Gibson Capital, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 10, 2024), Gibson Capital, LLC reported 74 stock positions worth $491.1 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 53.7% of the portfolio, followed by Vanguard Real Estate ETF (VNQ, 24.2%) and Dimensional US Sus CORE1 ETF (DFSU, 3.0%). Compared with Q2 2024, it opened 8 new positions, sold out of 4, added to 11 and reduced 8. The biggest buy was a new position in Vanguard Intermediate-Term B (BIV) and the biggest sale an exit from iShares Bitcoin Trust ETF (IBIT).

Most Recent 13F
Q2 2026
Location
WEXFORD, PA
CIK
0001427372
Portfolio Value
$491.1M (Q3 2024)
SEC Filing
0001427372-24-000008 ↗ filed Oct 10, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $457.5M Q1 2024 Q2 2024: $452.8M Q2 2024 Q3 2024: $491.1M $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 · $491.1M
VTI VG Morningstar TS MKT ETF-US 53.69% 931,216 $263.7M Add +0.9%
VNQ Vanguard Real Estate ETF 24.20% 1,220,169 $118.9M Reduce -3.7%
DFSU Dimensional US Sus CORE1 ETF 3.04% 401,323 $14.9M No change
BRK.A Berkshire Hathaway Inc. Class A 2.96% 21 $14.5M No change
BSVO EA Bridgeway Omni Sm-Cp Val 2.46% 546,499 $12.1M Add +1.8%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 2.11% 39,372 $10.4M No change
VIG Vanguard Dividend Apprec ETF 1.17% 28,944 $5.7M Reduce -2.9%
DFAT Dimensional US Target Value 1.13% 99,934 $5.6M Reduce -0.4%
IAU iShares Gold Trust 0.88% 87,145 $4.3M Add +0.8%
BRK.B Berkshire Hathaway Inc. Class B 0.70% 7,448 $3.4M No change
DSI iShares ESG MSCI KLD 400 ETF 0.56% 25,159 $2.7M Reduce -7.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.40% 7,438 $2.0M Reduce -5.2%
AAPL Apple Inc. 0.35% 7,454 $1.7M No change
AVDV Avantis Intl S/C Value ETF 0.34% 23,913 $1.7M Add +13.6%
MLNK Meridianlink Inc. 0.34% 81,050 $1.7M No change
NVDA Nvidia Corp. 0.33% 13,240 $1.6M Reduce -0.3%
VB Vanguard Most SM-Cap ETF-Usd 0.28% 5,771 $1.4M No change
MSFT Microsoft Corp. 0.27% 3,080 $1.3M No change
VOO Vanguard S&P 500 ETF 0.24% 2,237 $1.2M Add +16.2%
RWR SS SPDR Dow Jones REIT ETF 0.20% 8,995 $960K No change
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.19% 4,560 $942K No change
DFEV Dimensional Emrg MRKT Val 0.19% 31,982 $910K No change
FNDE Schwab Fndmntl Em MRK Eq ETF 0.17% 25,139 $811K Add +7.0%
IVV iShares Core S&P 500 ETF 0.16% 1,391 $802K No change
IWF iShares Russell 1000 Growth 0.15% 1,930 $724K No change
ITOT iShares Core S&P Total U.S. 0.15% 5,719 $718K Reduce -0.7%
STXF Strive 500 ETF 0.13% 17,520 $645K Add +12.1%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.13% 3,152 $633K Add +6.6%
AMZN Amazon.com Inc. 0.13% 3,391 $632K Add +0.0%
TIP iShares Tips Bond ETF 0.13% 5,611 $620K No change
COST Costco Wholesale Corp. 0.12% 645 $572K No change
USMV iShares MSCI USA Min Vol Fac 0.11% 6,080 $555K No change
FELG Fidelity Enh LRG Cap GWTH 0.11% 16,230 $539K No change
VEA Vanguard Ftse Developed ETF 0.11% 10,115 $534K Add +42.7%
QQQ Invesco QQQ Trust Series 1 0.11% 1,069 $522K No change
WMT Walmart Inc. 0.10% 6,105 $493K No change
CVX Chevron Corp. 0.10% 3,320 $489K No change
HD Home Depot Inc. 0.10% 1,168 $473K No change
KO The Coca-Cola Co. 0.09% 6,488 $466K No change
PNFP Pinnacle Financial Partners 0.09% 4,425 $434K No change
IWD iShares Russell 1000 Value E 0.08% 2,146 $407K No change
ORCL Oracle Corp. 0.08% 2,215 $377K No change
MRK Merck & Co. Inc. 0.08% 3,280 $372K No change
V Visa Inc. Class A 0.07% 1,322 $363K No change
EEM iShares MSCI Emerging Market 0.07% 7,820 $359K No change
BIV Vanguard Intermediate-Term B 0.07% 4,360 $342K New
PG The Procter & Gamble Co. 0.07% 1,853 $321K Add +0.1%
XOM Exxon Mobil Corp. 0.06% 2,689 $315K No change
DISV Dimensional International SM 0.06% 10,742 $312K No change
EFA iShares MSCI Eafe ETF 0.06% 3,649 $305K No change
JPM JPMorgan Chase & Co. 0.06% 1,432 $302K No change
IWB iShares Russell 1000 ETF 0.06% 958 $301K No change
GOOGL Alphabet Inc. Class A 0.05% 1,580 $262K No change
ETN Eaton Corp. PLC 0.05% 778 $258K No change
FNB FNB Corp. 0.05% 18,198 $257K No change
MMM 3M Co. 0.05% 1,836 $251K No change
SYK Stryker Corp. 0.05% 681 $246K No change
FITB Fifth Third Bancorp 0.05% 5,738 $246K No change
MA Mastercard Inc. Class A 0.05% 495 $244K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.05% 575 $243K No change
AVES Avantis Emerging Markets Val 0.05% 4,635 $242K New
EHC Encompass Health Corp. 0.05% 2,457 $237K No change
SDY SS SPDR S&P Dividend ETF 0.05% 1,622 $230K No change
MCHP Microchip Technology Inc. 0.04% 2,600 $209K No change
BSV Vanguard Short-Term Bond ETF 0.04% 2,620 $206K New
META Meta Platforms Inc. Class A 0.04% 358 $205K No change
IHI iShares U.S. Medical Devices 0.04% 3,425 $203K New
BLK BlackRock Inc. 0.04% 213 $202K New
IUSV iShares Core S&P U.S. Value 0.04% 2,106 $201K New
ZTS Zoetis Inc. 0.04% 1,025 $200K No change
LMT Lockheed Martin Corp. 0.04% 335 $196K New
A Agilent Technologies Inc. 0.04% 1,290 $192K New
REGN Regeneron Pharmaceuticals 0.04% 178 $187K Reduce -34.1%
VLY Valley National Bancorp 0.02% 11,191 $101K No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $18K (not counted above)
SecurityClassShares / PrincipalValueChange
LILWF Lilium NV -CW26 *W EXP 09/14/202 184,882$18KReduce -3.5%

