GW
Gibbs Wealth Management
13F filer · CIK 0002081110Last filed May 13, 2026
Net buyer this quarter
13F portfolio value$762MU.S. long equity reported on 13F
Positions355108 new · 20 closed
Net flow last quarter+$231MBuys minus sells
Top 10 positions weight14.1%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q1 2026Reported May 13, 2026355 positions | |||||
| $20.3M | 2.66% | 0.00% | +173.7% | Q1 2024 | |
| $12.8M | 1.68% | Not reported | +23.3% | Q1 2024 | |
| $10.9M | 1.44% | 0.00% | +73.3% | Q1 2024 | |
| $10.6M | 1.39% | 0.00% | +116.3% | Q1 2024 | |
| $10M | 1.32% | 0.00% | +54.1% | Q1 2024 | |
| $9.99M | 1.31% | 0.00% | +134.2% | Q1 2024 | |
| $9.43M | 1.24% | 0.01% | New | Q1 2026 | |
| $8.25M | 1.08% | Not reported | +296.3% | Q2 2024 | |
| $8.2M | 1.08% | 0.00% | +234.4% | Q2 2024 | |
| $7.14M | 0.94% | 0.00% | +75.2% | Q1 2024 | |
| $6.12M | 0.80% | 0.00% | +360.0% | Q1 2024 | |
| $6.1M | 0.80% | Not reported | +74.4% | Q1 2024 | |
| $5.96M | 0.78% | 0.00% | +58.2% | Q1 2024 | |
| $5.78M | 0.76% | 0.00% | +64.7% | Q4 2024 | |
| $5.61M | 0.74% | 0.00% | +214.3% | Q2 2024 | |
| $5.49M | 0.72% | 0.00% | +313.0% | Q1 2024 | |
| $5.46M | 0.72% | 0.00% | +5.0% | Q1 2024 | |
| $4.83M | 0.63% | 0.00% | +59.9% | Q1 2024 | |
| $4.47M | 0.59% | 0.00% | +187.3% | Q1 2024 | |
| $4.1M | 0.54% | 0.01% | +32.0% | Q1 2024 | |
| $4.04M | 0.53% | 0.00% | Not reported | Q1 2025 | |
| $3.68M | 0.48% | 0.00% | +124.6% | Q4 2024 | |
| $3.57M | 0.47% | 0.00% | +249.0% | Q1 2024 | |
| $3.53M | 0.46% | 0.00% | +112.9% | Q1 2024 | |
| $3.42M | 0.45% | 0.00% | +252.4% | Q1 2024 | |
| $3.29M | 0.43% | 0.00% | +19.5% | Q1 2024 | |
| $3.03M | 0.40% | 0.00% | +110.4% | Q1 2024 | |
| $2.98M | 0.39% | 0.02% | +95.7% | Q1 2024 | |
| $2.87M | 0.38% | Not reported | New | Q1 2026 | |
| $2.52M | 0.33% | 0.00% | +357.3% | Q4 2024 | |
| $2.52M | 0.33% | 0.00% | +111.8% | Q1 2024 | |
| $2.52M | 0.33% | 0.00% | +74.8% | Q1 2024 | |
| $2.51M | 0.33% | 0.00% | -17.1% | Q1 2024 | |
| $2.45M | 0.32% | 0.00% | +29.7% | Q1 2024 | |
| $2.44M | 0.32% | 0.00% | +178.5% | Q1 2024 | |
| $2.37M | 0.31% | Not reported | +183.9% | Q3 2025 | |
| $2.36M | 0.31% | 0.00% | +124.6% | Q1 2024 | |
| $2.32M | 0.30% | 0.00% | +300.4% | Q4 2024 | |
| $2.24M | 0.29% | 0.00% | +27.6% | Q1 2024 | |
| $2.21M | 0.29% | 0.00% | +30.5% | Q3 2024 | |
| $2.19M | 0.29% | 0.00% | +110.0% | Q1 2024 | |
| $2.13M | 0.28% | 0.00% | +67.3% | Q1 2024 | |
| $2.12M | 0.28% | 0.00% | +37.7% | Q1 2024 | |
| $2.11M | 0.28% | 0.00% | +323.1% | Q1 2024 | |
| $2.11M | 0.28% | 0.00% | +331.9% | Q4 2024 | |
