Gibson Capital, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 17, 2024), Gibson Capital, LLC reported 74 stock positions worth $457.5 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 54.7% of the portfolio, followed by Vanguard Real Estate ETF (VNQ, 23.2%) and Dimensional US Sus CORE1 ETF (DFSU, 3.2%). Compared with Q4 2023, it opened 11 new positions, added to 4 and reduced 14. The biggest buy was Nvidia (NVDA, shares +33%) and the biggest sale Meta Platforms Class A (META, shares −87%).

Most Recent 13F
Q2 2026
Location
WEXFORD, PA
CIK
0001427372
Portfolio Value
$457.5M (Q1 2024)
SEC Filing
0001427372-24-000004 ↗ filed Apr 17, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $457.5M $457.5M Q1 2024 Q2 2024: $452.8M Q2 2024 Q3 2024: $491.1M Q3 2024 Q4 2024: $488.9M Q4 2024 Q1 2025: $475.0M Q1 2025 Q2 2025: $506.5M Q2 2025 Q3 2025: $542.2M Q3 2025 Q4 2025: $545.2M Q4 2025 Q1 2026: $537.2M Q1 2026 Q2 2026: $609.5M Q2 2026

Holdings 74 stocks · $457.5M
VTI VG Morningstar TS MKT ETF-US 54.70% 962,821 $250.2M Reduce -0.2%
VNQ Vanguard Real Estate ETF 23.18% 1,226,535 $106.1M Add +2.5%
DFSU Dimensional US Sus CORE1 ETF 3.15% 419,424 $14.4M No change
BRK.A Berkshire Hathaway Inc. Class A 2.91% 21 $13.3M No change
BSVO EA Bridgeway Omni Sm-Cp Val 2.53% 544,432 $11.6M Reduce -1.5%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 2.06% 39,372 $9.4M No change
DFAT Dimensional US Target Value 1.21% 101,519 $5.5M Reduce -0.4%
VIG Vanguard Dividend Apprec ETF 1.19% 29,752 $5.4M No change
DSI iShares ESG MSCI KLD 400 ETF 0.90% 40,874 $4.1M Reduce -2.4%
BRK.B Berkshire Hathaway Inc. Class B 0.72% 7,846 $3.3M Add +9.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.44% 8,057 $2.0M Reduce -2.6%
NVDA Nvidia Corp. 0.43% 2,169 $2.0M Add +32.6%
MLNK Meridianlink Inc. 0.33% 81,050 $1.5M No change
AVDV Avantis Intl S/C Value ETF 0.30% 21,138 $1.4M Reduce -0.4%
VB Vanguard Most SM-Cap ETF-Usd 0.29% 5,771 $1.3M No change
MSFT Microsoft Corp. 0.28% 3,090 $1.3M Add +0.3%
AAPL Apple Inc. 0.28% 7,504 $1.3M Reduce -1.3%
IAU iShares Gold Trust 0.24% 26,454 $1.1M Reduce -2.2%
VOO Vanguard S&P 500 ETF 0.20% 1,892 $909K No change
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.19% 4,560 $852K No change
RWR SS SPDR Dow Jones REIT ETF 0.19% 8,995 $848K No change
DFEV Dimensional Emrg MRKT Val 0.18% 31,982 $830K No change
IVV iShares Core S&P 500 ETF 0.16% 1,397 $735K No change
ITOT iShares Core S&P Total U.S. 0.16% 6,263 $722K Reduce -1.9%
IWV iShares Russell 3000 ETF 0.15% 2,333 $700K No change
FNDE Schwab Fndmntl Em MRK Eq ETF 0.14% 23,494 $652K No change
IWF iShares Russell 1000 Growth 0.14% 1,930 $651K No change
AMZN Amazon.com Inc. 0.13% 3,390 $611K No change
TIP iShares Tips Bond ETF 0.13% 5,424 $583K Reduce -14.8%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.12% 2,902 $557K No change
STXF Strive 500 ETF 0.12% 15,625 $526K No change
CVX Chevron Corp. 0.11% 3,320 $524K No change
USMV iShares MSCI USA Min Vol Fac 0.11% 6,080 $508K Reduce -1.9%
FELG Fidelity Enh LRG Cap GWTH 0.10% 16,230 $480K No change
QQQ Invesco QQQ Trust Series 1 0.10% 1,069 $475K Reduce -10.1%
COST Costco Wholesale Corp. 0.10% 645 $473K No change
HD Home Depot Inc. 0.10% 1,168 $448K No change
KO The Coca-Cola Co. 0.09% 7,038 $431K No change
MRK Merck & Co. Inc. 0.09% 3,230 $426K No change
IBIT iShares Bitcoin Trust ETF 0.09% 9,884 $400K New
IWD iShares Russell 1000 Value E 0.08% 2,146 $384K No change
PNFP Pinnacle Financial Partners 0.08% 4,425 $380K No change
V Visa Inc. Class A 0.08% 1,322 $369K No change
WMT Walmart Inc. 0.08% 6,105 $367K No change
VEA Vanguard Ftse Developed ETF 0.07% 6,503 $326K No change
EEM iShares MSCI Emerging Market 0.07% 7,820 $321K No change
XOM Exxon Mobil Corp. 0.07% 2,639 $307K No change
PG The Procter & Gamble Co. 0.07% 1,850 $300K No change
SWAV Shockwave Medical Inc. 0.06% 911 $297K New
FBTC Fidelity Wise Origin Bitcoin 0.06% 4,728 $293K New
DISV Dimensional International SM 0.06% 10,742 $292K No change
EFA iShares MSCI Eafe ETF 0.06% 3,649 $291K No change
JPM JPMorgan Chase & Co. 0.06% 1,432 $287K No change
ORCL Oracle Corp. 0.06% 2,215 $278K No change
IWB iShares Russell 1000 ETF 0.06% 958 $276K No change
VLY Valley National Bancorp 0.06% 33,574 $267K No change
FNB FNB Corp. 0.06% 18,198 $257K No change
SYK Stryker Corp. 0.05% 681 $244K No change
ETN Eaton Corp. PLC 0.05% 778 $243K New
INTC Intel Corp. 0.05% 5,458 $241K No change
MA Mastercard Inc. Class A 0.05% 495 $238K No change
MCHP Microchip Technology Inc. 0.05% 2,600 $233K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.05% 575 $229K Reduce -4.2%
FITB Fifth Third Bancorp 0.05% 5,738 $214K New
SDY SS SPDR S&P Dividend ETF 0.05% 1,622 $213K No change
SBUX Starbucks Corp. 0.05% 2,284 $209K No change
EHC Encompass Health Corp. 0.04% 2,457 $203K New
IHI iShares U.S. Medical Devices 0.04% 3,425 $201K New
TSLA Tesla Inc. 0.04% 1,095 $192K New
A Agilent Technologies Inc. 0.04% 1,290 $188K New
BLK BlackRock Finance Inc. 0.04% 213 $178K New
META Meta Platforms Inc. Class A 0.04% 358 $174K Reduce -87.2%
ZTS Zoetis Inc. 0.04% 1,025 $173K No change
LILMF Lilium NV 0.03% 150,136 $144K New
Other holdings (1): bonds, preferreds, convertibles and warrants · $17K (not counted above)
SecurityClassShares / PrincipalValueChange
LILWF Lilium NV -CW26 *W EXP 09/14/202 191,481$17KNew

