Gibbs Wealth Management
All 13F Filings
- Location
- Alpharetta, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 761,992
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/13/2026 | 433 | 761,992 | 13F-HR | Gibbs Wealth Management |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
3.014 K
(0.4% of total reported value)
· QoQ Δ:
+3.014 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 471.2 K | 62.1% | 84.96 K | 0 | 84.96 K |
| ETFs | 287.2 K | 37.8% | 263.2 K | 0 | 263.2 K |
| Other | 519 | 0.1% | 0 | 2.484 K | -2.484 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
761,992
Holdings
433
QoQ value change ($000)
348,668
(84.4%)
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.