Gibbs Wealth Management

CIK 0002081110 • 9 13F filings • Aug 13, 2025 – May 13, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q3 2025

Q3 2024

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $174.0M1 positionsView on SEC.gov

			% of Portfolio
AAON INC	COM PAR $0.004	$552K	0.3%	6,260 SH
ABBOTT LABS	COM	$1.4M	0.8%	12,404 SH
ABBVIE INC	COM	$344K	0.2%	1,887 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.2M	0.7%	3,324 SH
ADOBE INC	COM	$1.3M	0.8%	2,636 SH
AEROVIRONMENT INC	COM	$253K	0.1%	1,650 SH
AES CORP	COM	$332K	0.2%	18,506 SH
AGNICO EAGLE MINES LTD	COM	$635K	0.4%	10,650 SH
AIRBNB INC	COM CL A	$971K	0.6%	5,886 SH
AKOUSTIS TECHNOLOGIES INC	COM	$49K	0.0%	82,467 SH
ALIGN TECHNOLOGY INC	COM	$234K	0.1%	713 SH
ALLEGION PLC	ORD SHS	$216K	0.1%	1,604 SH
ALPHABET INC	CAP STK CL A	$1.3M	0.8%	8,669 SH
ALPHABET INC	CAP STK CL C	$1.6M	0.9%	10,776 SH
AMAZON COM INC	COM	$5.0M	2.9%	27,768 SH
AMERICAN INTL GROUP INC	COM NEW	$326K	0.2%	4,165 SH
AMERICAN TOWER CORP NEW	COM	$244K	0.1%	1,234 SH
AMETEK INC	COM	$475K	0.3%	2,599 SH
AON PLC	SHS CL A	$427K	0.2%	1,281 SH
APPLE INC	COM	$2.3M	1.3%	13,622 SH
APPLIED MATLS INC	COM	$412K	0.2%	1,999 SH
ASML HOLDING N V	N Y REGISTRY SHS	$917K	0.5%	945 SH
ASPEN TECHNOLOGY INC	COM	$314K	0.2%	1,470 SH
AT&T INC	COM	$278K	0.2%	15,780 SH
AUTODESK INC	COM	$766K	0.4%	2,941 SH
AZENTA INC	COM	$317K	0.2%	5,267 SH
BADGER METER INC	COM	$216K	0.1%	1,337 SH
BANK AMERICA CORP	COM	$513K	0.3%	13,532 SH
BARRICK GOLD CORP	COM	$325K	0.2%	19,516 SH
BAXTER INTL INC	COM	$259K	0.1%	6,049 SH
BECTON DICKINSON & CO	COM	$683K	0.4%	2,760 SH
BENTLEY SYS INC	COM CL B	$351K	0.2%	6,731 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$898K	0.5%	2,136 SH
BONDBLOXX ETF TRUST	BLOOMBERG SIX MN	$302K	0.2%	5,997 SH
BOOT BARN HLDGS INC	COM	$262K	0.2%	2,753 SH
BRISTOL-MYERS SQUIBB CO	COM	$300K	0.2%	5,529 SH
BROWN & BROWN INC	COM	$236K	0.1%	2,693 SH
CATERPILLAR INC	COM	$415K	0.2%	1,133 SH
CENTENE CORP DEL	COM	$280K	0.2%	3,574 SH
CHEVRON CORP NEW	COM	$594K	0.3%	3,765 SH
CISCO SYS INC	COM	$1.1M	0.7%	22,775 SH
CITIGROUP INC	COM NEW	$333K	0.2%	5,264 SH
COCA COLA CO	COM	$357K	0.2%	5,843 SH
COMCAST CORP NEW	CL A	$678K	0.4%	15,640 SH
COMFORT SYS USA INC	COM	$484K	0.3%	1,522 SH
COOPER COS INC	COM	$874K	0.5%	8,617 SH
