Gibson Capital, LLC

Registered adviser

CIK

1427372

Location

WEXFORD, PA

Portfolio Value

Small $588,765,727

Diversification

Highly concentrated

Filing Date

Global Rank

#3,426 / 8,821 ▼ 4 · as of Jun 2026

Top Industry

Insurance - Diversified 48.4%

Period ended 31 days ago

Filed Oct 23, 2026 · 8d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 148836

Roster of Oct 1, 2026

Regulatory AUM

$3,034,031,370

Main clients

Individuals and high net worth (51% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$3,034,031,370	Individuals and high net worth (51%)
Apr 2025 to Mar 2026	$2,622,930,742	Individuals and high net worth (64%)
Apr 2024 to Mar 2025	$2,433,649,152	Individuals and high net worth (65%)
May 2023 to Mar 2024	$2,079,301,182	Individuals and high net worth (64%)
Apr 2023	$2,079,301,182	Individuals and high net worth (64%)
Apr 2022 to Mar 2023	$2,394,174,994	Individuals and high net worth (64%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 93.9% of the book (60%+)

Turnover

Low turnover

5.5% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 23.7 quarters (12+), a floor since 83.6% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 89.3%; sector active share 76.7% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

92 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

57.3%

+2.9 pts

Top 5

89.6%

+1.3 pts

Top 10

95.1%

+1.2 pts

HHI

3,829

Highly concentrated+280

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	93.3%	$549,285,304	49
Financial Services	3.7%	$21,540,620	10
Technology	1.3%	$7,758,229	9
Consumer Defensive	0.5%	$3,214,694	5
Industrials	0.3%	$1,730,427	6
Consumer Cyclical	0.2%	$1,301,772	2
Communication Services	0.2%	$1,251,624	3
Energy	0.2%	$1,097,548	2
Healthcare	0.2%	$937,924	3
Basic Materials	0.1%	$647,585	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
BSVO	EA Bridgeway Omni Small-Cap Value ETF	+53,766	710,073	$19,852,931
IWF	iShares Russell 1000 Growth ETF	+16,444	24,164	$3,026,782
QQQ	Invesco Qqq Trust, Series 1	+6,416	7,459	$5,517,944
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+4,628	849,089	$317,763,067
IWD	iShares Russell 1000 Value ETF	+2,799	4,945	$1,226,013
CSCO	Cisco Systems, Inc.	+1,398	3,179	$342,155
EEM	iShares MSCI Emerging Markets ETF	+1,389	9,209	$615,069
EFA	iShares MSCI EAFE ETF	+1,263	5,620	$583,861
IWB	iShares Russell 1000 ETF	+1,250	2,208	$918,815
SLV	iShares Silver Trust	+477	6,458	$352,025
SCHX	Schwab U.S. Large-Cap ETF	+444	25,093	$752,790
WMT	Walmart Inc.	+360	6,479	$673,297
ETN	Eaton Corp plc	+38	849	$364,823
BLK	BlackRock, Inc.	+24	242	$256,106
JPM	Jpmorgan Chase & Co	+17	1,202	$397,657
LLY	ELI LILLY & Co	+3	280	$323,982
INTC	Intel Corp	+1	1,958	$235,410
