Managers / Q1 2026
Gibbs Wealth Management
CIK 0002081110 · 3980 OLD MILTON PARKWAY, ALPHARETTA, GA, 30005 · 6786948770
Reported Value
$762M
Q1 2026
Positions
433
Filings on Record
9
2019–present window
Filed
May 13, 2026
original filing
Summary
Gibbs Wealth Management reported $762M in U.S.-listed holdings across 433 positions for Q1 2026.
Its largest position, SPYG, represents 5.1% of the portfolio.
Compared with Q4 2025, the fund opened 130 new positions and exited 24.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
Other Included Managers
This filing reports holdings on behalf of 2 additional managers.
- TOWNSQUARE CAPITAL LLC028-19141
- Orion Portfolio Solutions028-20154
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.