Gibson Capital, LLC
Reported holdings as of Q2 2026, from 31 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | $312.5M | 844,461 | +0.42pp | 31q | -0.8%-$2.6M | |
| VANGUARD INDEX FDS | VNQ | $134.5M | 1,395,282 | -0.83pp | 31q | +0.6%+$739.8K | |
| EA SERIES TRUST | BSVO | $19.2M | 656,307 | +0.20pp | 14q | +5.5%+$990.7K | |
| DIMENSIONAL ETF TRUST | DFSU | $17.5M | 375,765 | flat | 13q | HELD | |
| BERKSHIRE HATHAWAY INC DEL | BRKA | $15.7M | 21 | -0.23pp | 31q | HELD | |
| VANGUARD INDEX FDS | VV | $12.1M | 35,064 | +0.02pp | 31q | -0.7%-$79.1K | |
| DUCOMMUN INC DEL | DCO | $9.4M | 50,492 | +0.12pp | 7q | -18.9%-$2.2M | |
| VANGUARD SPECIALIZED FUNDS | VIG | $6.5M | 27,509 | -0.03pp | 31q | HELD | |
| DIMENSIONAL ETF TRUST | DFAT | $6.2M | 88,993 | -0.03pp | 21q | -1.1%-$71.9K | |
| ISHARES GOLD TR | IAU | $5.2M | 68,603 | -0.30pp | 21q | -2.4%-$125.6K | |
| APPLE INC | AAPL | $4.9M | 17,000 | flat | 31q | -1.1%-$53.8K | |
| CATERPILLAR INC | CAT | $4.4M | 4,117 | +0.18pp | 4q | HELD | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $3.9M | 7,889 | -0.02pp | 31q | +4.9%+$186.1K | |
| ISHARES TR | DSI | $3.5M | 24,715 | +0.02pp | 31q | HELD | |
| ALPHABET INC | GOOG | $3.3M | 9,333 | +0.50pp | 7q | +1038.2%+$3.0M | |
| VANGUARD INDEX FDS | VOO | $2.9M | 4,201 | -0.03pp | 23q | -6.4%-$195.7K | |
| NVIDIA CORPORATION | NVDA | $2.6M | 13,020 | -0.02pp | 11q | -5.1%-$140.3K | |
| AMERICAN CENTY ETF TR | AVES | $2.4M | 36,601 | -0.01pp | 5q | HELD | |
| VANGUARD INDEX FDS | VO | $2.3M | 28,644 | -0.01pp | 31q | +297.1%+$1.7M | |
| AMERICAN CENTY ETF TR | AVDV | $1.7M | 16,162 | -0.04pp | 17q | -4.9%-$86.5K | |
| VANGUARD INDEX FDS | VB | $1.6M | 5,156 | flat | 31q | HELD | |
| ISHARES TR | ITOT | $1.5M | 9,199 | flat | 17q | HELD | |
| AMAZON COM INC | AMZN | $1.5M | 6,257 | -0.02pp | 14q | -8.1%-$131.1K | |
| ALPHABET INC | GOOGL | $1.4M | 3,991 | +0.11pp | 9q | +76.9%+$620.0K | |
| MICROSOFT CORP | MSFT | $1.4M | 3,710 | -0.02pp | 25q | +1.7%+$22.8K | |
| ISHARES TR | IVV | $1.0M | 1,391 | flat | 31q | HELD | |
| SPDR SERIES TRUST | RWR | $1.0M | 8,995 | flat | 31q | HELD | |
| ISHARES TR | IWF | $958.6K | 7,720 | flat | 31q | +300.0%+$718.9K | |
| DIMENSIONAL ETF TRUST | DFEV | $916.5K | 21,481 | +0.01pp | 15q | HELD | |
| PHILIP MORRIS INTL INC | PM | $785.1K | 4,340 | flat | 4q | HELD | |
| INVESCO QQQ TR | QQQ | $767.7K | 1,043 | +0.01pp | 14q | -0.8%-$5.9K | |
| SCHWAB STRATEGIC TR | SCHX | $725.4K | 24,649 | flat | 6q | -1.6%-$11.8K | |
| CHEVRON CORPORATION | CVX | $721.3K | 4,352 | -0.03pp | 11q | +13.1%+$83.5K | |
| VANGUARD INDEX FDS | VBR | $703.7K | 2,896 | flat | 31q | HELD | |
| WALMART INC | WMT | $693.0K | 6,119 | -0.03pp | 17q | -0.7%-$5.2K | |
| ALTRIA GROUP INC | MO | $688.8K | 9,573 | flat | 4q | HELD | |
| SCHWAB STRATEGIC TR | FNDE | $688.6K | 17,353 | -0.02pp | 15q | -7.3%-$54.6K | |
| ISHARES BITCOIN TRUST ETF | IBIT | $683.4K | 20,529 | -0.03pp | 7q | HELD | |
