Gibbs Wealth Management
RIA/Wealth
Gibbs Wealth Management is a RIA/Wealth based in Alpharetta, GA led by Daniel Roy Mowery, reporting $639.2M in AUM as of Q3 2025 with 38% ETF concentration.
PresidentDaniel Roy Mowery
- Portfolio Value
- $441.9M
- Positions
- 327
- Top Holding
- SPYG at 4.17%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Gibbs Wealth Management's portfolio (27.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $18.4M | 4.17% | -$7.8M Sold | — 176.5K shares | |
ETF ETF | $14.0M | 3.18% | -$2.8M Sold | — 327.9K shares | |
ETF ETF | $13.1M | 2.97% | -$6.5M Sold | — 567.0K shares | |
ETF ETF | $13.0M | 2.93% | +$382.1K Bought | — 299.2K shares | |
ETF ETF | $11.6M | 2.62% | +$9.8M Bought | — 183.8K shares | |
ETF ETF | $10.9M | 2.46% | -$1.5M Sold | — 196.4K shares | |
ETF ETF | $10.9M | 2.46% | -$2.6M Sold | — 484.0K shares | |
ETF ETF | $10.2M | 2.30% | -$3.6M Sold | — 121.1K shares | |
Software - Infrastructure Technology | $10.0M | 2.27% | -$2.1M Sold | 0.00% 19.4K shares | |
ETF ETF | $9.7M | 2.19% | +$195.5K Bought | — 359.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Gibbs Wealth Management's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Gibbs Wealth Management
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