Gibbs Wealth Management
Annual return
—
SPY
—
Alpha
—
Invested
$762M
Holdings
429
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYG
SPDR SERIES TRUST
Q1 2026: Sold 11.0% (21.6k → 19.2k shares)
5.1%
02
$SPDW
SPDR INDEX SHS FDS
Q4 2025: Exited (was 327.9k shares)
4.3%
03
$SPYV
SPDR SERIES TRUST
Q1 2026: Sold 11.6% (28.4k → 25.1k shares)
3.2%
04
$SHYG
ISHARES TR
Q1 2026: Sold 10.0% (8.7k → 7.9k shares)
2.9%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +5.3% (247.8k → 261.0k shares)
2.7%
06
$GOVT
ISHARES TR
Q1 2026: Sold 13.3% (25.6k → 22.2k shares)
2.6%
07
$SPMB
SPDR SERIES TRUST
Q1 2026: Sold 10.0% (22.8k → 20.6k shares)
2.5%
08
$SPTL
SPDR SERIES TRUST
Q1 2026: Sold 10.2% (11.0k → 9.9k shares)
2.1%
09
$VCIT
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 3.5k shares)
2.1%
10
$SPSM
SPDR SERIES TRUST
Q1 2026: Sold 3.4% (12.7k → 12.2k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 11:12 UTC.