Gibson Capital, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 15, 2025), Gibson Capital, LLC reported 78 stock positions worth $475.0 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 51.4% of the portfolio, followed by Vanguard Real Estate ETF (VNQ, 23.4%) and Berkshire Hathaway Class A (BRK.A, 3.5%). Compared with Q4 2024, it opened 10 new positions, sold out of 5, added to 34 and reduced 17. The biggest buy was Vanguard Real Estate ETF (VNQ, shares +2%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- WEXFORD, PA
- CIK
- 0001427372
- Portfolio Value
- $475.0M (Q1 2025)
- SEC Filing
- 0001427372-25-000006 ↗ filed Apr 15, 2025
Holdings Value
Holdings 78 stocks · $475.0M
| VTI VG Morningstar TS MKT ETF-US | 51.39% | 888,197 | $244.1M | Reduce -2.4% |
| VNQ Vanguard Real Estate ETF | 23.44% | 1,229,683 | $111.3M | Add +2.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 3.53% | 21 | $16.8M | No change |
| DFSU Dimensional US Sus CORE1 ETF | 2.95% | 390,767 | $14.0M | Reduce -2.6% |
| BSVO EA Bridgeway Omni Sm-Cp Val | 2.35% | 574,327 | $11.2M | Add +6.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.07% | 38,317 | $9.8M | Add +0.3% |
| DCO Ducommun Inc. | 1.30% | 106,229 | $6.2M | No change |
| VIG Vanguard Dividend Apprec ETF | 1.13% | 27,557 | $5.3M | Reduce -4.8% |
| IAU iShares Gold Trust | 1.06% | 85,049 | $5.0M | Reduce -1.9% |
| DFAT Dimensional US Target Value | 1.05% | 97,123 | $5.0M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.89% | 7,982 | $4.3M | Reduce -2.8% |
| AAPL Apple Inc. | 0.57% | 12,124 | $2.7M | Add +6.6% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.54% | 25,000 | $2.6M | Reduce -0.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.40% | 7,438 | $1.9M | No change |
| AVDV Avantis Intl S/C Value ETF | 0.38% | 25,847 | $1.8M | Add +8.1% |
| NVDA Nvidia Corp. | 0.37% | 16,140 | $1.7M | Add +4.7% |
| MLNK Meridianlink Inc. | 0.32% | 81,050 | $1.5M | No change |
| MSFT Microsoft Corp. | 0.31% | 3,861 | $1.4M | Add +3.4% |
| AMZN Amazon.com Inc. | 0.28% | 6,907 | $1.3M | Reduce -10.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.27% | 5,809 | $1.3M | Add +0.7% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.24% | 36,739 | $1.1M | Add +46.1% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.19% | 4,560 | $918K | No change |
| RWR SS SPDR Dow Jones REIT ETF | 0.19% | 8,995 | $892K | No change |
| DFEV Dimensional Emrg MRKT Val | 0.18% | 31,982 | $865K | No change |
| SCHX Schwab US Large-Cap ETF | 0.18% | 37,915 | $837K | New |
| ITOT iShares Core S&P Total U.S. | 0.17% | 6,786 | $828K | Add +18.5% |
| IVV iShares Core S&P 500 ETF | 0.16% | 1,391 | $782K | No change |
| VOO Vanguard S&P 500 ETF | 0.16% | 1,520 | $781K | Reduce -31.4% |
| IWF iShares Russell 1000 Growth | 0.15% | 1,930 | $697K | No change |
| WMT Walmart Inc. | 0.14% | 7,805 | $685K | Add +27.6% |
| STXF Strive 500 ETF | 0.13% | 17,411 | $628K | Reduce -0.6% |
| COST Costco Wholesale Corp. | 0.13% | 662 | $626K | Reduce -36.7% |
| TIP iShares Tips Bond ETF | 0.13% | 5,611 | $623K | Add +0.0% |
| V Visa Inc. Class A | 0.12% | 1,620 | $568K | Add +22.1% |
| CVX Chevron Corp. | 0.12% | 3,338 | $558K | Add +0.5% |
| HD Home Depot Inc. | 0.12% | 1,511 | $554K | Add +29.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.12% | 5,879 | $551K | Reduce -3.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 2,902 | $541K | Reduce -7.9% |
| FELG Fidelity Enh LRG Cap GWTH | 0.11% | 16,230 | $511K | No change |
| KO The Coca-Cola Co. | 0.10% | 6,880 | $493K | Add +5.8% |
