Gibbs Wealth Management

Q3 2025 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
9/30/2025
Date filed
10/30/2025
Form type
13F-HR
Num holdings
328
Total value ($000)
$442,155
Net value change ($000)
-77,099 (-14.8%)
New positions
19
Sold out positions
58
Turnover %
6.9%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/13/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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)
SECT 9,929 600.7%
AVGO 3,336 351.9%
NVDA 1,928 28.7%
SNPS 1,068 NEW
BSX 1,050 NEW
NET 1,006 NEW
HLI 897 72.7%
STZ 814 NEW
UBER 805 173.5%
EME 752 138.5%
Top Reduces (Value $000, Stocks/ETFs)
GOVT -6,351 -32.6%
SPYG -5,497 -23.0%
SLYG -4,286 -71.5%
VCIT -3,447 -25.3%
COST -3,131 -92.4%
ABT -2,484 -54.3%
SPMB -2,431 -18.3%
TMO -2,393 -86.4%
AMZN -2,191 -22.0%
ADBE -1,972 -60.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type