Filed: 10/24/2025ACC: 0001427372-25-000011
📋 What this filing means
GIBSON CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 87 equity positions with a total reported market value of $542.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
87
Positions
$542.15M
Total AUM (reported)
4M
Total Shares
Allocation by class
ETF$488.32M90.1%
STOCK$53.68M9.9%
CEF$153.3K0.0%
Portfolio Concentration
Top 3$416.87M76.9%
4–10$64.56M11.9%
11–25$33.32M6.1%
Rest$27.41M5.1%
Top 3 weight
76.9%
Top 10 weight
88.8%
Voting Authority Distribution
Total shares with voting rights: 4M
Sole
Full voting authority
3.75M
shares
% of voting shares93.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
250.35K
shares
% of voting shares6.3%
Investment Discretion (by position count)
Sole40
Shared0
Other47
Dominant voting typeSole · 93.7% of voting shares
Institutional Holdings87
Rows:
VANGUARD TOTAL STOCK MARKET ETF
DFNDShares874.63K
TypeSH
Market value$287.03M
52.94%
Sole
872.33K
Shared
0.00
None
2.29K
VANGUARD REAL ESTATE ETF
DFNDShares1.25M
TypeSH
Market value$113.88M
21.01%
Sole
1.24M
Shared
0.00
None
902.00
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF
SOLEShares375.76K
TypeSH
Market value$15.96M
2.94%
Sole
375.76K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL A
SOLEShares21.00
TypeSH
Market value$15.84M
2.92%
Sole
21.00
Shared
0.00
None
0.00
BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF
DFNDShares618.16K
TypeSH
Market value$14.00M
2.58%
Sole
609.94K
Shared
0.00
None
8.22K
VANGUARD LARGE-CAP ETF
SOLEShares35.29K
TypeSH
Market value$10.87M
2.00%
Sole
35.29K
Shared
0.00
None
0.00
DUCOMMUN INC DEL COM
DFNDShares75.23K
TypeSH
Market value$7.23M
1.33%
Sole
0.00
Shared
0.00
None
75.23K
VANGUARD DIVIDEND APPRECIATION ETF
SOLEShares27.54K
TypeSH
Market value$5.94M
1.10%
Sole
27.54K
Shared
0.00
None
0.00
ISHARES GOLD TRUST
SOLEShares74.54K
TypeSH
Market value$5.42M
1.00%
Sole
74.54K
Shared
0.00
None
0.00
DIMENSIONAL U.S. TARGETED VALUE ETF
SOLEShares90.20K
TypeSH
Market value$5.25M
0.97%
Sole
90.20K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares16.53K
TypeSH
Market value$4.21M
0.78%
Sole
2.17K
Shared
0.00
None
14.36K
BERKSHIRE HATHAWAY INC DEL CL B NEW
DFNDShares7.42K
TypeSH
Market value$3.73M
0.69%
Sole
6.24K
Shared
0.00
None
1.18K
ISHARES ESG MSCI KLD 400 ETF
DFNDShares25.12K
TypeSH
Market value$3.16M
0.58%
Sole
24.98K
Shared
0.00
None
148.00
VANGUARD S&P 500 ETF
SOLEShares4.67K
TypeSH
Market value$2.86M
0.53%
Sole
4.67K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
DFNDShares14.18K
TypeSH
Market value$2.65M
0.49%
Sole
11.45K
Shared
0.00
None
2.73K
VANGUARD MID-CAP ETF
SOLEShares7.28K
TypeSH
Market value$2.14M
0.39%
Sole
7.28K
Shared
0.00
None
0.00
AVANTIS EMERGING MARKETS VALUE ETF
DFNDShares37.02K
TypeSH
Market value$2.12M
0.39%
Sole
34.78K
Shared
0.00
None
2.25K
CATERPILLAR INC COM
SOLEShares4.12K
TypeSH
Market value$1.96M
0.36%
Sole
313.00
Shared
0.00
None
3.80K
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
DFNDShares20.72K
TypeSH
Market value$1.84M
0.34%
Sole
18.50K
Shared
0.00
None
2.22K
MICROSOFT CORP COM
DFNDShares3.32K
TypeSH
