Q2 2026 13F · SEC CIK 1427372

Gibson Capital, LLC

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $609.5M
Reported positions: 94
Top holdings a year, 3 yrs: +16.7%
Assets under management: $3.0B

Gibson Capital, LLC is a wealth manager that reported 94 positions worth $609.5M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Vanguard Index Fds (VTI, 51.3%), Vanguard Real Estate ETF (VNQ, 22.1%), Ea Bridgeway Omni Small-Cap Value ETF (BSVO, 3.1%). A portfolio copying its top holdings returned 16.7% a year over the last 3 years, against 20.4% for the S&P 500.

Gibson Capital, LLC holdings largest 50 of 94 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Gibson Capital, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	51.3%	50.9%	844,461	-0.8%	$312.5M
VNQVanguard Real Estate ETF	22.1%	22.9%	1,395,282	+0.6%	$134.5M
BSVOEa Bridgeway Omni Small-Cap Value ETF	3.1%	2.9%	656,307	+5.5%	$19.2M
DFSUDimensional ETF Trust	2.9%	2.9%	375,765	+0.0%	$17.5M
BRK-ABerkshire Hathaway Inc Del	2.6%	2.8%	21	+0.0%	$15.7M
VVVanguard Inx Lrg	2.0%	2.0%	35,064	-0.7%	$12.1M
DCODucommun Inc Del	1.5%	1.4%	50,492	-18.9%	$9.4M
VIGVanguard Dividend Appreciation ETF	1.1%	1.1%	27,509	-0.1%	$6.5M
DFATDimensional U.s. Targeted Value	1.0%	1.0%	88,993	-1.1%	$6.2M
IAUIshares Gold Trust	0.8%	1.2%	68,603	-2.4%	$5.2M
AAPLApple Inc	0.8%	0.8%	17,000	-1.1%	$4.9M
CATCaterpillar Inc Com	0.7%	0.5%	4,117	+0.0%	$4.4M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.7%	7,889	+4.9%	$3.9M
DSIiShares ESG MSCI KLD 400 ETF	0.6%	0.6%	24,715	-0.0%	$3.5M
GOOGAlphabet Inc	0.5%	—	9,333	—	$3.3M
VOOVanguard S&p 500 ETF	0.5%	0.5%	4,201	-6.4%	$2.9M
NVDANvidia Corporation Com	0.4%	0.4%	13,020	-5.1%	$2.6M
AVESAmerican Centy ETF Tr	0.4%	0.4%	36,601	-0.1%	$2.4M
VOVanguard Index Fds	0.4%	0.4%	28,644	+297.1%	$2.3M
AVDVAvantis International Small Cap Value Et	0.3%	0.3%	16,162	-4.9%	$1.7M
VBVanguard Indx Fd	0.3%	0.3%	5,156	-0.4%	$1.6M
ITOTIshares Total US Stock Market ETF	0.2%	0.2%	9,199	+0.0%	$1.5M
AMZNAmazon Com Inc Com	0.2%	0.3%	6,257	-8.1%	$1.5M
GOOGLAlphabet Inc	0.2%	0.1%	3,991	+76.9%	$1.4M
MSFTMicrosoft Corp	0.2%	0.3%	3,710	+1.7%	$1.4M
IVVIshares Core S&p 500 ETF	0.2%	0.2%	1,391	+0.0%	$1.0M
RWRSpdr Series Trust	0.2%	0.2%	8,995	+0.0%	$1.0M
IWFIshares Russell 1000 Growth ETF	0.2%	0.2%	7,720	+300.0%	$959K
DFEVDimensional Emerging Markets Value ETF	0.1%	0.1%	21,481	+0.0%	$917K
PMPhilip Morris Intl Inc Com	0.1%	0.1%	4,340	+0.0%	$785K
QQQInvesco Qqq Tr	0.1%	0.1%	1,043	-0.8%	$768K
SCHXSchwab Stratgc Tr	0.1%	0.1%	24,649	-1.6%	$725K
CVXChevron Corp New	0.1%	0.1%	4,352	+13.1%	$721K
VBRVanguard Small Cap Value ETF	0.1%	0.1%	2,896	-0.1%	$704K
WMTWalmart Inc	0.1%	0.1%	6,119	-0.7%	$693K
MOAltria Group Inc	0.1%	0.1%	9,573	+0.2%	$689K
FNDESchwab Fundamental Emerging Markets Equi	0.1%	0.1%	17,353	-7.3%	$689K
IBITIshares Bitcoin Trust ETF	0.1%	0.1%	20,529	+0.2%	$683K
TIPiShares TIPS Bond ETF	0.1%	0.1%	5,840	+0.0%	$639K
VEAVanguard Tax-Managed Fds	0.1%	0.1%	8,715	+2.6%	$621K
FELGFidelity Enhanced Large Cap Growth ETF T	0.1%	0.1%	14,121	+0.0%	$618K
COSTCostco Whsl Corp New	0.1%	0.1%	646	+0.6%	$604K
FNFabrinet	0.1%	—	1,000	—	$562K
EEMIshares	0.1%	—	7,820	—	$535K
KOCoca Cola Co	0.1%	0.1%	6,501	+0.0%	$528K
MMM3m Co Com	0.1%	0.1%	3,247	+0.1%	$526K
IWDIshares Russell 1000 Value ETF	0.1%	0.1%	2,146	+0.0%	$520K
STXFEa Series Trust	0.1%	—	10,745	—	$519K
USMVIshares Msci USA Min Volfctr ETF	0.1%	0.1%	5,346	+0.0%	$516K
JUSTGoldman Sachs ETF Tr	0.1%	0.1%	4,712	-23.5%	$503K