COPART INC	COM	$793K	0.5%	13,688 SH
CORNING INC	COM	$363K	0.2%	11,021 SH
CSX CORP	COM	$219K	0.1%	5,909 SH
CVS HEALTH CORP	COM	$444K	0.3%	5,562 SH
DARDEN RESTAURANTS INC	COM	$448K	0.3%	2,680 SH
DESKTOP METAL INC	COM CL A	$9K	0.0%	10,503 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$222K	0.1%	6,947 SH
DISNEY WALT CO	COM	$648K	0.4%	5,293 SH
DOMINOS PIZZA INC	COM	$235K	0.1%	472 SH
DREAM FINDERS HOMES INC	COM CL A	$531K	0.3%	12,153 SH
DUKE ENERGY CORP NEW	COM NEW	$575K	0.3%	5,941 SH
E L F BEAUTY INC	COM	$399K	0.2%	2,035 SH
ELI LILLY & CO	COM	$286K	0.2%	367 SH
ENBRIDGE INC	COM	$494K	0.3%	13,646 SH
ENPRO INC	COM	$275K	0.2%	1,632 SH
ENTEGRIS INC	COM	$602K	0.3%	4,281 SH
EQUIFAX INC	COM	$312K	0.2%	1,168 SH
EXXON MOBIL CORP	COM	$957K	0.5%	8,229 SH
FACTSET RESH SYS INC	COM	$208K	0.1%	458 SH
FIRSTENERGY CORP	COM	$413K	0.2%	10,700 SH
FMC CORP	COM NEW	$229K	0.1%	3,591 SH
FOX FACTORY HLDG CORP	COM	$284K	0.2%	5,456 SH
FREEPORT-MCMORAN INC	CL B	$400K	0.2%	8,502 SH
GARTNER INC	COM	$527K	0.3%	1,106 SH
GENERAL DYNAMICS CORP	COM	$635K	0.4%	2,246 SH
HALEON PLC	SPON ADS	$114K	0.1%	13,483 SH
HEICO CORP NEW	CL A	$348K	0.2%	2,261 SH
HOME DEPOT INC	COM	$452K	0.3%	1,179 SH
HOULIHAN LOKEY INC	CL A	$295K	0.2%	2,298 SH
HUMANA INC	COM	$231K	0.1%	665 SH
ICF INTL INC	COM	$218K	0.1%	1,447 SH
ICON PLC	SHS	$809K	0.5%	2,408 SH
INDIE SEMICONDUCTOR INC	CLASS A COM	$261K	0.2%	36,876 SH
INTEGER HLDGS CORP	COM	$270K	0.2%	2,315 SH
INTERNATIONAL BUSINESS MACHS	COM	$234K	0.1%	1,225 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$278K	0.2%	1,641 SH
INVESCO QQQ TR	UNIT SER 1	$381K	0.2%	859 SH
ISHARES TR	0-5 YR TIPS ETF	$727K	0.4%	7,311 SH
ISHARES TR	0-5YR HI YL CP	$7.5M	4.3%	176,794 SH
ISHARES TR	1 3 YR TREAS BD	$636K	0.4%	7,772 SH
ISHARES TR	20 YR TR BD ETF	$381K	0.2%	4,025 SH
ISHARES TR	3 7 YR TREAS BD	$214K	0.1%	1,844 SH
ISHARES TR	7-10 YR TRSY BD	$230K	0.1%	2,425 SH
ISHARES TR	BROAD USD HIGH	$1.3M	0.7%	35,150 SH
ISHARES TR	CORE S&P500 ETF	$494K	0.3%	939 SH
ISHARES TR	MSCI USA QLT FCT	$513K	0.3%	3,121 SH
ISHARES TR	RUS 1000 ETF	$334K	0.2%	1,160 SH
ISHARES TR	TRS FLT RT BD	$640K	0.4%	12,629 SH
ISHARES TR	US TREAS BD ETF	$10.0M	5.7%	439,217 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT INC	$2.6M	1.5%	51,718 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$915K	0.5%	17,302 SH
