Gibson Capital, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 17, 2026), Gibson Capital, LLC reported 87 stock positions worth $537.2 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 50.9% of the portfolio, followed by Vanguard Real Estate ETF (VNQ, 22.9%) and EA Bridgeway Omni Sm-Cp Val (BSVO, 2.9%). Compared with Q4 2025, it opened 8 new positions, sold out of 1, added to 29 and reduced 19. The biggest buy was Vanguard Real Estate ETF (VNQ, shares +5%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −1%).

Most Recent 13F
Q2 2026
Location
WEXFORD, PA
CIK
0001427372
Portfolio Value
$537.2M (Q1 2026)
SEC Filing
0001427372-26-000002 ↗ filed Apr 17, 2026

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 Q3 2025 Q4 2025: $545.2M Q4 2025 Q1 2026: $537.2M $537.2M Q1 2026 Q2 2026: $609.5M Q2 2026

Holdings 87 stocks · $537.2M
VTI VG Morningstar TS MKT ETF-US 50.85% 851,601 $273.2M Reduce -1.1%
VNQ Vanguard Real Estate ETF 22.91% 1,387,610 $123.1M Add +5.1%
BSVO EA Bridgeway Omni Sm-Cp Val 2.94% 622,367 $15.8M Add +0.1%
DFSU Dimensional US Sus CORE1 ETF 2.87% 375,765 $15.4M No change
BRK.A Berkshire Hathaway Inc. Class A 2.81% 21 $15.1M No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 1.96% 35,294 $10.5M No change
DCO Ducommun Inc. 1.41% 62,229 $7.6M Reduce -11.4%
IAU iShares Gold Trust 1.15% 70,267 $6.2M Reduce -0.0%
VIG Vanguard Dividend Apprec ETF 1.10% 27,539 $5.9M No change
DFAT Dimensional US Target Value 1.05% 90,022 $5.6M Reduce -0.4%
AAPL Apple Inc. 0.81% 17,186 $4.4M Add +4.2%
BRK.B Berkshire Hathaway Inc. Class B 0.67% 7,517 $3.6M Add +1.5%
DSI iShares ESG MSCI KLD 400 ETF 0.56% 24,717 $3.0M Reduce -0.1%
CAT Caterpillar Inc. 0.54% 4,117 $2.9M No change
VOO Vanguard S&P 500 ETF 0.50% 4,486 $2.7M Reduce -4.0%
NVDA Nvidia Corp. 0.45% 13,721 $2.4M Reduce -3.3%
AVES Avantis Emerging Markets Val 0.41% 36,620 $2.2M Reduce -1.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.39% 7,213 $2.1M No change
AVDV Avantis Intl S/C Value ETF 0.32% 17,001 $1.7M Reduce -18.0%
AMZN Amazon.com Inc. 0.26% 6,807 $1.4M Add +8.8%
VB Vanguard Most SM-Cap ETF-Usd 0.25% 5,176 $1.4M No change
MSFT Microsoft Corp. 0.25% 3,649 $1.4M Add +0.6%
ITOT iShares Core S&P Total U.S. 0.24% 9,198 $1.3M Add +0.3%
IVV iShares Core S&P 500 ETF 0.17% 1,391 $909K No change
RWR SS SPDR Dow Jones REIT ETF 0.17% 8,995 $908K No change
IWF iShares Russell 1000 Growth 0.15% 1,930 $823K No change
CVX Chevron Corp. 0.15% 3,848 $796K Add +15.1%
IBIT iShares Bitcoin Trust ETF 0.15% 20,495 $787K Reduce -2.2%
DFEV Dimensional Emrg MRKT Val 0.14% 21,478 $768K Add +0.5%
WMT Walmart Inc. 0.14% 6,165 $766K Add +0.8%
PM Philip Morris International 0.13% 4,340 $718K No change
FNDE Schwab Fndmntl Em MRK Eq ETF 0.13% 18,728 $717K Reduce -1.8%
GOOGL Alphabet Inc. Class A 0.12% 2,256 $649K Add +7.8%
TIP iShares Tips Bond ETF 0.12% 5,840 $644K Add +13.0%
