Gibbs Wealth Management

Alpharetta, GA

$759m in 430 US stocks at the end of 31 March 2026. The top 10 are 29.1% of the money. It changed about 20.9% of the portfolio this quarter.

Value

$759m

Stocks

430

Top 10 share

29.1%

Turnover

20.9%

What changed this quarter

New

Bought for the first time this quarter.

Analog DevicesADI
1.2% of the fund
Costco WholesaleCOST
0.5% of the fund
Berkshire Hathaway INC DELBRK-A
0.4% of the fund
AstrazenecaAZN
0.2% of the fund
Spdr Index SHS FDSGWX
0.2% of the fund
DeereDE
0.2% of the fund
Equinor ASAEQNR
0.2% of the fund
Capital One FinancialCOF
0.1% of the fund
CNA FinancialCNA
0.1% of the fund
Ishares TREFV
0.1% of the fund
LivaNovaLIVN
0.1% of the fund
Lam ResearchLRCX
0.1% of the fund
Canadian National RailwayCNI
0.1% of the fund
Avery DennisonAVY
0.1% of the fund
ING Groep NVING
0.1% of the fund
Ishares TRIWY
0.1% of the fund
YUM BrandsYUM
0.1% of the fund
Sanofi SASNY
0.1% of the fund
BPBP
0.1% of the fund
ChubbCB
0.1% of the fund
British American Tobacco p.l.c.BTI
0.1% of the fund
Vanguard Intl Equity Index FVWO
<0.1% of the fund
ImaxIMAX
<0.1% of the fund
Darling IngredientsDAR
<0.1% of the fund
C. H. Robinson WorldwideCHRW
<0.1% of the fund

Added

Bought more of a stock they already held.

Spdr Series TrustSPYG
5.1% of the fund
+134%
Spdr Index SHS FDSSPDW
4.3% of the fund
+127%
Spdr Series TrustSPYV
3.2% of the fund
+130%
Ishares TRSHYG
2.9% of the fund
+84%
NvidiaNVDA
2.7% of the fund
+174%
Ishares TRGOVT
2.6% of the fund
+61%
Spdr Series TrustSPMB
2.5% of the fund
+85%
Spdr Series TrustSPTL
2.1% of the fund
+79%
Vanguard Scottsdale FDSVCIT
2.1% of the fund
+67%
Spdr Series TrustSPSM
1.7% of the fund
+132%
Northern LTS FD TR IVSECT
1.7% of the fund
+23%
Spdr Index SHS FDSSPEM
1.5% of the fund
+121%
MicrosoftMSFT
1.4% of the fund
+73%
AppleAAPL
1.4% of the fund
+116%
Amazon.comAMZN
1.3% of the fund
+54%
AlphabetGOOGL
1.3% of the fund
+134%
Spdr Series TrustBIL
1.2% of the fund
+44%
Meta PlatformsMETA
1.1% of the fund
+296%
TeslaTSLA
1.1% of the fund
+234%
Spdr Series TrustSPSB
1.0% of the fund
+59%
VisaV
0.9% of the fund
+75%
Applied MaterialsAMAT
0.8% of the fund
+360%
AlphabetGOOG
0.8% of the fund
+74%
OracleORCL
0.8% of the fund
+58%
BroadcomAVGO
0.8% of the fund
+65%

Cut

Sold some of their stake.

