Sponsored

The Analysis of Gilbert Capital Group, Inc.'s Holdings & P&L

Currently, Gilbert Capital Group, Inc. holds 51 types of securities in its portfolio with a total value $129.4M. In the most recent quarter, they have increased their positions in SCHD (+419.8K shares, valued at $12.9M), VYMI (+58.3K shares, valued at $5.5M), EFV (+35.8K shares, valued at $2.7M); decreased their positions in IDV (-242.1K shares, valued at $10.3M), DYNF (-8.0K shares, valued at $463.9K), GSLC (-2.6K shares, valued at $324.1K); initiated new positions in SCHD (+419.8K shares, valued at $12.9M), IQDF (+26.6K shares, valued at $841.7K), JNJ (+3.0K shares, valued at $733.1K).

1M P&L

+4.6M+3.44%

3M P&L

+5.3M+4.01%

HY P&L

+12.2M+9.82%

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/A120.2M

95.3%

2Drug Manufacturers - General1.6M

1.3%

3Consumer Electronics1.4M

1.1%

Top Industries by Stock Count

1N/A39 stocks

81.3%

2Drug Manufacturers - General2 stocks

4.2%

3Medical Devices1 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR37.3K shares-1.02%2026-03-312026-04-20

DYNF BLACKROCK ETF TRUST242.4K shares-3.18%2026-03-312026-04-20

SCHD SCHWAB STRATEGIC TR419.8K sharesnew addition2026-03-312026-04-20

EFV ISHARES TR113.0K shares46.35%2026-03-312026-04-20

VYMI VANGUARD WHITEHALL FDS88.0K shares196.10%2026-03-312026-04-20

ISTB ISHARES TR146.6K shares-1.08%2026-03-312026-04-20

DSI ISHARES TR42.4K shares-3.31%2026-03-312026-04-20

GVI ISHARES TR43.0K shares5.53%2026-03-312026-04-20

Sponsored

GSLC GOLDMAN SACHS ETF TR27.6K shares-8.58%2026-03-312026-04-20

ESGU ISHARES TR22.5K shares-6.75%2026-03-312026-04-20

SCHO SCHWAB STRATEGIC TR108.1K shares-1.34%2026-03-312026-04-20

VCIT VANGUARD SCOTTSDALE FDS31.6K shares-4.08%2026-03-312026-04-20

VTIP VANGUARD MALVERN FDS47.7K shares-2.21%2026-03-312026-04-20

SPSB SPDR SERIES TRUST69.8K shares2.29%2026-03-312026-04-20

SPIB SPDR SERIES TRUST59.3K shares28.48%2026-03-312026-04-20

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.9K shares-0.21%2026-03-312026-04-20

Sponsored

EFIV SPDR SERIES TRUST27.5K shares-6.02%2026-03-312026-04-20

IBDT ISHARES TR58.0K shares0.65%2026-03-312026-04-20

EUSA ISHARES INC14.4K shares-5.13%2026-03-312026-04-20

AAPL APPLE INC5.5K shares1.54%2026-03-312026-04-20

BSCS INVESCO EXCH TRD SLF IDX FD63.6K shares0.00%2026-03-312026-04-20

IBDU ISHARES TR46.3K shares2.54%2026-03-312026-04-20

MTUM ISHARES TR4.2K shares-7.23%2026-03-312026-04-20

IBDS ISHARES TR39.4K shares-6.64%2026-03-312026-04-20

Sponsored

ABBV ABBVIE INC3.9K shares2.43%2026-03-312026-04-20

DGRO ISHARES TR12.0K shares0.00%2026-03-312026-04-20

IQDF FLEXSHARES TR26.6K sharesnew addition2026-03-312026-04-20

XOM EXXON MOBIL CORP4.8K shares5.73%2026-03-312026-04-20

BROADCOM INC BROADCOM INC2.5K shares-9.07%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON3.0K sharesnew addition2026-03-312026-04-20