JOHNSON & JOHNSON	COM	$228K	0.1%	1,440 SH
JPMORGAN CHASE & CO	ALERIAN ML ETN	$704K	0.4%	24,704 SH
JPMORGAN CHASE & CO	COM	$659K	0.4%	3,289 SH
LAMB WESTON HLDGS INC	COM	$358K	0.2%	3,364 SH
LEMAITRE VASCULAR INC	COM	$214K	0.1%	3,229 SH
LENNOX INTL INC	COM	$282K	0.2%	577 SH
LOWES COS INC	COM	$413K	0.2%	1,623 SH
MARATHON PETE CORP	COM	$382K	0.2%	1,894 SH
MASTERCARD INCORPORATED	CL A	$1.7M	1.0%	3,606 SH
MCDONALDS CORP	COM	$561K	0.3%	1,991 SH
MEDPACE HLDGS INC	COM	$337K	0.2%	835 SH
MEDTRONIC PLC	SHS	$1.2M	0.7%	13,542 SH
MERCK & CO INC	COM	$222K	0.1%	1,685 SH
METLIFE INC	COM	$281K	0.2%	3,787 SH
MICROSOFT CORP	COM	$4.0M	2.3%	9,604 SH
MONOLITHIC PWR SYS INC	COM	$265K	0.2%	391 SH
MORGAN STANLEY	COM NEW	$215K	0.1%	2,283 SH
MORNINGSTAR INC	COM	$551K	0.3%	1,786 SH
NETFLIX INC	COM	$2.2M	1.3%	3,699 SH
NIKE INC	CL B	$607K	0.3%	6,463 SH
NORDSON CORP	COM	$293K	0.2%	1,068 SH
NORTHERN LTS FD TR IV	MAIN BUYWRITE	$510K	0.3%	37,321 SH
NORTHERN LTS FD TR IV	MAIN SECTR ROTN	$12.9M	7.4%	256,035 SH
NORTHERN LTS FD TR IV	MAIN THEMATC IN	$611K	0.4%	34,845 SH
NOVO-NORDISK A S	ADR	$1.9M	1.1%	14,613 SH
NVIDIA CORPORATION	COM	$306K	0.2%	339 SH
ONTO INNOVATION INC	COM	$261K	0.2%	1,443 SH
ORACLE CORP	COM	$1.0M	0.6%	7,982 SH
PENTAIR PLC	SHS	$231K	0.1%	2,707 SH
PEPSICO INC	COM	$1.3M	0.7%	7,442 SH
PFIZER INC	COM	$213K	0.1%	7,667 SH
PG&E CORP	COM	$424K	0.2%	25,294 SH
PHILIP MORRIS INTL INC	COM	$595K	0.3%	6,489 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$642K	0.4%	6,381 SH
POOL CORP	COM	$387K	0.2%	960 SH
PRESTIGE CONSMR HEALTHCARE I	COM	$294K	0.2%	4,053 SH
PROCTER AND GAMBLE CO	COM	$519K	0.3%	3,199 SH
QUALCOMM INC	COM	$573K	0.3%	3,385 SH
QUALYS INC	COM	$542K	0.3%	3,250 SH
QURATE RETAIL INC	COM SER A	$23K	0.0%	19,058 SH
RAYMOND JAMES FINL INC	COM	$433K	0.2%	3,371 SH
RIGETTI COMPUTING INC	COMMON STOCK	$58K	0.0%	37,835 SH
ROSS STORES INC	COM	$320K	0.2%	2,182 SH
ROYAL BK CDA	COM	$1.1M	0.6%	10,611 SH
RTX CORPORATION	COM	$1.1M	0.6%	11,587 SH
RYAN SPECIALTY HOLDINGS INC	CL A	$790K	0.5%	14,243 SH
SALESFORCE INC	COM	$1.8M	1.0%	6,013 SH
SAP SE	SPON ADR	$1.2M	0.7%	6,237 SH
SERVICENOW INC	COM	$1.8M	1.1%	2,426 SH
SERVISFIRST BANCSHARES INC	COM	$380K	0.2%	5,727 SH
SHOPIFY INC	CL A	$334K	0.2%	4,326 SH
SIMPLY GOOD FOODS CO	COM	$206K	0.1%	6,052 SH