| JUST Goldman Sachs Just US LRG | 0.10% | 6,156 | $490K | New |
| PNFP Pinnacle Financial Partners | 0.10% | 4,425 | $469K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 981 | $460K | Reduce -8.2% |
| DISV Dimensional International SM | 0.09% | 15,213 | $443K | Add +41.6% |
| GOOGL Alphabet Inc. Class A | 0.09% | 2,821 | $436K | Add +8.8% |
| VEA Vanguard Ftse Developed ETF | 0.09% | 8,455 | $430K | Add +13.7% |
| PG The Procter & Gamble Co. | 0.09% | 2,398 | $409K | Add +29.1% |
| IWD iShares Russell 1000 Value E | 0.09% | 2,146 | $404K | No change |
| META Meta Platforms Inc. Class A | 0.08% | 650 | $375K | Add +78.6% |
| SCHB Schwab US Broad Market ETF | 0.08% | 17,012 | $366K | New |
| ORCL Oracle Corp. | 0.08% | 2,578 | $360K | Add +11.1% |
| EFA iShares MSCI Eafe ETF | 0.07% | 4,357 | $356K | Add +19.4% |
| JPM JPMorgan Chase & Co. | 0.07% | 1,446 | $355K | Add +6.2% |
| EEM iShares MSCI Emerging Market | 0.07% | 7,820 | $342K | No change |
| MA Mastercard Inc. Class A | 0.07% | 616 | $337K | Add +23.4% |
| XOM Exxon Mobil Corp. | 0.07% | 2,791 | $332K | Add +2.9% |
| MRK Merck & Co. Inc. | 0.07% | 3,479 | $312K | Add +5.8% |
| BIV Vanguard Intermediate-Term B | 0.06% | 3,920 | $300K | Reduce -10.1% |
| IWB iShares Russell 1000 ETF | 0.06% | 958 | $294K | No change |
| LMT Lockheed Martin Corp. | 0.06% | 638 | $285K | New |
| MMM 3M Co. | 0.06% | 1,849 | $272K | Add +0.5% |
| SYK Stryker Corp. | 0.06% | 704 | $262K | Add +3.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.05% | 1,487 | $257K | New |
| IBIT iShares Bitcoin Trust ETF | 0.05% | 5,465 | $256K | Add +8.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.05% | 7,002 | $255K | New |
| BLK BlackRock Inc. | 0.05% | 265 | $251K | Add +0.8% |
| EHC Encompass Health Corp. | 0.05% | 2,457 | $249K | No change |
| FNB FNB Corp. | 0.05% | 18,198 | $245K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 930 | $231K | New |
| GLD SPDR Gold Shares | 0.05% | 800 | $231K | New |
| ESLT Elbit Systems Ltd. | 0.05% | 600 | $230K | New |
| FITB Fifth Third Bancorp | 0.05% | 5,791 | $227K | Add +0.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.05% | 540 | $227K | Reduce -6.1% |
| PLTR Palantir Technologies Inc. Class A | 0.05% | 2,654 | $224K | New |
| SDY SS SPDR S&P Dividend ETF | 0.05% | 1,622 | $220K | No change |
| ETN Eaton Corp. PLC | 0.04% | 780 | $212K | Add +0.3% |
| GOOG Alphabet Inc. Class C | 0.03% | 978 | $153K | Reduce -5.8% |
| AVGO Broadcom Inc. | 0.03% | 856 | $143K | Add +27.2% |
Portfolio Sells Q4 2024 → Q1 2025
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.4% | 51.39% | −2.55 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -2.6% | 2.95% | −0.17 |
| VOO Vanguard S&P 500 ETF | Reduce -31.4% | 0.16% | −0.08 |
| AMZN Amazon.com Inc. | Reduce -10.9% | 0.28% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -36.7% | 0.13% | −0.06 |
| DFAT Dimensional US Target Value | Reduce -0.3% | 1.05% | −0.06 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.05 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.04 |
| AVES Avantis Emerging Markets Val | Sold out | 0.00% | −0.04 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.04 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.8% | 1.13% | −0.03 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -0.4% | 0.54% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -8.2% | 0.10% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -7.9% | 0.11% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -5.8% | 0.03% | −0.01 |
