Sponsored

The Analysis of Gibson Capital, LLC's Holdings & P&L

Currently, Gibson Capital, LLC holds 87 types of securities in its portfolio with a total value $537.2M. In the most recent quarter, they have increased their positions in VNQ (+67.4K shares, valued at $6.0M), N/A (+4.4K shares, valued at $381.5K), PNC (+1.7K shares, valued at $354.5K); decreased their positions in VTI (-9.3K shares, valued at $3.0M), DCO (-8.0K shares, valued at $976.0K), AVDV (-3.7K shares, valued at $373.0K); initiated new positions in N/A (+4.4K shares, valued at $381.5K), PNC (+1.7K shares, valued at $354.5K), DXYZ (+10.0K shares, valued at $267.8K).

1M P&L

+20.2M+3.56%

3M P&L

+25.9M+4.60%

HY P&L

+42.2M+7.72%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A490.7M

94.0%

2Aerospace & Defense8.3M

1.6%

3Consumer Electronics4.4M

0.8%

Top Industries by Stock Count

1N/A43 stocks

56.6%

2Aerospace & Defense3 stocks

3.9%

3Banks - Regional3 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD TOTAL STOCK MARKET ETF851.6K shares-1.08%2026-03-312026-04-17

VNQ VANGUARD REAL ESTATE ETF1.4M shares5.11%2026-03-312026-04-17

BSVO BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF622.4K shares0.15%2026-03-312026-04-17

DFSU DIMENSIONAL US SUSTAINABILITY CORE 1 ETF375.8K shares0.00%2026-03-312026-04-17

BRK.A BERKSHIRE HATHAWAY INC DEL CL A21 shares0.00%2026-03-312026-04-17

VV VANGUARD LARGE-CAP ETF35.3K shares0.00%2026-03-312026-04-17

DCO DUCOMMUN INC DEL COM62.2K shares-11.39%2026-03-312026-04-17

ISHARES GOLD TRUST ISHARES GOLD TRUST70.3K shares-0.01%2026-03-312026-04-17

Sponsored

VIG VANGUARD DIVIDEND APPRECIATION ETF27.5K shares0.00%2026-03-312026-04-17

DFAT DIMENSIONAL U.S. TARGETED VALUE ETF90.0K shares-0.36%2026-03-312026-04-17

AAPL APPLE INC COM17.2K shares4.23%2026-03-312026-04-17

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW7.5K shares1.53%2026-03-312026-04-17

DSI ISHARES ESG MSCI KLD 400 ETF24.7K shares-0.10%2026-03-312026-04-17

CAT CATERPILLAR INC COM4.1K shares0.00%2026-03-312026-04-17

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF4.5K shares-3.96%2026-03-312026-04-17

NVDA NVIDIA CORPORATION COM13.7K shares-3.26%2026-03-312026-04-17

Sponsored

AVES AVANTIS EMERGING MARKETS VALUE ETF36.6K shares-1.09%2026-03-312026-04-17

VO VANGUARD MID-CAP ETF7.2K shares0.00%2026-03-312026-04-17

AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF17.0K shares-18.01%2026-03-312026-04-17

AMZN AMAZON COM INC COM6.8K shares8.82%2026-03-312026-04-17

VB VANGUARD SMALL-CAP ETF5.2K shares0.00%2026-03-312026-04-17

MSFT MICROSOFT CORP COM3.6K shares0.61%2026-03-312026-04-17

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF9.2K shares0.34%2026-03-312026-04-17

IVV ISHARES CORE S&P 500 ETF1.4K shares0.00%2026-03-312026-04-17

Sponsored

RWR STATE STREET SPDR DOW JONES REIT ETF9.0K shares0.00%2026-03-312026-04-17

IWF ISHARES RUSSELL 1000 GROWTH ETF1.9K shares0.00%2026-03-312026-04-17

CVX CHEVRON CORPORATION COM3.8K shares15.07%2026-03-312026-04-17

IBIT ISHARES BITCOIN TRUST ETF20.5K shares-2.24%2026-03-312026-04-17

DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF21.5K shares0.50%2026-03-312026-04-17

WMT WALMART INC COM6.2K shares0.75%2026-03-312026-04-17

PM PHILIP MORRIS INTL INC COM4.3K shares0.00%2026-03-312026-04-17

FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF18.7K shares-1.83%2026-03-312026-04-17