SKYLINE CHAMPION CORPORATION	COM	$213K	0.1%	2,506 SH
SONY GROUP CORP	SPONSORED ADR	$518K	0.3%	6,041 SH
SOUTHERN CO	COM	$223K	0.1%	3,107 SH
SOUTHWEST AIRLS CO	COM	$230K	0.1%	7,893 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$3.3M	1.9%	92,160 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$1.1M	0.6%	30,406 SH
SPDR SER TR	BLOOMBERG 1-3 MO	$793K	0.5%	8,635 SH
SPDR SER TR	BLOOMBERG 3-12 M	$924K	0.5%	9,289 SH
SPDR SER TR	BLOOMBERG HIGH Y	$1.6M	0.9%	17,310 SH
SPDR SER TR	PORT MTG BK ETF	$8.2M	4.7%	375,252 SH
SPDR SER TR	PORTFOLIO LN TSR	$3.0M	1.7%	108,340 SH
SPDR SER TR	PORTFOLIO S&P600	$803K	0.5%	18,654 SH
SPDR SER TR	PORTFOLIO SHORT	$5.2M	3.0%	176,121 SH
SPDR SER TR	PRTFLO S&P500 GW	$2.0M	1.1%	26,717 SH
SPDR SER TR	PRTFLO S&P500 VL	$2.1M	1.2%	42,007 SH
SPDR SER TR	S&P 400 MDCP GRW	$1.0M	0.6%	11,510 SH
SPDR SER TR	S&P 400 MDCP VAL	$966K	0.6%	12,707 SH
SPDR SER TR	S&P 600 SMCP GRW	$553K	0.3%	6,345 SH
SPDR SER TR	S&P 600 SMCP VAL	$545K	0.3%	6,563 SH
SPROUTS FMRS MKT INC	COM	$249K	0.1%	3,861 SH
STERLING INFRASTRUCTURE INC	COM	$274K	0.2%	2,485 SH
TECHNIPFMC PLC	COM	$373K	0.2%	14,862 SH
TELEDYNE TECHNOLOGIES INC	COM	$300K	0.2%	698 SH
TERADATA CORP DEL	COM	$212K	0.1%	5,487 SH
THE CIGNA GROUP	COM	$385K	0.2%	1,060 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.1M	0.6%	1,819 SH
UNILEVER PLC	SPON ADR NEW	$730K	0.4%	14,541 SH
UNITEDHEALTH GROUP INC	COM	$718K	0.4%	1,452 SH
VANECK ETF TRUST	BDC INCOME ETF	$1.0M	0.6%	59,596 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$5.2M	3.0%	65,006 SH
VERISK ANALYTICS INC	COM	$262K	0.2%	1,110 SH
VERIZON COMMUNICATIONS INC	COM	$777K	0.4%	18,517 SH
VISA INC	COM CL A	$2.1M	1.2%	7,374 SH
WABTEC	COM	$242K	0.1%	1,662 SH
WALMART INC	COM	$435K	0.3%	7,235 SH
WATTS WATER TECHNOLOGIES INC	CL A	$510K	0.3%	2,399 SH
WELLS FARGO CO NEW	COM	$774K	0.4%	13,350 SH
WEST PHARMACEUTICAL SVSC INC	COM	$967K	0.6%	2,444 SH
WILLIAMS COS INC	COM	$493K	0.3%	12,639 SH
WISDOMTREE TR	US QTLY DIV GRT	$897K	0.5%	11,777 SH
WOODWARD INC	COM	$325K	0.2%	2,108 SH
WORKDAY INC	CL A	$493K	0.3%	1,807 SH
ZOETIS INC	CL A	$674K	0.4%	3,982 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 21, 2026	Q3 2026	13F-HR	0002085853-26-001258	—	View
Jan 23, 2026	Q4 2025	13F-HR	0002085853-26-000076	$413.3M	View
Nov 4, 2025	Q4 2024