Filed: 2/5/2026ACC: 0001427372-26-000001
๐ What this filing means
GIBSON CAPITAL, LLC filed this quarterly 13FโHR report disclosing 82 equity positions with a total reported market value of $545.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
82
Positions
$545.20M
Total AUM (reported)
3.96M
Total Shares
Allocation by class
ETF$493.19M90.5%
COM$28.13M5.2%
CL A$17.53M3.2%
CL B$3.72M0.7%
SHS$1.16M0.2%
UNIT$630.6K0.1%
ORD$346.6K0.1%
Portfolio Concentration
Top 3$421.77M77.4%
4โ10$65.26M12.0%
11โ25$33.42M6.1%
Rest$24.76M4.5%
Top 3 weight
77.4%
Top 10 weight
89.3%
Voting Authority Distribution
Total shares with voting rights: 3.96M
Sole
Full voting authority
3.82M
shares
% of voting shares96.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
140.64K
shares
% of voting shares3.6%
Investment Discretion (by position count)
Sole43
Shared0
Other39
Dominant voting typeSole ยท 96.4% of voting shares
Institutional Holdings82
Rows:
VANGUARD TOTAL STOCK MARKET ETF
DFNDShares860.88K
TypeSH
Market value$288.63M
52.94%
Sole
858.68K
Shared
0.00
None
2.21K
VANGUARD REAL ESTATE ETF
DFNDShares1.32M
TypeSH
Market value$116.82M
21.43%
Sole
1.32M
Shared
0.00
None
902.00
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF
SOLEShares375.76K
TypeSH
Market value$16.32M
2.99%
Sole
375.76K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL A
SOLEShares21.00
TypeSH
Market value$15.85M
2.91%
Sole
21.00
Shared
0.00
None
0.00
BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF
DFNDShares621.42K
TypeSH
Market value$14.48M
2.66%
Sole
612.88K
Shared
0.00
None
8.54K
VANGUARD LARGE-CAP ETF
SOLEShares35.29K
TypeSH
Market value$11.11M
2.04%
Sole
35.29K
Shared
0.00
None
0.00
DUCOMMUN INC DEL COM
DFNDShares70.23K
TypeSH
Market value$6.68M
1.23%
Sole
0.00
Shared
0.00
None
70.23K
VANGUARD DIVIDEND APPRECIATION ETF
SOLEShares27.54K
TypeSH
Market value$6.05M
1.11%
Sole
27.54K
Shared
0.00
None
0.00
ISHARES GOLD TRUST
SOLEShares70.27K
TypeSH
Market value$5.70M
1.05%
Sole
70.27K
Shared
0.00
None
0.00
DIMENSIONAL U.S. TARGETED VALUE ETF
SOLEShares90.35K
TypeSH
Market value$5.38M
0.99%
Sole
90.35K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares16.49K
TypeSH
Market value$4.48M
0.82%
Sole
2.17K
Shared
0.00
None
14.32K
BERKSHIRE HATHAWAY INC DEL CL B NEW
DFNDShares7.40K
TypeSH
Market value$3.72M
0.68%
Sole
6.23K
Shared
0.00
None
1.18K
ISHARES ESG MSCI KLD 400 ETF
SOLEShares24.74K
TypeSH
Market value$3.19M
0.58%
Sole
24.74K
Shared
0.00
None
0.00
VANGUARD S&P 500 ETF
SOLEShares4.67K
TypeSH
Market value$2.93M
0.54%
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
CATERPILLAR INC COM
SOLEShares4.12K
TypeSH
Market value$2.36M
0.43%
Sole
313.00
Shared
0.00
None
3.80K
AVANTIS EMERGING MARKETS VALUE ETF
DFNDShares37.02K
TypeSH
Market value$2.16M
0.40%
Sole
34.78K
Shared
0.00
None
2.25K
VANGUARD MID-CAP ETF
SOLEShares7.21K
TypeSH
Market value$2.09M
0.38%
Sole
7.21K
Shared
0.00
None
0.00
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
DFNDShares20.74K
TypeSH
Market value$1.95M
0.36%
Sole
18.52K
Shared
0.00
None
2.22K
MICROSOFT CORP COM
