Gimbal Financial has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists the company's principal executive office as 620 N. Rangeline Road in Carmel, Indiana.
The report details a portfolio consisting of 60 individual securities. The largest holding in the portfolio is XP Inc. Class A shares, which Gimbal Financial holds 433,875 shares. Other notable positions include Walmart Inc. with 7,311 shares, Texas Instruments Inc. with 5,162 shares, and Novartis AG Sponsored ADR with 2,002 shares.
The portfolio is heavily weighted toward exchange-traded funds (ETFs). The top ETF positions include the iShares Core S&P 500 ETF (40,167 shares), the iShares Expanded Tech ETF (106,068 shares), and the iShares S&P 100 ETF (2,121 shares). Other significant ETF holdings include the Invesco QQQ Trust Unit Series 1 (420 shares), the Vanguard Morningstar Mid Cap ETF (5,008 shares), and the Invesco S&P 500 Equal Weight ETF (1,561 shares).
Among individual stock holdings, Abbott Laboratories is listed with 635 shares, while Alphab Inc. Class A is held in 170 shares. The filing also notes a position in Eli Lilly & Co. with 9,023 shares, and a combination of put and common stock positions in the same company totaling 4,700 shares.
