Filed: 7/25/2025ACC: 0001427372-25-000009
📋 What this filing means
GIBSON CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $506.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$506.50M
Total AUM (reported)
4.03M
Total Shares
Allocation by class
ETF$460.52M90.9%
STOCK$45.80M9.0%
CEF$174.4K0.0%
Portfolio Concentration
Top 3$393.74M77.7%
4–10$62.97M12.4%
11–25$26.62M5.3%
Rest$23.17M4.6%
Top 3 weight
77.7%
Top 10 weight
90.2%
Voting Authority Distribution
Total shares with voting rights: 4.03M
Sole
Full voting authority
3.76M
shares
% of voting shares93.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
267.78K
shares
% of voting shares6.6%
Investment Discretion (by position count)
Sole34
Shared0
Other47
Dominant voting typeSole · 93.4% of voting shares
Institutional Holdings81
Rows:
VANGUARD TOTAL STOCK MARKET ETF
DFNDShares883.25K
TypeSH
Market value$268.45M
53.00%
Sole
878.83K
Shared
0.00
None
4.42K
VANGUARD REAL ESTATE ETF
DFNDShares1.23M
TypeSH
Market value$109.96M
21.71%
Sole
1.23M
Shared
0.00
None
1.46K
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF
SOLEShares390.76K
TypeSH
Market value$15.34M
3.03%
Sole
390.76K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL A
SOLEShares21.00
TypeSH
Market value$15.30M
3.02%
Sole
21.00
Shared
0.00
None
0.00
BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF
DFNDShares613.13K
TypeSH
Market value$12.50M
2.47%
Sole
604.67K
Shared
0.00
None
8.46K
VANGUARD LARGE-CAP ETF
SOLEShares38.22K
TypeSH
Market value$10.90M
2.15%
Sole
38.22K
Shared
0.00
None
0.00
DUCOMMUN INC DEL COM
DFNDShares105.23K
TypeSH
Market value$8.70M
1.72%
Sole
0.00
Shared
0.00
None
105.23K
VANGUARD DIVIDEND APPRECIATION ETF
SOLEShares27.54K
TypeSH
Market value$5.64M
1.11%
Sole
27.54K
Shared
0.00
None
0.00
DIMENSIONAL U.S. TARGETED VALUE ETF
SOLEShares97.52K
TypeSH
Market value$5.26M
1.04%
Sole
97.52K
Shared
0.00
None
0.00
ISHARES GOLD TRUST
DFNDShares74.89K
TypeSH
Market value$4.67M
0.92%
Sole
74.02K
Shared
0.00
None
864.00
BERKSHIRE HATHAWAY INC DEL CL B NEW
DFNDShares7.24K
TypeSH
Market value$3.52M
0.69%
Sole
6.08K
Shared
0.00
None
1.16K
ISHARES ESG MSCI KLD 400 ETF
DFNDShares25.12K
TypeSH
Market value$2.92M
0.58%
Sole
24.98K
Shared
0.00
None
148.00
APPLE INC COM
DFNDShares11.16K
TypeSH
Market value$2.29M
0.45%
Sole
2.14K
Shared
0.00
None
9.02K
NVIDIA CORPORATION COM
DFNDShares13.24K
TypeSH
Market value$2.09M
0.41%
Sole
10.70K
Shared
0.00
None
2.54K
VANGUARD MID-CAP ETF
SOLEShares7.44K
TypeSH
Market value$2.08M
0.41%
Sole
7.44K
Shared
0.00
None
0.00
AVANTIS EMERGING MARKETS VALUE ETF
DFNDShares37.01K
TypeSH
Market value$1.98M
0.39%
Sole
34.78K
Shared
0.00
None
2.23K
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
DFNDShares22.58K
TypeSH
Market value$1.79M
0.35%
Sole
20.11K
Shared
0.00
None
2.47K
MICROSOFT CORP COM
DFNDShares3.12K
TypeSH
Market value$1.55M
0.31%
Sole
2.26K
Shared
0.00
None
860.00
ISHARES BITCOIN TRUST ETF
DFNDShares22.66K
TypeSH
Market value$1.39M
0.27%
Sole
21.16K
Shared
0.00
None
1.51K
AMAZON COM INC COM
DFNDShares6.32K
TypeSH
Market value$1.39M
0.27%
Sole
3.97K