| BIV Vanguard Intermediate-Term B | Reduce -10.1% | 0.06% | −0.00 |
| STXF Strive 500 ETF | Reduce -0.6% | 0.13% | −0.00 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -6.1% | 0.05% | −0.00 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -3.3% | 0.12% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.8% | 0.89% | +0.13 |
| IAU iShares Gold Trust | Reduce -1.9% | 1.06% | +0.18 |
Portfolio Buys Q4 2024 → Q1 2025
| VNQ Vanguard Real Estate ETF | Add +2.1% | 23.44% | +1.50 |
| SCHX Schwab US Large-Cap ETF | New | 0.18% | +0.18 |
| JUST Goldman Sachs Just US LRG | New | 0.10% | +0.10 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Add +46.1% | 0.24% | +0.09 |
| SCHB Schwab US Broad Market ETF | New | 0.08% | +0.08 |
| AVDV Avantis Intl S/C Value ETF | Add +8.1% | 0.38% | +0.06 |
| LMT Lockheed Martin Corp. | New | 0.06% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.05% | +0.05 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.05% | +0.05 |
| IBM Intl Business Machines Corp. | New | 0.05% | +0.05 |
| GLD SPDR Gold Shares | New | 0.05% | +0.05 |
| ESLT Elbit Systems Ltd. | New | 0.05% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | New | 0.05% | +0.05 |
| META Meta Platforms Inc. Class A | Add +78.6% | 0.08% | +0.04 |
| DISV Dimensional International SM | Add +41.6% | 0.09% | +0.03 |
| V Visa Inc. Class A | Add +22.1% | 0.12% | +0.03 |
| WMT Walmart Inc. | Add +27.6% | 0.14% | +0.03 |
| ITOT iShares Core S&P Total U.S. | Add +18.5% | 0.17% | +0.02 |
| HD Home Depot Inc. | Add +29.0% | 0.12% | +0.02 |
| PG The Procter & Gamble Co. | Add +29.1% | 0.09% | +0.02 |
| KO The Coca-Cola Co. | Add +5.8% | 0.10% | +0.02 |
| CVX Chevron Corp. | Add +0.5% | 0.12% | +0.02 |
| EFA iShares MSCI Eafe ETF | Add +19.4% | 0.07% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +13.7% | 0.09% | +0.02 |
| MA Mastercard Inc. Class A | Add +23.4% | 0.07% | +0.02 |
| XOM Exxon Mobil Corp. | Add +2.9% | 0.07% | +0.01 |
| TIP iShares Tips Bond ETF | Add +0.0% | 0.13% | +0.01 |
| MMM 3M Co. | Add +0.5% | 0.06% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +6.2% | 0.07% | +0.01 |
| SYK Stryker Corp. | Add +3.2% | 0.06% | +0.00 |
| IBIT iShares Bitcoin Trust ETF | Add +8.3% | 0.05% | −0.00 |
| MRK Merck & Co. Inc. | Add +5.8% | 0.07% | −0.00 |
| AVGO Broadcom Inc. | Add +27.2% | 0.03% | −0.00 |
| FITB Fifth Third Bancorp | Add +0.9% | 0.05% | −0.00 |
| BLK BlackRock Inc. | Add +0.8% | 0.05% | −0.00 |
| ORCL Oracle Corp. | Add +11.1% | 0.08% | −0.00 |
| ETN Eaton Corp. PLC | Add +0.3% | 0.04% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +8.8% | 0.09% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.7% | 0.27% | −0.01 |
| AAPL Apple Inc. | Add +6.6% | 0.57% | −0.02 |
| MSFT Microsoft Corp. | Add +3.4% | 0.31% | −0.02 |
| BSVO EA Bridgeway Omni Sm-Cp Val | Add +6.8% | 2.35% | −0.03 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.3% | 2.07% | −0.04 |
| NVDA Nvidia Corp. | Add +4.7% | 0.37% | −0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 94 | $609.5M | VTI, VNQ, BSVO, DFSU, BRK.A |
| Q1 2026 | 87 | $537.2M | VTI, VNQ, BSVO, DFSU, BRK.A |
| Q4 2025 | 80 | $545.2M | VTI, VNQ, DFSU, BRK.A, BSVO |
| Q3 2025 | 87 | $542.2M | VTI, VNQ, DFSU, BRK.A, BSVO |
| Q2 2025 | 81 | $506.5M | VTI, VNQ, DFSU, BRK.A, BSVO |
| Q1 2025Amended | 78 | $475.0M | VTI, VNQ, BRK.A, DFSU, BSVO |
| Q4 2024 | 73 | $488.9M | VTI, VNQ, DFSU, BRK.A, BSVO |
| Q3 2024 | 74 | $491.1M | VTI, VNQ, DFSU, BRK.A, BSVO |
| Q2 2024 | 70 | $452.8M | VTI, VNQ, DFSU, BRK.A, BSVO |
| Q1 2024 | 74 | $457.5M | VTI, VNQ, DFSU, BRK.A, BSVO |