Sponsored

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A2.3K shares7.84%2026-03-312026-04-17

TIP ISHARES TIPS BOND ETF5.8K shares13.02%2026-03-312026-04-17

SCHX SCHWAB U.S. LARGE-CAP ETF25.0K shares0.00%2026-03-312026-04-17

COST COSTCO WHOLESALE CORPORATION COM642 shares-6.41%2026-03-312026-04-17

MO ALTRIA GROUP INC COM9.6K shares0.23%2026-03-312026-04-17

VBR VANGUARD SMALL CAP VALUE ETF2.9K shares0.00%2026-03-312026-04-17

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I1.1K shares2.44%2026-03-312026-04-17

JUST GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF6.2K shares0.00%2026-03-312026-04-17

Sponsored

XOM EXXON MOBIL CORP COM3.2K shares0.22%2026-03-312026-04-17

VEA VANGUARD FTSE DEVELOPED MARKETS ETF8.5K shares0.33%2026-03-312026-04-17

FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF14.1K shares0.00%2026-03-312026-04-17

ESLT ELBIT SYS LTD ORD600 shares0.00%2026-03-312026-04-17

USMV ISHARES MSCI USA MIN VOL FACTOR ETF5.3K shares0.00%2026-03-312026-04-17

KO COCA COLA CO COM6.5K shares0.00%2026-03-312026-04-17

MMM 3M CO COM3.2K shares0.09%2026-03-312026-04-17

DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF11.6K shares0.01%2026-03-312026-04-17

Sponsored

IWD ISHARES RUSSELL 1000 VALUE ETF2.1K shares0.00%2026-03-312026-04-17

ORCL ORACLE CORP COM3.1K shares0.03%2026-03-312026-04-17

STRV STRIVE 500 ETF10.9K shares-13.39%2026-03-312026-04-17

EEM ISHARES MSCI EMERGING MARKETS ETF7.8K shares0.00%2026-03-312026-04-17

EFA ISHARES MSCI EAFE ETF4.4K shares0.00%2026-03-312026-04-17

V VISA INC COM CL A1.4K shares3.01%2026-03-312026-04-17

SLV ISHARES SILVER TRUST6.0K shares-5.11%2026-03-312026-04-17

SCHB SCHWAB U.S. BROAD MARKET ETF16.1K shares-5.56%2026-03-312026-04-17

Sponsored

PINNACLE FINL PARTNERS INC COM PINNACLE FINL PARTNERS INC COM4.4K sharesnew addition2026-03-312026-04-17

IBM INTERNATIONAL BUSINESS MACHS COM1.6K shares0.26%2026-03-312026-04-17

HD HOME DEPOT INC COM1.2K shares1.95%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO COM1.3K shares2.23%2026-03-312026-04-17

FNB F N B CORP COM21.8K shares0.00%2026-03-312026-04-17

PNC PNC FINL SVCS GROUP INC COM1.7K sharesnew addition2026-03-312026-04-17

GLD SPDR GOLD SHARES800 shares0.00%2026-03-312026-04-17

IWB ISHARES RUSSELL 1000 ETF958 shares0.00%2026-03-312026-04-17

Sponsored

FITB FIFTH THIRD BANCORP COM7.3K shares0.00%2026-03-312026-04-17

MERCK & CO INC COM MERCK & CO INC COM2.7K shares-0.04%2026-03-312026-04-17

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF7.0K shares0.00%2026-03-312026-04-17

EATON CORP PLC SHS EATON CORP PLC SHS859 shares10.13%2026-03-312026-04-17

META META PLATFORMS INC CL A535 shares46.58%2026-03-312026-04-17

PG PROCTER & GAMBLE CO COM1.9K shares0.43%2026-03-312026-04-17

DXYZ DESTINY TECH100 INC COM SHS10.0K sharesnew addition2026-03-312026-04-17

BIV VANGUARD INTERMEDIATE-TERM BOND ETF3.3K shares-9.60%2026-03-312026-04-17

Sponsored

FRDM FREEDOM 100 EMERGING MARKETS ETF4.6K shares0.00%2026-03-312026-04-17

COHERENT CORP COM COHERENT CORP COM1.0K sharesnew addition2026-03-312026-04-17

FENI FIDELITY ENHANCED INTERNATIONAL ETF6.4K shares4.64%2026-03-312026-04-17

MA MASTERCARD INCORPORATED CL A473 shares-0.42%2026-03-312026-04-17

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C820 shares0.00%2026-03-312026-04-17