Total filed on the 13F, all lines: $491.1M.

Portfolio Sells Q2 2024 → Q3 2024
IBIT iShares Bitcoin Trust ETF Sold out 0.00% −0.07
DSI iShares ESG MSCI KLD 400 ETF Reduce -7.9% 0.56% −0.07
FBTC Fidelity Wise Origin Bitcoin Sold out 0.00% −0.05
SBUX Starbucks Corp. Sold out 0.00% −0.04
NVDA Nvidia Corp. Reduce -0.3% 0.33% −0.04
VIG Vanguard Dividend Apprec ETF Reduce -2.9% 1.17% −0.03
LILMF Lilium NV Sold out 0.00% −0.03
REGN Regeneron Pharmaceuticals Reduce -34.1% 0.04% −0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -5.2% 0.40% −0.02
DFAT Dimensional US Target Value Reduce -0.4% 1.13% −0.02
ITOT iShares Core S&P Total U.S. Reduce -0.7% 0.15% −0.00
VNQ Vanguard Real Estate ETF Reduce -3.7% 24.20% +0.76

Portfolio Buys Q2 2024 → Q3 2024
BIV Vanguard Intermediate-Term B New 0.07% +0.07
AVES Avantis Emerging Markets Val New 0.05% +0.05
IAU iShares Gold Trust Add +0.8% 0.88% +0.04
BSVO EA Bridgeway Omni Sm-Cp Val Add +1.8% 2.46% +0.04
AVDV Avantis Intl S/C Value ETF Add +13.6% 0.34% +0.04
BSV Vanguard Short-Term Bond ETF New 0.04% +0.04
IHI iShares U.S. Medical Devices New 0.04% +0.04
BLK BlackRock Inc. New 0.04% +0.04
IUSV iShares Core S&P U.S. Value New 0.04% +0.04
LMT Lockheed Martin Corp. New 0.04% +0.04
A Agilent Technologies Inc. New 0.04% +0.04
VEA Vanguard Ftse Developed ETF Add +42.7% 0.11% +0.03
VOO Vanguard S&P 500 ETF Add +16.2% 0.24% +0.03
FNDE Schwab Fndmntl Em MRK Eq ETF Add +7.0% 0.17% +0.01
STXF Strive 500 ETF Add +12.1% 0.13% +0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Add +6.6% 0.13% +0.01
PG The Procter & Gamble Co. Add +0.1% 0.07% −0.00
AMZN Amazon.com Inc. Add +0.0% 0.13% −0.02
VTI VG Morningstar TS MKT ETF-US Add +0.9% 53.69% −0.85

Notes & Other Activity Q2 2024 → Q3 2024
LILWF Lilium NV -CW26 *W EXP 09/14/202 Reduce -3.5% 184,882 $18K

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