SCHX Schwab US Large-Cap ETF 0.12% 25,049 $642K No change
COST Costco Wholesale Corp. 0.12% 642 $640K Reduce -6.4%
MO Altria Group Inc. 0.12% 9,556 $631K Add +0.2%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.12% 2,899 $630K No change
QQQ Invesco QQQ Trust Series 1 0.11% 1,051 $606K Add +2.4%
JUST Goldman Sachs Just US LRG 0.11% 6,156 $569K No change
XOM Exxon Mobil Corp. 0.10% 3,229 $548K Add +0.2%
VEA Vanguard Ftse Developed ETF 0.10% 8,497 $544K Add +0.3%
FELG Fidelity Enh LRG Cap GWTH 0.10% 14,121 $529K No change
ESLT Elbit Systems Ltd. 0.09% 600 $509K No change
USMV iShares MSCI USA Min Vol Fac 0.09% 5,346 $496K No change
KO The Coca-Cola Co. 0.09% 6,501 $494K No change
MMM 3M Co. 0.09% 3,245 $471K Add +0.1%
DISV Dimensional International SM 0.09% 11,637 $459K Add +0.0%
IWD iShares Russell 1000 Value E 0.09% 2,146 $459K No change
ORCL Oracle Corp. 0.09% 3,115 $458K Add +0.0%
STXF Strive 500 ETF 0.09% 10,900 $457K Reduce -13.4%
EEM iShares MSCI Emerging Market 0.08% 7,820 $444K No change
EFA iShares MSCI Eafe ETF 0.08% 4,357 $423K No change
V Visa Inc. Class A 0.08% 1,368 $413K Add +3.0%
SLV iShares Silver Trust 0.08% 5,981 $408K Reduce -5.1%
SCHB Schwab US Broad Market ETF 0.08% 16,074 $403K Reduce -5.6%
PNFP Pinnacle Financial Partners 0.07% 4,429 $382K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 1,572 $381K Add +0.3%
HD Home Depot Inc. 0.07% 1,151 $379K Add +1.9%
JPM JPMorgan Chase & Co. 0.07% 1,283 $377K Add +2.2%
FNB FNB Corp. 0.07% 21,776 $364K No change
PNC PNC Financial Services Group 0.07% 1,704 $355K New
GLD SPDR Gold Shares 0.06% 800 $344K No change
IWB iShares Russell 1000 ETF 0.06% 958 $342K No change
FITB Fifth Third Bancorp 0.06% 7,313 $340K No change
MRK Merck & Co. Inc. 0.06% 2,709 $326K Reduce -0.0%
SPDW Ste STR SPDR PT DW Eu ETF 0.06% 7,002 $320K No change
ETN Eaton Corp. PLC 0.06% 859 $307K Add +10.1%
META Meta Platforms Inc. Class A 0.06% 535 $306K Add +46.6%
PG The Procter & Gamble Co. 0.05% 1,888 $273K Add +0.4%
DXYZ Destiny TECH100 Inc. 0.05% 10,000 $268K New
BIV Vanguard Intermediate-Term B 0.05% 3,250 $251K Reduce -9.6%
FRDM Freedom 100 Emeging MRKT ETF 0.05% 4,574 $250K No change
COHR Coherent Corp. 0.04% 1,000 $238K New
FENI Fidelity Enhanced Intl ETF 0.04% 6,403 $238K Add +4.6%
MA Mastercard Inc. Class A 0.04% 473 $236K Reduce -0.4%
GOOG Alphabet Inc. Class C 0.04% 820 $235K No change
EHC Encompass Health Corp. 0.04% 2,431 $235K Add +4.3%
PLTR Palantir Technologies Inc. Class A 0.04% 1,582 $231K No change
ACWI iShares MSCI Acwi ETF 0.04% 1,645 $228K Add +0.1%
SYK Stryker Corp. 0.04% 682 $224K No change
SCHD Schwab US DVD Equity ETF 0.04% 7,143 $219K New
IUSV iShares Core S&P U.S. Value 0.04% 2,106 $215K No change
TSLA Tesla Inc. 0.04% 578 $215K New
FAST Fastenal Co. 0.04% 4,622 $214K New
BLK BlackRock Inc. 0.04% 218 $210K Reduce -29.2%
LMT Lockheed Martin Corp. 0.04% 336 $203K New