| $2.08M | 0.27% | 0.00% | +122.5% | Q1 2024 | |
| $2.07M | 0.27% | 0.03% | +229.2% | Q3 2024 | |
| $2.06M | 0.27% | 0.00% | +102.7% | Q1 2024 | |
| $2.06M | 0.27% | Not reported | +21.9% | Q1 2024 | |
| $2.01M | 0.26% | 0.00% | +57.8% | Q1 2024 | |
| Q4 2025Reported Jan 23, 2026267 positions | |||||
| $11.1M | 2.69% | Not reported | -6.4% | Q1 2024 | |
| $8.17M | 1.98% | 0.00% | -12.1% | Q1 2024 | |
| $7.86M | 1.90% | 0.00% | -8.2% | Q1 2024 | |
| $7.73M | 1.87% | 0.00% | -11.4% | Q1 2024 | |
| $6.02M | 1.46% | 0.00% | -9.9% | Q1 2024 | |
| $5.08M | 1.23% | 0.00% | -15.1% | Q1 2024 | |
| $5.02M | 1.21% | 0.00% | -1.6% | Q1 2024 | |
| $4.87M | 1.18% | 0.00% | -20.5% | Q1 2024 | |
| $4.71M | 1.14% | 0.00% | -12.7% | Q1 2024 | |
| $4.31M | 1.04% | 0.01% | -23.8% | Q1 2024 | |
| $4M | 0.97% | Not reported | -9.3% | Q1 2024 | |
| $3.91M | 0.95% | 0.00% | -12.7% | Q4 2024 | |
| $3.49M | 0.84% | 0.00% | -17.3% | Q1 2024 | |
| $2.94M | 0.71% | 0.00% | +2.1% | Q2 2024 | |
| $2.69M | 0.65% | 0.00% | -18.0% | Q1 2024 | |
| $2.43M | 0.59% | 0.00% | -13.2% | Q1 2024 | |
| $2.38M | 0.58% | Not reported | -2.6% | Q2 2024 | |
| $2.1M | 0.51% | 0.00% | +7.2% | Q2 2024 | |
| $1.99M | 0.48% | 0.00% | -20.7% | Q1 2024 | |
| $1.98M | 0.48% | 0.00% | +0.2% | Q1 2024 | |
| $1.92M | 0.46% | 0.00% | -12.6% | Q2 2024 | |
| $1.76M | 0.43% | Not reported | -17.1% | Q1 2024 | |
| $1.74M | 0.42% | 0.00% | -5.5% | Q1 2024 | |
| $1.73M | 0.42% | 0.00% | -7.8% | Q1 2024 | |
| $1.72M | 0.42% | 0.00% | -20.3% | Q1 2024 | |
| $1.68M | 0.41% | 0.00% | -13.4% | Q3 2024 | |
| $1.67M | 0.40% | 0.00% | -16.7% | Q1 2024 | |
| $1.63M | 0.39% | 0.00% | +18.4% | Q1 2024 | |
| $1.59M | 0.39% | 1.49% | -15.6% | Q1 2024 | |
| $1.59M | 0.38% | 0.00% | -18.2% | Q1 2024 | |
| $1.58M | 0.38% | 0.00% | +6.8% | Q4 2024 | |
| $1.56M | 0.38% | 0.00% | -17.1% | Q1 2024 | |
| $1.52M | 0.37% | 0.00% | -12.0% | Q1 2024 | |
| $1.49M | 0.36% | Not reported | Not reported | Q3 2024 | |
| $1.48M | 0.36% | 0.00% | +6.8% | Q1 2024 | |
| $1.48M | 0.36% | 0.00% | -14.4% | Q1 2024 | |
| $1.47M | 0.36% | 0.00% | -17.3% | Q1 2024 | |
| $1.43M | 0.35% | 0.00% | -12.5% | Q1 2024 | |
| $1.42M | 0.34% | 0.00% | +142.2% | Q1 2024 | |
| $1.42M | 0.34% | 0.00% | -1.5% | Q1 2024 | |
| $1.39M | 0.34% | 0.00% | -12.5% | Q2 2025 | |
| $1.33M | 0.32% | 0.01% | -19.8% | Q1 2025 | |
| $1.31M | 0.32% | 0.00% | +312.7% | Q1 2025 | |
| $1.3M | 0.31% | 0.00% | -3.7% | Q1 2024 | |
| $1.28M | 0.31% | 0.00% | -5.8% | Q1 2024 | |
| $1.24M | 0.30% | 0.00% | -45.6% | Q1 2024 | |
| $1.21M | 0.29% | 0.00% | +7.0% | Q1 2024 | |
