The Analysis of Gibson Capital, LLC's Holdings

Currently, Gibson Capital, LLC holds 87 types of securities in its portfolio with a total value $542.2M. In the most recent quarter, they have increased their positions in CAT (+4.1K shares, valued at $2.0M), VOO (+3.2K shares, valued at $1.9M), AAPL (+5.4K shares, valued at $1.4M); decreased their positions in DCO (-30.0K shares, valued at $2.9M), VTI (-8.6K shares, valued at $2.8M), VV (-2.9K shares, valued at $900.8K); initiated new positions in CAT (+4.1K shares, valued at $2.0M), PM (+4.3K shares, valued at $703.9K), MO (+9.5K shares, valued at $628.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD TOTAL STOCK MARKET ETF874.6K shares-0.98%2025-09-302025-10-24

VNQ VANGUARD REAL ESTATE ETF1.2M shares0.89%2025-09-302025-10-24

DFSU DIMENSIONAL US SUSTAINABILITY CORE 1 ETF375.8K shares-3.84%2025-09-302025-10-24

BRK.A BERKSHIRE HATHAWAY INC DEL CL A21 shares0.00%2025-09-302025-10-24

BSVO BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF618.2K shares0.82%2025-09-302025-10-24

VV VANGUARD LARGE-CAP ETF35.3K shares-7.66%2025-09-302025-10-24

DCO DUCOMMUN INC DEL COM75.2K shares-28.51%2025-09-302025-10-24

VIG VANGUARD DIVIDEND APPRECIATION ETF27.5K shares0.00%2025-09-302025-10-24

Sponsored

IAU ISHARES GOLD TRUST74.5K shares-0.46%2025-09-302025-10-24

DFAT DIMENSIONAL U.S. TARGETED VALUE ETF90.2K shares-7.51%2025-09-302025-10-24

AAPL APPLE INC COM16.5K shares48.15%2025-09-302025-10-24

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW7.4K shares2.44%2025-09-302025-10-24

DSI ISHARES ESG MSCI KLD 400 ETF25.1K shares0.00%2025-09-302025-10-24

VOO VANGUARD S&P 500 ETF4.7K shares207.30%2025-09-302025-10-24

NVDA NVIDIA CORPORATION COM14.2K shares7.14%2025-09-302025-10-24

VO VANGUARD MID-CAP ETF7.3K shares-2.10%2025-09-302025-10-24

Sponsored

AVES AVANTIS EMERGING MARKETS VALUE ETF37.0K shares0.04%2025-09-302025-10-24

CAT CATERPILLAR INC COM4.1K sharesnew addition2025-09-302025-10-24

AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF20.7K shares-8.26%2025-09-302025-10-24

MSFT MICROSOFT CORP COM3.3K shares6.31%2025-09-302025-10-24

MLNK MERIDIANLINK INC COMMON STOCK81.0K shares0.00%2025-09-302025-10-24

IBIT ISHARES BITCOIN TRUST ETF22.5K shares-0.90%2025-09-302025-10-24

AMZN AMAZON COM INC COM6.3K shares0.06%2025-09-302025-10-24

VB VANGUARD SMALL-CAP ETF5.2K shares-3.03%2025-09-302025-10-24

Sponsored

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF7.8K shares0.04%2025-09-302025-10-24

IVV ISHARES CORE S&P 500 ETF1.4K shares0.00%2025-09-302025-10-24

IWF ISHARES RUSSELL 1000 GROWTH ETF1.9K shares0.00%2025-09-302025-10-24

COST COSTCO WHSL CORP NEW COM975 shares50.70%2025-09-302025-10-24

RWR SPDR DOW JONES REIT ETF9.0K shares0.00%2025-09-302025-10-24

ORCL ORACLE CORP COM3.2K shares33.50%2025-09-302025-10-24

PM PHILIP MORRIS INTL INC COM4.3K sharesnew addition2025-09-302025-10-24

FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF19.1K shares-26.12%2025-09-302025-10-24

Sponsored

QQQ INVESCO QQQ TRUST SERIES I1.1K shares17.62%2025-09-302025-10-24

DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF21.4K shares-33.28%2025-09-302025-10-24

FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF16.2K shares0.00%2025-09-302025-10-24

SCHX SCHWAB U.S. LARGE-CAP ETF25.0K shares-2.15%2025-09-302025-10-24

WMT WALMART INC COM6.1K shares0.00%2025-09-302025-10-24

MO ALTRIA GROUP INC COM9.5K sharesnew addition2025-09-302025-10-24

VBR VANGUARD SMALL CAP VALUE ETF2.9K shares0.00%2025-09-302025-10-24

JUST GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF6.2K shares0.00%2025-09-302025-10-24

