Gibson Capital, LLC

Q2 2026 13F-HR Holdings

Location
Wexford, PA
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
94
Total value ($000)
$609,505
Net value change ($000)
+72,257 (13.4%)
New positions
11
Sold out positions
4
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTI 39,282 14.4%
VNQ 11,466 9.3%
BSVO 3,368 21.3%
GOOGL 3,063 1303.4%
DFSU 2,082 13.5%
DCO 1,760 23.2%
VV 1,511 14.3%
CAT 1,467 50.3%
GOOGL 777 119.7%
BRK-B 645 4.3%
Top Reduces (Value $000, Stocks/ETFs)
IAU -1,015 -16.4%
DXYZ -268 -100.0%
PLTR -231 -100.0%
TSLA -215 -100.0%
LMT -203 -100.0%
XOM -106 -19.3%
IBIT -104 -13.2%
SLV -88 -21.6%
CVX -75 -9.4%
WMT -73 -9.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type