Total filed on the 13F, all lines: $457.5M.

Portfolio Sells Q4 2023 → Q1 2024
META Meta Platforms Inc. Class A Reduce -87.2% 0.04% −0.19
BSVO EA Bridgeway Omni Sm-Cp Val Reduce -1.5% 2.53% −0.19
AAPL Apple Inc. Reduce -1.3% 0.28% −0.06
DFAT Dimensional US Target Value Reduce -0.4% 1.21% −0.04
TIP iShares Tips Bond ETF Reduce -14.8% 0.13% −0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -2.6% 0.44% −0.01
QQQ Invesco QQQ Trust Series 1 Reduce -10.1% 0.10% −0.01
AVDV Avantis Intl S/C Value ETF Reduce -0.4% 0.30% −0.01
IAU iShares Gold Trust Reduce -2.2% 0.24% −0.00
DIA SS SPDR Dow Jones Indus Avg Reduce -4.2% 0.05% −0.00
USMV iShares MSCI USA Min Vol Fac Reduce -1.9% 0.11% −0.00
ITOT iShares Core S&P Total U.S. Reduce -1.9% 0.16% +0.00
DSI iShares ESG MSCI KLD 400 ETF Reduce -2.4% 0.90% +0.01
VTI VG Morningstar TS MKT ETF-US Reduce -0.2% 54.70% +1.01

Portfolio Buys Q4 2023 → Q1 2024
NVDA Nvidia Corp. Add +32.6% 0.43% +0.24
BRK.B Berkshire Hathaway Inc. Class B Add +9.0% 0.72% +0.12
IBIT iShares Bitcoin Trust ETF New 0.09% +0.09
SWAV Shockwave Medical Inc. New 0.06% +0.06
FBTC Fidelity Wise Origin Bitcoin New 0.06% +0.06
ETN Eaton Corp. PLC New 0.05% +0.05
FITB Fifth Third Bancorp New 0.05% +0.05
EHC Encompass Health Corp. New 0.04% +0.04
IHI iShares U.S. Medical Devices New 0.04% +0.04
TSLA Tesla Inc. New 0.04% +0.04
A Agilent Technologies Inc. New 0.04% +0.04
BLK BlackRock Finance Inc. New 0.04% +0.04
LILMF Lilium NV New 0.03% +0.03
MSFT Microsoft Corp. Add +0.3% 0.28% +0.01
VNQ Vanguard Real Estate ETF Add +2.5% 23.18% −1.61

Notes & Other Activity Q4 2023 → Q1 2024
LILWF Lilium NV -CW26 *W EXP 09/14/202 New 191,481 $17K

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 94$609.5MVTI, VNQ, BSVO, DFSU, BRK.A
Q1 2026 87$537.2MVTI, VNQ, BSVO, DFSU, BRK.A
Q4 2025 80$545.2MVTI, VNQ, DFSU, BRK.A, BSVO
Q3 2025 87$542.2MVTI, VNQ, DFSU, BRK.A, BSVO
Q2 2025 81$506.5MVTI, VNQ, DFSU, BRK.A, BSVO
Q1 2025Amended 78$475.0MVTI, VNQ, BRK.A, DFSU, BSVO
Q4 2024 73$488.9MVTI, VNQ, DFSU, BRK.A, BSVO
Q3 2024 74$491.1MVTI, VNQ, DFSU, BRK.A, BSVO
Q2 2024 70$452.8MVTI, VNQ, DFSU, BRK.A, BSVO
Q1 2024 74$457.5MVTI, VNQ, DFSU, BRK.A, BSVO