Top Institutional Investors

Gibson Capital, LLC — 13F Holdings & Portfolio

CIK 1427372 · latest 13F-HR filed 2026-08-13

Backtest portfolio

Gibson Capital, LLC manages $609.5M in 13F-reported U.S. long-equity assets across 141 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (51.14%), VNQ (22.06%), BSVO (3.10%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 11 new positions and exited 4; 55 existing positions rose in reported value and 11 fell.

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
$609.5M

Long-equity book

Holdings
141

Distinct positions

Period
2026-06-30

Filed 2026-08-13

Q/Q Activity
+11 / −4 / ↑55 / ↓11

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VTI51.3% · -1%VNQ22.1% · +1%BSVO3.1% · +6%DFSU2.9% · 0%BRK.A2.6% · 0%VV2.0% · -1%DCO1.5% · -19%VIG1.1% · -0%DFAT1.0% · -1%IAU0.8% · -2%AAPL0.8% · -1%CAT0.7% · 0%BRK.B0.6% · +5%DSI0.6% · -0%GOOG0.5% · +1038%VOO0.5% · -6%NVDA0.4% · -5%AVES0.4% · -0%VO0.4% · +297%AVDV0.3% · -5%VB0.3% · -0%ITOT0.2% · 0%AMZN0.2% · -8%GOOGL0.2% · +77%MSFT0.2% · +2%IVV0.2% · 0%RWR0.2% · 0%IWF0.2% · +300%DFEV0.1% · 0%PM0.1% · 0%QQQ0.1% · -1%SCHX0.1% · -2%CVX0.1% · +13%VBR0.1% · -0%WMT0.1% · -1%MO0.1% · +0%FNDE0.1% · -7%IBIT0.1% · +0%TIP0.1% · 0%VEA0.1% · +3%FELG0.1% · 0%COST0.1% · +1%FN0.1% · newEEM0.1% · 0%KO0.1% · 0%MMM0.1% · +0%IWD0.1% · 0%STXF0.1% · -1%USMV0.1% · 0%JUST0.1% · -24%SCHB0.1% · +5%V0.1% · 0%DISV0.1% · 0%ORCL0.1% · 0%ESLT0.1% · 0%EFA0.1% · 0%PNFP0.1% · 0%IBM0.1% · 0%XOM0.1% · +0%PNC0.1% · +0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 88.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jul 31, 2026.

