§ 13F · FUND PROFILE
Gimbal Financial.
AUM · $163M (13F)Positions · 56Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$157M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 40K | $30M | 18.6% | NEW |
| 2 | IWM | ISHARES TR | 96K | $29M | 17.7% | NEW |
| 3 | DGRO | ISHARES TR | 199K | $15M | 9.3% | NEW |
| 4 | FHLC | FIDELITY COVINGTON TRUST | 185K | $14M | 8.8% | NEW |
| 5 | XRT | SPDR SERIES TRUST | 130K | $11M | 7.0% | NEW |
| 6 | IYT | ISHARES TR | 128K | $11M | 6.8% | NEW |
| 7 | LLY | ELI LILLY & CO | 9K | $11M | 6.8% | NEW |
| 8 | USRT | ISHARES TR | 154K | $10M | 6.3% | NEW |
| 9 | RPG | INVESCO EXCHANGE TRADED FD T | 54K | $3M | 2.1% | NEW |
| 10 | LLY | ELI LILLY & CO | 2K | $3M | 1.7% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GIMBAL SIGNAL
AC read
Gimbal Financial is a Other fund managing $163 million in assets. The fund runs a portfolio of 56 positions.
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