Gibson Capital, LLC — 13F Holdings & Portfolio
CIK 1427372 · latest 13F-HR filed 2026-04-17
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$537.2M
Long-equity book
Holdings
132
Distinct positions
Period
2026-03-31
Filed 2026-04-17
Q/Q Activity
+8 / −1 / ↑20 / ↓24
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD REAL ESTATE ETF$6.3M +5.4%
- BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF$1.3M +9.1%
- DUCOMMUN INC DEL COM$911.1K +13.6%
- CATERPILLAR INC COM$558.2K +23.7%
- ISHARES GOLD TRUST$490.8K +8.6%
Top Trims
- VANGUARD TOTAL STOCK MARKET ETF-$15.4M -5.3%
- DIMENSIONAL US SUSTAINABILITY CORE 1 ETF-$879.3K -5.4%
- VANGUARD LARGE-CAP ETF-$562.9K -5.1%
- MICROSOFT CORP COM-$403.8K -23.0%
- ISHARES BITCOIN TRUST ETF-$253.5K -24.4%
New Positions
- PINNACLE FINL PARTNERS INC COM$381.5K
- PNC FINL SVCS GROUP INC COM$354.5K
- DESTINY TECH100 INC COM SHS$267.8K
- COHERENT CORP COM$238.2K
- SCHWAB US DIVIDEND EQUITY ETF$219.1K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET ETF | VTI | 922908769 | $272.6M | 50.73% | 849,581 | SH |
| 2 | VANGUARD REAL ESTATE ETF | VNQ | 922908553 | $123.0M | 22.89% | 1,386,708 | SH |
| 3 | BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF | BSVO | 02072L532 | $15.6M | 2.90% | 613,827 | SH |
| 4 | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | DFSU | 25434V716 | $15.4M | 2.87% | 375,765 | SH |
| 5 | BERKSHIRE HATHAWAY INC DEL CL A | BRK.A | 084670108 | $15.1M | 2.81% | 21 | SH |
| 6 | VANGUARD LARGE-CAP ETF | VV | 922908637 | $10.5M | 1.96% | 35,294 | SH |
| 7 | DUCOMMUN INC DEL COM | DCO | 264147109 | $7.6M | 1.41% | 62,229 | SH |
| 8 | ISHARES GOLD TRUST | IAU | 464285204 | $6.2M | 1.15% | 70,267 | SH |
| 9 | VANGUARD DIVIDEND APPRECIATION ETF | VIG | 921908844 | $5.9M | 1.10% | 27,539 | SH |
| 10 | DIMENSIONAL U.S. TARGETED VALUE ETF | DFAT | 25434V609 | $5.6M | 1.05% | 90,022 | SH |
| 11 | APPLE INC COM | AAPL | 037833100 | $3.7M | 0.68% | 14,481 | SH |
| 12 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK.B | 084670702 | $3.0M | 0.56% | 6,329 | SH |
| 13 | ISHARES ESG MSCI KLD 400 ETF | DSI | 464288570 | $3.0M | 0.56% | 24,717 | SH |
| 14 | CATERPILLAR INC COM | CAT | 149123101 | $2.7M | 0.50% | 3,804 | SH |
| 15 | VANGUARD S&P 500 ETF | VOO | 922908363 | $2.7M | 0.50% | 4,486 | SH |
| 16 | NVIDIA CORPORATION COM | NVDA | 67066G104 | $2.2M | 0.41% | 12,753 | SH |
| 17 | AVANTIS EMERGING MARKETS VALUE ETF | AVES | 025072372 | $2.1M | 0.39% | 34,780 | SH |
| 18 | VANGUARD MID-CAP ETF | VO | 922908629 | $2.1M | 0.39% | 7,213 | SH |
| 19 | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | 025072802 | $1.5M | 0.29% | 15,346 | SH |
| 20 | VANGUARD SMALL-CAP ETF | VB | 922908751 | $1.4M | 0.25% | 5,176 | SH |
| 21 | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ITOT | 464287150 | $1.3M | 0.24% | 9,182 | SH |