MastercardMA
0.3% of the fund
-17%
Janus Detroit STR TRJMBS
0.3% of the fund
-3%
Agnico Eagle MinesAEM
0.2% of the fund
-23%
ASML Holding NVASML
0.2% of the fund
-4%
MsciMSCI
0.2% of the fund
-15%
Pgim ETF TRPHYL
0.2% of the fund
-5%
Houlihan LokeyHLI
0.2% of the fund
-4%
ZoetisZTS
0.1% of the fund
-22%
AonAON
0.1% of the fund
-27%
EMCOR GroupEME
0.1% of the fund
-10%
EnbridgeENB
0.1% of the fund
-3%
AccentureACN
0.1% of the fund
-9%
SAP SESAP
0.1% of the fund
-28%
Idexx LaboratoriesIDXX
0.1% of the fund
-23%
General DynamicsGD
0.1% of the fund
-21%
Uber TechnologiesUBER
0.1% of the fund
-9%
Caseys General StoresCASY
<0.1% of the fund
-26%
Sony GroupSONY
<0.1% of the fund
-12%
Abbott LaboratoriesABT
<0.1% of the fund
-22%
AirbnbABNB
<0.1% of the fund
-30%
CloudflareNET
<0.1% of the fund
-27%
Spdr Series TrustJNK
<0.1% of the fund
-37%
SeaSE
<0.1% of the fund
-20%
Enerpac Tool GroupEPAC
<0.1% of the fund
-37%
MercadoLibreMELI
<0.1% of the fund
-8%

Sold out

Sold their entire stake.

AstrazenecaAZN
-100%
AdobeADBE
-100%
IntuitINTU
-100%
Paycom SoftwarePAYC
-100%
Guidewire SoftwareGWRE
-100%
EverpureP
-100%
Dominos PizzaDPZ
-100%
IconICLR
-100%
BOXBOX
-100%
J P Morgan Exchange Traded FBBJP
-100%
HDFC BankHDB
-100%
Goosehead InsuranceGSHD
-100%
Sprouts Farmers MarketSFM
-100%
Knife RiverKNF
-100%
Onestream
-100%
Rocket LabRKLB
-100%
monday.comMNDY
-100%
Cyberark Software
-100%
Bentley SystemsBSY
-100%
WoodwardWWD
-100%
On Holding AGONON
-100%
Abercrombie & FitchANF
-100%
General MillsGIS
-100%
StriveASST
-100%

