Gibson Capital, LLC

Q3 2026 13F-HR Holdings

Location
Wexford, PA
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
92
Total value ($000)
$589,173
Net value change ($000)
-20,332 (-3.3%)
New positions
16
Sold out positions
18
Turnover %
4.9%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 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 5,279 1.7%
QQQ 4,750 618.5%
SPY 2,742 NEW
IWF 2,068 215.6%
IVW 1,253 NEW
DIA 866 NEW
IWD 706 135.8%
BSVO 696 3.6%
IWB 527 134.4%
EXP 427 NEW
Top Reduces (Value $000, Stocks/ETFs)
VNQ -9,563 -7.1%
DCO -9,352 -100.0%
DFAT -6,221 -100.0%
CAT -4,129 -94.2%
AAPL -3,183 -64.7%
GOOGL -3,053 -92.6%
GOOGL -687 -48.2%
FN -562 -100.0%
BRK-B -543 -13.8%
AMZN -508 -34.1%
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