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Gibson Capital Portfolio holdings

AUM $610M
1-Year Est. Return 20.96%
This Fund
S&P 500
This Quarter Est. Return
-1.77%
1 Year Est. Return
+20.96%
3 Year Est. Return
+60.44%
5 Year Est. Return
+52.48%
10 Year Est. Return
+160.91%
AUM
$537M
AUM Growth
-$7.96M
Cap. Flow
+$3.75M
Cap. Flow %
0.7%
Top 10 Hldgs %
89.06%
Holding
87
New
7
Increased
30
Reduced
19
Closed
–

Top Buys

Rank Stock Value
1
VNQ icon
Vanguard Real Estate ETF
VNQ
+$6.18M
2
PNC icon
PNC Financial Services
PNC
+$371K
3
DXYZ
Destiny Tech100
DXYZ
+$289K
4
TSLA icon
Tesla
TSLA
+$238K
5
COHR icon
Coherent
COHR
+$229K

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$3.11M
2
DCO icon
Ducommun
DCO
+$957K
3
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$381K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$116K
5
BLK icon
Blackrock
BLK
+$94.7K

Sector Composition

Rank Sector Weight
1 Financials 3.98%
2 Industrials 2.27%
3 Technology 1.75%
4 Consumer Staples 0.66%
5 Consumer Discretionary 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STXF
51
Strive 500 ETF
STXF
$1.17B
$457K 0.09%
10,900
-1,685
-13% -$73.9K
EEM icon
52
iShares MSCI Emerging Markets ETF
EEM
$30.5B
$444K 0.08%
7,820
– –
EFA icon
53
iShares MSCI EAFE ETF
EFA
$80.3B
$423K 0.08%
4,357
– –
V icon
54
Visa
V
$682B
$413K 0.08%
1,368
+40
+3% +$12.9K
SLV icon
55
iShares Silver Trust
SLV
$31.3B
$408K 0.08%
5,981
-322
-5% -$24.5K
SCHB icon
56
Schwab US Broad Market ETF
SCHB
$45.2B
$403K 0.08%
16,074
-946
-6% -$24.8K
PNFP icon
57
Pinnacle Financial Partners Inc
PNFP
$16.2B
$382K 0.07%
4,429
+4
+0.1% +$372
IBM icon
58
IBM
IBM
$223B
$381K 0.07%
1,572
+4
+0.3% +$1.08K
HD icon
59
Home Depot
HD
$341B
$379K 0.07%
1,151
+22
+2% +$8.02K
JPM icon
60
JPMorgan Chase
JPM
$965B
$377K 0.07%
1,283
+28
+2% +$8.5K
FNB icon
61
FNB Corp
FNB
$6.86B
$364K 0.07%
21,776
– –
PNC icon
62
PNC Financial Services
PNC
$102B
$355K 0.07%
+1,704
New +$371K
GLD icon
63
SPDR Gold Trust
GLD
$142B
$344K 0.06%
800
– –
IWB icon
64
iShares Russell 1000 ETF
IWB
$50.5B
$342K 0.06%
958
– –
FITB
65
Fifth Third Bancorp
FITB
$52.6B
$340K 0.06%
7,313
– –
MRK icon
66
Merck
MRK
$334B
$326K 0.06%
2,709
-1
-0% -$115
SPDW icon
67
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42B
$320K 0.06%
7,002
– –
ETN icon
68
Eaton
ETN
$176B
$307K 0.06%
859
+79
+10% +$28.1K
META icon
69
Meta Platforms (Facebook)
META
$1.52T
$306K 0.06%
535
+170
+47% +$109K
PG icon
70
Procter & Gamble
PG
$335B
$273K 0.05%
1,888
+8
+0.4% +$1.21K
DXYZ
71
Destiny Tech100
DXYZ
$972M
$268K 0.05%
+10,000
New +$289K
BIV icon
72
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$251K 0.05%
3,250
-345
-10% -$26.9K
FRDM icon
73
Freedom 100 Emerging Markets ETF
FRDM
$3.43B
$250K 0.05%
4,574
– –
COHR icon
74
Coherent
COHR
$64B
$238K 0.04%
+1,000
New +$229K
FENI icon
75
Fidelity Enhanced International ETF
FENI
$11.4B
$238K 0.04%
6,403
+284
+5% +$10.9K
1 2
3
4

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OWM
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FFWA
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Gibson Capital's Q1 2026 Portfolio in Review

As of Q1 2026, Gibson Capital held 87 positions worth $537M, down 1.5% from $545M the previous quarter. Its ten largest holdings account for 89% of the portfolio.

Gibson Capital's Q1 2026 filing shows 7 new, 30 increased and 19 reduced positions. Its largest new stake was PNC Financial Services: 1,704 shares worth $355K. The largest sale was Vanguard Morningstar Total Stock Market ETF, an estimated $3.11M.

By sector, the portfolio is most concentrated in Financials at 4% of assets, down from 4.1% a quarter earlier, followed by Industrials and Technology.

  • Gibson Capital's largest Q1 2026 buy was PNC Financial Services: 1,704 shares worth $355K.
  • Gibson Capital added most to Vanguard Real Estate ETF in Q1 2026, an estimated $6.18M increase.
  • Gibson Capital's biggest Q1 2026 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $3.11M.
  • Gibson Capital's ten largest holdings make up 89% of its $537M portfolio in Q1 2026.
  • Gibson Capital opened 7 new positions and closed 0 in Q1 2026.
  • Gibson Capital's portfolio value fell 1.5% quarter-over-quarter to $537M.

Based on Gibson Capital's 13F filing for Q1 2026, filed 17 Apr 2026.