Gibson Capital, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 25, 2025), Gibson Capital, LLC reported 81 stock positions worth $506.5 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 53.0% of the portfolio, followed by Vanguard Real Estate ETF (VNQ, 21.7%) and Dimensional US Sus CORE1 ETF (DFSU, 3.0%). Compared with Q1 2025, it opened 6 new positions, sold out of 3, added to 12 and reduced 41. The biggest buy was a new position in Avantis Emerging Markets Val (AVES) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −9%).

Most Recent 13F
Q2 2026
Location
WEXFORD, PA
CIK
0001427372
Portfolio Value
$506.5M (Q2 2025)
SEC Filing
0001427372-25-000009 ↗ filed Jul 25, 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 Q4 2024 Q1 2025: $475.0M Q1 2025 Q2 2025: $506.5M $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 81 stocks · $506.5M
VTI VG Morningstar TS MKT ETF-US 53.00% 883,252 $268.4M Reduce -0.6%
VNQ Vanguard Real Estate ETF 21.71% 1,234,677 $110.0M Add +0.4%
DFSU Dimensional US Sus CORE1 ETF 3.03% 390,765 $15.3M Reduce 0.0%
BRK.A Berkshire Hathaway Inc. Class A 3.02% 21 $15.3M No change
BSVO EA Bridgeway Omni Sm-Cp Val 2.47% 613,134 $12.5M Add +6.8%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 2.15% 38,220 $10.9M Reduce -0.3%
DCO Ducommun Inc. 1.72% 105,229 $8.7M Reduce -0.9%
VIG Vanguard Dividend Apprec ETF 1.11% 27,539 $5.6M Reduce -0.1%
DFAT Dimensional US Target Value 1.04% 97,523 $5.3M Add +0.4%
IAU iShares Gold Trust 0.92% 74,885 $4.7M Reduce -11.9%
BRK.B Berkshire Hathaway Inc. Class B 0.69% 7,241 $3.5M Reduce -9.3%
DSI iShares ESG MSCI KLD 400 ETF 0.58% 25,124 $2.9M Add +0.5%
AAPL Apple Inc. 0.45% 11,157 $2.3M Reduce -8.0%
NVDA Nvidia Corp. 0.41% 13,237 $2.1M Reduce -18.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.41% 7,438 $2.1M No change
AVES Avantis Emerging Markets Val 0.39% 37,010 $2.0M New
AVDV Avantis Intl S/C Value ETF 0.35% 22,584 $1.8M Reduce -12.6%
MSFT Microsoft Corp. 0.31% 3,121 $1.6M Reduce -19.2%
IBIT iShares Bitcoin Trust ETF 0.27% 22,663 $1.4M Add +314.7%
AMZN Amazon.com Inc. 0.27% 6,315 $1.4M Reduce -8.6%
MLNK Meridianlink Inc. 0.26% 81,050 $1.3M No change
VB Vanguard Most SM-Cap ETF-Usd 0.25% 5,338 $1.3M Reduce -8.1%
ITOT iShares Core S&P Total U.S. 0.21% 7,805 $1.1M Add +15.0%
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.20% 4,560 $1.0M No change
DFEV Dimensional Emrg MRKT Val 0.19% 32,021 $960K Add +0.1%
RWR SS SPDR Dow Jones REIT ETF 0.17% 8,995 $867K No change
IVV iShares Core S&P 500 ETF 0.17% 1,391 $864K No change
VOO Vanguard S&P 500 ETF 0.17% 1,520 $863K No change
FNDE Schwab Fndmntl Em MRK Eq ETF 0.17% 25,823 $852K Reduce -29.7%
IWF iShares Russell 1000 Growth 0.16% 1,930 $819K No change
COST Costco Wholesale Corp. 0.13% 647 $640K Reduce -2.3%
SCHX Schwab US Large-Cap ETF 0.12% 25,599 $626K Reduce -32.5%
FELG Fidelity Enh LRG Cap GWTH 0.12% 16,230 $601K No change
WMT Walmart Inc. 0.12% 6,119 $598K Reduce -21.6%
