Gibbs Wealth Management
•CIK: 2081110•Filing: Q4 2025
**Gibbs Wealth Management** manages $413M across a diversified portfolio of 324 positions. The fund exhibits a notable allocation toward sector and thematic exposure, with top holdings including SPYG ($18.2M) and SPDW ($14.5M). Significant capital is also deployed into fixed income and technology, evidenced by positions in GOVT ($12.2M), SHYG ($12.1M), and MSFT ($8.2M). This structure suggests a tactical approach balancing broad market indices with targeted, high-conviction equity and fixed-income plays.
Total AUM
$413.3M
QoQ Performance
-9.3%
Positions
288
Top 10 Concentration
31.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYG4.4%
SPDW3.5%
GOVT3.0%
SHYG2.9%
SECT2.7%
SPYV2.7%
SPMB2.5%
VCIT2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other67.8%
Technology13.3%
Financial5.0%
Consumer5.0%
Healthcare3.9%
Industrial1.5%
Communication0.9%
ETF0.8%
🚪 Exited Positionssold since Q3 2025
+200 more exited positions
Changes from Q3 2025
NEW5 new positions
↑52 increased
↓143 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025