Institutional Manager · CIK 0001427372

Gibson Capital, LLC

WEXFORD, PA · File #028-12998

Latest AUM

$545.2M

Positions

120

Top-10 Concentration

91.3%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	VANGUARD REAL ESTATE ETF	922908553	+74,468	+$6.6M	-$3.6M
REDUCE	VANGUARD TOTAL STOCK MARKET ETF	922908769	-13,655	-$4.6M	+$6.2M
EXITED	MERIDIANLINK INC COMMON STOCK	58985J105	-76,900	-$1.5M	$0
REDUCE	DUCOMMUN INC DEL COM	DCO	-5,000	-$475,650	-$75,229
REDUCE	JPMORGAN CHASE & CO. COM	VYLD	-1,343	-$432,782	+$9,214
NEW	ISHARES SILVER TRUST	SLV	+6,303	+$406,039	$0
REDUCE	ISHARES GOLD TRUST	IAU	-4,269	-$346,516	+$626,140
EXITED	TRANE TECHNOLOGIES PLC SHS	G8994E103	-804	-$339,314	$0
EXITED	SYNOPSYS INC COM	871607107	-504	-$248,521	$0
EXITED	SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	78467X109	-515	-$238,826	$0

Sector Allocation

Industrials

1.9%$10.2M

Technology

1.7%$9.2M

Financials

0.4%$2.2M

Consumer Discretionary

0.3%$1.8M

Consumer Staples

0.3%$1.7M

Energy

0.2%$897,546

Healthcare

0.1%$772,262

Communication Services

0.0%$240,933

Filing History

Feb 5, 202613F HOLDINGS REPORTQ/E Dec 2025120 pos · $545.2M
Oct 24, 202513F HOLDINGS REPORTQ/E Sep 2025133 pos · $542.2M
Jul 25, 202513F HOLDINGS REPORTQ/E Jun 2025123 pos · $506.5M
Apr 15, 202513F HOLDINGS REPORT (Amended)Q/E Mar 2025119 pos · $475.0M
Apr 14, 202513F HOLDINGS REPORTQ/E Mar 2025114 pos · $488.9M
Feb 12, 202513F HOLDINGS REPORTQ/E Dec 2024114 pos · $488.9M
Oct 10, 202413F HOLDINGS REPORTQ/E Sep 202475 pos · $491.1M
Jul 15, 202413F HOLDINGS REPORTQ/E Jun 202471 pos · $452.9M
Apr 17, 202413F HOLDINGS REPORTQ/E Mar 202475 pos · $457.5M
Oct 27, 202313F HOLDINGS REPORTQ/E Dec 202352 pos · $370.0M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	VANGUARD TOTAL STOCK MARKET ETF	922908769	858,678	$287.9M	54.10%
2	VANGUARD REAL ESTATE ETF	922908553	1,319,270	$116.7M	21.94%
3	DIMENSIONAL US SUSTAINABILITY CORE 1 ETF	25434V716	375,765	$16.3M	3.07%
4	BERKSHIRE HATHAWAY INC DEL CL A	BRK-A	21	$15.9M	2.98%
5	BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF	02072L532	612,876	$14.3M	2.68%
6	VANGUARD LARGE-CAP ETF	922908637	35,294	$11.1M	2.09%
7	DUCOMMUN INC DEL COM	DCO	70,229	$6.7M	1.26%
8	VANGUARD DIVIDEND APPRECIATION ETF	921908844	27,539	$6.1M	1.14%
9	ISHARES GOLD TRUST	IAU	70,271	$5.7M	1.07%
10	DIMENSIONAL U.S. TARGETED VALUE ETF	25434V609	90,351	$5.4M	1.01%
11	APPLE INC COM	AAPL	14,216	$3.9M	0.73%
12	ISHARES ESG MSCI KLD 400 ETF	464288570	24,741	$3.2M	0.60%
13	BERKSHIRE HATHAWAY INC DEL CL B NEW	BRK-A	6,228	$3.1M	0.59%
14	VANGUARD S&P 500 ETF	922908363	4,671	$2.9M	0.55%
15	NVIDIA CORPORATION COM	NVDA	12,952	$2.4M	0.45%
16	CATERPILLAR INC COM	CAT	3,804	$2.2M	0.41%
17	VANGUARD MID-CAP ETF	922908629	7,213	$2.1M	0.39%
18	AVANTIS EMERGING MARKETS VALUE ETF	025072372	34,780	$2.0M	0.38%
19	AVANTIS INTERNATIONAL SMALL CAP VALUE ETF	025072802	18,516	$1.7M	0.33%
20	ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	464287150	9,154	$1.4M	0.26%