Gibbs Wealth Management
13F Holdings
Filed: 2025-08-13
Portfolio Value
519.25M
Number of Holdings
lock
info
Reporting Date
2025-06-30
Key Stats trending_flat
CIK
0002081110
Filing Date
2025-08-13 12:52:52
Address
3980 Old Milton Parkway
Alpharetta
GA
Portfolio Value
Gibbs Wealth Management
(13F - 2025-06-30)
Spdr Series Trust
-
2025-08-13
Value
23.94M
Shares
Portfolio %
4.61%
Ishares Tr
-
2025-08-13
Value
19.46M
Shares
Portfolio %
3.75%
Spdr Index Shs Fds
-
2025-08-13
Value
15.89M
Shares
Portfolio %
3.06%
Vanguard Scottsdale Fds
-
2025-08-13
Value
13.63M
Shares
Portfolio %
2.63%
Spdr Series Trust
-
2025-08-13
Value
13.29M
Shares
Portfolio %
2.56%
Ishares Tr
-
2025-08-13
Value
12.53M
Shares
Portfolio %
2.41%
Spdr Series Trust
-
2025-08-13
Value
11.72M
Shares
Portfolio %
2.26%
Value
11.64M
Shares
Portfolio %
2.24%
Value
9.94M
Shares
Portfolio %
1.91%
Spdr Series Trust
-
2025-08-13
Value
9.37M
Shares
Portfolio %
1.80%
Gibbs Wealth Management
(13F - 2025-06-30)
| Company | Ticker | Type | Shares | Value | Current % | Previous % | % Change | $ Change | $ Change % | Shares Change | Status | Qtr End Price | Filing Date |
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