| $1.2M | 0.29% | 0.00% | -14.5% | Q1 2024 | |
| $1.2M | 0.29% | 0.00% | -13.4% | Q1 2024 | |
| $1.17M | 0.28% | 0.00% | -38.6% | Q1 2024 | |
| Q3 2025Reported Oct 30, 2025268 positions | |||||
| $11.6M | 2.62% | Not reported | +545.5% | Q1 2024 | |
| $10M | 2.27% | 0.00% | -17.1% | Q1 2024 | |
| $8.64M | 1.95% | 0.00% | +9.0% | Q1 2024 | |
| $8.49M | 1.92% | 0.00% | -28.3% | Q1 2024 | |
| $7.75M | 1.75% | 0.00% | -22.1% | Q1 2024 | |
| $5.27M | 1.19% | 0.00% | -22.6% | Q1 2024 | |
| $5.11M | 1.16% | 0.01% | -13.9% | Q1 2024 | |
| $5.01M | 1.13% | 0.00% | -20.7% | Q1 2024 | |
| $4.79M | 1.08% | 0.00% | -11.6% | Q1 2024 | |
| $4.53M | 1.03% | 0.00% | -17.7% | Q1 2024 | |
| $4.28M | 0.97% | 0.00% | +277.7% | Q4 2024 | |
| $4.17M | 0.94% | 0.00% | -15.2% | Q1 2024 | |
| $3.26M | 0.74% | Not reported | -33.1% | Q1 2024 | |
| $3.05M | 0.69% | 0.00% | -26.7% | Q1 2024 | |
| $3.05M | 0.69% | 0.00% | +22.9% | Q1 2024 | |
| $2.91M | 0.66% | 0.00% | -22.1% | Q1 2024 | |
| $2.88M | 0.65% | 0.00% | -27.9% | Q2 2024 | |
| $2.74M | 0.62% | Not reported | -15.4% | Q2 2024 | |
| $2.33M | 0.53% | 0.00% | -20.9% | Q1 2024 | |
| $2.21M | 0.50% | 0.00% | -26.4% | Q1 2024 | |
| $2.17M | 0.49% | 0.00% | -14.9% | Q1 2024 | |
| $2.15M | 0.49% | 0.01% | -13.2% | Q2 2024 | |
| $2.13M | 0.48% | Not reported | -16.8% | Q1 2024 | |
| $2.13M | 0.48% | 1.77% | +51.4% | Q1 2024 | |
| $2.09M | 0.47% | 0.00% | -53.6% | Q1 2024 | |
| $1.97M | 0.45% | 0.00% | -30.5% | Q1 2024 | |
| $1.86M | 0.42% | 0.00% | -20.1% | Q1 2024 | |
| $1.85M | 0.42% | 0.00% | -10.9% | Q3 2024 | |
| $1.8M | 0.41% | 0.00% | -14.7% | Q1 2024 | |
| $1.8M | 0.41% | 0.00% | -22.2% | Q2 2024 | |
| $1.76M | 0.40% | 0.00% | -24.9% | Q1 2024 | |
| $1.74M | 0.39% | 0.00% | -16.4% | Q1 2024 | |
| $1.73M | 0.39% | 0.00% | +3.0% | Q1 2024 | |
| $1.72M | 0.39% | 0.00% | -3.8% | Q1 2024 | |
| $1.68M | 0.38% | 0.02% | -21.2% | Q1 2024 | |
| $1.66M | 0.37% | 0.01% | -20.2% | Q1 2025 | |
| $1.64M | 0.37% | 0.00% | -9.3% | Q1 2024 | |
| $1.62M | 0.37% | 0.00% | -21.8% | Q1 2024 | |
| $1.52M | 0.34% | 0.00% | -16.4% | Q1 2024 | |
| $1.51M | 0.34% | 0.00% | -20.1% | Q1 2024 | |
| $1.49M | 0.34% | 0.01% | -20.0% | Q1 2025 | |
| $1.47M | 0.33% | 0.00% | -18.8% | Q1 2024 | |
| $1.43M | 0.32% | 0.00% | -28.8% | Q1 2024 | |
| $1.43M | 0.32% | Not reported | -15.2% | Q3 2024 | |
| $1.42M | 0.32% | 0.00% | -13.8% | Q2 2025 | |
| $1.34M | 0.30% | 0.00% | -17.6% | Q1 2024 | |
| $1.31M | 0.30% | Not reported | -23.9% | Q1 2024 | |
| $1.3M | 0.29% | 0.00% | -56.4% | Q1 2024 | |
| DEDUKDuke Energy CORP | $1.3M | 0.29% | 0.00% | -16.8% | Q1 2024 |
