Gilbert Capital Group, Inc.

Q4 2025 13F Holdings

  • Location
    north yarmouth, ME
  • Num holdings

    53

  • Value ($000)

    $133,049

  • Date Filed
    01/23/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV

ISHARES TR

CORE S&P500 ETF
$25.8M
19 %

37,664

DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
$15.23M
11 %

250,397

IDV*

ISHARES TR

INTL SEL DIV ETF
$9.77M
7 %

247,655

ISTB

ISHARES TR

CORE 1 5 YR USD
$7.22M
5 %

148,175

DSI

ISHARES TR

ESG MSCI KLD 400
$5.65M
4 %

43,886

EFV

ISHARES TR

EAFE VALUE ETF
$5.51M
4 %

77,216

IWM

ISHARES TR

RUSSELL 2000 ETF
$5.25M
4 %

21,321

GVI

ISHARES TR

INTRM GOV CR ETF
$4.37M
3 %

40,754

GSLC

GOLDMAN SACHS ETF TR

ACTIVEBETA US LG
$4M
3 %

30,181

ESGU

ISHARES TR

ESG AWR MSCI USA
$3.6M
3 %

24,150

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