCHD | SCHWAB STRATEGIC TR | 420K | $13M | 10.0% | NEW |
| 4 | EFV | ISHARES TR | 113K | $8M | 6.5% | +46% |
| 5 | VYMI | VANGUARD WHITEHALL FDS | 88K | $8M | 6.4% | +196% |
| 6 | ISTB | ISHARES TR | 147K | $7M | 5.5% | −1% |
| 7 | DSI | ISHARES TR | 42K | $5M | 4.0% | −3% |
| 8 | GVI | ISHARES TR | 43K | $5M | 3.5% | +6% |
| 9 | GSLC | GOLDMAN SACHS ETF TR | 28K | $3M | 2.7% | −9% |
| 10 | ESGU | ISHARES TR | 23K | $3M | 2.5% | −7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GILBERT SIGNAL
AC read
Gilbert Capital Group, Inc. is a Other fund managing $129 million in assets. The fund runs a portfolio of 51 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