GILPIN WEALTH MANAGEMENT, LLC
•CIK: 2058144•Filing: Q4 2025
**GILPIN WEALTH MANAGEMENT, LLC** manages $122M across a diversified portfolio of 975 holdings. The strategy exhibits significant concentration in core market indices and technology leaders, evidenced by top positions including VLUE ($5.2M) and NVDA ($5.0M). Key allocations also feature broad market exposure via IVV ($3.9M) and VTI ($3.9M), alongside substantial tech bets in AAPL ($3.3M) and MSFT ($2.7M). This positioning suggests a conviction-driven approach balancing sector leadership with broad market capture.
Total AUM
$122.2M
QoQ Performance
N/A
Positions
825
Top 10 Concentration
30.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VLUE4.3%
NVDA4.1%
IVV3.2%
VTI3.2%
VXF2.7%
AAPL2.7%
FLRN2.6%
GOOGL2.4%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other68.4%
Technology15.4%
Financial6.1%
ETF3.5%
Healthcare2.2%
Consumer1.8%
Industrial0.9%
Energy0.7%