IBDV ISHARES TR33.0K shares2.18%2026-03-312026-04-20

BK BANK NEW YORK MELLON CORP5.8K shares0.00%2026-03-312026-04-20

Sponsored

ESG FLEXSHARES TR4.5K shares-21.46%2026-03-312026-04-20

IBDR ISHARES TR27.4K shares-27.16%2026-03-312026-04-20

IWB ISHARES TR1.8K shares-0.11%2026-03-312026-04-20

EXPD EXPEDITORS INTL WASH INC4.1K shares0.00%2026-03-312026-04-20

ALPHABET INC ALPHABET INC2.0K shares-6.03%2026-03-312026-04-20

IJH ISHARES TR7.2K shares-12.70%2026-03-312026-04-20

OEF ISHARES TR1.3K shares3.67%2026-03-312026-04-20

ABT ABBOTT LABORATORIES3.9K shares2.93%2026-03-312026-04-20

Sponsored

SPY STATE STR SPDR S&P 500 ETF T587 shares-13.04%2026-03-312026-04-20

VCSH VANGUARD SCOTTSDALE FDS4.7K shares0.00%2026-03-312026-04-20

IBDW ISHARES TR17.6K shares37.56%2026-03-312026-04-20

RWL INVESCO EXCH TRADED FD TR II3.2K shares0.00%2026-03-312026-04-20

BSCU INVESCO EXCH TRD SLF IDX FD21.1K shares-4.40%2026-03-312026-04-20

TJX TJX COS INC NEW1.8K shares0.00%2026-03-312026-04-20

IDV ISHARES TR5.5K shares-97.76%2026-03-312026-04-20

PWR QUANTA SVCS INC425 sharesnew addition2026-03-312026-04-20

Sponsored

FLRN SPDR SERIES TRUST7.2K shares-43.62%2026-03-312026-04-20

VIG VANGUARD SPECIALIZED FUNDS934 shares0.00%2026-03-312026-04-20

DGRW WISDOMTREE TR2.3K shares0.00%2026-03-312026-04-20

IVV

ISHARES TR

-1.02%

Shares37.3K

Event2026-03-31

Filed2026-04-20

DYNF

BLACKROCK ETF TRUST

-3.18%

Shares242.4K

Event2026-03-31

Filed2026-04-20

SCHD

SCHWAB STRATEGIC TR

New

Shares419.8K

Event2026-03-31

Filed2026-04-20

EFV

ISHARES TR

46.35%

Shares113.0K

Event2026-03-31

Filed2026-04-20

VYMI

VANGUARD WHITEHALL FDS

196.10%

Shares88.0K

Event2026-03-31

Filed2026-04-20

ISTB

ISHARES TR

-1.08%

Shares146.6K

Event2026-03-31

Filed2026-04-20

DSI

ISHARES TR

-3.31%

Shares42.4K

Event2026-03-31

Filed2026-04-20

GVI

ISHARES TR

5.53%

Shares43.0K

Event2026-03-31

Filed2026-04-20

GSLC

GOLDMAN SACHS ETF TR

-8.58%

Shares27.6K

Event2026-03-31

Filed2026-04-20

ESGU

ISHARES TR

-6.75%

Shares22.5K

Event2026-03-31

Filed2026-04-20

SCHO

SCHWAB STRATEGIC TR

-1.34%

Shares108.1K

Event2026-03-31

Filed2026-04-20

VCIT

VANGUARD SCOTTSDALE FDS

-4.08%

Shares31.6K

Event2026-03-31

Filed2026-04-20

VTIP

VANGUARD MALVERN FDS

-2.21%

Shares47.7K

Event2026-03-31

Filed2026-04-20

SPSB

SPDR SERIES TRUST

2.29%

Shares69.8K

Event2026-03-31

Filed2026-04-20

SPIB

SPDR SERIES TRUST

28.48%

Shares59.3K

Event2026-03-31

Filed2026-04-20

INVESCO EXCHANGE TRADED FD T

-0.21%

Shares9.9K

Event2026-03-31

Filed2026-04-20

EFIV

SPDR SERIES TRUST

-6.02%

Shares27.5K

Event2026-03-31

Filed2026-04-20

IBDT

ISHARES TR

0.65%

Shares58.0K

Event2026-03-31

Filed2026-04-20

EUSA

ISHARES INC

-5.13%

Shares14.4K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

1.54%

Shares5.5K

Event2026-03-31

Filed2026-04-20

BSCS

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares63.6K

Event2026-03-31

Filed2026-04-20

IBDU

ISHARES TR

2.54%

Shares46.3K

Event2026-03-31

Filed2026-04-20

MTUM

ISHARES TR

-7.23%

Shares4.2K

Event2026-03-31

Filed2026-04-20

IBDS

ISHARES TR

-6.64%

Shares39.4K

Event2026-03-31

Filed2026-04-20

ABBV

ABBVIE INC

2.43%

Shares3.9K

Event2026-03-31

Filed2026-04-20

DGRO

ISHARES TR

0.00%

Shares12.0K

Event2026-03-31

Filed2026-04-20

IQDF

FLEXSHARES TR

New

Shares26.6K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

5.73%

Shares4.8K

Event2026-03-31

Filed2026-04-20

BROADCOM INC

-9.07%

Shares2.5K

Event2026-03-31

Filed2026-04-20

JNJ

JOHNSON & JOHNSON

New

Shares3.0K

Event2026-03-31

Filed2026-04-20

IBDV

ISHARES TR

2.18%

Shares33.0K

Event2026-03-31

Filed2026-04-20

BANK NEW YORK MELLON CORP

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-20

ESG

FLEXSHARES TR

-21.46%

Shares4.5K

Event2026-03-31

Filed2026-04-20

IBDR

ISHARES TR

-27.16%

Shares27.4K

Event2026-03-31

Filed2026-04-20

IWB

ISHARES TR

-0.11%

Shares1.8K

Event2026-03-31

Filed2026-04-20

EXPD

EXPEDITORS INTL WASH INC

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-6.03%

Shares2.0K

Event2026-03-31

Filed2026-04-20

IJH

ISHARES TR

-12.70%

Shares7.2K

Event2026-03-31

Filed2026-04-20

OEF

ISHARES TR

3.67%

Shares1.3K

Event2026-03-31

Filed2026-04-20

ABT

ABBOTT LABORATORIES

2.93%

Shares3.9K

Event2026-03-31

Filed2026-04-20

SPY

STATE STR SPDR S&P 500 ETF T

-13.04%

Shares587

Event2026-03-31

Filed2026-04-20

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-20

IBDW

ISHARES TR

37.56%

Shares17.6K

Event2026-03-31

Filed2026-04-20

RWL

INVESCO EXCH TRADED FD TR II

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-20

BSCU

INVESCO EXCH TRD SLF IDX FD

-4.40%

Shares21.1K

Event2026-03-31

Filed2026-04-20

TJX

TJX COS INC NEW

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-20

IDV

ISHARES TR

-97.76%

Shares5.5K

Event2026-03-31

Filed2026-04-20

PWR

QUANTA SVCS INC

New

Shares425

Event2026-03-31

Filed2026-04-20

FLRN

SPDR SERIES TRUST

-43.62%

Shares7.2K

Event2026-03-31

Filed2026-04-20

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares934

Event2026-03-31

Filed2026-04-20

DGRW

WISDOMTREE TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available