Managers / Q2 2025 · view latest →
Gibbs Wealth Management
CIK 0002081110 · 3980 OLD MILTON PARKWAY, ALPHARETTA, GA, 30005 · 6786948770
Reported Value
$519M
Q2 2025
Positions
367
Filings on Record
9
2019–present window
Filed
Aug 13, 2025
original filing
Summary
Gibbs Wealth Management reported $519M in U.S.-listed holdings across 367 positions for Q2 2025.
Its largest position, Spdr Series, represents 4.6% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 54.4% · $283M
- ETP · 38.9% · $202M
- Other · 3.5% · $18M
- ADR · 2.9% · $15M
- REIT · 0.3% · $2M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2025
Filing History
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 ↗.