Gilpin Wealth Management, LLC
Net seller this quarter
$145M
857
-$3.47M
20.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $5.11M | 3.53% | 0.00% | -4.1% | Q4 2025 |
 VLUE | $4.56M | 3.15% | Not reported | -38.7% | Q4 2025 |
 FTNT | $4.36M | 3.02% | 0.00% | -4.5% | Q4 2025 |
 AAPL | $3.35M | 2.32% | 0.00% | -2.0% | Q4 2025 |
 GOOGL | $3.05M | 2.11% | 0.00% | -3.0% | Q4 2025 |
 JPM | $2.33M | 1.61% | 0.00% | -2.5% | Q4 2025 |
 MSFT | $2.04M | 1.41% | 0.00% | -0.7% | Q4 2025 |
| GOOG | $1.67M | 1.15% | Not reported | -6.9% | Q4 2025 |
 ET | $1.64M | 1.14% | 0.00% | +0.2% | Q4 2025 |
 EPD | $1.55M | 1.07% | 0.00% | -0.4% | Q4 2025 |
 AMZN | $1.54M | 1.06% | 0.00% | -0.3% | Q4 2025 |
 BRK.B | $1.53M | 1.06% | Not reported | -6.2% | Q4 2025 |
 AMGN | $1.49M | 1.03% | 0.00% | -1.0% | Q4 2025 |
 WFC | $1.47M | 1.02% | 0.00% | -1.3% | Q4 2025 |
 KLAC | $1.28M | 0.88% | 0.00% | -1.2% | Q4 2025 |
 CSCO | $1.27M | 0.88% | 0.00% | -6.1% | Q4 2025 |
 TSLA | $1.19M | 0.82% | 0.00% | +0.1% | Q4 2025 |
| USRT | $973K | 0.67% | Not reported | -0.8% | Q4 2025 |
 V | $942K | 0.65% | 0.00% | -1.5% | Q4 2025 |
 MTZ | $895K | 0.62% | 0.00% | Not reported | Q4 2025 |
 OTLK | $882K | 0.61% | 0.30% | -7.5% | Q4 2025 |
 RTX | $867K | 0.60% | 0.00% | -3.7% | Q4 2025 |
 DIA | $860K | 0.59% | Not reported | Not reported | Q4 2025 |
 WM | $796K | 0.55% | 0.00% | -0.8% | Q4 2025 |
 PCAR | $717K | 0.50% | 0.00% | -2.9% | Q4 2025 |
 EMR | $715K | 0.49% | 0.00% | -4.0% | Q4 2025 |
| SPMD | $675K | 0.47% | Not reported | -0.4% | Q4 2025 |
 LRCX | $673K | 0.47% | 0.00% | Not reported | Q4 2025 |
 PLTR | $663K | 0.46% | 0.00% | -4.8% | Q4 2025 |
 AMD | $657K | 0.45% | 0.00% | Not reported | Q4 2025 |
 ORCL | $621K | 0.43% | 0.00% | -1.5% | Q4 2025 |
 CVX | $620K | 0.43% | 0.00% | -0.7% | Q4 2025 |
 STRL | $590K | 0.41% | 0.00% | -1.0% | Q4 2025 |
 COP | $572K | 0.40% | 0.00% | -4.8% | Q4 2025 |
 URI | $566K | 0.39% | 0.00% | Not reported | Q4 2025 |
 HFRO | $546K | 0.38% | Not reported | -16.5% | Q4 2025 |
 DIS | $528K | 0.36% | 0.00% | -2.4% | Q4 2025 |
 SYK | $527K | 0.36% | 0.00% | -2.3% | Q4 2025 |
 VRT | $524K | 0.36% | 0.00% | -1.9% | Q4 2025 |
 SPGI | $490K | 0.34% | 0.00% | -1.0% | Q4 2025 |
 BNY | $448K | 0.31% | 0.00% | -0.8% | Q4 2025 |
 CORZ | $440K | 0.30% | 0.01% | Not reported | Q4 2025 |
 PPT | $430K | 0.30% | Not reported | +26.5% | Q4 2025 |
 UL | $424K | 0.29% | 0.00% | -2.5% | Q4 2025 |
 PEP | $403K | 0.28% | 0.00% | -1.5% | Q4 2025 |
 AGX | $397K | 0.27% | 0.00% | Not reported | Q4 2025 |
 CMI | $392K | 0.27% | 0.00% | Not reported | Q4 2025 |
 SPCX | $379K | 0.26% | Not reported | New | Q2 2026 |