EHC ENCOMPASS HEALTH CORP COM2.4K shares4.33%2026-03-312026-04-17

PLTR PALANTIR TECHNOLOGIES INC CL A1.6K shares0.00%2026-03-312026-04-17

ACWI ISHARES MSCI ACWI ETF1.6K shares0.06%2026-03-312026-04-17

Sponsored

SYK STRYKER CORPORATION COM682 shares0.00%2026-03-312026-04-17

SCHD SCHWAB US DIVIDEND EQUITY ETF7.1K sharesnew addition2026-03-312026-04-17

IUSV ISHARES CORE S&P US VALUE ETF2.1K shares0.00%2026-03-312026-04-17

TSLA TESLA INC COM578 sharesnew addition2026-03-312026-04-17

FAST FASTENAL CO COM4.6K sharesnew addition2026-03-312026-04-17

BLACKROCK INC COM BLACKROCK INC COM218 shares-29.22%2026-03-312026-04-17

LMT LOCKHEED MARTIN CORP COM336 sharesnew addition2026-03-312026-04-17

VTI

VANGUARD TOTAL STOCK MARKET ETF

-1.08%

Shares851.6K

Event2026-03-31

Filed2026-04-17

VNQ

VANGUARD REAL ESTATE ETF

5.11%

Shares1.4M

Event2026-03-31

Filed2026-04-17

BSVO

BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF

0.15%

Shares622.4K

Event2026-03-31

Filed2026-04-17

DFSU

DIMENSIONAL US SUSTAINABILITY CORE 1 ETF

0.00%

Shares375.8K

Event2026-03-31

Filed2026-04-17

BRK.A

BERKSHIRE HATHAWAY INC DEL CL A

0.00%

Shares21

Event2026-03-31

Filed2026-04-17

VANGUARD LARGE-CAP ETF

0.00%

Shares35.3K

Event2026-03-31

Filed2026-04-17

DCO

DUCOMMUN INC DEL COM

-11.39%

Shares62.2K

Event2026-03-31

Filed2026-04-17

ISHARES GOLD TRUST

-0.01%

Shares70.3K

Event2026-03-31

Filed2026-04-17

VIG

VANGUARD DIVIDEND APPRECIATION ETF

0.00%

Shares27.5K

Event2026-03-31

Filed2026-04-17

DFAT

DIMENSIONAL U.S. TARGETED VALUE ETF

-0.36%

Shares90.0K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC COM

4.23%

Shares17.2K

Event2026-03-31

Filed2026-04-17

BERKSHIRE HATHAWAY INC DEL CL B NEW

1.53%

Shares7.5K

Event2026-03-31

Filed2026-04-17

DSI

ISHARES ESG MSCI KLD 400 ETF

-0.10%

Shares24.7K

Event2026-03-31

Filed2026-04-17

CAT

CATERPILLAR INC COM

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-17

VANGUARD S&P 500 ETF

-3.96%

Shares4.5K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION COM

-3.26%

Shares13.7K

Event2026-03-31

Filed2026-04-17

AVES

AVANTIS EMERGING MARKETS VALUE ETF

-1.09%

Shares36.6K

Event2026-03-31

Filed2026-04-17

VANGUARD MID-CAP ETF

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-17

AVDV

AVANTIS INTERNATIONAL SMALL CAP VALUE ETF

-18.01%

Shares17.0K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC COM

8.82%

Shares6.8K

Event2026-03-31

Filed2026-04-17

VANGUARD SMALL-CAP ETF

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP COM

0.61%

Shares3.6K

Event2026-03-31

Filed2026-04-17

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

0.34%

Shares9.2K

Event2026-03-31

Filed2026-04-17

IVV

ISHARES CORE S&P 500 ETF

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-17

RWR

STATE STREET SPDR DOW JONES REIT ETF

0.00%

Shares9.0K

Event2026-03-31

Filed2026-04-17

IWF

ISHARES RUSSELL 1000 GROWTH ETF

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-17

CVX

CHEVRON CORPORATION COM

15.07%

Shares3.8K

Event2026-03-31

Filed2026-04-17

IBIT

ISHARES BITCOIN TRUST ETF

-2.24%

Shares20.5K

Event2026-03-31

Filed2026-04-17

DFEV

DIMENSIONAL EMERGING MARKETS VALUE ETF

0.50%