DFNDShares3.63K
TypeSH
Market value$1.75M
0.32%
Sole
2.77K
Shared
0.00
None
857.00
AMAZON COM INC COM
DFNDShares6.25K
TypeSH
Market value$1.44M
0.26%
Sole
3.90K
Shared
0.00
None
2.35K
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
DFNDShares9.17K
TypeSH
Market value$1.36M
0.25%
Sole
9.15K
Shared
0.00
None
13.00
VANGUARD SMALL-CAP ETF
SOLEShares5.18K
TypeSH
Market value$1.34M
0.24%
Sole
5.18K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares20.96K
TypeSH
Market value$1.04M
0.19%
Sole
20.96K
Shared
0.00
None
0.00
ISHARES CORE S&P 500 ETF
DFNDShares1.39K
TypeSH
Market value$952.8K
0.17%
Sole
1.39K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET ETFDFND | ETF | 860.88K | SH | $288.63M 52.94% | 858.68K | 0.00 | 2.21K |
VANGUARD REAL ESTATE ETFDFND | ETF | 1.32M | SH | $116.82M 21.43% | 1.32M | 0.00 | 902.00 |
DIMENSIONAL US SUSTAINABILITY CORE 1 ETFSOLE | ETF | 375.76K | SH | $16.32M 2.99% | 375.76K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL ASOLE | CL A | 21.00 | SH | $15.85M 2.91% | 21.00 | 0.00 | 0.00 |
BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETFDFND | ETF | 621.42K | SH | $14.48M 2.66% | 612.88K | 0.00 | 8.54K |
VANGUARD LARGE-CAP ETFSOLE | ETF | 35.29K | SH | $11.11M 2.04% | 35.29K | 0.00 | 0.00 |
DUCOMMUN INC DEL COMDFND | COM | 70.23K | SH | $6.68M 1.23% | 0.00 | 0.00 | 70.23K |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 27.54K | SH | $6.05M 1.11% | 27.54K | 0.00 | 0.00 |
ISHARES GOLD TRUSTSOLE | ETF | 70.27K | SH | $5.70M 1.05% | 70.27K | 0.00 | 0.00 |
DIMENSIONAL U.S. TARGETED VALUE ETFSOLE | ETF | 90.35K | SH | $5.38M 0.99% | 90.35K | 0.00 | 0.00 |
APPLE INC COMSOLE | COM | 16.49K | SH | $4.48M 0.82% | 2.17K | 0.00 | 14.32K |
BERKSHIRE HATHAWAY INC DEL CL B NEWDFND | CL B | 7.40K | SH | $3.72M 0.68% | 6.23K | 0.00 | 1.18K |
ISHARES ESG MSCI KLD 400 ETFSOLE | ETF | 24.74K | SH | $3.19M 0.58% | 24.74K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 4.67K | SH | $2.93M 0.54% | 4.67K | 0.00 | 0.00 |
NVIDIA CORPORATION COMDFND | COM | 14.18K | SH | $2.65M 0.49% | 11.45K | 0.00 | 2.73K |
CATERPILLAR INC COMSOLE | COM | 4.12K | SH | $2.36M 0.43% | 313.00 | 0.00 | 3.80K |
AVANTIS EMERGING MARKETS VALUE ETFDFND | ETF | 37.02K | SH | $2.16M 0.40% | 34.78K | 0.00 | 2.25K |
VANGUARD MID-CAP ETFSOLE | ETF | 7.21K | SH | $2.09M 0.38% | 7.21K | 0.00 | 0.00 |
AVANTIS INTERNATIONAL SMALL CAP VALUE ETFDFND | ETF | 20.74K | SH | $1.95M 0.36% | 18.52K | 0.00 | 2.22K |
MICROSOFT CORP COMDFND | COM | 3.63K | SH | $1.75M 0.32% | 2.77K | 0.00 | 857.00 |
AMAZON COM INC COMDFND | COM | 6.25K | SH | $1.44M 0.26% | 3.90K | 0.00 | 2.35K |
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFDFND | ETF | 9.17K | SH | $1.36M 0.25% | 9.15K | 0.00 | 13.00 |
VANGUARD SMALL-CAP ETFSOLE | ETF | 5.18K | SH | $1.34M 0.24% | 5.18K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | ETF | 20.96K | SH | $1.04M 0.19% | 20.96K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFDFND | ETF | 1.39K | SH | $952.8K 0.17% | 1.39K | 0.00 | 0.00 |
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