Gibson Capital, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 15, 2024), Gibson Capital, LLC reported 70 stock positions worth $452.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 54.5% of the portfolio, followed by Vanguard Real Estate ETF (VNQ, 23.4%) and Dimensional US Sus CORE1 ETF (DFSU, 3.1%). Compared with Q1 2024, it opened 3 new positions, sold out of 7, added to 10 and reduced 15. The biggest buy was iShares Gold Trust (IAU, shares +227%) and the biggest sale iShares ESG MSCI KLD 400 ETF (DSI, shares −33%).

Most Recent 13F
Q2 2026
Location
WEXFORD, PA
CIK
0001427372
Portfolio Value
$452.8M (Q2 2024)
SEC Filing
0001427372-24-000006 ↗ filed Jul 15, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $457.5M Q1 2024 Q2 2024: $452.8M $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 70 stocks · $452.8M
VTI VG Morningstar TS MKT ETF-US 54.54% 923,232 $247.0M Reduce -4.1%
VNQ Vanguard Real Estate ETF 23.44% 1,267,250 $106.1M Add +3.3%
DFSU Dimensional US Sus CORE1 ETF 3.09% 401,323 $14.0M Reduce -4.3%
BRK.A Berkshire Hathaway Inc. Class A 2.84% 21 $12.9M No change
BSVO EA Bridgeway Omni Sm-Cp Val 2.42% 537,020 $10.9M Reduce -1.4%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 2.17% 39,372 $9.8M No change
VIG Vanguard Dividend Apprec ETF 1.20% 29,802 $5.4M Add +0.2%
DFAT Dimensional US Target Value 1.15% 100,371 $5.2M Reduce -1.1%
IAU iShares Gold Trust 0.84% 86,416 $3.8M Add +226.7%
BRK.B Berkshire Hathaway Inc. Class B 0.67% 7,448 $3.0M Reduce -5.1%
DSI iShares ESG MSCI KLD 400 ETF 0.63% 27,323 $2.8M Reduce -33.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.42% 7,846 $1.9M Reduce -2.6%
MLNK Meridianlink Inc. 0.38% 81,050 $1.7M No change
NVDA Nvidia Corp. 0.36% 13,283 $1.6M Reduce -38.8%
AAPL Apple Inc. 0.35% 7,454 $1.6M Reduce -0.7%
MSFT Microsoft Corp. 0.30% 3,080 $1.4M Reduce -0.3%
AVDV Avantis Intl S/C Value ETF 0.30% 21,058 $1.4M Reduce -0.4%
VB Vanguard Most SM-Cap ETF-Usd 0.28% 5,771 $1.3M No change
VOO Vanguard S&P 500 ETF 0.21% 1,925 $963K Add +1.7%
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.20% 4,560 $900K No change
DFEV Dimensional Emrg MRKT Val 0.19% 31,982 $880K No change
RWR SS SPDR Dow Jones REIT ETF 0.18% 8,995 $837K No change
IVV iShares Core S&P 500 ETF 0.17% 1,391 $761K Reduce -0.4%
IWF iShares Russell 1000 Growth 0.16% 1,930 $704K No change
FNDE Schwab Fndmntl Em MRK Eq ETF 0.15% 23,494 $695K No change
ITOT iShares Core S&P Total U.S. 0.15% 5,757 $684K Reduce -8.1%
AMZN Amazon.com Inc. 0.14% 3,390 $655K No change
TIP iShares Tips Bond ETF 0.13% 5,611 $599K Add +3.5%
COST Costco Wholesale Corp. 0.12% 645 $548K No change
STXF Strive 500 ETF 0.12% 15,625 $546K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.12% 2,956 $540K Add +1.9%
FELG Fidelity Enh LRG Cap GWTH 0.12% 16,230 $524K No change
CVX Chevron Corp. 0.11% 3,320 $519K No change
QQQ Invesco QQQ Trust Series 1 0.11% 1,069 $512K No change
USMV iShares MSCI USA Min Vol Fac 0.11% 6,080 $510K No change
WMT Walmart Inc. 0.09% 6,105 $413K No change
KO The Coca-Cola Co. 0.09% 6,488 $413K Reduce -7.8%
MRK Merck & Co. Inc. 0.09% 3,280 $406K Add +1.6%
HD Home Depot Inc. 0.09% 1,168 $402K No change
IWD iShares Russell 1000 Value E 0.08% 2,146 $374K No change
PNFP Pinnacle Financial Partners 0.08% 4,425 $354K No change
VEA Vanguard Ftse Developed ETF 0.08% 7,089 $350K Add +9.0%
V Visa Inc. Class A 0.08% 1,322 $347K No change
IBIT iShares Bitcoin Trust ETF 0.07% 9,884 $337K No change
EEM iShares MSCI Emerging Market 0.07% 7,820 $333K No change
ORCL Oracle Corp. 0.07% 2,215 $313K No change
XOM Exxon Mobil Corp. 0.07% 2,689 $310K Add +1.9%
PG The Procter & Gamble Co. 0.07% 1,852 $305K Add +0.1%
JPM JPMorgan Chase & Co. 0.06% 1,432 $290K No change
DISV Dimensional International SM 0.06% 10,742 $289K No change
GOOGL Alphabet Inc. Class A 0.06% 1,580 $288K New
EFA iShares MSCI Eafe ETF 0.06% 3,649 $286K No change
IWB iShares Russell 1000 ETF 0.06% 958 $285K No change
REGN Regeneron Pharmaceuticals 0.06% 270 $284K New
FNB FNB Corp. 0.06% 18,198 $249K No change
FBTC Fidelity Wise Origin Bitcoin 0.05% 4,728 $248K No change
ETN Eaton Corp. PLC 0.05% 778 $244K No change
MCHP Microchip Technology Inc. 0.05% 2,600 $238K No change
SYK Stryker Corp. 0.05% 681 $232K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.05% 575 $225K No change
MA Mastercard Inc. Class A 0.05% 495 $218K No change
EHC Encompass Health Corp. 0.05% 2,457 $211K No change
FITB Fifth Third Bancorp 0.05% 5,738 $209K No change
SDY SS SPDR S&P Dividend ETF 0.05% 1,622 $206K No change
MMM 3M Co. 0.04% 1,836 $188K New
META Meta Platforms Inc. Class A 0.04% 358 $181K No change
SBUX Starbucks Corp. 0.04% 2,284 $178K No change
ZTS Zoetis Inc. 0.04% 1,025 $178K No change
LILMF Lilium NV 0.03% 150,136 $119K No change
VLY Valley National Bancorp 0.02% 11,191 $78K Reduce -66.7%
Other holdings (1): bonds, preferreds, convertibles and warrants · $16K (not counted above)
SecurityClassShares / PrincipalValueChange
LILWF Lilium NV -CW26 *W EXP 09/14/202 191,481$16KNo change