Holdings

Spdr Series TrustSPYG
Share
5.1%
Value
$39m
Shares
393,753
+134%
Spdr Index SHS FDSSPDW
Share
4.3%
Value
$33m
Shares
715,139
+127%
Spdr Series TrustSPYV
Share
3.2%
Value
$25m
Shares
434,660
+130%
Ishares TRSHYG
Share
2.9%
Value
$22m
Shares
518,491
+84%
NvidiaNVDA
Share
2.7%
Value
$20m
Shares
116,374
+174%
Ishares TRGOVT
Share
2.6%
Value
$20m
Shares
853,799
+61%
Spdr Series TrustSPMB
Share
2.5%
Value
$19m
Shares
843,445
+85%
Spdr Series TrustSPTL
Share
2.1%
Value
$16m
Shares
599,839
+79%
Vanguard Scottsdale FDSVCIT
Share
2.1%
Value
$16m
Shares
189,502
+67%
Spdr Series TrustSPSM
Share
1.7%
Value
$13m
Shares
269,984
+132%
Northern LTS FD TR IVSECT
Share
1.7%
Value
$13m
Shares
212,191
+23%
Spdr Index SHS FDSSPEM
Share
1.5%
Value
$12m
Shares
247,499
+121%
MicrosoftMSFT
Share
1.4%
Value
$11m
Shares
29,554
+73%
AppleAAPL
Share
1.4%
Value
$11m
Shares
41,850
+116%
Amazon.comAMZN
Share
1.3%
Value
$10m
Shares
48,162
+54%
AlphabetGOOGL
Share
1.3%
Value
$10m
Shares
34,738
+134%
Analog DevicesADI
Share
1.2%
Value
$9m
Shares
29,627
New
Spdr Series TrustBIL
Share
1.2%
Value
$9m
Shares
100,526
+44%
Meta PlatformsMETA
Share
1.1%
Value
$8m
Shares
14,424
+296%
TeslaTSLA
Share
1.1%
Value
$8m
Shares
22,064
+234%
Spdr Series TrustSPSB
Share
1.0%
Value
$7m
Shares
240,202
+59%
VisaV
Share
0.9%
Value
$7m
Shares
23,609
+75%
Applied MaterialsAMAT
Share
0.8%
Value
$6m
Shares
17,898
+360%
AlphabetGOOG
Share
0.8%
Value
$6m
Shares
21,207
+74%
OracleORCL
Share
0.8%
Value
$6m
Shares
40,516
+58%
BroadcomAVGO
Share
0.8%
Value
$6m
Shares
18,674
+65%
J P Morgan Exchange Traded FJQUA
Share
0.7%
Value
$6m
Shares
92,546
+115%
BoeingBA
Share
0.7%
Value
$6m
Shares
28,171
+214%
NetflixNFLX
Share
0.7%
Value
$5m
Shares
57,128
+313%
Eli LillyLLY
Share
0.7%
Value
$5m
Shares
5,940
+5%
Verizon CommunicationsVZ
Share
0.6%
Value
$5m
Shares
96,220
+60%
JPMorgan ChaseJPM
Share
0.6%
Value
$4m
Shares
15,177
+187%
Ishares TRUSHY
Share
0.5%
Value
$4m
Shares
112,738
+54%
ShopifySHOP
Share
0.5%
Value
$4m
Shares
34,606
+32%
Costco WholesaleCOST
Share
0.5%
Value
$4m
Shares
4,054
New
Spdr Series TrustSLYG
Share
0.5%
Value
$4m
Shares
41,743
+141%
Janus Detroit STR TRJAAA
Share
0.5%
Value
$4m
Shares
73,461
+96%
Spdr Gold TRGLD
Share
0.5%
Value
$4m
Shares
8,549
+125%
SalesforceCRM
Share
0.5%
Value
$4m
Shares
19,112
+249%
ChevronCVX
Share
0.5%
Value
$4m
Shares
17,068
+113%
McDonald'sMCD
Share
0.5%
Value
$3m
Shares
11,006
+252%
RTXRTX
Share
0.4%
Value
$3m
Shares
17,031
+19%
Ishares TRIVV
Share
0.4%
Value
$3m
Shares
4,977
+152%
Philip Morris InternationalPM
Share
0.4%
Value
$3m
Shares
18,341
+110%
Sterling InfrastructureSTRL
Share
0.4%
Value
$3m
Shares
7,306
+96%
Berkshire Hathaway INC DELBRK-A
Share
0.4%
Value
$3m
Shares
4
New
Vertex PharmaceuticalsVRTX
Share
0.3%
Value
$3m
Shares
5,647
+357%
Walt DisneyDIS
Share
0.3%
Value
$3m
Shares
26,143
+112%
Wells Fargo & CompanyWFC
Share
0.3%
Value
$3m
Shares
31,592
+75%
MastercardMA
Share
0.3%
