13F Filings History of Gibbs Wealth Management

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$412,416,952
Signature - Title
Valerie Smithey - Chief Compliance Officer
Location
Alpharetta, GA
Summary
This page shows a list of all the recent 13F filings made by Gibbs Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Gibbs Wealth Management reported 324 stock holdings with total value $412,416,952 as of Q4 2025. Top holdings included SPYG, SPDW, GOVT, SHYG, and SECT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 324 $412,416,952 +$15,409,535 -$52,379,356 -$36,969,821 SPYG, SPDW, GOVT, SHYG, SECT 13F-HR 23 Jan 2026, 06:40
Q3 2025 328 $442,154,801 +$29,564,893 -$132,365,417 -$102,800,524 SPYG, SPDW, GOVT, SHYG, SECT 13F-HR 30 Oct 2025, 16:20
Q2 2025 367 $519,254,379 +$107,585,037 -$30,098,452 +$77,486,585 SPYG, GOVT, SPDW, VCIT, SPMB 13F-HR 13 Aug 2025, 12:52
Q1 2025 307 $414,831,112 +$65,640,869 -$10,651,260 +$54,989,609 GOVT, SPYG, VCIT, SPMB, SPDW 13F-HR 04 Nov 2025, 11:46
Q4 2024 285 $368,604,118 +$73,480,920 -$11,339,505 +$62,141,415 GOVT, SPYG, SECT, VCIT, SHYG 13F-HR 04 Nov 2025, 11:45
Q3 2024 259 $308,541,060 +$58,982,328 -$10,528,411 +$48,453,917 GOVT, SECT, SPMB, SPTL, SHYG 13F-HR 04 Nov 2025, 11:41
Q2 2024 232 $247,099,531 +$86,498,190 -$13,544,141 +$72,954,049 SECT, GOVT, SHYG, SPTL, SPMB 13F-HR 04 Nov 2025, 11:39
Q1 2024 192 $173,979,003 $0 $0 $0 SECT, GOVT, SPMB, SHYG, SPSB 13F-HR 04 Nov 2025, 11:37