Gibson Capital, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 24, 2025), Gibson Capital, LLC reported 87 stock positions worth $542.2 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 52.9% of the portfolio, followed by Vanguard Real Estate ETF (VNQ, 21.0%) and Dimensional US Sus CORE1 ETF (DFSU, 2.9%). Compared with Q2 2025, it opened 10 new positions, sold out of 4, added to 24 and reduced 18. The biggest buy was a new position in Caterpillar (CAT) and the biggest sale Ducommun (DCO, shares −29%).

Most Recent 13F
Q2 2026
Location
WEXFORD, PA
CIK
0001427372
Portfolio Value
$542.2M (Q3 2025)
SEC Filing
0001427372-25-000011 ↗ filed Oct 24, 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 Q2 2025 Q3 2025: $542.2M $542.2M Q3 2025 Q4 2025: $545.2M Q4 2025 Q1 2026: $537.2M Q1 2026 Q2 2026: $609.5M Q2 2026

Holdings 87 stocks · $542.2M
VTI VG Morningstar TS MKT ETF-US 52.94% 874,626 $287.0M Reduce -1.0%
VNQ Vanguard Real Estate ETF 21.01% 1,245,704 $113.9M Add +0.9%
DFSU Dimensional US Sus CORE1 ETF 2.94% 375,765 $16.0M Reduce -3.8%
BRK.A Berkshire Hathaway Inc. Class A 2.92% 21 $15.8M No change
BSVO EA Bridgeway Omni Sm-Cp Val 2.58% 618,164 $14.0M Add +0.8%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 2.00% 35,294 $10.9M Reduce -7.7%
DCO Ducommun Inc. 1.33% 75,229 $7.2M Reduce -28.5%
VIG Vanguard Dividend Apprec ETF 1.10% 27,539 $5.9M No change
IAU iShares Gold Trust 1.00% 74,540 $5.4M Reduce -0.5%
DFAT Dimensional US Target Value 0.97% 90,201 $5.3M Reduce -7.5%
AAPL Apple Inc. 0.78% 16,529 $4.2M Add +48.1%
BRK.B Berkshire Hathaway Inc. Class B 0.69% 7,418 $3.7M Add +2.4%
DSI iShares ESG MSCI KLD 400 ETF 0.58% 25,124 $3.2M No change
VOO Vanguard S&P 500 ETF 0.53% 4,671 $2.9M Add +207.3%
NVDA Nvidia Corp. 0.49% 14,182 $2.6M Add +7.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.39% 7,282 $2.1M Reduce -2.1%
AVES Avantis Emerging Markets Val 0.39% 37,025 $2.1M Add +0.0%
CAT Caterpillar Inc. 0.36% 4,118 $2.0M New
AVDV Avantis Intl S/C Value ETF 0.34% 20,719 $1.8M Reduce -8.3%
MSFT Microsoft Corp. 0.32% 3,318 $1.7M Add +6.3%
MLNK Meridianlink Inc. 0.30% 81,050 $1.6M No change
IBIT iShares Bitcoin Trust ETF 0.27% 22,460 $1.5M Reduce -0.9%
AMZN Amazon.com Inc. 0.26% 6,319 $1.4M Add +0.1%
VB Vanguard Most SM-Cap ETF-Usd 0.24% 5,176 $1.3M Reduce -3.0%
ITOT iShares Core S&P Total U.S. 0.21% 7,808 $1.1M Add +0.0%
IVV iShares Core S&P 500 ETF 0.17% 1,391 $931K No change
IWF iShares Russell 1000 Growth 0.17% 1,930 $904K No change
COST Costco Wholesale Corp. 0.17% 975 $903K Add +50.7%
RWR SS SPDR Dow Jones REIT ETF 0.17% 8,995 $902K No change
ORCL Oracle Corp. 0.16% 3,164 $890K Add +33.5%
PM Philip Morris International 0.13% 4,340 $704K New
FNDE Schwab Fndmntl Em MRK Eq ETF 0.13% 19,078 $690K Reduce -26.1%
QQQ Invesco QQQ Trust Series 1 0.13% 1,148 $689K Add +17.6%
DFEV Dimensional Emrg MRKT Val 0.13% 21,365 $681K Reduce -33.3%