What Gibson Capital, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

IWF Ishares Russell 1000 Growth ETF+300.0% shares
VO Vanguard Index Fds+297.1% shares
GOOGL Alphabet Inc+76.9% shares
CVX Chevron Corp New+13.1% shares
BSVO Ea Bridgeway Omni Small-Cap Value ETF+5.5% shares

Reduced

JUST Goldman Sachs ETF Tr-23.5% shares
DCO Ducommun Inc Del-18.9% shares
AMZN Amazon Com Inc Com-8.1% shares
FNDE Schwab Fundamental Emerging Markets Equi-7.3% shares
VOO Vanguard S&p 500 ETF-6.4% shares
NVDA Nvidia Corporation Com-5.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.2% /yr; S&P 500 +20.1%
3 years: +16.7% /yr; S&P 500 +20.4%
5 years: +7.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$609.5M	94
Q1 2026	$537.2M	87
Q4 2025	$545.2M	80
Q3 2025	$542.2M	87
Q2 2025	$506.5M	81
Q1 2025	$475.0M	78
Q4 2024	$488.9M	73
Q3 2024	$491.1M	75
Q2 2024	$452.9M	71
Q1 2024	$457.5M	75
Q4 2023	$426.5M	63
Q3 2023	$370.0M	52

Questions about Gibson Capital, LLC's portfolio

What stocks does Gibson Capital, LLC own?

Gibson Capital, LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 94 positions worth $609.5M. The largest are Vanguard Index Fds (VTI) at 51.3%, Vanguard Real Estate ETF (VNQ) at 22.1%, Ea Bridgeway Omni Small-Cap Value ETF (BSVO) at 3.1%, Dimensional ETF Trust (DFSU) at 2.9% and Berkshire Hathaway Inc Del (BRK-A) at 2.6%.

What did Gibson Capital, LLC buy last quarter?

In Q2 2026, Gibson Capital, LLC added Ishares Russell 1000 Growth ETF (IWF) (+300.0% shares), Vanguard Index Fds (VO) (+297.1% shares) and Alphabet Inc (GOOGL) (+76.9% shares), compared with its Q1 2026 filing.

What did Gibson Capital, LLC sell last quarter?

In Q2 2026, Gibson Capital, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Elbit Sys Ltd (ESLT), cut from its top 50 Dimensional ETF Trust (DISV), cut from its top 50 Oracle Corp (ORCL), Goldman Sachs ETF Tr (JUST) (-23.5% shares), Ducommun Inc Del (DCO) (-18.9% shares) and Amazon Com Inc Com (AMZN) (-8.1% shares), compared with its Q1 2026 filing.

How has Gibson Capital, LLC's portfolio performed?

A portfolio copying Gibson Capital, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.2% against +20.1%. Over 5 years: +7.7% a year against +11.6%.

When is Gibson Capital, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Gibson Capital, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Gibson Capital, LLC manage?

Gibson Capital, LLC reported $3.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $609.5M.