TIP iShares Tips Bond ETF 0.11% 5,287 $582K Reduce -5.8%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.11% 2,899 $565K Reduce -0.1%
USMV iShares MSCI USA Min Vol Fac 0.11% 5,879 $552K No change
JUST Goldman Sachs Just US LRG 0.11% 6,156 $541K No change
QQQ Invesco QQQ Trust Series 1 0.11% 976 $538K Reduce -0.5%
ORCL Oracle Corp. 0.10% 2,370 $518K Reduce -8.1%
STXF Strive 500 ETF 0.10% 12,701 $509K Reduce -27.1%
DISV Dimensional International SM 0.10% 15,216 $501K Add +0.0%
PNFP Pinnacle Financial Partners 0.10% 4,428 $489K Add +0.1%
VEA Vanguard Ftse Developed ETF 0.10% 8,469 $483K Add +0.2%
CVX Chevron Corp. 0.09% 3,336 $478K Reduce -0.1%
V Visa Inc. Class A 0.09% 1,328 $472K Reduce -18.0%
KO The Coca-Cola Co. 0.09% 6,501 $460K Reduce -5.5%
HD Home Depot Inc. 0.08% 1,171 $429K Reduce -22.5%
IWD iShares Russell 1000 Value E 0.08% 2,146 $417K No change
SCHB Schwab US Broad Market ETF 0.08% 17,015 $405K Add +0.0%
JPM JPMorgan Chase & Co. 0.08% 1,359 $394K Reduce -6.0%
EFA iShares MSCI Eafe ETF 0.08% 4,357 $389K No change
EEM iShares MSCI Emerging Market 0.07% 7,820 $377K No change
GEV GE Vernova Inc. 0.07% 706 $373K New
GOOGL Alphabet Inc. Class A 0.07% 2,091 $368K Reduce -25.9%
IWB iShares Russell 1000 ETF 0.06% 958 $325K No change
EHC Encompass Health Corp. 0.06% 2,457 $301K No change
PG The Procter & Gamble Co. 0.06% 1,868 $298K Reduce -22.1%
XOM Exxon Mobil Corp. 0.06% 2,717 $293K Reduce -2.6%
SPDW Ste STR SPDR PT DW Eu ETF 0.06% 7,002 $284K No change
BLK BlackRock Inc. 0.06% 268 $281K Add +1.1%
MMM 3M Co. 0.06% 1,842 $280K Reduce -0.4%
MA Mastercard Inc. Class A 0.06% 499 $280K Reduce -19.0%
ETN Eaton Corp. PLC 0.06% 780 $278K No change
BIV Vanguard Intermediate-Term B 0.05% 3,595 $278K Reduce -8.3%
SYK Stryker Corp. 0.05% 682 $270K Reduce -3.1%
ESLT Elbit Systems Ltd. 0.05% 600 $270K No change
META Meta Platforms Inc. Class A 0.05% 365 $269K Reduce -43.9%
FNB FNB Corp. 0.05% 18,198 $265K No change
MRK Merck & Co. Inc. 0.05% 3,287 $260K Reduce -5.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 880 $260K Reduce -5.4%
PLTR Palantir Technologies Inc. Class A 0.05% 1,806 $246K Reduce -31.9%
GLD SPDR Gold Shares 0.05% 800 $244K No change
FITB Fifth Third Bancorp 0.05% 5,738 $236K Reduce -0.9%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.04% 515 $227K Reduce -4.6%
SDY SS SPDR S&P Dividend ETF 0.04% 1,622 $220K No change
ACWI iShares MSCI Acwi ETF 0.04% 1,645 $212K New
IHI iShares U.S. Medical Devices 0.04% 3,262 $204K New
FAST Fastenal Co. 0.04% 4,622 $194K New
PSBD Palmer Square Capital BDC Inc. 0.03% 12,490 $174K New
GOOG Alphabet Inc. Class C 0.03% 824 $146K Reduce -15.8%

Portfolio Sells Q1 2025 → Q2 2025
BRK.B Berkshire Hathaway Inc. Class B Reduce -9.3% 0.69% −0.20
IAU iShares Gold Trust Reduce -11.9% 0.92% −0.13
AAPL Apple Inc. Reduce -8.0% 0.45% −0.12
FNDE Schwab Fndmntl Em MRK Eq ETF Reduce -29.7% 0.17% −0.07
LMT Lockheed Martin Corp. Sold out 0.00% −0.06
VTV Vanguard Mrngstr Val ETF-Aui Sold out 0.00% −0.05
