GIBSON CAPITAL, LLC

Filed: 4/17/2026ACC: 0001427372-26-000002

📋 What this filing means

GIBSON CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 87 equity positions with a total reported market value of $537.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$537.25M

Total AUM (reported)

4.03M

Total Shares

Allocation by class

TOTAL STK MKT$273.20M50.9%

REAL ESTATE ETF$123.08M22.9%

COM$30.27M5.6%

CL A$15.85M3.0%

EA BRIDGEWAY OMN$15.79M2.9%

US SUSTAINABILTY$15.44M2.9%

LARGE CAP ETF$10.55M2.0%

Portfolio Concentration

Top 3$412.07M76.7%

4–10$66.40M12.4%

11–25$32.17M6.0%

Rest$26.61M5.0%

Top 3 weight

76.7%

Top 10 weight

89.1%

Voting Authority Distribution

Total shares with voting rights: 4.03M

Sole

Full voting authority

3.88M

% of voting shares96.4%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

143.66K

% of voting shares3.6%

Investment Discretion (by position count)

Sole45

Shared0

Other42

Dominant voting typeSole · 96.4% of voting shares

Institutional Holdings87

Rows:

VANGUARD TOTAL STOCK MARKET ETF

DFND

TOTAL STK MKT

Shares851.60K

TypeSH

Market value$273.20M

50.85%

Sole

849.58K

Shared

0.00

None

2.02K

VANGUARD REAL ESTATE ETF

DFND

REAL ESTATE ETF

Shares1.39M

TypeSH

Market value$123.08M

22.91%

Sole

1.39M

Shared

0.00

None

902.00

BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF

DFND

EA BRIDGEWAY OMN

Shares622.37K

TypeSH

Market value$15.79M

2.94%

Sole

613.83K

Shared

0.00

None

8.54K

DIMENSIONAL US SUSTAINABILITY CORE 1 ETF

SOLE

US SUSTAINABILTY

Shares375.76K

TypeSH

Market value$15.44M

2.87%

Sole

375.76K

Shared

0.00

None

0.00

BERKSHIRE HATHAWAY INC DEL CL A

SOLE

CL A

Shares21.00

TypeSH

Market value$15.08M

2.81%

Sole

21.00

Shared

0.00

None

0.00

VANGUARD LARGE-CAP ETF

SOLE

LARGE CAP ETF

Shares35.29K

TypeSH

Market value$10.55M

1.96%

Sole

35.29K

Shared

0.00

None

0.00

DUCOMMUN INC DEL COM

DFND

COM

Shares62.23K

TypeSH

Market value$7.59M

1.41%

Sole

0.00

Shared

0.00

None

62.23K

ISHARES GOLD TRUST

SOLE

ISHARES NEW

Shares70.27K

TypeSH

Market value$6.19M

1.15%

Sole

70.27K

Shared

0.00

None

0.00

VANGUARD DIVIDEND APPRECIATION ETF

SOLE

DIV APP ETF

Shares27.54K

TypeSH

Market value$5.92M

1.10%

Sole

27.54K

Shared

0.00

None

0.00

DIMENSIONAL U.S. TARGETED VALUE ETF

SOLE

US TARGETED VLU

Shares90.02K

TypeSH

Market value$5.62M

1.05%

Sole

90.02K

Shared

0.00

None

0.00

APPLE INC COM

SOLE

COM

Shares17.19K

TypeSH

Market value$4.36M

0.81%

Sole

2.60K

Shared

0.00

None

14.58K

BERKSHIRE HATHAWAY INC DEL CL B NEW

DFND

CL B NEW

Shares7.52K

TypeSH

Market value$3.60M

0.67%

Sole

6.33K

Shared

0.00

None

1.19K

ISHARES ESG MSCI KLD 400 ETF

SOLE

ESG MSCI KLD 400

Shares24.72K

TypeSH

Market value$3.00M

0.56%

Sole

24.72K

Shared

0.00

None

0.00

CATERPILLAR INC COM

SOLE

COM

Shares4.12K

TypeSH

Market value$2.92M

0.54%

Sole

313.00

Shared

0.00

None

3.80K

VANGUARD S&P 500 ETF

SOLE

S&P 500 ETF SHS

Shares4.49K

TypeSH

Market value$2.68M

0.50%

Sole

4.49K

Shared

0.00

None

0.00

NVIDIA CORPORATION COM

DFND

COM

Shares13.72K

TypeSH

Market value$2.39M

0.45%

Sole

11.45K

Shared

0.00

None

2.27K

AVANTIS EMERGING MARKETS VALUE ETF

DFND

