Gibbs Wealth Management
All 13F Filings
- Location
- Alpharetta, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 413,324
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 | 1/23/2026 | 324 | 413,324 | 13F-HR | Gibbs Wealth Management |
| Q3 2025 | 10/30/2025 | 328 | 442,155 | 13F-HR | Gibbs Wealth Management |
| Q2 2025 | 8/13/2025 | 367 | 519,254 | 13F-HR | Gibbs Wealth Management |
| Q1 2025 | 11/4/2025 | 307 | 414,831 | 13F-HR | Gibbs Wealth Management |
| Q4 2024 | 11/4/2025 | 285 | 368,604 | 13F-HR | Gibbs Wealth Management |
| Q3 2024 | 11/4/2025 | 259 | 308,541 | 13F-HR | Gibbs Wealth Management |
| Q2 2024 | 11/4/2025 | 232 | 247,100 | 13F-HR | Gibbs Wealth Management |
| Q1 2024 | 11/4/2025 | 192 | 173,979 | 13F-HR | Gibbs Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 386.3 K | 93.5% | 0 | 16.06 K | -16.06 K |
| ETFs | 24.06 K | 5.8% | 0 | 12.3 K | -12.3 K |
| Other | 3.003 K | 0.7% | 0 | 263 | -263 |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
413,324
Holdings
324
QoQ value change ($000)
-28,831
(-6.5%)
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.