AI Portfolio Summary
In 2025 Q4, Gibson Capital, LLC maintained a portfolio of 88 distinct positions. They heavily accumulated shares in VANGUARD REAL ESTATE, increasing their position by 6.0%. Conversely, Gibson Capital, LLC completely exited their position in MERIDIANLINK INC COM.
Total Positions
88
Quarter
2025 Q4
Top Holding
VTI (52.9%)
Top 10 Concentration
89.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 88
| 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 | 52.94% | 52.94% |
#1
Prev: #1
|
10.0 | -13,742 | -1.6% |
P
S
|
860,884 | $288,628,958 | 2007 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VNQ
VANGUARD REAL E...
|
ETF | 21.43% | 21.01% |
#2
Prev: #2
|
10.0 | 74,468 | 6.0% |
P
S
|
1,320,172 | $116,822,092 | 2008 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFSU
DIMENSIONAL US ...
|
ETF | 2.99% | 2.94% |
#3
Prev: #3
|
1.2 | no change | no change |
P
S
|
375,765 | $16,319,474 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 2.91% | 2.92% |
#4
Prev: #4
|
1.2 | no change | no change |
P
S
|
21 | $15,850,800 | 2014 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSVO
BRIDGEWAY OMNI ...
|
ETF | 2.66% | 2.58% |
#5
Prev: #5
|
3.1 | 3,252 | 0.5% |
P
S
|
621,416 | $14,478,993 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VV
VANGUARD LARGE-...
|
ETF | 2.04% | 2.00% |
#6
Prev: #6
|
0.8 | no change | no change |
P
S
|
35,294 | $11,110,551 | 2014 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DCO
DUCOMMUN INC DE...
|
Industrials | 1.23% | 1.33% |
#7
Prev: #7
|
0.5 | -5,000 | -6.6% |
P
S
|
70,229 | $6,680,885 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VIG
VANGUARD DIVIDE...
|
ETF | 1.11% | 1.10% |
#8
Prev: #8
|
0.4 | no change | no change |
P
S
|
27,539 | $6,052,521 | 2014 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IAU
ISHARES GOLD TR...
|
ETF | 1.05% | 1.00% |
#9
Prev: #9
|
0.4 | -4,269 | -5.7% |
P
S
|
70,271 | $5,703,925 | 2013 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAT
DIMENSIONAL U.S...
|
ETF | 0.99% | 0.97% |
#10
Prev: #10
|
2.4 | 150 | 0.2% |
P
S
|
90,351 | $5,379,499 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC COM
|
Technology | 0.82% | 0.78% |
#11
Prev: #11
|
0.3 | -41 | -0.2% |
P
S
|
16,488 | $4,482,618 | 2010 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.68% | 0.69% |
#12
Prev: #12
|
0.3 | -14 | -0.2% |
P
S
|
7,404 | $3,721,872 | 2010 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DSI
ISHARES ESG MSC...
|
ETF | 0.58% | 0.58% |
#13
Prev: #13
|
0.2 | -383 | -1.5% |
P
S
|
24,741 | $3,187,383 | 2007 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD S&P 50...
|
ETF | 0.54% | 0.53% |
#14
Prev: #14
|
0.2 | no change | no change |
P
S
|
4,671 | $2,929,324 | 2014 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.49% | 0.49% |
#15
Prev: #15
|
2.2 | 2 | 0.0% |
P
S
|
14,184 | $2,645,554 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CAT
CATERPILLAR INC...
|
Industrials | 0.43% | 0.36% |
#16
2
Prev: #18
|
0.2 | -1 | -0.0% |
P
S
|
4,117 | $2,358,511 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVES
AVANTIS EMERGIN...
|
ETF | 0.40% | 0.39% |
#17
Prev: #17
|
0.2 | no change | no change |
P
S
|
37,025 | $2,158,928 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VO
VANGUARD MID-CA...
|
ETF | 0.38% | 0.39% |
#18
2
Prev: #16
|
0.2 | -69 | -0.9% |
P
S
|
7,213 | $2,093,357 | 2014 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVDV
AVANTIS INTERNA...
|
ETF | 0.36% | 0.34% |
#19
Prev: #19
|
2.1 | 17 | 0.1% |
P
S
|
20,736 | $1,948,591 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP ...
|
Technology | 0.32% | 0.32% |
#20
Prev: #20
|
2.2 | 309 | 9.3% |
P
S
|
3,627 | $1,754,458 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC ...
|
Consumer Cyclical | 0.26% | 0.26% |
#21
2
Prev: #23
|
0.1 | -64 | -1.0% |
P
S
|
6,255 | $1,444,023 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ITOT
ISHARES CORE S&...
|
ETF | 0.25% | 0.21% |
#22
3
Prev: #25
|
2.2 | 1,359 | 17.4% |
P
S
|
9,167 | $1,363,167 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VB
VANGUARD SMALL-...
|
ETF | 0.24% | 0.24% |
#23
1
Prev: #24
|
0.1 | no change | no change |
P
S
|
5,176 | $1,335,149 | 2014 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBIT
ISHARES BITCOIN...
|
ETF | 0.19% | 0.27% |
#24
2
Prev: #22
|
0.1 | -1,496 | -6.7% |
P
S
|
20,964 | $1,040,872 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES CORE S&...
|
ETF | 0.17% | 0.17% |
#25
1
Prev: #26
|
0.1 | no change | no change |
P
S
|
1,391 | $952,845 | 2009 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MLNK
MERIDIANLINK IN...
|
Unknown | 0.00% | 0.30% |
Sold All 😨
(Was: #21) |
0.3 | -81,050 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TT
TRANE TECHNOLOG...
|
Industrials | 0.00% | 0.06% |
Sold All 😨
(Was: #63) |
0.3 | -805 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSLA
TESLA INC COM
|
Consumer Cyclical | 0.00% | 0.05% |
Sold All 😨
(Was: #75) |
0.3 | -576 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SNPS
SYNOPSYS INC CO...
|
Technology | 0.00% | 0.05% |
Sold All 😨
(Was: #78) |
0.3 | -504 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DIA
SPDR DOW JONES ...
|
ETF | 0.00% | 0.04% |
Sold All 😨
(Was: #79) |
0.3 | -515 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FAST
FASTENAL CO COM
|
Industrials | 0.00% | 0.04% |
Sold All 😨
(Was: #81) |
0.3 | -4,622 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NSC
NORFOLK SOUTHN ...
|
Industrials | 0.00% | 0.04% |
Sold All 😨
(Was: #85) |
0.3 | -671 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PSBD
PALMER SQUARE C...
|
Financial Services | 0.00% | 0.03% |
Sold All 😨
(Was: #87) |
0.3 | -12,490 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 88 holdings