GILPIN WEALTH MANAGEMENT, LLC - Portfolio overview

GILPIN WEALTH MANAGEMENT, LLC has 995 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VLUE - ISHARES TR, 4.20%
2. NVDA - NVIDIA CORPORATION, 3.68%
3. VTI - VANGUARD INDEX FDS, 2.95%

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

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