Gibson Capital, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Gibson Capital, LLC reported 73 stock positions worth $488.9 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 53.9% of the portfolio, followed by Vanguard Real Estate ETF (VNQ, 21.9%) and Dimensional US Sus CORE1 ETF (DFSU, 3.1%). Compared with Q3 2024, it opened 6 new positions, sold out of 7, added to 23 and reduced 11. The biggest buy was a new position in Ducommun (DCO) and the biggest sale Vanguard Real Estate ETF (VNQ, shares −1%).

Most Recent 13F
Q2 2026
Location
WEXFORD, PA
CIK
0001427372
Portfolio Value
$488.9M (Q4 2024)
SEC Filing
0001427372-25-000002 ↗ filed Feb 12, 2025

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 Q3 2024 Q4 2024: $488.9M $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 73 stocks · $488.9M
VTI VG Morningstar TS MKT ETF-US 53.94% 910,030 $263.7M Reduce -2.3%
VNQ Vanguard Real Estate ETF 21.94% 1,204,184 $107.3M Reduce -1.3%
DFSU Dimensional US Sus CORE1 ETF 3.11% 401,323 $15.2M No change
BRK.A Berkshire Hathaway Inc. Class A 2.92% 21 $14.3M No change
BSVO EA Bridgeway Omni Sm-Cp Val 2.38% 537,860 $11.6M Reduce -1.6%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 2.11% 38,220 $10.3M Reduce -2.9%
DCO Ducommun Inc. 1.38% 106,229 $6.8M New
VIG Vanguard Dividend Apprec ETF 1.16% 28,944 $5.7M No change
DFAT Dimensional US Target Value 1.11% 97,434 $5.4M Reduce -2.5%
IAU iShares Gold Trust 0.88% 86,670 $4.3M Reduce -0.6%
BRK.B Berkshire Hathaway Inc. Class B 0.76% 8,209 $3.7M Add +10.2%
AAPL Apple Inc. 0.58% 11,374 $2.8M Add +52.6%
DSI iShares ESG MSCI KLD 400 ETF 0.57% 25,104 $2.8M Reduce -0.2%
NVDA Nvidia Corp. 0.42% 15,410 $2.1M Add +16.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.40% 7,438 $2.0M No change
AMZN Amazon.com Inc. 0.35% 7,751 $1.7M Add +128.6%
MLNK Meridianlink Inc. 0.34% 81,050 $1.7M No change
MSFT Microsoft Corp. 0.32% 3,735 $1.6M Add +21.3%
AVDV Avantis Intl S/C Value ETF 0.32% 23,913 $1.6M No change
VB Vanguard Most SM-Cap ETF-Usd 0.28% 5,771 $1.4M No change
VOO Vanguard S&P 500 ETF 0.24% 2,216 $1.2M Reduce -0.9%
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.20% 4,560 $970K No change
COST Costco Wholesale Corp. 0.20% 1,046 $958K Add +62.2%
RWR SS SPDR Dow Jones REIT ETF 0.18% 8,995 $889K No change
DFEV Dimensional Emrg MRKT Val 0.17% 31,982 $838K No change
IVV iShares Core S&P 500 ETF 0.17% 1,391 $819K No change
IWF iShares Russell 1000 Growth 0.16% 1,930 $775K No change
ITOT iShares Core S&P Total U.S. 0.15% 5,728 $737K Add +0.2%
FNDE Schwab Fndmntl Em MRK Eq ETF 0.15% 25,139 $730K No change
STXF Strive 500 ETF 0.14% 17,521 $662K Add +0.0%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.13% 3,152 $625K No change
TIP iShares Tips Bond ETF 0.12% 5,610 $598K Reduce -0.0%
FELG Fidelity Enh LRG Cap GWTH 0.12% 16,230 $574K No change
WMT Walmart Inc. 0.11% 6,119 $553K Add +0.2%
QQQ Invesco QQQ Trust Series 1 0.11% 1,069 $547K No change
USMV iShares MSCI USA Min Vol Fac 0.11% 6,080 $540K No change
PNFP Pinnacle Financial Partners 0.10% 4,425 $506K No change
GOOGL Alphabet Inc. Class A 0.10% 2,593 $491K Add +64.1%
CVX Chevron Corp. 0.10% 3,323 $481K Add +0.1%
HD Home Depot Inc. 0.09% 1,171 $456K Add +0.3%
V Visa Inc. Class A 0.09% 1,327 $419K Add +0.4%
KO The Coca-Cola Co. 0.08% 6,502 $405K Add +0.2%
IWD iShares Russell 1000 Value E 0.08% 2,146 $397K No change
ORCL Oracle Corp. 0.08% 2,320 $387K Add +4.7%
VEA Vanguard Ftse Developed ETF 0.07% 7,438 $356K Reduce -26.5%
MRK Merck & Co. Inc. 0.07% 3,289 $327K Add +0.3%
EEM iShares MSCI Emerging Market 0.07% 7,820 $327K No change
JPM JPMorgan Chase & Co. 0.07% 1,362 $326K Reduce -4.9%
BIV Vanguard Intermediate-Term B 0.07% 4,360 $326K No change
PG The Procter & Gamble Co. 0.06% 1,858 $312K Add +0.3%
IWB iShares Russell 1000 ETF 0.06% 958 $309K No change
XOM Exxon Mobil Corp. 0.06% 2,712 $292K Add +0.9%
DISV Dimensional International SM 0.06% 10,742 $285K No change
EFA iShares MSCI Eafe ETF 0.06% 3,649 $276K No change
BLK BlackRock Inc. 0.06% 263 $270K Add +23.5%
FNB FNB Corp. 0.06% 18,198 $269K No change
IBIT iShares Bitcoin Trust ETF 0.05% 5,047 $268K New
LLY Eli Lilly & Co. 0.05% 342 $264K New
MA Mastercard Inc. Class A 0.05% 499 $263K Add +0.8%
ETN Eaton Corp. PLC 0.05% 778 $258K No change
SYK Stryker Corp. 0.05% 682 $246K Add +0.1%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.05% 575 $245K No change
FITB Fifth Third Bancorp 0.05% 5,738 $243K No change
MMM 3M Co. 0.05% 1,840 $238K Add +0.2%
EHC Encompass Health Corp. 0.05% 2,457 $227K No change
TSM Taiwan Semiconductor-SP ADR 0.04% 1,111 $220K New
SDY SS SPDR S&P Dividend ETF 0.04% 1,622 $214K No change
AVES Avantis Emerging Markets Val 0.04% 4,635 $214K No change
META Meta Platforms Inc. Class A 0.04% 364 $213K Add +1.7%
BSV Vanguard Short-Term Bond ETF 0.04% 2,620 $202K No change
GOOG Alphabet Inc. Class C 0.04% 1,038 $198K New
ZTS Zoetis Inc. 0.03% 1,025 $167K No change
AVGO Broadcom Inc. 0.03% 673 $156K New

