Gibbs Wealth Management
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed November 4, 2025), Gibbs Wealth Management reported 192 stock positions worth $174.0 million. Its top holding was Main Sector Rotation ETF (SECT) at 7.4% of the portfolio, followed by iShares US Treasury Bond ETF (GOVT, 5.7%) and SS SPDR P Mort Back Bond ETF (SPMB, 4.7%).
- Most Recent 13F
- Q1 2026
- Location
- Alpharetta, GA
- CIK
- 0002081110
- Portfolio Value
- $174.0M (Q1 2024)
- SEC Filing
- 0002085853-25-000226 ↗ filed Nov 4, 2025
Holdings Value
Holdings 192 stocks · $174.0M
| SECT Main Sector Rotation ETF | 7.41% | 256,035 | $12.9M | — |
| GOVT iShares US Treasury Bond ETF | 5.75% | 439,217 | $10.0M | — |
| SPMB SS SPDR P Mort Back Bond ETF | 4.68% | 375,252 | $8.2M | — |
| SHYG iShares 0-5 YR HY Corp. Bond | 4.32% | 176,794 | $7.5M | — |
| SPSB SS SPDR P St C Corp. ETF | 3.01% | 176,121 | $5.2M | — |
| VCIT Vanguard Int-Term Corporate | 3.01% | 65,006 | $5.2M | — |
| AMZN Amazon.com Inc. | 2.88% | 27,768 | $5.0M | — |
| MSFT Microsoft Corp. | 2.32% | 9,604 | $4.0M | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.90% | 92,160 | $3.3M | — |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 1.74% | 108,340 | $3.0M | — |
| JPST JPMorgan Ultra-Short Income | 1.50% | 51,718 | $2.6M | — |
| AAPL Apple Inc. | 1.34% | 13,622 | $2.3M | — |
| NFLX Netflix Inc. | 1.29% | 3,699 | $2.2M | — |
| SPYV SS SPDR P S&P 500 Value ETF | 1.21% | 42,007 | $2.1M | — |
| V Visa Inc. Class A | 1.18% | 7,374 | $2.1M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.12% | 26,717 | $2.0M | — |
| NVO Novo-Nordisk A/S-Spons ADR | 1.08% | 14,613 | $1.9M | — |
| NOW ServiceNow Inc. | 1.06% | 2,426 | $1.8M | — |
| CRM Salesforce Inc. | 1.04% | 6,013 | $1.8M | — |
| MA Mastercard Inc. Class A | 1.00% | 3,606 | $1.7M | — |
| JNK SS SPDR BB High Yield Bond | 0.95% | 17,310 | $1.6M | — |
| GOOG Alphabet Inc. Class C | 0.94% | 10,776 | $1.6M | — |
| ABT Abbott Laboratories | 0.81% | 12,404 | $1.4M | — |
| ADBE Adobe Inc. | 0.76% | 2,636 | $1.3M | — |
| GOOGL Alphabet Inc. Class A | 0.75% | 8,669 | $1.3M | — |
| PEP Pepsico Inc. | 0.75% | 7,442 | $1.3M | — |
| USHY iShares Broad Usd High Yield | 0.74% | 35,150 | $1.3M | — |
| SAP Sap SE-Sponsored ADR | 0.70% | 6,237 | $1.2M | — |
| MDT Medtronic PLC | 0.68% | 13,542 | $1.2M | — |
| ACN Accenture PLC Class A | 0.66% | 3,324 | $1.2M | — |
| CSCO Cisco Systems Inc. | 0.65% | 22,775 | $1.1M | — |
| RTX RTX Corp. | 0.65% | 11,587 | $1.1M | — |
| SPEM State Street SP PTF Em ETF | 0.63% | 30,406 | $1.1M | — |
| RY Royal Bank of Canada | 0.62% | 10,611 | $1.1M | — |
| TMO Thermo Fisher Scientific Inc. | 0.61% | 1,819 | $1.1M | — |
| BIZD Vaneck BDC Income ETF | 0.58% | 59,596 | $1.0M | — |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.58% | 11,510 | $1.0M | — |
| ORCL Oracle Corp. | 0.58% | 7,982 | $1.0M | — |
| ABNB Airbnb Inc. Class A | 0.56% | 5,886 | $971K | — |
| WST West Pharmaceutical Services | 0.56% | 2,444 | $967K | — |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.56% | 12,707 | $966K | — |
