Gibbs Wealth Management
Gibbs Wealth Management reported 509 stocks worth $952M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are SPYG (5.7%), SPDW (4.0%) and SPYV (3.5%). Compared with Q2 2026, the fund opened new positions in XOM, added to SPYG, SPYV and NVDA, trimmed SPDW, SECT and CRM and sold out of XOM, MOD and UTI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYG Spdr Series Trust | $54.4M | 5.7% | 442K | +53K (+14%) | 8 of 8 | |
| 2 |  SPDW Spdr Developed | $37.9M | 4.0% | 756K | −8,647 (−1%) | 8 of 8 | |
| 3 |  SPYV State Street | $33.4M | 3.5% | 547K | +83K (+18%) | 8 of 8 | |
| 4 |  NVDA Nvidia Corporation | $31.5M | 3.3% | 138K | +25K (+22%) | 8 of 8 | |
| 5 |  SHYG Ishares TR | $25.7M | 2.7% | 622K | +76K (+14%) | 8 of 8 | |
| 6 |  SPMB Spdr Series Trust | $21.8M | 2.3% | 1M | +146K (+16%) | 8 of 8 | |
| 7 |  GOVT Ishares US Treasury Bond | $21.1M | 2.2% | 967K | +110K (+13%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $18.9M | 2.0% | 57K | +14K (+31%) | 8 of 8 | |
| 9 |  SPSM State Street | $18.3M | 1.9% | 346K | +56K (+19%) | 8 of 8 | |
| 10 |  MSFT Microsoft Corp | $17.7M | 1.9% | 35K | +7,397 (+27%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $1.8M | 13K |
 MOD Modine Mfg Co | $1.7M | 6,476 |
 UTI Universal Technical Inst Inc | $1.3M | 30K |
 KLIC KULICKE & SOFFA INDS INC | $1.3M | 9,378 |
 NVMI Nova Ltd | $647K | 1,191 |
🔒 Free account: see all 25.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Gibbs Wealth Management 13F FAQ
What does Gibbs Wealth Management own?
Gibbs Wealth Management reported 509 stocks worth $952M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are SPYG (5.7%), SPDW (4.0%) and SPYV (3.5%). The table above lists every position in the filing (the top 10 without an account).
What did Gibbs Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 81 new positions, 344 added to, 74 trimmed and 25 sold out. New positions include XOM. It sold all of XOM, MOD and UTI.
When will Gibbs Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Gibbs Wealth Management's portfolio worth?
The Q3 2026 filing reports $952M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.