Filed: 2/12/2025ACC: 0001427372-25-000002
📋 What this filing means
GIBSON CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $488.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$488.93M
Total AUM (reported)
3.86M
Total Shares
Allocation by class
ETF$445.14M91.0%
STOCK$43.57M8.9%
ADR$219.6K0.0%
Portfolio Concentration
Top 3$386.22M79.0%
4–10$58.40M11.9%
11–25$26.11M5.3%
Rest$18.21M3.7%
Top 3 weight
79.0%
Top 10 weight
90.9%
Voting Authority Distribution
Total shares with voting rights: 3.86M
Sole
Full voting authority
3.58M
shares
% of voting shares92.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
272.64K
shares
% of voting shares7.1%
Investment Discretion (by position count)
Sole28
Shared0
Other45
Dominant voting typeSole · 92.9% of voting shares
Institutional Holdings73
Rows:
VANGUARD TOTAL STOCK MARKET ETF
DFNDShares910.03K
TypeSH
Market value$263.74M
53.94%
Sole
906.68K
Shared
0.00
None
3.35K
VANGUARD REAL ESTATE ETF
DFNDShares1.20M
TypeSH
Market value$107.27M
21.94%
Sole
1.20M
Shared
0.00
None
1.06K
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF
SOLEShares401.32K
TypeSH
Market value$15.21M
3.11%
Sole
401.32K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL A
SOLEShares21.00
TypeSH
Market value$14.30M
2.92%
Sole
21.00
Shared
0.00
None
0.00
BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF
DFNDShares537.86K
TypeSH
Market value$11.64M
2.38%
Sole
528.72K
Shared
0.00
None
9.14K
VANGUARD LARGE-CAP ETF
SOLEShares38.22K
TypeSH
Market value$10.31M
2.11%
Sole
38.22K
Shared
0.00
None
0.00
DUCOMMUN INC DEL COM
DFNDShares106.23K
TypeSH
Market value$6.76M
1.38%
Sole
0.00
Shared
0.00
None
106.23K
VANGUARD DIVIDEND APPRECIATION ETF
SOLEShares28.94K
TypeSH
Market value$5.67M
1.16%
Sole
28.94K
Shared
0.00
None
0.00
DIMENSIONAL U.S. TARGETED VALUE ETF
SOLEShares97.43K
TypeSH
Market value$5.42M
1.11%
Sole
97.43K
Shared
0.00
None
0.00
ISHARES GOLD TRUST
SOLEShares86.67K
TypeSH
Market value$4.29M
0.88%
Sole
86.67K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL B NEW
DFNDShares8.21K
TypeSH
Market value$3.72M
0.76%
Sole
6.13K
Shared
0.00
None
2.08K
APPLE INC COM
DFNDShares11.37K
TypeSH
Market value$2.85M
0.58%
Sole
2.13K
Shared
0.00
None
9.24K
ISHARES MSCI KLD 400 SOCIAL ETF
DFNDShares25.10K
TypeSH
Market value$2.77M
0.57%
Sole
24.96K
Shared
0.00
None
148.00
NVIDIA CORPORATION COM
DFNDShares15.41K
TypeSH
Market value$2.07M
0.42%
Sole
11.19K
Shared
0.00
None
4.22K
VANGUARD MID-CAP ETF
SOLEShares7.44K
TypeSH
Market value$1.96M
0.40%
Sole
7.44K
Shared
0.00
None
0.00
AMAZON COM INC COM
DFNDShares7.75K
TypeSH
Market value$1.70M
0.35%
Sole
4.70K
Shared
0.00
None
3.06K
MERIDIANLINK INC COMMON STOCK
DFNDShares81.05K
TypeSH
Market value$1.67M
0.34%
Sole
4.15K
Shared
0.00
None
76.90K
MICROSOFT CORP COM
DFNDShares3.73K
TypeSH
Market value$1.57M
0.32%
Sole
2.32K
Shared
0.00
None
1.42K
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
DFNDShares23.91K
TypeSH
Market value$1.56M
0.32%
Sole
21.06K
Shared
0.00
None
2.85K
VANGUARD SMALL-CAP ETF
SOLEShares5.77K
TypeSH
Market value$1.39M
