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Portfolio (Quarterly) Guide ↗

Gibbs Wealth Management

· CIK 0002081110
13F Portfolio $442M AUM Filed Oct 30, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 328 New
Page 17 of 17  ·  328 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MO ALTRIA GROUP INC Consumer Defensive 3,121.0 $206K 0.05% NEW $66.06 +11.6%
322 ARES ARES MANAGEMENT CORPORATION Financial Services 1,287.0 $206K 0.05% NEW $159.89 -22.5%
323 GEV GE VERNOVA INC Utilities 334.0 $205K 0.05% NEW $614.90 +69.8%
324 INDI INDIE SEMICONDUCTOR INC Technology 44,712.0 $182K 0.04% NEW $4.07 +2.7%
325 NATWEST GROUP PLC 11,770.0 $167K 0.04% NEW $14.15
326 SAN BANCO SANTANDER S.A. Financial Services 15,120.0 $158K 0.04% NEW $10.48 +18.1%
327 LYG LLOYDS BANKING GROUP PLC Financial Services 27,810.0 $126K 0.03% NEW $4.54 +19.2%
328 EDIT EDITAS MEDICINE INC Healthcare 10,308.0 $36K 0.01% NEW $3.47 -23.1%
Page 17 of 17  ·  328 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.2%
Financial Services 15.7%
Healthcare 12.1%
Industrials 11.0%
Consumer Cyclical 9.6%
Communication Services 7.9%
Consumer Defensive 4.5%
Energy 2.8%
Basic Materials 2.4%
Utilities 1.9%