Gilbert Capital Group, Inc.

Q3 2025 13F Holdings

  • Location
    north yarmouth, ME
  • Num holdings

    51

  • Value ($000)

    $129,289

  • Date Filed
    12/02/2025
  • Form type
    13F-HR
  • CIK
    0002035854
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$22.18 M
17 %

33,140

GSLC
GSLC

GOLDMAN SACHS ETF TR

ACTIVEBETA US LG
$9.24 M
7 %

70,956

KRE
KRE

SPDR SERIES TRUST

PRTFLO S&P500 GW
$8.78 M
7 %

83,970

DYNF
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
$7.06 M
6 %

119,315

ISTB
ISTB

ISHARES TR

CORE 1 5 YR USD
$6.93 M
5 %

141,913

IDV*
IDV*

ISHARES TR

INTL SEL DIV ETF
$6.32 M
5 %

172,902

LRGF
LRGF

ISHARES TR

U S EQUITY FACTR
$5.89 M
5 %

85,300

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
$5.58 M
4 %

84,606

DSI
DSI

ISHARES TR

ESG MSCI KLD 400
$5.47 M
4 %

43,402

FBCG
FBCG

FIDELITY COVINGTON TRUST

BLUE CHIP GRWTH
$5.33 M
4 %

99,361

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 51