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−11,787	5,213	$1,736,032
DFSU	Dimensional US Sustainability Core 1 ETF	−10,000	365,765	$17,253,135
GOOG	Alphabet Inc.	−8,613	720	$245,332
CAT	Caterpillar Inc	−3,802	315	$255,398
SCHB	Schwab U.S. Broad Market ETF	−3,612	13,317	$390,321
FNB	Fnb Corp	−3,600	18,176	$312,808
NVDA	Nvidia Corp	−2,663	10,357	$2,365,331
AMZN	Amazon Com Inc	−2,311	3,946	$983,145
GOOGL	Alphabet Inc.	−1,842	2,149	$739,427
AVES	Avantis Emerging Markets Value ETF	−1,840	34,761	$2,263,983
AVDV	Avantis International Small Cap Value ETF	−1,821	14,341	$1,568,618
FITB	Fifth Third Bancorp	−1,200	6,113	$309,195
MO	Altria Group, Inc.	−1,161	8,412	$566,464
BRK-B	Berkshire Hathaway Inc	−1,053	6,836	$3,403,985
CVX	Chevron Corp	−871	3,481	$710,854
XOM	ExxonMobil Holdings Corp	−858	2,376	$386,694
VNQ	VANGUARD REAL ESTATE INDEX FUND	−839	1,394,443	$124,983,926
PNC	Pnc Financial Services Group, Inc.	−696	1,013	$225,148
FNDE	Schwab Fundamental Emerging Markets Equity ETF	−685	16,668	$697,889
IAU	Ishares Gold Trust	−585	68,018	$5,312,205
MMM	3M Co	−414	2,833	$465,036
VB	Vanguard Index Funds	−329	4,827	$1,373,233
ESLT	Elbit Systems Ltd	−300	300	$204,603
IBM	International Business Machines Corp	−289	1,283	$282,170
IBIT	iShares Bitcoin Trust ETF	−224	20,305	$961,238
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
SPY	Spdr S&P 500 ETF Trust	3,595	$2,741,654
IVW	iShares S&P 500 Growth ETF	8,811	$1,253,452
DIA	Spdr Dow Jones Industrial Average ETF Trust	1,702	$865,552
EXP	Eagle Materials Inc	2,499	$427,378
VUG	VANGUARD GROWTH INDEX FUND	3,771	$339,804
PLTR	Palantir Technologies Inc.	1,582	$295,913
MDY	Spdr S&P Midcap 400 ETF Trust	450	$295,519
A	Agilent Technologies, Inc.	1,292	$222,623
SCCO	Southern Copper Corp	1,086	$220,067
IJR	iShares Core S&P Small-Cap ETF	1,600	$217,664
FNDX	Schwab Fundamental U.S. Large Company ETF	6,742	$212,170
ING	Ing Groep NV	5,963	$211,686
RTX	RTX Corp	1,140	$211,640
ICL	ICL Group Ltd.	28	$140
IYW	iShares, Inc.	1,539	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
DCO	Ducommun Inc	50,492	$9,351,623
DFAT	Dimensional U.S. Targeted Value ETF	88,993	$6,220,610
FN	Fabrinet	1,000	$562,080
PNFP	Pinnacle Financial Partners, Inc.	4,429	$446,796
AVGO	Broadcom Inc.	922	$348,285
KLAC	Kla Corp	1,000	$301,710
GLD	Spdr Gold Trust	800	$294,704
PG	PROCTER & GAMBLE Co	1,895	$277,882
FENI	Fidelity Enhanced International ETF	6,403	$256,952
BIV	Vanguard Bond Index Funds	3,250	$249,275
EHC	Encompass Health Corp	2,431	$245,725
ABBV	AbbVie Inc.	917	$230,753
TPL	Texas Pacific Land Corp	500	$218,820
SYK	Stryker Corp	682	$214,720
NSC	Norfolk Southern Corp	680	$213,921
CVIE	Calvert International Responsible Index ETF	2,512	$213,552
FIX	Comfort Systems USA Inc	101	$200,176
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

