Gibbs Wealth Management - Portfolio overview

Gibbs Wealth Management has 472 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SPYG - SPDR SERIES TRUST, 4.93%
2. SPDW - SPDR INDEX SHS FDS, 4.18%
3. SPYV - SPDR SERIES TRUST, 3.15%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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