Shared
0.00
None
2.35K
MERIDIANLINK INC COMMON STOCK
DFNDShares81.05K
TypeSH
Market value$1.32M
0.26%
Sole
4.15K
Shared
0.00
None
76.90K
VANGUARD SMALL-CAP ETF
SOLEShares5.34K
TypeSH
Market value$1.27M
0.25%
Sole
5.34K
Shared
0.00
None
0.00
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
DFNDShares7.80K
TypeSH
Market value$1.05M
0.21%
Sole
7.79K
Shared
0.00
None
10.00
VANGUARD MEGA CAP ETF
SOLEShares4.56K
TypeSH
Market value$1.03M
0.20%
Sole
4.56K
Shared
0.00
None
0.00
DIMENSIONAL EMERGING MARKETS VALUE ETF
SOLEShares32.02K
TypeSH
Market value$960.3K
0.19%
Sole
32.02K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET ETFDFND | ETF | 883.25K | SH | $268.45M 53.00% | 878.83K | 0.00 | 4.42K |
VANGUARD REAL ESTATE ETFDFND | ETF | 1.23M | SH | $109.96M 21.71% | 1.23M | 0.00 | 1.46K |
DIMENSIONAL US SUSTAINABILITY CORE 1 ETFSOLE | ETF | 390.76K | SH | $15.34M 3.03% | 390.76K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL ASOLE | Stock | 21.00 | SH | $15.30M 3.02% | 21.00 | 0.00 | 0.00 |
BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETFDFND | ETF | 613.13K | SH | $12.50M 2.47% | 604.67K | 0.00 | 8.46K |
VANGUARD LARGE-CAP ETFSOLE | ETF | 38.22K | SH | $10.90M 2.15% | 38.22K | 0.00 | 0.00 |
DUCOMMUN INC DEL COMDFND | Stock | 105.23K | SH | $8.70M 1.72% | 0.00 | 0.00 | 105.23K |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 27.54K | SH | $5.64M 1.11% | 27.54K | 0.00 | 0.00 |
DIMENSIONAL U.S. TARGETED VALUE ETFSOLE | ETF | 97.52K | SH | $5.26M 1.04% | 97.52K | 0.00 | 0.00 |
ISHARES GOLD TRUSTDFND | ETF | 74.89K | SH | $4.67M 0.92% | 74.02K | 0.00 | 864.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWDFND | Stock | 7.24K | SH | $3.52M 0.69% | 6.08K | 0.00 | 1.16K |
ISHARES ESG MSCI KLD 400 ETFDFND | ETF | 25.12K | SH | $2.92M 0.58% | 24.98K | 0.00 | 148.00 |
APPLE INC COMDFND | Stock | 11.16K | SH | $2.29M 0.45% | 2.14K | 0.00 | 9.02K |
NVIDIA CORPORATION COMDFND | Stock | 13.24K | SH | $2.09M 0.41% | 10.70K | 0.00 | 2.54K |
VANGUARD MID-CAP ETFSOLE | ETF | 7.44K | SH | $2.08M 0.41% | 7.44K | 0.00 | 0.00 |
AVANTIS EMERGING MARKETS VALUE ETFDFND | ETF | 37.01K | SH | $1.98M 0.39% | 34.78K | 0.00 | 2.23K |
AVANTIS INTERNATIONAL SMALL CAP VALUE ETFDFND | ETF | 22.58K | SH | $1.79M 0.35% | 20.11K | 0.00 | 2.47K |
MICROSOFT CORP COMDFND | Stock | 3.12K | SH | $1.55M 0.31% | 2.26K | 0.00 | 860.00 |
ISHARES BITCOIN TRUST ETFDFND | ETF | 22.66K | SH | $1.39M 0.27% | 21.16K | 0.00 | 1.51K |
AMAZON COM INC COMDFND | Stock | 6.32K | SH | $1.39M 0.27% | 3.97K | 0.00 | 2.35K |
MERIDIANLINK INC COMMON STOCKDFND | Stock | 81.05K | SH | $1.32M 0.26% | 4.15K | 0.00 | 76.90K |
VANGUARD SMALL-CAP ETFSOLE | ETF | 5.34K | SH | $1.27M 0.25% | 5.34K | 0.00 | 0.00 |
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFDFND | ETF | 7.80K | SH | $1.05M 0.21% | 7.79K | 0.00 | 10.00 |
VANGUARD MEGA CAP ETFSOLE | ETF | 4.56K | SH | $1.03M 0.20% | 4.56K | 0.00 | 0.00 |
DIMENSIONAL EMERGING MARKETS VALUE ETFSOLE | ETF | 32.02K | SH | $960.3K 0.19% | 32.02K | 0.00 | 0.00 |
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