Gibbs Wealth Management
Q4 2025 13F Holdings
- Locationalpharetta, GA
- Num holdings
324
- Value ($000)
$413,324
- Date Filed01/23/2026
- Form type13F-HR
- CIK0002081110
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78464A409 | $18.16M | 4 % | 168,316 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $14.48M | 4 % | 315,518 | ||
ISHARES TR | US TREAS BD ETF | 46429B267 | $12.23M | 3 % | 530,508 | ||
ISHARES TR | 0-5YR HI YL CP | 46434V407 | $12.12M | 3 % | 281,611 | ||
NORTHERN LTS FD TR IV | MAIN SECTR ROTN | 66538H591 | $11.13M | 3 % | 172,059 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A508 | $11M | 3 % | 188,904 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A383 | $10.29M | 3 % | 456,452 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $9.52M | 2 % | 113,485 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A664 | $8.92M | 2 % | 334,799 | ||
MICROSOFT CORP | COM | 594918104 | $8.17M | 2 % | 17,052 |
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