| 22 | AMAZON COM INC COM | AMZN | 023135106 | $1.0M | 0.19% | 4,899 | SH |
| 23 | MICROSOFT CORP COM | MSFT | 594918104 | $1.0M | 0.19% | 2,734 | SH |
| 24 | ISHARES CORE S&P 500 ETF | IVV | 464287200 | $908.7K | 0.17% | 1,391 | SH |
| 25 | STATE STREET SPDR DOW JONES REIT ETF | RWR | 78464A607 | $908.2K | 0.17% | 8,995 | SH |
| 26 | ISHARES RUSSELL 1000 GROWTH ETF | IWF | 464287614 | $823.0K | 0.15% | 1,930 | SH |
| 27 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $787.4K | 0.15% | 20,495 | SH |
| 28 | DIMENSIONAL EMERGING MARKETS VALUE ETF | DFEV | 25434V740 | $768.5K | 0.14% | 21,478 | SH |
| 29 | WALMART INC COM | WMT | 931142103 | $764.4K | 0.14% | 6,151 | SH |
| 30 | PHILIP MORRIS INTL INC COM | PM | 718172109 | $716.7K | 0.13% | 4,335 | SH |
| 31 | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | FNDE | 808524730 | $690.3K | 0.13% | 18,043 | SH |
| 32 | APPLE INC COM | AAPL | 037833100 | $686.5K | 0.13% | 2,705 | SH |
| 33 | VANGUARD TOTAL STOCK MARKET ETF | VTI | 922908769 | $648.0K | 0.12% | 2,020 | SH |
| 34 | ISHARES TIPS BOND ETF | TIP | 464287176 | $644.5K | 0.12% | 5,840 | SH |
| 35 | SCHWAB U.S. LARGE-CAP ETF | SCHX | 808524201 | $642.3K | 0.12% | 25,049 | SH |
| 36 | COSTCO WHOLESALE CORPORATION COM | COST | 22160K105 | $638.7K | 0.12% | 641 | SH |
| 37 | VANGUARD SMALL CAP VALUE ETF | VBR | 922908611 | $629.8K | 0.12% | 2,899 | SH |
| 38 | INVESCO QQQ TRUST SERIES I | QQQ | 46090E103 | $600.6K | 0.11% | 1,041 | SH |
| 39 | ALPHABET INC CAP STK CL A | GOOGL | 02079K305 | $592.7K | 0.11% | 2,061 | SH |
| 40 | GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF | JUST | 381430396 | $569.4K | 0.11% | 6,156 | SH |
| 41 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK.B | 084670702 | $569.0K | 0.11% | 1,188 | SH |
| 42 | ALTRIA GROUP INC COM | MO | 02209S103 | $554.7K | 0.10% | 8,406 | SH |
| 43 | VANGUARD FTSE DEVELOPED MARKETS ETF | VEA | 921943858 | $544.5K | 0.10% | 8,497 | SH |
| 44 | FIDELITY ENHANCED LARGE CAP GROWTH ETF | FELG | 31609A305 | $529.4K | 0.10% | 14,121 | SH |
| 45 | ELBIT SYS LTD ORD | ESLT | M3760D101 | $509.5K | 0.09% | 600 | SH |
| 46 | ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | 46429B697 | $495.8K | 0.09% | 5,346 | SH |
| 47 | COCA COLA CO COM | KO | 191216100 | $493.4K | 0.09% | 6,488 | SH |
| 48 | CHEVRON CORPORATION COM | CVX | 166764100 | $490.8K | 0.09% | 2,372 | SH |
| 49 | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | 25434V781 | $459.0K | 0.09% | 11,637 | SH |
| 50 | ISHARES RUSSELL 1000 VALUE ETF | IWD | 464287598 | $458.5K | 0.09% | 2,146 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-17 | $537.2M | 132 | 0001427372-26-000002 |
| 2025-12-31 | 2026-02-05 | $545.2M | 120 | 0001427372-26-000001 |