Gimbal Financial
Q3 2025 13F Holdings
- Locationcarmel, IN
- Num holdings
55
- Value ($000)
$166,512
- Date Filed11/04/2025
- Form type13F-HR
- CIK0001835206
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $26.48 M | 16 % | 39,564 | ||
ICLN ISHARES TR | GL CLEAN ENE ETF | 464288224 | $17.59 M | 11 % | 1,136,146 | ||
RPG INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 46137V266 | $16.99 M | 10 % | 355,997 | ||
XMMO INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 46137V464 | $16.85 M | 10 % | 124,617 | ||
IYC ISHARES TR | US CONSUM DISCRE | 464287580 | $16.61 M | 10 % | 158,527 | ||
IDV* ISHARES TR | INTL SEL DIV ETF | 464288448 | $15.40 M | 9 % | 421,250 | ||
LLY ELI LILLY & CO | COM | 532457108 | $10.75 M | 7 % | 14,094 | ||
FALN ISHARES TR | FALN ANGLS USD | 46435G474 | $8.44 M | 5 % | 303,893 | ||
SOXX ISHARES TR | ISHARES SEMICDTR | 464287523 | $5.20 M | 3 % | 19,171 | ||
RING ISHARES INC | MSCI GBL GOLD MN | 46434G855 | $4.93 M | 3 % | 76,223 |
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