| ISHARES TR | TIP | $639.0K | 5,840 | -0.02pp | 31q | HELD | |
| VANGUARD TAX-MANAGED FDS | VEA | $621.0K | 8,715 | flat | 31q | +2.6%+$15.5K | |
| FIDELITY COVINGTON TRUST | FELG | $617.8K | 14,121 | flat | 11q | HELD | |
| COSTCO WHOLESALE CORPORATION | COST | $604.3K | 646 | -0.02pp | 17q | +0.6%+$3.7K | |
| FABRINET | FN | $562.1K | 1,000 | - | new | NEW | |
| ISHARES TR | EEM | $535.0K | 7,820 | +0.01pp | 31q | HELD | |
| COCA COLA CO | KO | $528.3K | 6,501 | -0.01pp | 25q | HELD | |
| 3M CO | MMM | $525.7K | 3,247 | flat | 9q | HELD | |
| ISHARES TR | IWD | $520.3K | 2,146 | flat | 31q | HELD | |
| EA SERIES TRUST | STXF | $519.0K | 10,745 | flat | 11q | -1.4%-$7.5K | |
| ISHARES TR | USMV | $515.7K | 5,346 | -0.01pp | 14q | HELD | |
| GOLDMAN SACHS ETF TR | JUST | $502.7K | 4,712 | -0.02pp | 6q | -23.5%-$154.1K | |
| SCHWAB STRATEGIC TR | SCHB | $490.3K | 16,929 | +0.01pp | 6q | +5.3%+$24.8K | |
| VISA INC | V | $469.3K | 1,368 | flat | 17q | HELD | |
| DIMENSIONAL ETF TRUST | DISV | $467.0K | 11,637 | -0.01pp | 15q | HELD | |
| ORACLE CORP | ORCL | $456.5K | 3,115 | -0.01pp | 14q | HELD | |
| ELBIT SYS LTD | ESLT | $455.2K | 600 | -0.02pp | 6q | HELD | |
| ISHARES TR | EFA | $452.6K | 4,357 | flat | 31q | HELD | |
| PINNACLE FINL PARTNERS INC | PNFP | $446.8K | 4,429 | flat | 2q | HELD | |
| INTERNATIONAL BUSINESS MACHS | IBM | $442.2K | 1,572 | flat | 6q | HELD | |
| EXXON MOBIL CORP | XOMXXXX | $442.1K | 3,234 | -0.03pp | 11q | HELD | |
| PNC FINL SVCS GROUP INC | PNC | $420.8K | 1,709 | flat | 2q | HELD | |
| F N B CORP | FNB | $415.5K | 21,776 | flat | 11q | HELD | |
| FIFTH THIRD BANCORP | FITB | $412.2K | 7,313 | flat | 10q | HELD | |
| HOME DEPOT INC | HD | $402.1K | 1,140 | flat | 17q | -1.0%-$3.9K | |
| COHERENT CORP | COHR | $394.5K | 1,000 | +0.02pp | 2q | HELD | |
| ISHARES TR | IWB | $392.3K | 958 | flat | 23q | HELD | |
| JPMORGAN CHASE & CO | JPM | $387.9K | 1,185 | -0.01pp | 13q | -7.6%-$32.1K | |
| SPDR INDEX SHS FDS | SPDW | $352.8K | 7,002 | flat | 6q | HELD | |
| MERCK & CO INC | MRK | $348.6K | 2,713 | flat | 17q | HELD | |
| BROADCOM INC | AVGO | $348.3K | 922 | - | new | NEW | |
| EATON CORP PLC | ETN | $345.6K | 811 | flat | 10q | -5.6%-$20.5K | |
| EA SERIES TRUST | FRDM | $333.4K | 4,574 | +0.01pp | 4q | HELD | |
| ELI LILLY & CO | LLY | $332.2K | 277 | - | new | NEW | |
| ISHARES SILVER TR | SLV | $319.8K | 5,981 | -0.02pp | 3q | HELD | |
| KLA CORP | KLAC | $301.7K | 1,000 | - | new | NEW | |
| SPDR GOLD TR | GLD | $294.7K | 800 | -0.02pp | 6q | HELD | |
| PROCTER & GAMBLE CO | PG | $277.8K | 1,895 | -0.01pp | 11q | HELD | |
| INTEL CORP | INTC | $273.3K | 1,957 | - | new | NEW | |
| ISHARES TR | ACWI | $258.2K | 1,645 | flat | 5q | HELD | |
| FIDELITY COVINGTON TRUST | FENI | $257.0K | 6,403 | flat | 4q | HELD | |
| VANGUARD BD INDEX FDS | BIV | $249.3K | 3,250 | -0.01pp | 8q | HELD | |