| XOM Exxon Mobil Corp. | 0.55% | 8,229 | $957K | — |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.53% | 9,289 | $924K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.53% | 945 | $917K | — |
| JQUA JPMorgan US Quality Factor | 0.53% | 17,302 | $915K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 2,136 | $898K | — |
| DGRW Wisdomtree U.S. Quality Divi | 0.52% | 11,777 | $897K | — |
| COO The Cooper Cos Inc. | 0.50% | 8,617 | $874K | — |
| ICLR Icon PLC | 0.47% | 2,408 | $809K | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.46% | 18,654 | $803K | — |
| CPRT Copart Inc. | 0.46% | 13,688 | $793K | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.46% | 8,635 | $793K | — |
| RYAN Ryan Specialty Holdings Inc. | 0.45% | 14,243 | $790K | — |
| VZ Verizon Communications Inc. | 0.45% | 18,517 | $777K | — |
| WFC Wells Fargo & Co. | 0.44% | 13,350 | $774K | — |
| ADSK Autodesk Inc. | 0.44% | 2,941 | $766K | — |
| UL Unilever PLC | 0.42% | 14,541 | $730K | — |
| STIP iShares 0-5 Year Tips Bond E | 0.42% | 7,311 | $727K | — |
| UNH Unitedhealth Group Inc. | 0.41% | 1,452 | $718K | — |
| AMJ JPMorgan Alerian MLP Index | 0.40% | 24,704 | $704K | — |
| BDX Becton Dickinson and Co. | 0.39% | 2,760 | $683K | — |
| CMCSA Comcast Corp. Class A | 0.39% | 15,640 | $678K | — |
| ZTS Zoetis Inc. | 0.39% | 3,982 | $674K | — |
| JPM JPMorgan Chase & Co. | 0.38% | 3,289 | $659K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.37% | 5,293 | $648K | — |
| MINT PIMCO Enhanced Short Maturit | 0.37% | 6,381 | $642K | — |
| TFLO iShares Treasury Floating Ra | 0.37% | 12,629 | $640K | — |
| SHY iShares 1-3 Year Treasury Bo | 0.37% | 7,772 | $636K | — |
| AEM Agnico Eagle Mines Ltd. | 0.37% | 10,650 | $635K | — |
| GD General Dynamics Corp. | 0.36% | 2,246 | $635K | — |
| TMAT Main Thematic Innovation ETF | 0.35% | 34,845 | $611K | — |
| NKE Nike Inc. Class B | 0.35% | 6,463 | $607K | — |
| ENTG Entegris Inc. | 0.35% | 4,281 | $602K | — |
| PM Philip Morris International | 0.34% | 6,489 | $595K | — |
| CVX Chevron Corp. | 0.34% | 3,765 | $594K | — |
| DUK Duke Energy Corp. | 0.33% | 5,941 | $575K | — |
| QCOM Qualcomm Inc. | 0.33% | 3,385 | $573K | — |
| MCD McDonald's Corp. | 0.32% | 1,991 | $561K | — |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.32% | 6,345 | $553K | — |
| AAON Aaon Inc. | 0.32% | 6,260 | $552K | — |
| MORN Morningstar Inc. | 0.32% | 1,786 | $551K | — |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.31% | 6,563 | $545K | — |
| QLYS Qualys Inc. | 0.31% | 3,250 | $542K | — |
| DFH Dream Finders Homes Inc. Class A | 0.31% | 12,153 | $531K | — |
| IT Gartner Inc. | 0.30% | 1,106 | $527K | — |
| PG The Procter & Gamble Co. | 0.30% | 3,199 | $519K | — |
| SONY Sony Group Corp. - SP ADR | 0.30% | 6,041 | $518K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 13,532 | $513K | — |
| QUAL iShares MSCI USA Quality Fac | 0.29% | 3,121 | $513K | — |
| BUYW Main Buywrite ETF | 0.29% | 37,321 | $510K | — |
| WTS Watts Water Technologies-A | 0.29% | 2,399 | $510K | — |
| IVV iShares Core S&P 500 ETF | 0.28% | 939 | $494K | — |
| ENB Enbridge Inc. | 0.28% | 13,646 | $494K | — |
