AI Portfolio Summary
In 2026 Q1, Gibson Capital, LLC maintained a portfolio of 87 distinct positions. They heavily accumulated shares in VANGUARD REAL ESTATE, increasing their position by 5.1%. The fund also reduced its exposure to AVANTIS INTERNATIONA by 18.0%.
Total Positions
87
Quarter
2026 Q1
Top Holding
VTI (50.9%)
Top 10 Concentration
89.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 87
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL ...
|
ETF | 50.85% | 52.94% |
#1
Prev: #1
|
6.5 | -9,283 | -1.1% |
P
S
|
851,601 | $273,202,083 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VNQ
VANGUARD REAL E...
|
ETF | 22.91% | 21.43% |
#2
Prev: #2
|
7.5 | 67,438 | 5.1% |
P
S
|
1,387,610 | $123,080,962 | 2008 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
BSVO
BRIDGEWAY OMNI ...
|
ETF | 2.94% | 2.66% |
#3
2
Prev: #5
|
2.7 | 951 | 0.2% |
P
S
|
622,367 | $15,789,451 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
DFSU
DIMENSIONAL US ...
|
ETF | 2.87% | 2.99% |
#4
1
Prev: #3
|
2.6 | no change | no change |
P
S
|
375,765 | $15,440,184 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 2.81% | 2.91% |
#5
1
Prev: #4
|
2.6 | no change | no change |
P
S
|
21 | $15,080,940 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VV
VANGUARD LARGE-...
|
ETF | 1.96% | 2.04% |
#6
Prev: #6
|
1.8 | no change | no change |
P
S
|
35,294 | $10,547,612 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
DCO
DUCOMMUN INC DE...
|
Industrials | 1.41% | 1.23% |
#7
Prev: #7
|
1.1 | -8,000 | -11.4% |
P
S
|
62,229 | $7,591,938 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IAU
ISHARES GOLD TR...
|
ETF | 1.15% | 1.05% |
#8
1
Prev: #9
|
1.0 | -4 | -0.0% |
P
S
|
70,267 | $6,194,769 | 2013 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VIG
VANGUARD DIVIDE...
|
ETF | 1.10% | 1.11% |
#9
1
Prev: #8
|
1.4 | no change | no change |
P
S
|
27,539 | $5,922,537 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
DFAT
DIMENSIONAL U.S...
|
ETF | 1.05% | 0.99% |
#10
Prev: #10
|
0.9 | -329 | -0.4% |
P
S
|
90,022 | $5,621,874 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AAPL
APPLE INC COM
|
Technology | 0.81% | 0.82% |
#11
Prev: #11
|
0.8 | 698 | 4.2% |
P
S
|
17,186 | $4,361,687 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.67% | 0.68% |
#12
Prev: #12
|
0.8 | 113 | 1.5% |
P
S
|
7,517 | $3,601,907 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
DSI
ISHARES ESG MSC...
|
ETF | 0.56% | 0.58% |
#13
Prev: #13
|
0.7 | -24 | -0.1% |
P
S
|
24,717 | $2,995,453 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CAT
CATERPILLAR INC...
|
Industrials | 0.54% | 0.43% |
#14
2
Prev: #16
|
1.2 | no change | no change |
P
S
|
4,117 | $2,916,737 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VOO
VANGUARD S&P 50...
|
ETF | 0.50% | 0.54% |
#15
1
Prev: #14
|
0.7 | -185 | -4.0% |
P
S
|
4,486 | $2,680,609 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.45% | 0.49% |
#16
1
Prev: #15
|
0.7 | -463 | -3.3% |
P
S
|
13,721 | $2,392,910 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AVES
AVANTIS EMERGIN...
|
ETF | 0.41% | 0.40% |
#17
Prev: #17
|
0.7 | -405 | -1.1% |
P
S
|
36,620 | $2,196,467 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VO
VANGUARD MID-CA...
|
ETF | 0.39% | 0.38% |
#18
Prev: #18
|
1.2 | no change | no change |
P
S
|
7,213 | $2,071,429 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AVDV
AVANTIS INTERNA...
|
Bond/Debt | 0.32% | 0.36% |
#19
Prev: #19
|
0.6 | -3,735 | -18.0% |
P
S
|
17,001 | $1,697,734 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AMZN
AMAZON COM INC ...
|
Consumer Cyclical | 0.26% | 0.26% |
#20
1
Prev: #21
|
2.1 | 552 | 8.8% |
P
S
|
6,807 | $1,417,617 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VB
VANGUARD SMALL-...
|
ETF | 0.25% | 0.24% |
#21
2
Prev: #23
|
1.1 | no change | no change |
P
S
|
5,176 | $1,355,698 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MSFT
MICROSOFT CORP ...
|
Technology | 0.25% | 0.32% |
#22
2
Prev: #20
|
0.6 | 22 | 0.6% |
P
S
|
3,649 | $1,350,663 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
ITOT
ISHARES CORE S&...
|
ETF | 0.24% | 0.25% |
#23
1
Prev: #22
|
0.6 | 31 | 0.3% |
P
S
|
9,198 | $1,310,006 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IVV
ISHARES CORE S&...
