Gibbs Wealth Management has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the end of June 2026. The filing lists 459 distinct positions held by the firm, managed from its office in Alpharetta, Georgia.
The report, signed by Chief Compliance Officer Pete Smith, details a broad portfolio spanning various sectors. Major technology holdings include Apple Inc., Amazon.com Inc., Microsoft Corporation, and Alphabet Inc., which are listed among the top positions. The portfolio also includes significant stakes in financial institutions such as Bank of America Corp and JPMorgan Chase & Co.
Notable positions in the filing include shares of Costco Wholesale Corporation, Broadcom Inc., and Chevron Corporation. The firm also holds positions in energy companies like Exxon Mobil Corp and ConocoPhillips, as well as healthcare names such as Eli Lilly & Co. and UnitedHealth Group Inc.
In addition to individual stocks, the filing reveals significant exposure to exchange-traded funds (ETFs). Gibbs Wealth Management lists holdings in the iShares Core S&P 500 ETF, the iShares Core MSCI Emerging Markets ETF, and the iShares Silver Trust. The filing does not specify the exact dollar value of the holdings, only the number of shares held for each security.