| WDAY Workday Inc. Class A | 0.28% | 1,807 | $493K | — |
| WMB Williams Cos Inc. | 0.28% | 12,639 | $493K | — |
| FIX Comfort Systems USA Inc. | 0.28% | 1,522 | $484K | — |
| AME Ametek Inc. | 0.27% | 2,599 | $475K | — |
| HD Home Depot Inc. | 0.26% | 1,179 | $452K | — |
| DRI Darden Restaurants Inc. | 0.26% | 2,680 | $448K | — |
| CVS CVS Health Corp. | 0.26% | 5,562 | $444K | — |
| WMT Walmart Inc. | 0.25% | 7,235 | $435K | — |
| RJF Raymond James Financial Inc. | 0.25% | 3,371 | $433K | — |
| AON Aon PLC Class A | 0.25% | 1,281 | $427K | — |
| PCG P G & E Corp. | 0.24% | 25,294 | $424K | — |
| CAT Caterpillar Inc. | 0.24% | 1,133 | $415K | — |
| LOW Lowe's Cos Inc. | 0.24% | 1,623 | $413K | — |
| FE Firstenergy Corp. | 0.24% | 10,700 | $413K | — |
| AMAT Applied Materials Inc. | 0.24% | 1,999 | $412K | — |
| FCX Freeport-McMoran Inc. | 0.23% | 8,502 | $400K | — |
| ELF Elf Beauty Inc. | 0.23% | 2,035 | $399K | — |
| POOL Pool Corp. | 0.22% | 960 | $387K | — |
| CI The Cigna Group | 0.22% | 1,060 | $385K | — |
| MPC Marathon Petroleum Corp. | 0.22% | 1,894 | $382K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 859 | $381K | — |
| TLT iShares 20+ Year Treasury BD | 0.22% | 4,025 | $381K | — |
| SFBS Servisfirst Bancshares Inc. | 0.22% | 5,727 | $380K | — |
| FTI Technipfmc PLC | 0.21% | 14,862 | $373K | — |
| GLW Corning Inc. | 0.21% | 11,021 | $363K | — |
| LW Lamb Weston Holdings Inc. | 0.21% | 3,364 | $358K | — |
| KO The Coca-Cola Co. | 0.21% | 5,843 | $357K | — |
| BSY Bentley Systems Inc. Class B | 0.20% | 6,731 | $351K | — |
| HEI.A Heico Corp. Class A | 0.20% | 2,261 | $348K | — |
| ABBV Abbvie Inc. | 0.20% | 1,887 | $344K | — |
| MEDP Medpace Holdings Inc. | 0.19% | 835 | $337K | — |
| IWB iShares Russell 1000 ETF | 0.19% | 1,160 | $334K | — |
| SHOP Shopify Inc. Class A | 0.19% | 4,326 | $334K | — |
| C Citigroup Inc. | 0.19% | 5,264 | $333K | — |
| AES AES Corp. | 0.19% | 18,506 | $332K | — |
| AIG American International Group | 0.19% | 4,165 | $326K | — |
| WWD Woodward Inc. | 0.19% | 2,108 | $325K | — |
| B Barrick Gold Corp. | 0.19% | 19,516 | $325K | — |
| ROST Ross Stores Inc. | 0.18% | 2,182 | $320K | — |
| AZTA Azenta Inc. | 0.18% | 5,267 | $317K | — |
| AZPN Aspen Technology Inc. | 0.18% | 1,470 | $314K | — |
| EFX Equifax Inc. | 0.18% | 1,168 | $312K | — |
| NVDA Nvidia Corp. | 0.18% | 339 | $306K | — |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.17% | 5,997 | $302K | — |
| BMY Bristol-Myers Squibb Co. | 0.17% | 5,529 | $300K | — |
| TDY Teledyne Technologies Inc. | 0.17% | 698 | $300K | — |
| HLI Houlihan Lokey Inc. | 0.17% | 2,298 | $295K | — |
| PBH Prestige Consumer Healthcare | 0.17% | 4,053 | $294K | — |
| NDSN Nordson Corp. | 0.17% | 1,068 | $293K | — |
| LLY Eli Lilly & Co. | 0.16% | 367 | $286K | — |
| FOXF Fox Factory Holding Corp. | 0.16% | 5,456 | $284K | — |
| LII Lennox International Inc. | 0.16% | 577 | $282K | — |
| MET Metlife Inc. | 0.16% | 3,787 | $281K | — |
| CNC Centene Corp. | 0.16% | 3,574 | $280K | — |
| RSP Invesco S&P 500 Equal Weight | 0.16% | 1,641 | $278K | — |
| T AT&T Inc. | 0.16% | 15,780 | $278K | — |
| NPO Enpro Inc. | 0.16% | 1,632 | $275K | — |