FELG Fidelity Enh LRG Cap GWTH 0.12% 16,230 $667K No change
SCHX Schwab US Large-Cap ETF 0.12% 25,049 $660K Reduce -2.1%
WMT Walmart Inc. 0.12% 6,119 $631K No change
MO Altria Group Inc. 0.12% 9,516 $629K New
VBR Vngrd Mrngst SL-CP Val ETF-U 0.11% 2,899 $605K No change
JUST Goldman Sachs Just US LRG 0.11% 6,156 $577K No change
TIP iShares Tips Bond ETF 0.11% 5,168 $575K Reduce -2.3%
USMV iShares MSCI USA Min Vol Fac 0.10% 5,879 $559K No change
STXF Strive 500 ETF 0.10% 12,701 $549K No change
CVX Chevron Corp. 0.10% 3,340 $519K Add +0.1%
GOOGL Alphabet Inc. Class A 0.09% 2,092 $509K Add +0.1%
VEA Vanguard Ftse Developed ETF 0.09% 8,469 $507K No change
MMM 3M Co. 0.09% 3,241 $503K Add +76.0%
HD Home Depot Inc. 0.09% 1,221 $495K Add +4.3%
V Visa Inc. Class A 0.08% 1,328 $453K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 1,567 $442K Add +78.1%
SCHB Schwab US Broad Market ETF 0.08% 17,017 $438K Add +0.0%
IWD iShares Russell 1000 Value E 0.08% 2,146 $437K No change
KO The Coca-Cola Co. 0.08% 6,491 $430K Reduce -0.1%
JPM JPMorgan Chase & Co. 0.08% 1,359 $429K No change
EEM iShares MSCI Emerging Market 0.08% 7,820 $418K No change
PNFP Pinnacle Financial Partners 0.08% 4,428 $415K No change
DISV Dimensional International SM 0.08% 11,636 $415K Reduce -23.5%
EFA iShares MSCI Eafe ETF 0.07% 4,357 $407K No change
PLTR Palantir Technologies Inc. Class A 0.07% 2,102 $383K Add +16.4%
XOM Exxon Mobil Corp. 0.07% 3,217 $363K Add +18.4%
IWB iShares Russell 1000 ETF 0.06% 958 $350K No change
BLK BlackRock Inc. 0.06% 298 $347K Add +11.2%
TT Trane Technologies PLC 0.06% 805 $340K New
EHC Encompass Health Corp. 0.06% 2,457 $312K No change
ESLT Elbit Systems Ltd. 0.06% 600 $306K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.06% 7,002 $300K No change
FNB FNB Corp. 0.05% 18,198 $293K No change
ETN Eaton Corp. PLC 0.05% 780 $292K No change
PG The Procter & Gamble Co. 0.05% 1,874 $288K Add +0.3%
MA Mastercard Inc. Class A 0.05% 501 $285K Add +0.4%
GLD SPDR Gold Shares 0.05% 800 $284K No change
BIV Vanguard Intermediate-Term B 0.05% 3,595 $281K No change
MRK Merck & Co. Inc. 0.05% 3,280 $275K Reduce -0.2%
META Meta Platforms Inc. Class A 0.05% 365 $268K No change
TSLA Tesla Inc. 0.05% 576 $256K New
FITB Fifth Third Bancorp 0.05% 5,738 $256K No change
SYK Stryker Corp. 0.05% 682 $252K No change
SNPS Synopsys Inc. 0.05% 504 $249K New
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.04% 515 $239K No change
ACWI iShares MSCI Acwi ETF 0.04% 1,645 $227K No change
FAST Fastenal Co. 0.04% 4,622 $227K No change
FENI Fidelity Enhanced Intl ETF 0.04% 6,009 $212K New
IUSV iShares Core S&P U.S. Value 0.04% 2,106 $210K New
FRDM Freedom 100 Emeging MRKT ETF 0.04% 4,574 $203K New
NSC Norfolk Southern Corp. 0.04% 671 $202K New
GOOG Alphabet Inc. Class C 0.04% 821 $200K Reduce -0.4%
PSBD Palmer Square Capital BDC Inc. 0.03% 12,490 $153K No change

