Gilbert Capital Group, Inc. - Portfolio overview

Gilbert Capital Group, Inc. has 57 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 15.79%
2. DYNF - BLACKROCK ETF TRUST, 9.15%
3. SCHD - SCHWAB STRATEGIC TR, 8.35%

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

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