LATEST PORTFOLIO VALUE
$442.15 M
09/30/2025
TOTAL ASSETS HELD
$328
09/30/2025
LATEST REPORT DATE
2025 Q3
09/30/2025
TOP 10 CONCENTRATION
27.63%
CIK: 0002081110
CIK: 0002081110
Gibbs Wealth Management (CIK: 0002081110) is a financial institution headquartered at 3980 old milton parkway, , alpharetta, GEORGIA 30005. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.
As of the latest reporting period (2025-09-30), the institution manages a portfolio valued at $442,154,801, comprising 328 distinct securities. Over its filing history, it has submitted 2 Form 13F reports.
To view the institution’s full SEC filing history:
🔗 View All SEC Filings
| Name | Shares | Market Value | Weight | Change | Activity |
|---|---|---|---|---|---|
| 176,495 | $18,445,452 | 4.17% | ▼ 74,677 | Reduce -29.7% | |
| 327,940 | $14,032,562 | 3.17% | ▼ 64,483 | Reduce -16.4% | |
| 566,973 | $13,108,411 | 2.96% | ▼ 279,816 | Reduce -33.0% | |
| 299,215 | $12,955,998 | 2.93% | ▲ 8,824 | Add 3.0% | |
| 183,777 | $11,581,626 | 2.62% | ▲ 155,306 | Add 545.5% | |
| 196,383 | $10,865,865 | 2.46% | ▼ 27,458 | Reduce -12.3% | |
| 484,047 | $10,862,011 | 2.46% | ▼ 117,463 | Reduce -19.5% | |
| 121,082 | $10,184,200 | 2.30% | ▼ 43,306 | Reduce -26.3% | |
| 19,403 | $10,049,835 | 2.27% | ▼ 4,006 | Reduce -17.1% | |
| 359,628 | $9,691,967 | 2.19% | ▲ 7,256 | Add 2.1% |