Gibbs Wealth Management
CIK 2081110 · Holdings on Mar 31, 2026 · First reported May 13, 2026
Top ten holdings
Q1 2026- SPYG5.08%
- SPDW4.30%
- SPYV3.24%
- SHYG2.89%
- NVDA2.67%
- GOVT2.58%
- SPMB2.49%
- SPTL2.08%
- VCIT2.07%
- SPSM1.72%
Share classes counted separately29.12%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SECTWeight decreased · -1.00 pp2.69% → 1.69%Shares +40.13K (+23.32%)
- SPDWWeight increased · +0.80 pp3.50% → 4.30%Shares +399.62K (+126.66%)
- NVDAWeight increased · +0.77 pp1.90% → 2.67%Shares +73.86K (+173.74%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 27
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYGSS SPDR P S&P 500 GROWTH ETFSTATE STREET SPD View history and evidence | $38.55M | 5.08% | 393.75K shares | 4.39% → 5.08%+0.69 pp +225.44K (+133.94%) | Added | ▾ |
| 02 | SPDWSTE STR SPDR PT DW EU ETFSTATE STREET SPD View history and evidence | $32.65M | 4.30% | 715.14K shares | 3.50% → 4.30%+0.80 pp +399.62K (+126.66%) | Added | ▾ |
| 03 | SPYVSS SPDR P S&P 500 VALUE ETFSTATE STREET SPD View history and evidence | $24.59M | 3.24% | 434.66K shares | 2.66% → 3.24%+0.58 pp +245.76K (+130.10%) | Added | ▾ |
| 04 | SHYGISHARES 0-5 YR HY CORP BOND0-5YR HI YL CP View history and evidence | $21.94M | 2.89% | 518.49K shares | 2.93% → 2.89%-0.04 pp +236.88K (+84.12%) | Added | ▾ |
| 05 | NVDANVIDIA CORP View history and evidence | $20.30M | 2.67% | 116.37K shares | 1.90% → 2.67%+0.77 pp +73.86K (+173.74%) | Added | ▾ |
| 06 | GOVTISHARES US TREASURY BOND ETFUS TREAS BD ETF View history and evidence | $19.56M | 2.58% | 853.80K shares | 2.96% → 2.58%-0.38 pp +323.29K (+60.94%) | Added | ▾ |
| 07 | SPMBSS SPDR P MORT BACK BOND ETFSTATE STREET SPD View history and evidence | $18.88M | 2.49% | 843.45K shares | 2.49% → 2.49%+0.00 pp +386.99K (+84.78%) | Added | ▾ |
| 08 | SPTLSS SPDR PF LNG TRM TSY E-USDSTATE STREET SPD View history and evidence | $15.78M | 2.08% | 599.84K shares | 2.16% → 2.08%-0.08 pp +265.04K (+79.16%) | Added | ▾ |
| 09 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $15.68M | 2.07% | 189.50K shares | 2.30% → 2.07%-0.23 pp +76.02K (+66.98%) | Added | ▾ |
| 10 | SPSMSS SPDR P S&P 600 SMALL CAPSTATE STREET SPD View history and evidence | $13.05M | 1.72% | 269.98K shares | 1.39% → 1.72%+0.33 pp +153.73K (+132.23%) | Added | ▾ |
Options overlay 3
$3.01M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
COSTCOSTCO WHOLESALE CORP View history and evidence | Call | 2.60K | $2.59M | +2.60K | ▾ |
ABTABBOTT LABORATORIES View history and evidence | Call | 3.70K | $379.88K | +3.70K | ▾ |
GLDSPDR GOLD SHARESGOLD SHS View history and evidence | Call | 100 | $43.03K | +100 | ▾ |
3 / 3 options · preview only
Exited positions 24
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AZNN ASTRAZENECA PLC-SPONS ADR | Non-derivative | -11,644 | -$1.10M | SEC filing ↗ | SEC filing ↗ |
| ADBE ADOBE INC | Non-derivative | -3,169 | -$1.06M | SEC filing ↗ | SEC filing ↗ |
| INTU INTUIT INC | Non-derivative | -1,247 | -$806.68K | SEC filing ↗ | SEC filing ↗ |
3 / 24 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2081110 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 761991967
}Research all 433 reported holdings.
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