Sponsored

TIP ISHARES TIPS BOND ETF5.2K shares-2.25%2025-09-302025-10-24

USMV ISHARES MSCI USA MIN VOL FACTOR ETF5.9K shares0.00%2025-09-302025-10-24

STRV STRIVE 500 ETF12.7K shares0.00%2025-09-302025-10-24

CVX CHEVRON CORP NEW COM3.3K shares0.12%2025-09-302025-10-24

GOOGL ALPHABET INC CAP STK CL A2.1K shares0.05%2025-09-302025-10-24

VEA VANGUARD FTSE DEVELOPED MARKETS ETF8.5K shares0.00%2025-09-302025-10-24

MMM 3M CO COM3.2K shares75.95%2025-09-302025-10-24

HD HOME DEPOT INC COM1.2K shares4.27%2025-09-302025-10-24

Sponsored

V VISA INC COM CL A1.3K shares0.00%2025-09-302025-10-24

IBM INTERNATIONAL BUSINESS MACHS COM1.6K shares78.07%2025-09-302025-10-24

SCHB SCHWAB U.S. BROAD MARKET ETF17.0K shares0.01%2025-09-302025-10-24

IWD ISHARES RUSSELL 1000 VALUE ETF2.1K shares0.00%2025-09-302025-10-24

KO COCA COLA CO COM6.5K shares-0.15%2025-09-302025-10-24

JPM JPMORGAN CHASE & CO. COM1.4K shares0.00%2025-09-302025-10-24

EEM ISHARES MSCI EMERGING MARKETS ETF7.8K shares0.00%2025-09-302025-10-24

PNFP PINNACLE FINL PARTNERS INC COM4.4K shares0.00%2025-09-302025-10-24

Sponsored

DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF11.6K shares-23.53%2025-09-302025-10-24

EFA ISHARES MSCI EAFE ETF4.4K shares0.00%2025-09-302025-10-24

PLTR PALANTIR TECHNOLOGIES INC CL A2.1K shares16.39%2025-09-302025-10-24

XOM EXXON MOBIL CORP COM3.2K shares18.40%2025-09-302025-10-24

IWB ISHARES RUSSELL 1000 ETF958 shares0.00%2025-09-302025-10-24

BLK BLACKROCK INC COM298 shares11.19%2025-09-302025-10-24

TT TRANE TECHNOLOGIES PLC SHS805 sharesnew addition2025-09-302025-10-24

EHC ENCOMPASS HEALTH CORP COM2.5K shares0.00%2025-09-302025-10-24

Sponsored

ESLT ELBIT SYS LTD ORD600 shares0.00%2025-09-302025-10-24

SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF7.0K shares0.00%2025-09-302025-10-24

FNB F N B CORP COM18.2K shares0.00%2025-09-302025-10-24

ETN EATON CORP PLC SHS780 shares0.00%2025-09-302025-10-24

PG PROCTER AND GAMBLE CO COM1.9K shares0.32%2025-09-302025-10-24

MA MASTERCARD INCORPORATED CL A501 shares0.40%2025-09-302025-10-24

GLD SPDR GOLD SHARES800 shares0.00%2025-09-302025-10-24

BIV VANGUARD INTERMEDIATE-TERM BOND ETF3.6K shares0.00%2025-09-302025-10-24

Sponsored

MRK MERCK & CO INC COM3.3K shares-0.21%2025-09-302025-10-24

META META PLATFORMS INC CL A365 shares0.00%2025-09-302025-10-24

TSLA TESLA INC COM576 sharesnew addition2025-09-302025-10-24

FITB FIFTH THIRD BANCORP COM5.7K shares0.00%2025-09-302025-10-24

SYK STRYKER CORPORATION COM682 shares0.00%2025-09-302025-10-24

SNPS SYNOPSYS INC COM504 sharesnew addition2025-09-302025-10-24

DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST515 shares0.00%2025-09-302025-10-24

ACWI ISHARES MSCI ACWI ETF1.6K shares0.00%2025-09-302025-10-24

Sponsored

FAST FASTENAL CO COM4.6K shares0.00%2025-09-302025-10-24

FENI FIDELITY ENHANCED INTERNATIONAL ETF6.0K sharesnew addition2025-09-302025-10-24

IUSV ISHARES CORE S&P US VALUE ETF2.1K sharesnew addition2025-09-302025-10-24

FRDM FREEDOM 100 EMERGING MARKETS ETF4.6K sharesnew addition2025-09-302025-10-24

NSC NORFOLK SOUTHN CORP COM671 sharesnew addition2025-09-302025-10-24

GOOG ALPHABET INC CAP STK CL C821 shares-0.36%2025-09-302025-10-24

PSBD PALMER SQUARE CAPITAL BDC INC COM SHS12.5K shares0.00%2025-09-302025-10-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available