Gibson Capital, LLC - Portfolio overview

Gibson Capital, LLC has 93 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD TOTAL STOCK MARKET ETF, 69.44%
2. BSVO - BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF, 3.97%
3. DFSU - DIMENSIONAL US SUSTAINABILITY CORE 1 ETF, 3.93%

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

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