| STRL Sterling Infrastructure Inc. | 0.16% | 2,485 | $274K | — |
| ITGR Integer Holdings Corp. | 0.16% | 2,315 | $270K | — |
| MPWR Monolithic Power Systems Inc. | 0.15% | 391 | $265K | — |
| BOOT Boot Barn Holdings Inc. | 0.15% | 2,753 | $262K | — |
| VRSK Verisk Analytics Inc. | 0.15% | 1,110 | $262K | — |
| ONTO Onto Innovation Inc. | 0.15% | 1,443 | $261K | — |
| INDI Indie Semiconductor Inc. Class A | 0.15% | 36,876 | $261K | — |
| BAX Baxter International Inc. | 0.15% | 6,049 | $259K | — |
| AVAV Aerovironment Inc. | 0.15% | 1,650 | $253K | — |
| SFM Sprouts Farmers Market Inc. | 0.14% | 3,861 | $249K | — |
| AMT American Tower Corp. | 0.14% | 1,234 | $244K | — |
| WAB Wabtec Corp. | 0.14% | 1,662 | $242K | — |
| BRO Brown & Brown Inc. | 0.14% | 2,693 | $236K | — |
| DPZ Domino's Pizza Inc. | 0.13% | 472 | $235K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 1,225 | $234K | — |
| ALGN Align Technology Inc. | 0.13% | 713 | $234K | — |
| PNR Pentair PLC | 0.13% | 2,707 | $231K | — |
| HUM Humana Inc. | 0.13% | 665 | $231K | — |
| LUV Southwest Airlines Co. | 0.13% | 7,893 | $230K | — |
| IEF iShares 7-10 Year Treasury B | 0.13% | 2,425 | $230K | — |
| FMC FMC Corp. | 0.13% | 3,591 | $229K | — |
| JNJ Johnson & Johnson | 0.13% | 1,440 | $228K | — |
| SO The Southern Co. | 0.13% | 3,107 | $223K | — |
| MRK Merck & Co. Inc. | 0.13% | 1,685 | $222K | — |
| DFAC Dimensional US Core Equity 2 | 0.13% | 6,947 | $222K | — |
| CSX CSX Corp. | 0.13% | 5,909 | $219K | — |
| ICFI Icf International Inc. | 0.13% | 1,447 | $218K | — |
| BMI Badger Meter Inc. | 0.12% | 1,337 | $216K | — |
| ALLE Allegion PLC | 0.12% | 1,604 | $216K | — |
| MS Morgan Stanley | 0.12% | 2,283 | $215K | — |
| LMAT Lemaitre Vascular Inc. | 0.12% | 3,229 | $214K | — |
| IEI iShares 3-7 Year Treasury Bo | 0.12% | 1,844 | $214K | — |
| SKY Champion Homes Inc. filed as SKYLINE CHAMPION CORPORATION | 0.12% | 2,506 | $213K | — |
| PFE Pfizer Inc. | 0.12% | 7,667 | $213K | — |
| TDC Teradata Corp. | 0.12% | 5,487 | $212K | — |
| FDS Factset Research Systems Inc. | 0.12% | 458 | $208K | — |
| SMPL The Simply Good Foods Co. | 0.12% | 6,052 | $206K | — |
| HLN Haleon PLC-ADR | 0.07% | 13,483 | $114K | — |
| RGTI Rigetti Computing Inc. | 0.03% | 37,835 | $58K | — |
| AKTSQ Akoustis Technologies Inc. | 0.03% | 82,467 | $49K | — |
| QVCG QVC Group Inc. filed as QURATE RETAIL INC | 0.01% | 19,058 | $23K | — |
| DESKTOP METAL INC | 0.01% | 10,503 | $9K | — |
Portfolio Sells Q1 2024
No earlier filing to compare with.
Portfolio Buys Q1 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 430 | $759.0M | SPYG, SPDW, SPYV, SHYG, NVDA |
| Q4 2025 | 324 | $413.3M | SPYG, SPDW, GOVT, SHYG, SECT |
| Q3 2025 | 328 | $442.2M | SPYG, SPDW, GOVT, SHYG, SECT |
| Q2 2025 | 367 | $519.3M | SPYG, GOVT, SPDW, VCIT, SPMB |
| Q1 2025 | 307 | $414.8M | GOVT, SPYG, VCIT, SPMB, SPDW |
| Q4 2024 | 285 | $368.6M | GOVT, SPYG, SECT, VCIT, SHYG |
| Q3 2024 | 259 | $308.5M | GOVT, SECT, SPMB, SPTL, SHYG |
| Q2 2024 | 232 | $247.1M | SECT, GOVT, SHYG, SPTL, SPMB |
| Q1 2024 | 192 | $174.0M | SECT, GOVT, SPMB, SHYG, SPSB |