Shares21.5K

Event2026-03-31

Filed2026-04-17

WMT

WALMART INC COM

0.75%

Shares6.2K

Event2026-03-31

Filed2026-04-17

PHILIP MORRIS INTL INC COM

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-17

FNDE

SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF

-1.83%

Shares18.7K

Event2026-03-31

Filed2026-04-17

ALPHABET INC CAP STK CL A

7.84%

Shares2.3K

Event2026-03-31

Filed2026-04-17

TIP

ISHARES TIPS BOND ETF

13.02%

Shares5.8K

Event2026-03-31

Filed2026-04-17

SCHX

SCHWAB U.S. LARGE-CAP ETF

0.00%

Shares25.0K

Event2026-03-31

Filed2026-04-17

COST

COSTCO WHOLESALE CORPORATION COM

-6.41%

Shares642

Event2026-03-31

Filed2026-04-17

ALTRIA GROUP INC COM

0.23%

Shares9.6K

Event2026-03-31

Filed2026-04-17

VBR

VANGUARD SMALL CAP VALUE ETF

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TRUST SERIES I

2.44%

Shares1.1K

Event2026-03-31

Filed2026-04-17

JUST

GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP COM

0.22%

Shares3.2K

Event2026-03-31

Filed2026-04-17

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

0.33%

Shares8.5K

Event2026-03-31

Filed2026-04-17

FELG

FIDELITY ENHANCED LARGE CAP GROWTH ETF

0.00%

Shares14.1K

Event2026-03-31

Filed2026-04-17

ESLT

ELBIT SYS LTD ORD

0.00%

Shares600

Event2026-03-31

Filed2026-04-17

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-17

COCA COLA CO COM

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-17

MMM

3M CO COM

0.09%

Shares3.2K

Event2026-03-31

Filed2026-04-17

DISV

DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF

0.01%

Shares11.6K

Event2026-03-31

Filed2026-04-17

IWD

ISHARES RUSSELL 1000 VALUE ETF

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-17

ORCL

ORACLE CORP COM

0.03%

Shares3.1K

Event2026-03-31

Filed2026-04-17

STRV

STRIVE 500 ETF

-13.39%

Shares10.9K

Event2026-03-31

Filed2026-04-17

EEM

ISHARES MSCI EMERGING MARKETS ETF

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-17

EFA

ISHARES MSCI EAFE ETF

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-17

VISA INC COM CL A

3.01%

Shares1.4K

Event2026-03-31

Filed2026-04-17

SLV

ISHARES SILVER TRUST

-5.11%

Shares6.0K

Event2026-03-31

Filed2026-04-17

SCHB

SCHWAB U.S. BROAD MARKET ETF

-5.56%

Shares16.1K

Event2026-03-31

Filed2026-04-17

PINNACLE FINL PARTNERS INC COM

New

Shares4.4K

Event2026-03-31

Filed2026-04-17

IBM

INTERNATIONAL BUSINESS MACHS COM

0.26%

Shares1.6K

Event2026-03-31

Filed2026-04-17

HOME DEPOT INC COM

1.95%

Shares1.2K

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE & CO COM

2.23%

Shares1.3K

Event2026-03-31

Filed2026-04-17

FNB

F N B CORP COM

0.00%

Shares21.8K

Event2026-03-31

Filed2026-04-17

PNC

PNC FINL SVCS GROUP INC COM

New

Shares1.7K

Event2026-03-31

Filed2026-04-17

GLD

SPDR GOLD SHARES

0.00%

Shares800

Event2026-03-31

Filed2026-04-17

IWB

ISHARES RUSSELL 1000 ETF

0.00%

Shares958

Event2026-03-31

Filed2026-04-17

FITB

FIFTH THIRD BANCORP COM

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-17

MERCK & CO INC COM

-0.04%

Shares2.7K

Event2026-03-31

Filed2026-04-17

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-17

EATON CORP PLC SHS

10.13%

Shares859

Event2026-03-31

Filed2026-04-17