Gibbs Wealth Management Portfolio Holdings

Gibbs Wealth Management

  • $519 Billion
  • Q2 2025

Gibbs Wealth Management has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $519 Billion distributed in 367 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $23.9B, Ishares U.S. Treasury Bond ETF with a value of $19.5B, Spdr Ser Tr Fds Spdr Portfolio with a value of $15.9B, Vanguard Intermediate Term Cor with a value of $13.6B, and Spdr Ser Tr Spdr Portfolio Mor with a value of $13.3B.

Examining the 13F form we can see an increase of $519B in the current position value.

Gibbs Wealth Management is based out at Alpharetta, GA

Below you can find more details about Gibbs Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $519 Billion
ETFs: $198 Billion
Technology: $86.5 Billion
Financial Services: $49 Billion
Healthcare: $43.4 Billion
Industrials: $34.7 Billion
Consumer Cyclical: $30.4 Billion
Communication Services: $24.8 Billion
Consumer Defensive: $19 Billion
Other: $23.3 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.66B
$826 Million 0.16% of portfolio
3,385
Q2 2025 New
$1.82B
$791 Million 0.15% of portfolio
7,499
Q2 2025 New
$896M
$697 Million 0.13% of portfolio
20,581
Q2 2025 New
$1.72B
$647 Million 0.12% of portfolio
15,205
Q2 2025 New
$1.53B
$582 Million 0.11% of portfolio
27,816
Q2 2025 New
$529M
$159 Million 0.03% of portfolio
44,712
Q2 2025 New
$754M
$154 Million 0.03% of portfolio
22,750
Q2 2025 New
$1.72B
$124 Million 0.02% of portfolio
10,632
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 367
  • Current Value $519 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 367 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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