 HD | $366K | 0.25% | 0.00% | -0.5% | Q4 2025 |
 BDX | $317K | 0.22% | 0.00% | -1.8% | Q4 2025 |
| Q1 2026 | |||||
| VLUE | $5.3M | 4.20% | Not reported | -2.8% | Q4 2025 |
| NVDA | $4.65M | 3.68% | 0.00% | -0.9% | Q4 2025 |
| AAPL | $3M | 2.38% | 0.00% | -1.2% | Q4 2025 |
| GOOGL | $2.53M | 2.00% | 0.00% | -4.3% | Q4 2025 |
| FTNT | $2.43M | 1.92% | 0.00% | -11.4% | Q4 2025 |
| JPM | $2.15M | 1.70% | 0.00% | -1.0% | Q4 2025 |
| MSFT | $2.04M | 1.62% | 0.00% | -1.5% | Q4 2025 |
| ET | $1.66M | 1.31% | 0.00% | -9.5% | Q4 2025 |
| EPD | $1.6M | 1.27% | 0.00% | -1.4% | Q4 2025 |
| BRK.B | $1.56M | 1.24% | Not reported | -5.9% | Q4 2025 |
| AMGN | $1.47M | 1.16% | 0.00% | -0.7% | Q4 2025 |
| GOOG | $1.45M | 1.15% | Not reported | -4.0% | Q4 2025 |
| WFC | $1.44M | 1.14% | 0.00% | -1.3% | Q4 2025 |
| AMZN | $1.35M | 1.07% | 0.00% | -0.3% | Q4 2025 |
| TSLA | $1.05M | 0.83% | 0.00% | -3.4% | Q4 2025 |
| RTX | $915K | 0.72% | 0.00% | -4.6% | Q4 2025 |
| CSCO | $893K | 0.71% | 0.00% | -2.2% | Q4 2025 |
| USRT | $874K | 0.69% | Not reported | -4.9% | Q4 2025 |
| PLTR | $872K | 0.69% | 0.00% | +28.8% | Q4 2025 |
| V | $842K | 0.67% | 0.00% | +0.5% | Q4 2025 |
| WM | $827K | 0.66% | 0.00% | -0.6% | Q4 2025 |
| CVX | $779K | 0.62% | 0.00% | -5.3% | Q4 2025 |
| COP | $763K | 0.60% | 0.00% | +0.6% | Q4 2025 |
| DIA | $762K | 0.60% | Not reported | -1.1% | Q4 2025 |
| PCAR | $709K | 0.56% | 0.00% | -4.0% | Q4 2025 |
| MTZ | $692K | 0.55% | 0.00% | Not reported | Q4 2025 |
| EMR | $681K | 0.54% | 0.00% | -2.0% | Q4 2025 |
| ORCL | $633K | 0.50% | 0.00% | -1.3% | Q4 2025 |
| KLAC | $630K | 0.50% | 0.00% | -0.5% | Q4 2025 |
| SPMD | $594K | 0.47% | Not reported | -3.0% | Q4 2025 |
| SYK | $564K | 0.45% | 0.00% | -1.0% | Q4 2025 |
| DIS | $542K | 0.43% | 0.00% | +1.0% | Q4 2025 |
| HFRO | $523K | 0.41% | Not reported | +0.8% | Q4 2025 |
| SPGI | $517K | 0.41% | 0.00% | +2.3% | Q4 2025 |
| PEP | $469K | 0.37% | 0.00% | +0.3% | Q4 2025 |
| UL | $412K | 0.33% | 0.00% | +1.9% | Q4 2025 |
| VRT | $400K | 0.32% | 0.00% | -0.6% | Q4 2025 |
| BNY | $370K | 0.29% | 0.00% | -3.1% | Q4 2025 |
| URI | $364K | 0.29% | 0.00% | Not reported | Q4 2025 |
| PPT | $346K | 0.27% | Not reported | +227.3% | Q4 2025 |
| HD | $343K | 0.27% | 0.00% | -0.5% | Q4 2025 |
| BDX | $336K | 0.27% | 0.00% | +2.6% | Q4 2025 |
| LRCX | $332K | 0.26% | 0.00% | Not reported | Q4 2025 |
 GILD | $318K | 0.25% | 0.00% | Not reported | Q4 2025 |
| CMI | $296K | 0.23% | 0.00% | Not reported | Q4 2025 |
| STRL | $289K | 0.23% | 0.00% | Not reported | Q4 2025 |
 NOBL | $274K | 0.22% | Not reported | -7.5% | Q4 2025 |
| AGX | $271K | 0.21% | 0.00% | +0.4% | Q4 2025 |