| $1.3M | 0.29% | 0.00% | -16.5% | Q1 2024 | |
| Q2 2025Reported Aug 13, 2025297 positions | |||||
| $11.6M | 2.24% | 0.00% | +16.5% | Q1 2024 | |
| $9.94M | 1.91% | 0.00% | -3.9% | Q1 2024 | |
| $9.2M | 1.77% | 0.00% | +12.8% | Q1 2024 | |
| $7.08M | 1.36% | 0.00% | +12.6% | Q1 2024 | |
| $6.71M | 1.29% | 0.00% | +53.3% | Q1 2024 | |
| $5.53M | 1.07% | 0.00% | +5.9% | Q1 2024 | |
| $5.09M | 0.98% | 0.00% | -25.4% | Q1 2024 | |
| $4.86M | 0.94% | 0.00% | +9.9% | Q1 2024 | |
| $4.65M | 0.89% | 0.00% | +21.3% | Q1 2024 | |
| $4.61M | 0.89% | 0.01% | +15.3% | Q1 2024 | |
| $4.58M | 0.88% | 0.00% | +26.0% | Q1 2024 | |
| $3.99M | 0.77% | 0.00% | +9.9% | Q1 2024 | |
| $3.55M | 0.68% | Not reported | +21.2% | Q1 2024 | |
| $3.39M | 0.65% | 0.00% | +1414.6% | Q1 2025 | |
| $3.35M | 0.64% | 0.00% | +9.2% | Q1 2024 | |
| $3.28M | 0.63% | 0.00% | +23.4% | Q1 2024 | |
| $3.26M | 0.63% | Not reported | +26.6% | Q2 2024 | |
| $3.26M | 0.63% | 0.00% | +4.8% | Q1 2024 | |
| $2.85M | 0.55% | 0.00% | +51.3% | Q2 2024 | |
| $2.84M | 0.55% | 0.00% | +16.9% | Q1 2024 | |
| $2.77M | 0.53% | 0.00% | +12.2% | Q1 2024 | |
| $2.71M | 0.52% | 0.00% | +14.0% | Q1 2024 | |
| $2.51M | 0.48% | 0.01% | +21.0% | Q2 2024 | |
| $2.48M | 0.48% | Not reported | +3.2% | Q1 2024 | |
| $2.44M | 0.47% | 0.00% | +9.9% | Q1 2024 | |
| $2.36M | 0.46% | 0.00% | +29.3% | Q1 2024 | |
| $2.36M | 0.45% | 0.00% | -3.2% | Q1 2024 | |
| $2.26M | 0.44% | 0.00% | +7.1% | Q1 2024 | |
| $2.25M | 0.43% | 0.00% | +14.0% | Q2 2024 | |
| $2.25M | 0.43% | 0.00% | +76.0% | Q3 2024 | |
| $2.24M | 0.43% | 0.00% | +11.8% | Q1 2024 | |
| $2.2M | 0.42% | 0.00% | +24.6% | Q1 2024 | |
| $2.16M | 0.42% | 0.00% | +22.4% | Q1 2024 | |
| $2.12M | 0.41% | 0.00% | -11.5% | Q1 2024 | |
| $1.93M | 0.37% | Not reported | +12.5% | Q1 2024 | |
| $1.91M | 0.37% | 0.03% | -1.2% | Q1 2024 | |
| $1.9M | 0.37% | 0.00% | -8.1% | Q1 2024 | |
| $1.86M | 0.36% | 0.00% | +6.7% | Q1 2024 | |
| $1.86M | 0.36% | 0.01% | +27.8% | Q1 2025 | |
| $1.85M | 0.36% | 0.00% | +14.7% | Q1 2024 | |
| $1.75M | 0.34% | Not reported | +15.2% | Q1 2024 | |
| $1.73M | 0.33% | 0.00% | +21.7% | Q1 2024 | |
| $1.71M | 0.33% | 0.00% | +3.4% | Q1 2024 | |
| $1.68M | 0.32% | 0.01% | +338.6% | Q1 2025 | |
| $1.66M | 0.32% | Not reported | -11.6% | Q1 2024 | |
| $1.65M | 0.32% | Not reported | -87.1% | Q1 2024 | |
| $1.6M | 0.31% | 0.00% | +3.9% | Q1 2024 | |
| $1.58M | 0.30% | 0.00% | +5.3% | Q1 2024 | |
| $1.56M | 0.30% | Not reported | +16.4% | Q3 2024 | |
| $1.56M | 0.30% | 0.01% | +11.3% | Q1 2024 | |
Premium opens every quarter this fund has filed