Gibbs Wealth Management

Q3 2026 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
512
Total value ($000)
$954,630
Net value change ($000)
+126,531 (15.3%)
New positions
81
Sold out positions
25
Turnover %
4.4%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 10/21/2026 Next filing: — SEC filing

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)
NVDA 8,892 39.3%
SPYG 8,129 17.6%
MSFT 7,594 74.9%
AAPL 6,391 50.9%
SPYV 5,217 18.5%
AMZN 5,056 50.0%
META 4,567 62.2%
EXXONMOBIL HOLDINGS CORP 2,685 NEW
SHYG 2,518 10.9%
GOOGL 2,399 20.6%
Top Reduces (Value $000, Stocks/ETFs)
AMAT -2,488 -21.1%
XOM -1,840 -100.0%
MOD -1,729 -100.0%
STRL -1,708 -72.2%
JPST -1,422 -70.4%
LUV -1,308 -53.9%
UTI -1,291 -100.0%
KLIC -1,254 -100.0%
CSCO -862 -39.1%
NEM -674 -66.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,718 (0.3% 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