| ENCOMPASS HEALTH CORP | EHC | $245.7K | 2,431 | flat | 10q | HELD | |
| MASTERCARD INCORPORATED | MA | $243.9K | 475 | flat | 13q | HELD | |
| META PLATFORMS INC | META | $238.3K | 423 | -0.02pp | 11q | -20.9%-$63.1K | |
| ISHARES TR | IUSV | $232.0K | 2,106 | flat | 4q | HELD | |
| ABBVIE INC | ABBV | $230.8K | 917 | - | new | NEW | |
| SCHWAB STRATEGIC TR | SCHD | $226.5K | 7,143 | flat | 2q | HELD | |
| FASTENAL CO | FAST | $222.0K | 4,622 | flat | 2q | HELD | |
| TEXAS PACIFIC LAND CORPORATI | TPL | $218.8K | 500 | - | new | NEW | |
| STRYKER CORPORATION | SYK | $214.7K | 682 | -0.01pp | 14q | HELD | |
| NORFOLK SOUTHN CORP | NSC | $214.0K | 680 | - | new | NEW | |
| MORGAN STANLEY ETF TRUST | CVIE | $213.6K | 2,512 | - | new | NEW | |
| BLACKROCK INC | BLK | $209.6K | 218 | flat | 8q | HELD | |
| CISCO SYS INC | CSCO | $209.2K | 1,781 | - | new | NEW | |
| COMFORT SYS USA INC | FIX | $200.2K | 101 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Insurance | $19.7M | 3.2% |
| Autos & Aerospace | $9.8M | 1.6% |
| Other sectors | $40.8M | 6.7% |
| Not classified | $539.2M | 88.5% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $609.5M | 94 | 11 | 12 | 20 | 4 | 88.4% | 44 |
| Q1 2026 | $537.2M | 87 | 8 | 18 | 14 | 1 | 89.1% | 17 |
| Q4 2025 | $545.2M | 80 | 1 | 8 | 19 | 8 | 89.3% | 36 |
| Q3 2025 | $542.2M | 87 | 10 | 16 | 14 | 4 | 88.8% | 24 |
| Q2 2025 | $506.5M | 81 | 6 | 4 | 35 | 3 | 90.2% | 25 |
| Q1 2025 | $475.0M | 78 | 10 | 29 | 15 | 5 | 90.3% | 15 |
| Q4 2024 | $488.9M | 73 | 6 | 12 | 9 | 8 | 90.9% | 43 |
| Q3 2024 | $491.1M | 75 | 8 | 9 | 7 | 4 | 92.3% | 10 |
| Q2 2024 | $452.9M | 71 | 3 | 9 | 11 | 7 | 92.3% | 15 |
| Q1 2024 | $457.5M | 75 | 12 | 4 | 11 | 0 | 92.6% | 17 |
| Q4 2023 | $426.5M | 63 | 14 | 17 | 12 | 3 | 92.9% | 45 |
| Q3 2023 | $370.0M | 52 | 2 | 8 | 3 | 2 | 94.4% | 27 |
| Q2 2023 | $384.9M | 52 | 4 | 7 | 15 | 11 | 94.5% | 17 |
| Q1 2023 | $380.2M | 59 | 8 | 12 | 5 | 0 | 93.7% | 18 |
| Q4 2022 | $335.9M | 51 | 7 | 3 | 10 | 1 | 94.3% | 40 |
| Q3 2022 | $315.6M | 45 | 1 | 6 | 6 | 1 | 94.9% | 14 |
| Q2 2022 | $337.7M | 45 | 10 | 7 | 7 | 1 | 95.0% | 43 |
| Q1 2022 | $399.4M | 36 | 2 | 6 | 6 | 6 | 96.2% | 29 |
| Q4 2021 | $430.4M | 40 | 4 | 3 | 5 | 4 | 96.1% | 42 |
| Q3 2021 | $382.3M | 40 | 3 | 12 | 2 | 3 | 96.4% | 22 |
| Q2 2021 | $384.7M | 40 | 3 | 0 | 5 | 4 | 96.3% | 14 |
| Q1 2021 | $358.0M | 41 | 4 | 1 | 12 | 0 | 96.2% | 21 |
| Q4 2020 | $339.6M | 37 | 5 | 4 | 5 | 0 | 96.1% | 39 |
| Q3 2020 | $300.3M | 32 | 1 | 7 | 5 | 3 | 96.3% | 22 |
| Q2 2020 | $283.6M | 34 | 4 | 5 | 6 | 0 | 96.3% | 21 |
| Q1 2020 | $233.5M | 30 | 0 | 4 | 9 | 12 | 96.1% | 21 |
| Q4 2019 | $296.8M | 42 | 2 | 5 | 6 | 0 | 93.9% | 17 |
| Q3 2019 | $276.8M | 40 | 7 | 6 | 6 | 0 | 94.7% | 24 |
| Q2 2019 | $266.3M | 33 | 2 | 2 | 7 | 4 | 96.2% | 12 |
| Q1 2019 | $297.7M | 35 | 1 | 5 | 5 | 0 | 95.0% | 17 |
| Q4 2018 | $256.7M | 34 | 0 | 0 | 0 | 0 | 94.9% | 14 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.