0.28%
Sole
5.77K
Shared
0.00
None
0.00
VANGUARD S&P 500 ETF
DFNDShares2.22K
TypeSH
Market value$1.19M
0.24%
Sole
1.83K
Shared
0.00
None
382.00
VANGUARD MEGA CAP ETF
SOLEShares4.56K
TypeSH
Market value$969.7K
0.20%
Sole
4.56K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW COM
DFNDShares1.05K
TypeSH
Market value$958.5K
0.20%
Sole
645.00
Shared
0.00
None
401.00
SPDR DOW JONES REIT ETF
SOLEShares8.99K
TypeSH
Market value$889.2K
0.18%
Sole
8.99K
Shared
0.00
None
0.00
DIMENSIONAL EMERGING MARKETS VALUE ETF
SOLEShares31.98K
TypeSH
Market value$838.2K
0.17%
Sole
31.98K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET ETFDFND | ETF | 910.03K | SH | $263.74M 53.94% | 906.68K | 0.00 | 3.35K |
VANGUARD REAL ESTATE ETFDFND | ETF | 1.20M | SH | $107.27M 21.94% | 1.20M | 0.00 | 1.06K |
DIMENSIONAL US SUSTAINABILITY CORE 1 ETFSOLE | ETF | 401.32K | SH | $15.21M 3.11% | 401.32K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL ASOLE | Stock | 21.00 | SH | $14.30M 2.92% | 21.00 | 0.00 | 0.00 |
BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETFDFND | ETF | 537.86K | SH | $11.64M 2.38% | 528.72K | 0.00 | 9.14K |
VANGUARD LARGE-CAP ETFSOLE | ETF | 38.22K | SH | $10.31M 2.11% | 38.22K | 0.00 | 0.00 |
DUCOMMUN INC DEL COMDFND | Stock | 106.23K | SH | $6.76M 1.38% | 0.00 | 0.00 | 106.23K |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 28.94K | SH | $5.67M 1.16% | 28.94K | 0.00 | 0.00 |
DIMENSIONAL U.S. TARGETED VALUE ETFSOLE | ETF | 97.43K | SH | $5.42M 1.11% | 97.43K | 0.00 | 0.00 |
ISHARES GOLD TRUSTSOLE | ETF | 86.67K | SH | $4.29M 0.88% | 86.67K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWDFND | Stock | 8.21K | SH | $3.72M 0.76% | 6.13K | 0.00 | 2.08K |
APPLE INC COMDFND | Stock | 11.37K | SH | $2.85M 0.58% | 2.13K | 0.00 | 9.24K |
ISHARES MSCI KLD 400 SOCIAL ETFDFND | ETF | 25.10K | SH | $2.77M 0.57% | 24.96K | 0.00 | 148.00 |
NVIDIA CORPORATION COMDFND | Stock | 15.41K | SH | $2.07M 0.42% | 11.19K | 0.00 | 4.22K |
VANGUARD MID-CAP ETFSOLE | ETF | 7.44K | SH | $1.96M 0.40% | 7.44K | 0.00 | 0.00 |
AMAZON COM INC COMDFND | Stock | 7.75K | SH | $1.70M 0.35% | 4.70K | 0.00 | 3.06K |
MERIDIANLINK INC COMMON STOCKDFND | Stock | 81.05K | SH | $1.67M 0.34% | 4.15K | 0.00 | 76.90K |
MICROSOFT CORP COMDFND | Stock | 3.73K | SH | $1.57M 0.32% | 2.32K | 0.00 | 1.42K |
AVANTIS INTERNATIONAL SMALL CAP VALUE ETFDFND | ETF | 23.91K | SH | $1.56M 0.32% | 21.06K | 0.00 | 2.85K |
VANGUARD SMALL-CAP ETFSOLE | ETF | 5.77K | SH | $1.39M 0.28% | 5.77K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFDFND | ETF | 2.22K | SH | $1.19M 0.24% | 1.83K | 0.00 | 382.00 |
VANGUARD MEGA CAP ETFSOLE | ETF | 4.56K | SH | $969.7K 0.20% | 4.56K | 0.00 | 0.00 |
COSTCO WHSL CORP NEW COMDFND | Stock | 1.05K | SH | $958.5K 0.20% | 645.00 | 0.00 | 401.00 |
SPDR DOW JONES REIT ETFSOLE | ETF | 8.99K | SH | $889.2K 0.18% | 8.99K | 0.00 | 0.00 |
DIMENSIONAL EMERGING MARKETS VALUE ETFSOLE | ETF | 31.98K | SH | $838.2K 0.17% | 31.98K | 0.00 | 0.00 |
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