Portfolio Sells Q2 2025 → Q3 2025
DCO Ducommun Inc. Reduce -28.5% 1.33% −0.38
MGC Vngrd Mrngstr MG Cap ETF-Usd Sold out 0.00% −0.20
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -7.7% 2.00% −0.15
DFSU Dimensional US Sus CORE1 ETF Reduce -3.8% 2.94% −0.08
GEV GE Vernova Inc. Sold out 0.00% −0.07
DFAT Dimensional US Target Value Reduce -7.5% 0.97% −0.07
DFEV Dimensional Emrg MRKT Val Reduce -33.3% 0.13% −0.06
VTI VG Morningstar TS MKT ETF-US Reduce -1.0% 52.94% −0.06
SDY SS SPDR S&P Dividend ETF Sold out 0.00% −0.04
FNDE Schwab Fndmntl Em MRK Eq ETF Reduce -26.1% 0.13% −0.04
IHI iShares U.S. Medical Devices Sold out 0.00% −0.04
DISV Dimensional International SM Reduce -23.5% 0.08% −0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -2.1% 0.39% −0.02
AVDV Avantis Intl S/C Value ETF Reduce -8.3% 0.34% −0.01
KO The Coca-Cola Co. Reduce -0.1% 0.08% −0.01
TIP iShares Tips Bond ETF Reduce -2.3% 0.11% −0.01
VB Vanguard Most SM-Cap ETF-Usd Reduce -3.0% 0.24% −0.01
IBIT iShares Bitcoin Trust ETF Reduce -0.9% 0.27% −0.00
SCHX Schwab US Large-Cap ETF Reduce -2.1% 0.12% −0.00
MRK Merck & Co. Inc. Reduce -0.2% 0.05% −0.00
GOOG Alphabet Inc. Class C Reduce -0.4% 0.04% +0.01
IAU iShares Gold Trust Reduce -0.5% 1.00% +0.08

Portfolio Buys Q2 2025 → Q3 2025
CAT Caterpillar Inc. New 0.36% +0.36
VOO Vanguard S&P 500 ETF Add +207.3% 0.53% +0.36
AAPL Apple Inc. Add +48.1% 0.78% +0.32
PM Philip Morris International New 0.13% +0.13
MO Altria Group Inc. New 0.12% +0.12
BSVO EA Bridgeway Omni Sm-Cp Val Add +0.8% 2.58% +0.12
NVDA Nvidia Corp. Add +7.1% 0.49% +0.08
TT Trane Technologies PLC New 0.06% +0.06
ORCL Oracle Corp. Add +33.5% 0.16% +0.06
TSLA Tesla Inc. New 0.05% +0.05
SNPS Synopsys Inc. New 0.05% +0.05
COST Costco Wholesale Corp. Add +50.7% 0.17% +0.04
FENI Fidelity Enhanced Intl ETF New 0.04% +0.04
IUSV iShares Core S&P U.S. Value New 0.04% +0.04
FRDM Freedom 100 Emeging MRKT ETF New 0.04% +0.04
MMM 3M Co. Add +76.0% 0.09% +0.04
NSC Norfolk Southern Corp. New 0.04% +0.04
IBM Intl Business Machines Corp. Add +78.1% 0.08% +0.03
PLTR Palantir Technologies Inc. Class A Add +16.4% 0.07% +0.02
GOOGL Alphabet Inc. Class A Add +0.1% 0.09% +0.02
QQQ Invesco QQQ Trust Series 1 Add +17.6% 0.13% +0.02
MSFT Microsoft Corp. Add +6.3% 0.32% +0.01
XOM Exxon Mobil Corp. Add +18.4% 0.07% +0.01
BLK BlackRock Inc. Add +11.2% 0.06% +0.01
HD Home Depot Inc. Add +4.3% 0.09% +0.01
ITOT iShares Core S&P Total U.S. Add +0.0% 0.21% +0.00
CVX Chevron Corp. Add +0.1% 0.10% +0.00
SCHB Schwab US Broad Market ETF Add +0.0% 0.08% +0.00
AVES Avantis Emerging Markets Val Add +0.0% 0.39% +0.00
MA Mastercard Inc. Class A Add +0.4% 0.05% −0.00
PG The Procter & Gamble Co. Add +0.3% 0.05% −0.01
BRK.B Berkshire Hathaway Inc. Class B Add +2.4% 0.69% −0.01
AMZN Amazon.com Inc. Add +0.1% 0.26% −0.02
VNQ Vanguard Real Estate ETF Add +0.9% 21.01% −0.70

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