Value
$3m
Shares
5,030
-17%
Janus Detroit STR TRJBBB
Share
0.3%
Value
$2m
Shares
53,036
+59%
Royal Bank of CanadaRY
Share
0.3%
Value
$2m
Shares
15,174
+30%
AbbVieABBV
Share
0.3%
Value
$2m
Shares
11,233
+178%
Constellation BrandsSTZ
Share
0.3%
Value
$2m
Shares
15,793
+184%
Bank of AmericaBAC
Share
0.3%
Value
$2m
Shares
48,399
+125%
Monster BeverageMNST
Share
0.3%
Value
$2m
Shares
32,019
+300%
Cisco SystemsCSCO
Share
0.3%
Value
$2m
Shares
28,881
+28%
StarbucksSBUX
Share
0.3%
Value
$2m
Shares
24,683
+31%
CVS HealthCVS
Share
0.3%
Value
$2m
Shares
30,430
+110%
Williams CompaniesWMB
Share
0.3%
Value
$2m
Shares
29,302
+67%
Johnson & JohnsonJNJ
Share
0.3%
Value
$2m
Shares
8,655
+38%
AT&TT
Share
0.3%
Value
$2m
Shares
72,727
+323%
Novartis AGNVS
Share
0.3%
Value
$2m
Shares
13,783
+332%
Lowe's CompaniesLOW
Share
0.3%
Value
$2m
Shares
8,819
+123%
EPAM SystemsEPAM
Share
0.3%
Value
$2m
Shares
15,307
+229%
American TowerAMT
Share
0.3%
Value
$2m
Shares
11,956
+103%
Berkshire HathawayBRK-B
Share
0.3%
Value
$2m
Shares
4,291
+22%
Janus Detroit STR TRJMBS
Share
0.3%
Value
$2m
Shares
45,415
-3%
ExxonMobil HoldingsXOM
Share
0.3%
Value
$2m
Shares
11,841
+58%
CaterpillarCAT
Share
0.3%
Value
$2m
Shares
2,827
+132%
ShellSHEL
Share
0.3%
Value
$2m
Shares
21,411
+149%
PepsiCoPEP
Share
0.3%
Value
$2m
Shares
12,572
+19%
Profesionally Managed PortfoCSMD
Share
0.3%
Value
$2m
Shares
61,885
Held
Freeport-McMoRanFCX
Share
0.2%
Value
$2m
Shares
31,872
+49%
Cigna GroupCI
Share
0.2%
Value
$2m
Shares
6,965
+137%
AmetekAME
Share
0.2%
Value
$2m
Shares
8,581
+75%
Morgan StanleyMS
Share
0.2%
Value
$2m
Shares
11,088
+104%
AESAES
Share
0.2%
Value
$2m
Shares
129,371
+103%
Pg&ePCG
Share
0.2%
Value
$2m
Shares
103,049
+103%
Regeneron PharmaceuticalsREGN
Share
0.2%
Value
$2m
Shares
2,306
+326%
Curtiss WrightCW
Share
0.2%
Value
$2m
Shares
2,565
+16%
CitigroupC
Share
0.2%
Value
$2m
Shares
15,368
+97%
AutodeskADSK
Share
0.2%
Value
$2m
Shares
7,276
+272%
Vanguard Tax-Managed FDSVEA
Share
0.2%
Value
$2m
Shares
26,982
+394%
ServiceNowNOW
Share
0.2%
Value
$2m
Shares
16,518
+58%
Vaneck ETF TrustBIZD
Share
0.2%
Value
$2m
Shares
133,606
+95%
CorningGLW
Share
0.2%
Value
$2m
Shares
12,474
+50%
CSXCSX
Share
0.2%
Value
$2m
Shares
40,975
+115%
State STR Spdr S&P 500 ETF TSPY
Share
0.2%
Value
$2m
Shares
2,575
+20%
American International GroupAIG
Share
0.2%
Value
$2m
Shares
22,026
+148%
Intuitive SurgicalISRG
Share
0.2%
Value
$2m
Shares
3,557
+59%
WalmartWMT
Share
0.2%
Value
$2m
Shares
13,181
+56%
AstrazenecaAZN
Share
0.2%
Value
$2m
Shares
8,293
New
Bristol-Myers SquibbBMY
Share
0.2%
Value
$2m
Shares
26,915
+108%
Agnico Eagle MinesAEM
Share
0.2%
Value
$2m
Shares
8,039
-23%
ASML Holding NVASML
Share
0.2%
Value
$2m
Shares
1,231
-4%
Spdr Index SHS FDSGWX
Share
0.2%
Value
$2m
Shares
38,251
New
UnileverUL
Share
0.2%
Value
$2m
Shares
28,262
+51%
RambusRMBS
Share
0.2%
Value
$2m
Shares
18,234
+64%
Snap-onSNA
Share
0.2%
Value
$2m
Shares
4,293
+529%