Portfolio Sells Q3 2024 → Q4 2024
VNQ Vanguard Real Estate ETF Reduce -1.3% 21.94% −2.26
BSVO EA Bridgeway Omni Sm-Cp Val Reduce -1.6% 2.38% −0.08
MCHP Microchip Technology Inc. Sold out 0.00% −0.04
IHI iShares U.S. Medical Devices Sold out 0.00% −0.04
IUSV iShares Core S&P U.S. Value Sold out 0.00% −0.04
LMT Lockheed Martin Corp. Sold out 0.00% −0.04
A Agilent Technologies Inc. Sold out 0.00% −0.04
REGN Regeneron Pharmaceuticals Sold out 0.00% −0.04
VEA Vanguard Ftse Developed ETF Reduce -26.5% 0.07% −0.04
DFAT Dimensional US Target Value Reduce -2.5% 1.11% −0.02
VLY Valley National Bancorp Sold out 0.00% −0.02
IAU iShares Gold Trust Reduce -0.6% 0.88% −0.00
TIP iShares Tips Bond ETF Reduce -0.0% 0.12% −0.00
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -2.9% 2.11% −0.00
VOO Vanguard S&P 500 ETF Reduce -0.9% 0.24% +0.00
JPM JPMorgan Chase & Co. Reduce -4.9% 0.07% +0.01
DSI iShares ESG MSCI KLD 400 ETF Reduce -0.2% 0.57% +0.01
VTI VG Morningstar TS MKT ETF-US Reduce -2.3% 53.94% +0.25

Portfolio Buys Q3 2024 → Q4 2024
DCO Ducommun Inc. New 1.38% +1.38
AAPL Apple Inc. Add +52.6% 0.58% +0.23
AMZN Amazon.com Inc. Add +128.6% 0.35% +0.22
NVDA Nvidia Corp. Add +16.4% 0.42% +0.10
COST Costco Wholesale Corp. Add +62.2% 0.20% +0.08
BRK.B Berkshire Hathaway Inc. Class B Add +10.2% 0.76% +0.06
IBIT iShares Bitcoin Trust ETF New 0.05% +0.05
LLY Eli Lilly & Co. New 0.05% +0.05
MSFT Microsoft Corp. Add +21.3% 0.32% +0.05
GOOGL Alphabet Inc. Class A Add +64.1% 0.10% +0.05
TSM Taiwan Semiconductor-SP ADR New 0.04% +0.04
GOOG Alphabet Inc. Class C New 0.04% +0.04
AVGO Broadcom Inc. New 0.03% +0.03
BLK BlackRock Inc. Add +23.5% 0.06% +0.01
WMT Walmart Inc. Add +0.2% 0.11% +0.01
V Visa Inc. Class A Add +0.4% 0.09% +0.01
ITOT iShares Core S&P Total U.S. Add +0.2% 0.15% +0.00
STXF Strive 500 ETF Add +0.0% 0.14% +0.00
MA Mastercard Inc. Class A Add +0.8% 0.05% +0.00
ORCL Oracle Corp. Add +4.7% 0.08% +0.00
META Meta Platforms Inc. Class A Add +1.7% 0.04% +0.00
SYK Stryker Corp. Add +0.1% 0.05% +0.00
CVX Chevron Corp. Add +0.1% 0.10% −0.00
PG The Procter & Gamble Co. Add +0.3% 0.06% −0.00
MMM 3M Co. Add +0.2% 0.05% −0.00
HD Home Depot Inc. Add +0.3% 0.09% −0.00
XOM Exxon Mobil Corp. Add +0.9% 0.06% −0.00
MRK Merck & Co. Inc. Add +0.3% 0.07% −0.01
KO The Coca-Cola Co. Add +0.2% 0.08% −0.01

Notes & Other Activity Q3 2024 → Q4 2024
LILWF Lilium NV -CW26 *W EXP 09/14/202 Sold out 184,882 $18Kbefore exit

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