Gimbal Financial - Portfolio overview

Gimbal Financial has 55 reported holdings in this dataset, with the latest filing dated 2025-11-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 15.90%
2. ICLN - ISHARES TR, 10.56%
3. RPG - INVESCO EXCHANGE TRADED FD T, 10.20%

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

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