Portfolio Sells Q4 2025 → Q1 2026
VTI VG Morningstar TS MKT ETF-US Reduce -1.1% 50.85% −2.09
PNFP Pinnacle Financial Partners Sold out 0.00% −0.08
IBIT iShares Bitcoin Trust ETF Reduce -2.2% 0.15% −0.04
AVDV Avantis Intl S/C Value ETF Reduce -18.0% 0.32% −0.04
NVDA Nvidia Corp. Reduce -3.3% 0.45% −0.04
VOO Vanguard S&P 500 ETF Reduce -4.0% 0.50% −0.04
DSI iShares ESG MSCI KLD 400 ETF Reduce -0.1% 0.56% −0.03
BLK BlackRock Inc. Reduce -29.2% 0.04% −0.02
STXF Strive 500 ETF Reduce -13.4% 0.09% −0.02
SCHB Schwab US Broad Market ETF Reduce -5.6% 0.08% −0.01
MA Mastercard Inc. Class A Reduce -0.4% 0.04% −0.01
BIV Vanguard Intermediate-Term B Reduce -9.6% 0.05% −0.00
SLV iShares Silver Trust Reduce -5.1% 0.08% +0.00
FNDE Schwab Fndmntl Em MRK Eq ETF Reduce -1.8% 0.13% +0.01
MRK Merck & Co. Inc. Reduce -0.0% 0.06% +0.01
COST Costco Wholesale Corp. Reduce -6.4% 0.12% +0.01
AVES Avantis Emerging Markets Val Reduce -1.1% 0.41% +0.01
DFAT Dimensional US Target Value Reduce -0.4% 1.05% +0.06
IAU iShares Gold Trust Reduce -0.0% 1.15% +0.11
DCO Ducommun Inc. Reduce -11.4% 1.41% +0.19

Portfolio Buys Q4 2025 → Q1 2026
VNQ Vanguard Real Estate ETF Add +5.1% 22.91% +1.48
BSVO EA Bridgeway Omni Sm-Cp Val Add +0.1% 2.94% +0.28
PNFP Pinnacle Financial Partners New 0.07% +0.07
PNC PNC Financial Services Group New 0.07% +0.07
CVX Chevron Corp. Add +15.1% 0.15% +0.05
DXYZ Destiny TECH100 Inc. New 0.05% +0.05
COHR Coherent Corp. New 0.04% +0.04
SCHD Schwab US DVD Equity ETF New 0.04% +0.04
TSLA Tesla Inc. New 0.04% +0.04
FAST Fastenal Co. New 0.04% +0.04
LMT Lockheed Martin Corp. New 0.04% +0.04
XOM Exxon Mobil Corp. Add +0.2% 0.10% +0.03
WMT Walmart Inc. Add +0.8% 0.14% +0.02
MO Altria Group Inc. Add +0.2% 0.12% +0.02
TIP iShares Tips Bond ETF Add +13.0% 0.12% +0.02
META Meta Platforms Inc. Class A Add +46.6% 0.06% +0.01
ETN Eaton Corp. PLC Add +10.1% 0.06% +0.01
DFEV Dimensional Emrg MRKT Val Add +0.5% 0.14% +0.01
DISV Dimensional International SM Add +0.0% 0.09% +0.00
VEA Vanguard Ftse Developed ETF Add +0.3% 0.10% +0.00
FENI Fidelity Enhanced Intl ETF Add +4.6% 0.04% +0.00
PG The Procter & Gamble Co. Add +0.4% 0.05% +0.00
GOOGL Alphabet Inc. Class A Add +7.8% 0.12% +0.00
ACWI iShares MSCI Acwi ETF Add +0.1% 0.04% −0.00
HD Home Depot Inc. Add +1.9% 0.07% −0.00
AMZN Amazon.com Inc. Add +8.8% 0.26% −0.00
EHC Encompass Health Corp. Add +4.3% 0.04% −0.00
QQQ Invesco QQQ Trust Series 1 Add +2.4% 0.11% −0.00
JPM JPMorgan Chase & Co. Add +2.2% 0.07% −0.00
ITOT iShares Core S&P Total U.S. Add +0.3% 0.24% −0.01
MMM 3M Co. Add +0.1% 0.09% −0.01
V Visa Inc. Class A Add +3.0% 0.08% −0.01
AAPL Apple Inc. Add +4.2% 0.81% −0.01
BRK.B Berkshire Hathaway Inc. Class B Add +1.5% 0.67% −0.01
IBM Intl Business Machines Corp. Add +0.3% 0.07% −0.01
ORCL Oracle Corp. Add +0.0% 0.09% −0.03
MSFT Microsoft Corp. Add +0.6% 0.25% −0.07

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