Gibbs Wealth Management

Q1 2026 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
433
Total value ($000)
$761,992
Net value change ($000)
+348,668 (84.4%)
New positions
130
Sold out positions
24
Turnover %
11.9%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SPYG 20,387 112.2%
SPDW 18,167 125.5%
SPYV 13,595 123.6%
NVDA 12,437 158.3%
SHYG 9,814 81.0%
ADI 9,426 NEW
SPMB 8,597 83.6%
GOVT 7,327 59.9%
SPSM 7,319 127.8%
SPTL 6,857 76.9%
Top Reduces (Value $000, Stocks/ETFs)
AZN -1,102 -100.0%
ADBE -1,058 -100.0%
MA -979 -28.0%
SAP -864 -50.3%
INTU -807 -100.0%
BSX -689 -75.5%
PAYC -612 -100.0%
GWRE -587 -100.0%
LLY -554 -9.2%
PSTG -554 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 3,014 (0.4% of total reported value)
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