Assets Under Management
$3.03B
Discretionary
$2.90B
Employees
16
Accounts
1,264
Address
6600 BROOKTREE COURT
SUITE 2200
WEXFORD, PA 15090
Phone
(724) 934-3200
Website
Name Title / Status Ownership Type
BERCZIK, DANIEL, GEORGE ControlCHIEF COMPLIANCE OFFICER
since Sep 2014
10–25%Individual
CURLE, BLAKE, WILSON ControlADVISOR
since Feb 2022
5–10%Individual
Christine, DeMao, Taylor ControlCHIEF OPERATING OFFICER
since May 2017
10–25%Individual
DEMICO, ERIC, LEE ControlSENIOR ADVISOR
since Mar 2022
5–10%Individual
Franklin, Brian, Russell ControlDIRECTOR OF CLIENT SERVICE
since Aug 2025
Less than 5%Individual
GIBSON CAPITAL MANAGEMENT LTD ControlMEMBER
since Oct 2008
10–25%Domestic Entity
GIBSON, ROGER, CASS ControlFOUNDING PARTNER
since Jan 2021
Less than 5%Individual
HILEMAN, CHAD, EVERETT ControlDIRECTOR OF INVESTMENT RESEARCH
since May 2017
10–25%Individual
SIDONI, CHRISTOPHER, JON ControlCHIEF INVESTMENT OFFICER
since Jan 2016
10–25%Individual
GIBSON, ROGER, CASS Control
Indirect owner via GIBSON CAPITAL MANAGEMENT LTD
PRESIDENT
since Jun 1989
75% or moreIndividual
Ownership & leadership changes · 13 filings with changes since Mar 16, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jul 29, 2026 filing
  • AddedFranklin, Brian, Russell · DIRECTOR OF CLIENT SERVICE · Less than 5% · control person
  • ChangedCURLE, BLAKE, WILSON · ownership Less than 5% → 5–10%
Mar 27, 2025 filing
  • ChangedDEMICO, ERIC, LEE · ownership Less than 5% → 5–10%
Apr 8, 2024 filing
  • No longer listedGOLDNER, KEITH, RUSSELL · SENIOR ADVISOR · 10–25% · control person · listed since Sep 2013
  • AddedCURLE, BLAKE, WILSON · ADVISOR · Less than 5% · control person
Mar 24, 2023 filing
  • No longer listedGIBSON, BRENDA, SUE · CHIEF EXECUTIVE OFFICER · 50–75% · indirect via GIBSON CAPITAL MANAGEMENT LTD. · control person · listed since Jan 2014
  • AddedDEMICO, ERIC, LEE · SENIOR ADVISOR · Less than 5% · control person
  • ChangedGIBSON, ROGER, CASS · indirect via GIBSON CAPITAL MANAGEMENT LTD: title VICE PRESIDENT → PRESIDENT; ownership 50–75% → 75% or more
Mar 23, 2022 filing
  • No longer listedGIBSON, BRENDA, SUE · ADVISING PARTNER · Less than 5% · control person · listed since Jan 2021
Mar 30, 2021 filing
  • ChangedGIBSON CAPITAL MANAGEMENT LTD · ownership 25–50% → 10–25%
  • ChangedGIBSON, BRENDA, SUE · title CHIEF EXECUTIVE OFFICER → ADVISING PARTNER
  • ChangedGIBSON, ROGER, CASS · title CO-CHAIRMAN → FOUNDING PARTNER
Mar 31, 2020 filing
  • ChangedBERCZIK, DANIEL, GEORGE · ownership Less than 5% → 10–25%
  • ChangedChristine, DeMao, Taylor · ownership Less than 5% → 10–25%
  • ChangedGOLDNER, KEITH, RUSSELL · ownership 5–10% → 10–25%
  • ChangedHILEMAN, CHAD, EVERETT · ownership 5–10% → 10–25%
  • ChangedSIDONI, CHRISTOPHER, JON · ownership 5–10% → 10–25%
Mar 27, 2019 filing
  • AddedHILEMAN, CHAD, EVERETT · DIRECTOR OF INVESTMENT RESEARCH · 5–10% · control person
Mar 29, 2018 filing
  • AddedChristine, DeMao, Taylor · CHIEF OPERATING OFFICER · Less than 5% · control person
Mar 28, 2017 filing
  • AddedGOLDNER, KEITH, RUSSELL · SENIOR ADVISOR · 5–10% · control person
  • AddedSIDONI, CHRISTOPHER, JON · CHIEF INVESTMENT OFFICER · 5–10% · control person
  • ChangedGIBSON CAPITAL MANAGEMENT LTD · ownership 50–75% → 25–50%
Older changes (4 more filings)
Mar 28, 2016 filing
  • ChangedGIBSON CAPITAL MANAGEMENT LTD · ownership 75% or more → 50–75%
  • ChangedGIBSON, ROGER, CASS · title MEMBER OF MANAGEMENT COMMITTEE/CHIEF INVESTMENT OFFICER → CO-CHAIRMAN
Oct 20, 2014 filing
  • AddedBERCZIK, DANIEL, GEORGE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedGIBSON, BRENDA, SUE · title CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER → CHIEF EXECUTIVE OFFICER
Sep 22, 2014 filing
  • ChangedGIBSON, BRENDA, SUE · indirect via GIBSON CAPITAL MANAGEMENT LTD.: ownership 25–50% → 50–75%
Mar 16, 2012 filing (earliest on record)
  • ListedGIBSON CAPITAL MANAGEMENT LTD · MEMBER · 75% or more · control person
  • ListedGIBSON, BRENDA, SUE · CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedGIBSON, BRENDA, SUE · CHIEF EXECUTIVE OFFICER · 25–50% · indirect via GIBSON CAPITAL MANAGEMENT LTD. · control person
  • ListedGIBSON, ROGER, CASS · VICE PRESIDENT · 50–75% · indirect via GIBSON CAPITAL MANAGEMENT LTD · control person
  • ListedGIBSON, ROGER, CASS · MEMBER OF MANAGEMENT COMMITTEE/CHIEF INVESTMENT OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Gibson Capital, LLC Holdings (2026-06-30)