EMERGING MKT VAL

Shares36.62K

TypeSH

Market value$2.20M

0.41%

Sole

34.78K

Shared

0.00

None

1.84K

VANGUARD MID-CAP ETF

SOLE

MID CAP ETF

Shares7.21K

TypeSH

Market value$2.07M

0.39%

Sole

7.21K

Shared

0.00

None

0.00

AVANTIS INTERNATIONAL SMALL CAP VALUE ETF

DFND

INTL SMCP VLU

Shares17K

TypeSH

Market value$1.70M

0.32%

Sole

15.35K

Shared

0.00

None

1.66K

AMAZON COM INC COM

DFND

COM

Shares6.81K

TypeSH

Market value$1.42M

0.26%

Sole

3.90K

Shared

0.00

None

2.91K

VANGUARD SMALL-CAP ETF

SOLE

SMALL CP ETF

Shares5.18K

TypeSH

Market value$1.36M

0.25%

Sole

5.18K

Shared

0.00

None

0.00

MICROSOFT CORP COM

DFND

COM

Shares3.65K

TypeSH

Market value$1.35M

0.25%

Sole

2.73K

Shared

0.00

None

915.00

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

DFND

CORE S&P TTL STK

Shares9.20K

TypeSH

Market value$1.31M

0.24%

Sole

9.18K

Shared

0.00

None

15.00

ISHARES CORE S&P 500 ETF

DFND

CORE S&P500 ETF

Shares1.39K

TypeSH

Market value$908.7K

0.17%

Sole

1.39K

Shared

0.00

None

0.00

STATE STREET SPDR DOW JONES REIT ETF

SOLE

STATE STREET SPD

Shares8.99K

TypeSH

Market value$908.2K

0.17%

Sole

8.99K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD TOTAL STOCK MARKET ETFDFND	TOTAL STK MKT	851.60K	SH	$273.20M 50.85%	849.58K	2.02K
VANGUARD REAL ESTATE ETFDFND	REAL ESTATE ETF	1.39M	SH	$123.08M 22.91%	1.39M	902.00
BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETFDFND	EA BRIDGEWAY OMN	622.37K	SH	$15.79M 2.94%	613.83K	8.54K
DIMENSIONAL US SUSTAINABILITY CORE 1 ETFSOLE	US SUSTAINABILTY	375.76K	SH	$15.44M 2.87%	375.76K	0.00
BERKSHIRE HATHAWAY INC DEL CL ASOLE	CL A	21.00	SH	$15.08M 2.81%	21.00	0.00
VANGUARD LARGE-CAP ETFSOLE	LARGE CAP ETF	35.29K	SH	$10.55M 1.96%	35.29K	0.00
DUCOMMUN INC DEL COMDFND	COM	62.23K	SH	$7.59M 1.41%	0.00	62.23K
ISHARES GOLD TRUSTSOLE	ISHARES NEW	70.27K	SH	$6.19M 1.15%	70.27K	0.00
VANGUARD DIVIDEND APPRECIATION ETFSOLE	DIV APP ETF	27.54K	SH	$5.92M 1.10%	27.54K	0.00
DIMENSIONAL U.S. TARGETED VALUE ETFSOLE	US TARGETED VLU	90.02K	SH	$5.62M 1.05%	90.02K	0.00
APPLE INC COMSOLE	COM	17.19K	SH	$4.36M 0.81%	2.60K	14.58K
BERKSHIRE HATHAWAY INC DEL CL B NEWDFND	CL B NEW	7.52K	SH	$3.60M 0.67%	6.33K	1.19K
ISHARES ESG MSCI KLD 400 ETFSOLE	ESG MSCI KLD 400	24.72K	SH	$3.00M 0.56%	24.72K	0.00
CATERPILLAR INC COMSOLE	COM	4.12K	SH	$2.92M 0.54%	313.00	3.80K
VANGUARD S&P 500 ETFSOLE	S&P 500 ETF SHS	4.49K	SH	$2.68M 0.50%	4.49K	0.00
NVIDIA CORPORATION COMDFND	COM	13.72K	SH	$2.39M 0.45%	11.45K	2.27K
AVANTIS EMERGING MARKETS VALUE ETFDFND	EMERGING MKT VAL	36.62K	SH	$2.20M 0.41%	34.78K	1.84K
VANGUARD MID-CAP ETFSOLE	MID CAP ETF	7.21K	SH	$2.07M 0.39%	7.21K	0.00
AVANTIS INTERNATIONAL SMALL CAP VALUE ETFDFND	INTL SMCP VLU	17K	SH	$1.70M 0.32%	15.35K	1.66K
AMAZON COM INC COMDFND	COM	6.81K	SH	$1.42M 0.26%	3.90K	2.91K
VANGUARD SMALL-CAP ETFSOLE	SMALL CP ETF	5.18K	SH	$1.36M 0.25%	5.18K	0.00
MICROSOFT CORP COMDFND	COM	3.65K	SH	$1.35M 0.25%	2.73K	915.00
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFDFND	CORE S&P TTL STK	9.20K	SH	$1.31M 0.24%	9.18K	15.00
ISHARES CORE S&P 500 ETFDFND	CORE S&P500 ETF	1.39K	SH	$908.7K 0.17%	1.39K	0.00
STATE STREET SPDR DOW JONES REIT ETFSOLE	STATE STREET SPD	8.99K	SH	$908.2K 0.17%	8.99K	0.00

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