Gilbert Capital Group, Inc.
Q2 2025 13F Holdings
- Locationnorth yarmouth, ME
- Num holdings
48
- Value ($000)
$120,661
- Date Filed09/30/2025
- Form type13F-HR
- CIK0002035854
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $20.55 M | 17 % | 33,101 | ||
GSIE GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | $8.88 M | 7 % | 224,005 | ||
GSLC GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | $8.60 M | 7 % | 70,842 | ||
ISTB ISHARES TR | CORE 1 5 YR USD | 46432F859 | $6.75 M | 6 % | 138,721 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $6.24 M | 5 % | 114,580 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $5.55 M | 5 % | 87,436 | ||
LRGF ISHARES TR | U S EQUITY FACTR | 46434V282 | $5.41 M | 5 % | 84,437 | ||
DSI ISHARES TR | ESG MSCI KLD 400 | 464288570 | $5.18 M | 4 % | 44,558 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $5.09 M | 4 % | 53,360 | ||
QGRO AMERICAN CENTY ETF TR | US QUALITY GROW | 025072307 | $4.97 M | 4 % | 45,552 |
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