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 MORNINGSTAR TOTAL STOCK MARKET ETF VTI 922908769 $311.7M 51.14% 842,409 SH
2 VANGUARD REAL ESTATE ETF VNQ 922908553 $134.5M 22.06% 1,394,368 SH
3 BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF BSVO 02072L532 $18.9M 3.10% 647,450 SH
4 DIMENSIONAL US SUSTAINABILITY CORE 1 ETF DFSU 25434V716 $17.5M 2.87% 375,765 SH
5 BERKSHIRE HATHAWAY INC DEL CL A BRK.A 084670108 $15.7M 2.58% 21 SH
6 VANGUARD MORNINGSTAR LARGE-CAP ET VV 922908637 $12.1M 1.98% 35,064 SH
7 DUCOMMUN INC DEL COM DCO 264147109 $9.4M 1.53% 50,492 SH
8 VANGUARD DIVIDEND APPRECIATION ETF VIG 921908844 $6.5M 1.07% 27,509 SH
9 DIMENSIONAL U.S. TARGETED VALUE ETF DFAT 25434V609 $6.2M 1.02% 88,993 SH
10 ISHARES GOLD TRUST IAU 464285204 $5.2M 0.85% 68,603 SH
11 APPLE INC COM AAPL 037833100 $4.2M 0.68% 14,359 SH
12 CATERPILLAR INC COM CAT 149123101 $4.1M 0.66% 3,804 SH
13 ISHARES ESG MSCI KLD 400 ETF DSI 464288570 $3.5M 0.58% 24,715 SH
14 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $3.3M 0.55% 6,670 SH
15 ALPHABET INC CAP STK CL C GOOG 02079K107 $3.0M 0.50% 8,613 SH
16 VANGUARD S&P 500 ETF VOO 922908363 $2.9M 0.47% 4,201 SH
17 NVIDIA CORPORATION COM NVDA 67066G104 $2.4M 0.40% 12,055 SH
18 VANGUARD MORNINGSTAR MID-CAP ETF VO 922908629 $2.3M 0.38% 28,644 SH
19 AVANTIS EMERGING MARKETS VALUE ETF AVES 025072372 $2.3M 0.37% 34,761 SH
20 VANGUARD MORNINGSTAR SMALL-CAP ETF VB 922908751 $1.6M 0.26% 5,156 SH
21 ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ITOT 464287150 $1.5M 0.25% 9,183 SH
22 AVANTIS INTERNATIONAL SMALL CAP VALUE ETF AVDV 025072802 $1.5M 0.25% 14,557 SH
23 AMAZON COM INC COM AMZN 023135106 $1.2M 0.19% 4,899 SH
24 MICROSOFT CORP COM MSFT 594918104 $1.0M 0.17% 2,800 SH
25 ISHARES CORE S&P 500 ETF IVV 464287200 $1.0M 0.17% 1,391 SH
26 STATE STREET SPDR DOW JONES REIT ETF RWR 78464A607 $1.0M 0.17% 8,995 SH
27 ISHARES RUSSELL 1000 GROWTH ETF IWF 464287614 $958.6K 0.16% 7,720 SH
28 DIMENSIONAL EMERGING MARKETS VALUE ETF DFEV 25434V740 $916.5K 0.15% 21,481 SH
29 PHILIP MORRIS INTL INC COM PM 718172109 $784.2K 0.13% 4,335 SH
30 APPLE INC COM AAPL 037833100 $764.2K 0.13% 2,641 SH
31 INVESCO QQQ TRUST SERIES I QQQ 46090E103 $760.4K 0.12% 1,033 SH
32 VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF VTI 922908769 $759.3K 0.12% 2,052 SH
33 ALPHABET INC CAP STK CL A GOOGL 02079K305 $736.5K 0.12% 2,061 SH
34 SCHWAB U.S. LARGE-CAP ETF SCHX 808524201 $725.4K 0.12% 24,649 SH
35 VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF VBR 922908611 $703.7K 0.12% 2,896 SH
36 WALMART INC COM WMT 931142103 $691.5K 0.11% 6,105 SH
37 ALPHABET INC CAP STK CL A GOOGL 02079K305 $689.7K 0.11% 1,930 SH
38 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $683.4K 0.11% 20,529 SH
39 SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF FNDE 808524730 $661.4K 0.11% 16,668 SH
40 ISHARES TIPS BOND ETF TIP 464287176 $639.0K 0.10% 5,840 SH
41 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $621.0K 0.10% 8,715 SH
42 FIDELITY ENHANCED LARGE CAP GROWTH ETF FELG 31609A305 $617.8K 0.10% 14,121 SH
43 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $609.7K 0.10% 1,219 SH
44 ALTRIA GROUP INC COM MO 02209S103 $604.8K 0.10% 8,406 SH
45 COSTCO WHOLESALE CORPORATION COM COST 22160K105 $603.4K 0.10% 645 SH
46 FABRINET SHS FN G3323L100 $562.1K 0.09% 1,000 SH
47 ISHARES MSCI EMERGING MARKETS ETF EEM 464287234 $535.0K 0.09% 7,820 SH
48 COCA COLA CO COM KO 191216100 $527.3K 0.09% 6,488 SH
49 ISHARES RUSSELL 1000 VALUE ETF IWD 464287598 $520.3K 0.09% 2,146 SH
50 STRIVE 500 ETF STXF 02072L680 $518.9K 0.09% 10,744 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $609.5M 141 0001427372-26-000003
2026-03-31 2026-04-17 $537.2M 132 0001427372-26-000002
2025-12-31 2026-02-05 $545.2M 120 0001427372-26-000001
Filer Information
Address
6600 BROOKTREE COURT, SUITE 2200
WEXFORD, PA 15090
Phone
(724) 934-3200
Filing Manager
Gibson Capital, LLC
WEXFORD, PA
Signatory
Daniel G Berczik
Chief Compliance Officer