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, exited 4, added to 55, and trimmed 11.

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.

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
Loading holdings…
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF$39.3M +14.4%
  • VANGUARD REAL ESTATE ETF$11.5M +9.3%
  • BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF$3.4M +21.3%
  • ALPHABET INC CAP STK CL C$3.1M +1301.9%
  • DIMENSIONAL US SUSTAINABILITY CORE 1 ETF$2.1M +13.5%
Show all 55 →

Top Trims

  • ISHARES GOLD TRUST-$1.0M -16.4%
  • EXXON MOBIL CORP-$105.6K -19.3%
  • ISHARES BITCOIN TRUST ETF-$104.0K -13.2%
  • ISHARES SILVER TRUST-$87.7K -21.5%
  • CHEVRON CORPORATION COM-$74.8K -9.4%
Show all 11 →

New Positions

  • FABRINET SHS$562.1K
  • BROADCOM INC COM$348.3K
  • ELI LILLY & CO COM$332.2K
  • KLA CORP COM NEW$301.7K
  • INTEL CORP COM$273.3K
Show all 11 →

Exited Positions

  • DESTINY TECH100 INC COM SHS$267.8K
  • PALANTIR TECHNOLOGIES INC CL A$231.4K
  • TESLA INC COM$214.9K
  • LOCKHEED MARTIN CORP COM$203.1K
Show all 4 →
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 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