GILPIN WEALTH MANAGEMENT, LLC

All 13F Filings

Location
Denver, CO
Most recent 13F
Q4 2025
Holdings value ($000)
126,271
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/11/2026 978 126,271 13F-HR GILPIN WEALTH MANAGEMENT, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 106 (0.1% of total reported value) · QoQ Δ: +106
Type Value ($000) Share % Inflow Outflow Net
Stocks 99.45 K 78.9% 99.45 K 0 99.45 K
ETFs 26.27 K 20.8% 26.27 K 0 26.27 K
Debt 174 0.1% 174 0 174
Other 181 0.1% 181 0 181
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Fund Snapshot

Q4 2025
Latest filed
2/11/2026
Total value ($000)
126,271
Holdings
978
QoQ value change ($000)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.