 ABT | $266K | 0.21% | 0.00% | -6.8% | Q4 2025 |
| CORZ | $257K | 0.20% | 0.01% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| VLUE | $5.24M | 4.15% | Not reported | New | Q4 2025 |
| NVDA | $5.01M | 3.97% | 0.00% | New | Q4 2025 |
| AAPL | $3.25M | 2.58% | 0.00% | New | Q4 2025 |
| GOOGL | $2.88M | 2.28% | 0.00% | New | Q4 2025 |
| MSFT | $2.71M | 2.14% | 0.00% | New | Q4 2025 |
| FTNT | $2.66M | 2.11% | 0.00% | New | Q4 2025 |
| JPM | $2.38M | 1.88% | 0.00% | New | Q4 2025 |
| BRK.B | $1.74M | 1.38% | Not reported | New | Q4 2025 |
| WFC | $1.7M | 1.35% | 0.00% | New | Q4 2025 |
| GOOG | $1.66M | 1.31% | Not reported | New | Q4 2025 |
| ET | $1.56M | 1.24% | 0.00% | New | Q4 2025 |
| AMZN | $1.5M | 1.19% | 0.00% | New | Q4 2025 |
| EPD | $1.38M | 1.09% | 0.00% | New | Q4 2025 |
| AMGN | $1.37M | 1.09% | 0.00% | New | Q4 2025 |
| TSLA | $1.32M | 1.04% | 0.00% | New | Q4 2025 |
| V | $972K | 0.77% | 0.00% | New | Q4 2025 |
| RTX | $911K | 0.72% | 0.00% | New | Q4 2025 |
| CSCO | $906K | 0.72% | 0.00% | New | Q4 2025 |
| USRT | $884K | 0.70% | Not reported | New | Q4 2025 |
| ORCL | $850K | 0.67% | 0.00% | New | Q4 2025 |
| PLTR | $823K | 0.65% | 0.00% | New | Q4 2025 |
| DIA | $800K | 0.63% | Not reported | New | Q4 2025 |
| WM | $795K | 0.63% | 0.00% | New | Q4 2025 |
| EMR | $704K | 0.56% | 0.00% | New | Q4 2025 |
| PCAR | $700K | 0.55% | 0.00% | New | Q4 2025 |
| DIS | $633K | 0.50% | 0.00% | New | Q4 2025 |
| SPGI | $621K | 0.49% | 0.00% | New | Q4 2025 |
| SYK | $609K | 0.48% | 0.00% | New | Q4 2025 |
| CVX | $606K | 0.48% | 0.00% | New | Q4 2025 |
| SPMD | $599K | 0.47% | Not reported | New | Q4 2025 |
| OTLK | $560K | 0.44% | 0.55% | New | Q4 2025 |
| HFRO | $544K | 0.43% | Not reported | New | Q4 2025 |
| COP | $538K | 0.43% | 0.00% | New | Q4 2025 |
| KLAC | $522K | 0.41% | 0.00% | New | Q4 2025 |
| MTZ | $467K | 0.37% | 0.00% | New | Q4 2025 |
| UL | $464K | 0.37% | 0.00% | New | Q4 2025 |
| PEP | $432K | 0.34% | 0.00% | New | Q4 2025 |
| URI | $405K | 0.32% | 0.00% | New | Q4 2025 |
| BDX | $404K | 0.32% | 0.00% | New | Q4 2025 |
| BNY | $374K | 0.30% | 0.00% | New | Q4 2025 |
| HD | $360K | 0.29% | 0.00% | New | Q4 2025 |
| ABT | $348K | 0.28% | 0.00% | New | Q4 2025 |
| NOBL | $291K | 0.23% | Not reported | New | Q4 2025 |
| CMI | $281K | 0.22% | 0.00% | New | Q4 2025 |
| GILD | $280K | 0.22% | 0.00% | New | Q4 2025 |
 MDT | $272K | 0.22% | 0.00% | New | Q4 2025 |
 QCOM | $271K | 0.21% | 0.00% | New | Q4 2025 |
| LRCX | $266K | 0.21% | 0.00% | New | Q4 2025 |
| VRT | $260K | 0.21% | 0.00% | New | Q4 2025 |
| SPY | $257K | 0.20% | Not reported | New | Q4 2025 |