Company	Share of fund	Value	Shares	Change
Spdr Series TrustSPYG	5.1%	$39m	393,753	+134%
Spdr Index SHS FDSSPDW	4.3%	$33m	715,139	+127%
Spdr Series TrustSPYV	3.2%	$25m	434,660	+130%
Ishares TRSHYG	2.9%	$22m	518,491	+84%
NvidiaNVDA	2.7%	$20m	116,374	+174%
Ishares TRGOVT	2.6%	$20m	853,799	+61%
Spdr Series TrustSPMB	2.5%	$19m	843,445	+85%
Spdr Series TrustSPTL	2.1%	$16m	599,839	+79%
Vanguard Scottsdale FDSVCIT	2.1%	$16m	189,502	+67%
Spdr Series TrustSPSM	1.7%	$13m	269,984	+132%
Northern LTS FD TR IVSECT	1.7%	$13m	212,191	+23%
Spdr Index SHS FDSSPEM	1.5%	$12m	247,499	+121%
MicrosoftMSFT	1.4%	$11m	29,554	+73%
AppleAAPL	1.4%	$11m	41,850	+116%
Amazon.comAMZN	1.3%	$10m	48,162	+54%
AlphabetGOOGL	1.3%	$10m	34,738	+134%
Analog DevicesADI	1.2%	$9m	29,627	New
Spdr Series TrustBIL	1.2%	$9m	100,526	+44%
Meta PlatformsMETA	1.1%	$8m	14,424	+296%
TeslaTSLA	1.1%	$8m	22,064	+234%
Spdr Series TrustSPSB	1.0%	$7m	240,202	+59%
VisaV	0.9%	$7m	23,609	+75%
Applied MaterialsAMAT	0.8%	$6m	17,898	+360%
AlphabetGOOG	0.8%	$6m	21,207	+74%
OracleORCL	0.8%	$6m	40,516	+58%
BroadcomAVGO	0.8%	$6m	18,674	+65%
J P Morgan Exchange Traded FJQUA	0.7%	$6m	92,546	+115%
BoeingBA	0.7%	$6m	28,171	+214%
NetflixNFLX	0.7%	$5m	57,128	+313%
Eli LillyLLY	0.7%	$5m	5,940	+5%
Verizon CommunicationsVZ	0.6%	$5m	96,220	+60%
JPMorgan ChaseJPM	0.6%	$4m	15,177	+187%
Ishares TRUSHY	0.5%	$4m	112,738	+54%
ShopifySHOP	0.5%	$4m	34,606	+32%
Costco WholesaleCOST	0.5%	$4m	4,054	New
Spdr Series TrustSLYG	0.5%	$4m	41,743	+141%
Janus Detroit STR TRJAAA	0.5%	$4m	73,461	+96%
Spdr Gold TRGLD	0.5%	$4m	8,549	+125%
SalesforceCRM	0.5%	$4m	19,112	+249%
ChevronCVX	0.5%	$4m	17,068	+113%
McDonald'sMCD	0.5%	$3m	11,006	+252%
RTXRTX	0.4%	$3m	17,031	+19%
Ishares TRIVV	0.4%	$3m	4,977	+152%
Philip Morris InternationalPM	0.4%	$3m	18,341	+110%
Sterling InfrastructureSTRL	0.4%	$3m	7,306	+96%
Berkshire Hathaway INC DELBRK-A	0.4%	$3m	4	New
Vertex PharmaceuticalsVRTX	0.3%	$3m	5,647	+357%
Walt DisneyDIS	0.3%	$3m	26,143	+112%
Wells Fargo & CompanyWFC	0.3%	$3m	31,592	+75%
MastercardMA	0.3%	$3m	5,030	-17%
Janus Detroit STR TRJBBB	0.3%	$2m	53,036	+59%
Royal Bank of CanadaRY	0.3%	$2m	15,174	+30%
AbbVieABBV	0.3%	$2m	11,233	+178%
Constellation BrandsSTZ	0.3%	$2m	15,793	+184%
Bank of AmericaBAC	0.3%	$2m	48,399	+125%
Monster BeverageMNST	0.3%	$2m	32,019	+300%
Cisco SystemsCSCO	0.3%	$2m	28,881	+28%
StarbucksSBUX	0.3%	$2m	24,683	+31%