SCHX Schwab US Large-Cap ETF Reduce -32.5% 0.12% −0.05
HD Home Depot Inc. Reduce -22.5% 0.08% −0.03
STXF Strive 500 ETF Reduce -27.1% 0.10% −0.03
AVGO Broadcom Inc. Sold out 0.00% −0.03
PG The Procter & Gamble Co. Reduce -22.1% 0.06% −0.03
V Visa Inc. Class A Reduce -18.0% 0.09% −0.03
WMT Walmart Inc. Reduce -21.6% 0.12% −0.03
AVDV Avantis Intl S/C Value ETF Reduce -12.6% 0.35% −0.03
META Meta Platforms Inc. Class A Reduce -43.9% 0.05% −0.03
CVX Chevron Corp. Reduce -0.1% 0.09% −0.02
VB Vanguard Most SM-Cap ETF-Usd Reduce -8.1% 0.25% −0.02
GOOGL Alphabet Inc. Class A Reduce -25.9% 0.07% −0.02
TIP iShares Tips Bond ETF Reduce -5.8% 0.11% −0.02
MA Mastercard Inc. Class A Reduce -19.0% 0.06% −0.02
MRK Merck & Co. Inc. Reduce -5.5% 0.05% −0.01
KO The Coca-Cola Co. Reduce -5.5% 0.09% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -0.1% 1.11% −0.01
XOM Exxon Mobil Corp. Reduce -2.6% 0.06% −0.01
BIV Vanguard Intermediate-Term B Reduce -8.3% 0.05% −0.01
COST Costco Wholesale Corp. Reduce -2.3% 0.13% −0.01
GOOG Alphabet Inc. Class C Reduce -15.8% 0.03% −0.00
AMZN Amazon.com Inc. Reduce -8.6% 0.27% −0.00
DIA SS SPDR Dow Jones Indus Avg Reduce -4.6% 0.04% −0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -0.1% 0.11% −0.00
SYK Stryker Corp. Reduce -3.1% 0.05% −0.00
MMM 3M Co. Reduce -0.4% 0.06% −0.00
FITB Fifth Third Bancorp Reduce -0.9% 0.05% −0.00
MSFT Microsoft Corp. Reduce -19.2% 0.31% +0.00
PLTR Palantir Technologies Inc. Class A Reduce -31.9% 0.05% +0.00
IBM Intl Business Machines Corp. Reduce -5.4% 0.05% +0.00
JPM JPMorgan Chase & Co. Reduce -6.0% 0.08% +0.00
QQQ Invesco QQQ Trust Series 1 Reduce -0.5% 0.11% +0.01
ORCL Oracle Corp. Reduce -8.1% 0.10% +0.03
NVDA Nvidia Corp. Reduce -18.0% 0.41% +0.04
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -0.3% 2.15% +0.08
DFSU Dimensional US Sus CORE1 ETF Reduce 0.0% 3.03% +0.08
DCO Ducommun Inc. Reduce -0.9% 1.72% +0.42
VTI VG Morningstar TS MKT ETF-US Reduce -0.6% 53.00% +1.61

Portfolio Buys Q1 2025 → Q2 2025
AVES Avantis Emerging Markets Val New 0.39% +0.39
IBIT iShares Bitcoin Trust ETF Add +314.7% 0.27% +0.22
BSVO EA Bridgeway Omni Sm-Cp Val Add +6.8% 2.47% +0.12
GEV GE Vernova Inc. New 0.07% +0.07
ACWI iShares MSCI Acwi ETF New 0.04% +0.04
IHI iShares U.S. Medical Devices New 0.04% +0.04
FAST Fastenal Co. New 0.04% +0.04
DSI iShares ESG MSCI KLD 400 ETF Add +0.5% 0.58% +0.04
PSBD Palmer Square Capital BDC Inc. New 0.03% +0.03
ITOT iShares Core S&P Total U.S. Add +15.0% 0.21% +0.03
DFEV Dimensional Emrg MRKT Val Add +0.1% 0.19% +0.01
DISV Dimensional International SM Add +0.0% 0.10% +0.01
VEA Vanguard Ftse Developed ETF Add +0.2% 0.10% +0.00
SCHB Schwab US Broad Market ETF Add +0.0% 0.08% +0.00
BLK BlackRock Inc. Add +1.1% 0.06% +0.00
PNFP Pinnacle Financial Partners Add +0.1% 0.10% −0.00
DFAT Dimensional US Target Value Add +0.4% 1.04% −0.01
VNQ Vanguard Real Estate ETF Add +0.4% 21.71% −1.73

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