Gilbert Capital Group, Inc.
•CIK: 2035854•Filing: Q4 2025
**Gilbert Capital Group, Inc.** manages $133M across a portfolio of 53 positions. The firm exhibits notable concentration in core market indices and dividend-focused equities, with IVV representing the largest holding at $25.8M. Significant allocations are also directed toward dividend growth (DYNF at $15.2M) and established dividend income vehicles (IDV* at $9.8M). This positioning suggests a tactical focus on income generation and broad market exposure within its current mandate.
Total AUM
$133.0M
QoQ Performance
+2.9%
Positions
25
Top 10 Concentration
64.9%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
DYNF
IDV*
ISTB
IVV19.4%
DYNF11.4%
IDV*7.3%
ISTB5.4%
DSI4.2%
EFV4.1%
IWM3.9%
GVI3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.5%
ETF19.7%
Technology2.3%
Healthcare1.0%
Energy0.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
↑20 increased
↓16 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025