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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
+1.06%
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
$545M
AUM Growth
+$3.05M
Cap. Flow
-$1.98M
Cap. Flow %
-0.36%
Top 10 Hldgs %
89.33%
Holding
88
New
1
Increased
20
Reduced
26
Closed
8

Top Buys

Rank Stock Value
1
VNQ icon
Vanguard Real Estate ETF
VNQ
+$6.69M
2
SLV icon
iShares Silver Trust
SLV
+$316K
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$201K
4
MSFT icon
Microsoft
MSFT
+$155K
5
BSVO icon
EA Bridgeway Omni Small-Cap Value ETF
BSVO
+$74.6K

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$4.57M
2
MLNK
MeridianLink
MLNK
+$1.62M
3
DCO icon
Ducommun
DCO
+$466K
4
TT icon
Trane Technologies
TT
+$340K
5
IAU icon
iShares Gold Trust
IAU
+$334K

Sector Composition

Rank Sector Weight
1 Financials 4.07%
2 Technology 1.88%
3 Industrials 1.86%
4 Consumer Staples 0.59%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Morningstar Total Stock Market ETF
VTI
$696B
$289M 52.94%
860,884
-13,742
-2% -$4.57M
VNQ icon
2
Vanguard Real Estate ETF
VNQ
$39.1B
$117M 21.43%
1,320,172
+74,468
+6% +$6.69M
DFSU
3
Dimensional US Sustainability Core 1 ETF
DFSU
$2.38B
$16.3M 2.99%
375,765
– –
BRK.A icon
4
Berkshire Hathaway Class A
BRK.A
$1.09T
$15.9M 2.91%
21
– –
BSVO icon
5
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$2.52B
$14.5M 2.66%
621,416
+3,252
+0.5% +$74.6K
VV icon
6
Vanguard Morningstar Large-Cap ETF
VV
$54.9B
$11.1M 2.04%
35,294
– –
DCO icon
7
Ducommun
DCO
$3.04B
$6.68M 1.23%
70,229
-5,000
-7% -$466K
VIG icon
8
Vanguard Dividend Appreciation ETF
VIG
$115B
$6.05M 1.11%
27,539
– –
IAU icon
9
iShares Gold Trust
IAU
$64.5B
$5.7M 1.05%
70,271
-4,269
-6% -$334K
DFAT icon
10
Dimensional US Targeted Value ETF
DFAT
$14.8B
$5.38M 0.99%
90,351
+150
+0.2% +$8.75K
AAPL icon
11
Apple
AAPL
$4.46T
$4.48M 0.82%
16,488
-41
-0.2% -$11K
BRK.B icon
12
Berkshire Hathaway Class B
BRK.B
$1.09T
$3.72M 0.68%
7,404
-14
-0.2% -$6.96K
DSI icon
13
iShares MSCI KLD 400 Social ETF
DSI
$5.58B
$3.19M 0.58%
24,741
-383
-2% -$48.9K
VOO icon
14
Vanguard S&P 500 ETF
VOO
$1.04T
$2.93M 0.54%
4,671
– –
NVDA icon
15
NVIDIA
NVDA
$5.46T
$2.65M 0.49%
14,184
+2
+0% +$372
CAT icon
16
Caterpillar
CAT
$393B
$2.36M 0.43%
4,117
-1
-0% -$556
AVES icon
17
Avantis Emerging Markets Value ETF
AVES
$1.49B
$2.16M 0.4%
37,025
– –
VO icon
18
Vanguard Morningstar Mid-Cap ETF
VO
$111B
$2.09M 0.38%
28,852
-276
-0.9% -$20.1K
AVDV icon
19
Avantis International Small Cap Value ETF
AVDV
$19.9B
$1.95M 0.36%
20,736
+17
+0.1% +$1.54K
MSFT icon
20
Microsoft
MSFT
$3.69T
$1.75M 0.32%
3,627
+309
+9% +$155K
AMZN icon
21
Amazon
AMZN
$2.86T
$1.44M 0.26%
6,255
-64
-1% -$14.6K
ITOT icon
22
iShares Core S&P Total US Stock Market ETF
ITOT
$98.5B
$1.36M 0.25%
9,167
+1,359
+17% +$201K
VB icon
23
Vanguard Morningstar Small-Cap ETF
VB
$83.4B
$1.34M 0.24%
5,176
– –
IBIT icon
24
iShares Bitcoin Trust
IBIT
$47.2B
$1.04M 0.19%
20,964
-1,496
-7% -$85K
IVV icon
25
iShares Core S&P 500 ETF
IVV
$910B
$953K 0.17%
1,391
– –
1
2 3 4

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Gibson Capital's Q4 2025 Portfolio in Review

As of Q4 2025, Gibson Capital held 88 positions worth $545M, up 0.56% from $542M the previous quarter. Its ten largest holdings account for 89% of the portfolio.

Gibson Capital's Q4 2025 filing shows 1 new, 20 increased, 26 reduced and 8 closed positions. Its largest new stake was iShares Silver Trust: 6,303 shares worth $406K. The largest sale was Vanguard Morningstar Total Stock Market ETF, an estimated $4.57M.

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

  • Gibson Capital's largest Q4 2025 buy was iShares Silver Trust: 6,303 shares worth $406K.
  • Gibson Capital added most to Vanguard Real Estate ETF in Q4 2025, an estimated $6.69M increase.
  • Gibson Capital's biggest Q4 2025 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $4.57M.
  • Gibson Capital fully exited MeridianLink in Q4 2025, selling an estimated $1.62M.
  • Gibson Capital's ten largest holdings make up 89% of its $545M portfolio in Q4 2025.
  • Gibson Capital opened 1 new position and closed 8 in Q4 2025.
  • Gibson Capital's portfolio value rose 0.56% quarter-over-quarter to $545M.

Based on Gibson Capital's 13F filing for Q4 2025, filed 5 Feb 2026.