Market value$1.72M
0.32%
Sole
2.46K
Shared
0.00
None
857.00
MERIDIANLINK INC COMMON STOCK
SOLEShares81.05K
TypeSH
Market value$1.62M
0.30%
Sole
4.15K
Shared
0.00
None
76.90K
ISHARES BITCOIN TRUST ETF
DFNDShares22.46K
TypeSH
Market value$1.46M
0.27%
Sole
20.95K
Shared
0.00
None
1.51K
AMAZON COM INC COM
DFNDShares6.32K
TypeSH
Market value$1.39M
0.26%
Sole
3.97K
Shared
0.00
None
2.35K
VANGUARD SMALL-CAP ETF
SOLEShares5.18K
TypeSH
Market value$1.32M
0.24%
Sole
5.18K
Shared
0.00
None
0.00
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
DFNDShares7.81K
TypeSH
Market value$1.14M
0.21%
Sole
7.79K
Shared
0.00
None
13.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET ETFDFND | ETF | 874.63K | SH | $287.03M 52.94% | 872.33K | 0.00 | 2.29K |
VANGUARD REAL ESTATE ETFDFND | ETF | 1.25M | SH | $113.88M 21.01% | 1.24M | 0.00 | 902.00 |
DIMENSIONAL US SUSTAINABILITY CORE 1 ETFSOLE | ETF | 375.76K | SH | $15.96M 2.94% | 375.76K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL ASOLE | Stock | 21.00 | SH | $15.84M 2.92% | 21.00 | 0.00 | 0.00 |
BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETFDFND | ETF | 618.16K | SH | $14.00M 2.58% | 609.94K | 0.00 | 8.22K |
VANGUARD LARGE-CAP ETFSOLE | ETF | 35.29K | SH | $10.87M 2.00% | 35.29K | 0.00 | 0.00 |
DUCOMMUN INC DEL COMDFND | Stock | 75.23K | SH | $7.23M 1.33% | 0.00 | 0.00 | 75.23K |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 27.54K | SH | $5.94M 1.10% | 27.54K | 0.00 | 0.00 |
ISHARES GOLD TRUSTSOLE | ETF | 74.54K | SH | $5.42M 1.00% | 74.54K | 0.00 | 0.00 |
DIMENSIONAL U.S. TARGETED VALUE ETFSOLE | ETF | 90.20K | SH | $5.25M 0.97% | 90.20K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 16.53K | SH | $4.21M 0.78% | 2.17K | 0.00 | 14.36K |
BERKSHIRE HATHAWAY INC DEL CL B NEWDFND | Stock | 7.42K | SH | $3.73M 0.69% | 6.24K | 0.00 | 1.18K |
ISHARES ESG MSCI KLD 400 ETFDFND | ETF | 25.12K | SH | $3.16M 0.58% | 24.98K | 0.00 | 148.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 4.67K | SH | $2.86M 0.53% | 4.67K | 0.00 | 0.00 |
NVIDIA CORPORATION COMDFND | Stock | 14.18K | SH | $2.65M 0.49% | 11.45K | 0.00 | 2.73K |
VANGUARD MID-CAP ETFSOLE | ETF | 7.28K | SH | $2.14M 0.39% | 7.28K | 0.00 | 0.00 |
AVANTIS EMERGING MARKETS VALUE ETFDFND | ETF | 37.02K | SH | $2.12M 0.39% | 34.78K | 0.00 | 2.25K |
CATERPILLAR INC COMSOLE | Stock | 4.12K | SH | $1.96M 0.36% | 313.00 | 0.00 | 3.80K |
AVANTIS INTERNATIONAL SMALL CAP VALUE ETFDFND | ETF | 20.72K | SH | $1.84M 0.34% | 18.50K | 0.00 | 2.22K |
MICROSOFT CORP COMDFND | Stock | 3.32K | SH | $1.72M 0.32% | 2.46K | 0.00 | 857.00 |
MERIDIANLINK INC COMMON STOCKSOLE | Stock | 81.05K | SH | $1.62M 0.30% | 4.15K | 0.00 | 76.90K |
ISHARES BITCOIN TRUST ETFDFND | ETF | 22.46K | SH | $1.46M 0.27% | 20.95K | 0.00 | 1.51K |
AMAZON COM INC COMDFND | Stock | 6.32K | SH | $1.39M 0.26% | 3.97K | 0.00 | 2.35K |
VANGUARD SMALL-CAP ETFSOLE | ETF | 5.18K | SH | $1.32M 0.24% | 5.18K | 0.00 | 0.00 |
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFDFND | ETF | 7.81K | SH | $1.14M 0.21% | 7.79K | 0.00 | 13.00 |
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