92 tracked positions · $588,765,727 total · filing declares 124 positions · $595,055,787 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 92 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	849,089	+4,628	$317,763,067	+1.7%	53.97%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Reduced	1,394,443	-839	$124,983,926	−7.1%	21.23%
BSVO	EA Bridgeway Omni Small-Cap Value ETF	Added	710,073	+53,766	$19,852,931	+3.6%	3.37%
DFSU	Dimensional US Sustainability Core 1 ETF	Reduced	365,765	-10,000	$17,253,135	−1.5%	2.93%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	21	0	$15,687,105	−0.2%	2.66%
VV	VANGUARD LARGE-CAP INDEX FUND	Held	35,064	0	$12,337,268	+2.3%	2.10%
VIG	Vanguard Specialized Funds	Held	27,509	0	$6,418,124	−1.4%	1.09%
QQQ	Invesco Qqq Trust, Series 1	Added	7,459	+6,416	$5,517,944	+618.4%	0.94%
IAU	Ishares Gold Trust	Reduced	68,018	-585	$5,312,205	+2.5%	0.90%
DSI	iShares ESG MSCI KLD 400 ETF	Held	24,715	0	$3,612,838	+2.7%	0.61%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,836	-1,053	$3,403,985	−13.8%	0.58%
IWF	iShares Russell 1000 Growth ETF	Added	24,164	+16,444	$3,026,782	+215.8%	0.51%
VOO	VANGUARD 500 INDEX FUND	Reduced	4,160	-41	$2,915,577	+1.0%	0.50%
SPY	Spdr S&P 500 ETF Trust	NEW	3,595	NEW	$2,741,654	NEW	0.47%
NVDA	Nvidia Corp Technology	Reduced	10,357	-2,663	$2,365,331	−9.2%	0.40%
AVES	Avantis Emerging Markets Value ETF	Reduced	34,761	-1,840	$2,263,983	−5.7%	0.38%
VO	VANGUARD MID-CAP INDEX FUND	Held	28,644	0	$2,246,262	−2.7%	0.38%
MSFT	Microsoft Corp Technology	Reduced	3,495	-215	$1,792,585	+29.5%	0.30%
AAPL	Apple Inc. Technology	Reduced	5,213	-11,787	$1,736,032	−64.7%	0.29%
AVDV	Avantis International Small Cap Value ETF	Reduced	14,341	-1,821	$1,568,618	−5.8%	0.27%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Reduced	9,115	-84	$1,515,642	+0.3%	0.26%
VB	Vanguard Index Funds	Reduced	4,827	-329	$1,373,233	−12.1%	0.23%
IVW	iShares S&P 500 Growth ETF	NEW	8,811	NEW	$1,253,452	NEW	0.21%
IWD	iShares Russell 1000 Value ETF	Added	4,945	+2,799	$1,226,013	+135.7%	0.21%
IVV	iShares Core S&P 500 ETF	Held	1,391	0	$1,065,297	+2.3%	0.18%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,946	-2,311	$983,145	−34.1%	0.17%
IBIT	iShares Bitcoin Trust ETF	Reduced	20,305	-224	$961,238	+40.7%	0.16%
RWR	State Street(R) SPDR(R) Dow Jones(R) REIT ETF	Held	8,995	0	$943,755	−7.1%	0.16%
IWB	iShares Russell 1000 ETF	Added	2,208	+1,250	$918,815	+134.2%	0.16%
DFEV	Dimensional Emerging Markets Value ETF	Reduced	21,324	-157	$904,137	−1.4%	0.15%
DIA	Spdr Dow Jones Industrial Average ETF Trust	NEW	1,702	NEW	$865,552	NEW	0.15%
PM	Philip Morris International Inc. Consumer Defensive	Held	4,340	0	$828,158	+5.5%	0.14%
SCHX	Schwab U.S. Large-Cap ETF	Added	25,093	+444	$752,790	+3.8%	0.13%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,149	-1,842	$739,427	−48.2%	0.13%
CVX	Chevron Corp Energy	Reduced	3,481	-871	$710,854	−1.5%	0.12%
FNDE	Schwab Fundamental Emerging Markets Equity ETF	Reduced	16,668	-685	$697,889	+1.4%	0.12%
WMT	Walmart Inc. Consumer Defensive	Added	6,479	+360	$673,297	−2.8%	0.11%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Held	2,896	0	$669,062	−4.9%	0.11%
FELG	Fidelity Enhanced Large Cap Growth ETF	Held	14,121	0	$636,715	+3.1%	0.11%
EEM	iShares MSCI Emerging Markets ETF	Added	9,209	+1,389	$615,069	+15.0%	0.10%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	8,670	-45	$612,188	−1.4%	0.10%
TIP	iShares TIPS Bond ETF	Held	5,840	0	$607,593	−4.9%	0.10%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	645	-1	$587,169	−2.8%	0.10%
EFA	iShares MSCI EAFE ETF	Added	5,620	+1,263	$583,861	+29.0%	0.10%
MO	Altria Group, Inc. Consumer Defensive	Reduced	8,412	-1,161	$566,464	−17.8%	0.10%
KO	Coca Cola Co Consumer Defensive	Held	6,501	0	$559,606	+5.9%	0.10%
STXF	Strive 500 ETF	Reduced	10,657	-88	$525,443	+1.2%	0.09%
USMV	iShares MSCI USA Min Vol Factor ETF	Held	5,346	0	$520,914	+1.0%	0.09%
JUST	Goldman Sachs JUST U.S. Large Cap Equity ETF	Held	4,712	0	$513,711	+2.2%	0.09%
DISV	Dimensional International Small Cap Value ETF	Held	11,637	0	$503,765	+7.9%	0.09%

Showing the top 50 of 92 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.