CVS HealthCVS	0.3%	$2m	30,430	+110%
Williams CompaniesWMB	0.3%	$2m	29,302	+67%
Johnson & JohnsonJNJ	0.3%	$2m	8,655	+38%
AT&TT	0.3%	$2m	72,727	+323%
Novartis AGNVS	0.3%	$2m	13,783	+332%
Lowe's CompaniesLOW	0.3%	$2m	8,819	+123%
EPAM SystemsEPAM	0.3%	$2m	15,307	+229%
American TowerAMT	0.3%	$2m	11,956	+103%
Berkshire HathawayBRK-B	0.3%	$2m	4,291	+22%
Janus Detroit STR TRJMBS	0.3%	$2m	45,415	-3%
ExxonMobil HoldingsXOM	0.3%	$2m	11,841	+58%
CaterpillarCAT	0.3%	$2m	2,827	+132%
ShellSHEL	0.3%	$2m	21,411	+149%
PepsiCoPEP	0.3%	$2m	12,572	+19%
Profesionally Managed PortfoCSMD	0.3%	$2m	61,885	Held
Freeport-McMoRanFCX	0.2%	$2m	31,872	+49%
Cigna GroupCI	0.2%	$2m	6,965	+137%
AmetekAME	0.2%	$2m	8,581	+75%
Morgan StanleyMS	0.2%	$2m	11,088	+104%
AESAES	0.2%	$2m	129,371	+103%
Pg&ePCG	0.2%	$2m	103,049	+103%
Regeneron PharmaceuticalsREGN	0.2%	$2m	2,306	+326%
Curtiss WrightCW	0.2%	$2m	2,565	+16%
CitigroupC	0.2%	$2m	15,368	+97%
AutodeskADSK	0.2%	$2m	7,276	+272%
Vanguard Tax-Managed FDSVEA	0.2%	$2m	26,982	+394%
ServiceNowNOW	0.2%	$2m	16,518	+58%
Vaneck ETF TrustBIZD	0.2%	$2m	133,606	+95%
CorningGLW	0.2%	$2m	12,474	+50%
CSXCSX	0.2%	$2m	40,975	+115%
State STR Spdr S&P 500 ETF TSPY	0.2%	$2m	2,575	+20%
American International GroupAIG	0.2%	$2m	22,026	+148%
Intuitive SurgicalISRG	0.2%	$2m	3,557	+59%
WalmartWMT	0.2%	$2m	13,181	+56%
AstrazenecaAZN	0.2%	$2m	8,293	New
Bristol-Myers SquibbBMY	0.2%	$2m	26,915	+108%
Agnico Eagle MinesAEM	0.2%	$2m	8,039	-23%
ASML Holding NVASML	0.2%	$2m	1,231	-4%
Spdr Index SHS FDSGWX	0.2%	$2m	38,251	New
UnileverUL	0.2%	$2m	28,262	+51%
RambusRMBS	0.2%	$2m	18,234	+64%
Snap-onSNA	0.2%	$2m	4,293	+529%

Showing the largest 100 of 430.

Options (3)

Costco WholesaleCOST
Type
Call
Value
$3m
Contracts
2,600
Abbott LaboratoriesABT
Type
Call
Value
$379,879
Contracts
3,700
Spdr Gold TRGLD
Type
Call
Value
$43,029
Contracts
100

Company	Type	Value	Contracts
Costco WholesaleCOST	Call	$3m	2,600
Abbott LaboratoriesABT	Call	$379,879	3,700
Spdr Gold TRGLD	Call	$43,029	100

Over time and by industry

Value over time

Sep '25

Mar '26

Value is up 46.2% since 30 June 2025.

Where the money is

Technology15.0%

Industrials8.1%

Health care7.4%

Financial services7.0%

Retail & consumer5.6%

Media & telecom5.5%

Everyday goods3.1%

Energy2.5%

Materials1.8%

Utilities1.0%

Real estate0.7%

Other42.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.