Gibbs Wealth Management has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 515 distinct positions held by the firm, managed from its office in Alpharetta, Georgia.
The report, signed by Chief Compliance Officer Pete Smith, indicates that the firm holds a mix of large-cap technology stocks, industrial manufacturers, and consumer staples. Among the largest positions disclosed are Apple Inc., Amazon.com Inc., and Microsoft Corporation, with shares held in the tens of thousands. The portfolio also includes significant stakes in energy companies such as Exxon Mobil and Chevron, as well as financial institutions like JPMorgan Chase & Co. and Bank of America Corp.
Notable entries in the filing include holdings in biotechnology firms such as Eli Lilly & Co. and Adaptive Biotechnologies Corp., alongside exposure to the semiconductor sector through companies like Broadcom Inc. and Analog Devices Inc. The report also lists various exchange-traded funds, including funds tracking the S&P 500 and the Nasdaq-100.