Total filed on the 13F, all lines: $452.9M.

Portfolio Sells Q1 2024 → Q2 2024
DSI iShares ESG MSCI KLD 400 ETF Reduce -33.1% 0.63% −0.27
VTI VG Morningstar TS MKT ETF-US Reduce -4.1% 54.54% −0.16
IWV iShares Russell 3000 ETF Sold out 0.00% −0.15
BSVO EA Bridgeway Omni Sm-Cp Val Reduce -1.4% 2.42% −0.11
NVDA Nvidia Corp. Reduce -38.8% 0.36% −0.07
DFSU Dimensional US Sus CORE1 ETF Reduce -4.3% 3.09% −0.07
SWAV Shockwave Medical Inc. Sold out 0.00% −0.06
DFAT Dimensional US Target Value Reduce -1.1% 1.15% −0.06
INTC Intel Corp. Sold out 0.00% −0.05
BRK.B Berkshire Hathaway Inc. Class B Reduce -5.1% 0.67% −0.05
IHI iShares U.S. Medical Devices Sold out 0.00% −0.04
TSLA Tesla Inc. Sold out 0.00% −0.04
VLY Valley National Bancorp Reduce -66.7% 0.02% −0.04
A Agilent Technologies Inc. Sold out 0.00% −0.04
BLK BlackRock Finance Inc. Sold out 0.00% −0.04
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -2.6% 0.42% −0.02
ITOT iShares Core S&P Total U.S. Reduce -8.1% 0.15% −0.01
KO The Coca-Cola Co. Reduce -7.8% 0.09% −0.00
AVDV Avantis Intl S/C Value ETF Reduce -0.4% 0.30% −0.00
IVV iShares Core S&P 500 ETF Reduce -0.4% 0.17% +0.01
MSFT Microsoft Corp. Reduce -0.3% 0.30% +0.02
AAPL Apple Inc. Reduce -0.7% 0.35% +0.07

Portfolio Buys Q1 2024 → Q2 2024
IAU iShares Gold Trust Add +226.7% 0.84% +0.60
VNQ Vanguard Real Estate ETF Add +3.3% 23.44% +0.26
GOOGL Alphabet Inc. Class A New 0.06% +0.06
REGN Regeneron Pharmaceuticals New 0.06% +0.06
MMM 3M Co. New 0.04% +0.04
VIG Vanguard Dividend Apprec ETF Add +0.2% 1.20% +0.01
VOO Vanguard S&P 500 ETF Add +1.7% 0.21% +0.01
VEA Vanguard Ftse Developed ETF Add +9.0% 0.08% +0.01
TIP iShares Tips Bond ETF Add +3.5% 0.13% +0.01
PG The Procter & Gamble Co. Add +0.1% 0.07% +0.00
XOM Exxon Mobil Corp. Add +1.9% 0.07% +0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Add +1.9% 0.12% −0.00
MRK Merck & Co. Inc. Add +1.6% 0.09% −0.00

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