|
ETF | 0.17% | 0.17% |
#24
1
Prev: #25
|
1.1 | no change | no change |
P
S
|
1,391 | $908,705 | 2009 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
RWR
STATE STREET SP...
|
ETF | 0.17% | 0.16% |
#25
2
Prev: #27
|
1.1 | no change | no change |
P
S
|
8,995 | $908,225 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IWF
ISHARES RUSSELL...
|
ETF | 0.15% | 0.17% |
#26
Prev: #26
|
1.1 | no change | no change |
P
S
|
1,930 | $822,952 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.15% | 0.09% |
#27
18
Prev: #45
|
2.1 | 504 | 15.1% |
P
S
|
3,848 | $796,153 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 0.15% | 0.19% |
#28
4
Prev: #24
|
0.6 | -469 | -2.2% |
P
S
|
20,495 | $787,418 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
DFEV
DIMENSIONAL EME...
|
ETF | 0.14% | 0.13% |
#29
1
Prev: #28
|
0.6 | 107 | 0.5% |
P
S
|
21,478 | $768,473 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
WMT
WALMART INC COM
|
Consumer Defensive | 0.14% | 0.13% |
#30
1
Prev: #31
|
0.6 | 46 | 0.8% |
P
S
|
6,165 | $766,186 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.13% | 0.13% |
#31
2
Prev: #29
|
1.1 | no change | no change |
P
S
|
4,340 | $717,576 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
FNDE
SCHWAB FUNDAMEN...
|
Bond/Debt | 0.13% | 0.13% |
#32
2
Prev: #30
|
0.6 | -350 | -1.8% |
P
S
|
18,728 | $716,533 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GOOGL
ALPHABET INC CA...
|
Communication Services | 0.12% | 0.12% |
#33
Prev: #33
|
2.0 | 164 | 7.8% |
P
S
|
2,256 | $648,735 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
TIP
ISHARES TIPS BO...
|
ETF | 0.12% | 0.10% |
#34
6
Prev: #40
|
2.0 | 673 | 13.0% |
P
S
|
5,840 | $644,459 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SCHX
SCHWAB U.S. LAR...
|
ETF | 0.12% | 0.12% |
#35
3
Prev: #32
|
1.0 | no change | no change |
P
S
|
25,049 | $642,256 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.12% | 0.11% |
#36
2
Prev: #38
|
0.5 | -44 | -6.4% |
P
S
|
642 | $639,708 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 0.12% | 0.10% |
#37
5
Prev: #42
|
0.5 | 22 | 0.2% |
P
S
|
9,556 | $630,568 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VBR
VANGUARD SMALL ...
|
ETF | 0.12% | 0.11% |
#38
3
Prev: #35
|
1.0 | no change | no change |
P
S
|
2,899 | $629,808 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
QQQ
INVESCO QQQ TRU...
|
ETF | 0.11% | 0.12% |
#39
5
Prev: #34
|
0.5 | 25 | 2.4% |
P
S
|
1,051 | $606,347 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
JUST
GOLDMAN SACHS J...
|
ETF | 0.11% | 0.11% |
#40
3
Prev: #37
|
1.0 | no change | no change |
P
S
|
6,156 | $569,408 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.10% | 0.07% |
#41
18
Prev: #59
|
0.5 | 7 | 0.2% |
P
S
|
3,229 | $547,754 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VEA
VANGUARD FTSE D...
|
ETF | 0.10% | 0.10% |
#42
1
Prev: #43
|
0.5 | 28 | 0.3% |
P
S
|
8,497 | $544,488 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
FELG
FIDELITY ENHANC...
|
ETF | 0.10% | 0.11% |
#43
4
Prev: #39
|
1.0 | no change | no change |
P
S
|
14,121 | $529,406 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
ESLT
ELBIT SYS LTD O...
|
Industrials | 0.09% | 0.06% |
#44
18
Prev: #62
|
1.0 | no change | no change |
P
S
|
600 | $509,454 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
USMV
ISHARES MSCI US...
|
ETF | 0.09% | 0.09% |
#45
1
Prev: #46
|
1.0 | no change | no change |
P
S
|
5,346 | $495,788 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
KO
COCA COLA CO CO...
|
Consumer Defensive | 0.09% | 0.08% |
#46
3
Prev: #49
|
1.0 | no change | no change |
P
S
|
6,501 | $494,401 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MMM
3M CO COM
|
Industrials | 0.09% | 0.10% |
#47
3
Prev: #44
|
0.5 | 3 | 0.1% |
P
S
|
3,245 | $471,253 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
DISV
DIMENSIONAL INT...
|
Bond/Debt | 0.09% | 0.08% |
#48
4
Prev: #52
|
0.5 | 1 | 0.0% |
P
S
|
11,637 | $458,963 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IWD
ISHARES RUSSELL...
|
ETF | 0.09% | 0.08% |
#49
1
Prev: #50
|
1.0 | no change | no change |
P
S
|
2,146 | $458,536 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
ORCL
ORACLE CORP COM
|
Technology | 0.09% | 0.11% |
#50
14
Prev: #36
|
0.5 | 1 | 0.0% |
P
S
|
3,115 | $458,247 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 |
Showing 1-50 of 87 holdings