Gibson Capital, LLC
RIA/Wealth
Gibson Capital, LLC is a RIA/Wealth based in Wexford, PA led by Roger Cass Gibson, reporting $2.6B in AUM as of Q3 2025 with 88% ETF concentration, 89% concentrated in top 10 holdings, and 53% allocation to VTI.
FounderRoger Cass Gibson
- Portfolio Value
- $542.2M
- Positions
- 87
- Top Holding
- VTI at 52.94%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Gibson Capital, LLC's portfolio (88.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $287.0M | 52.94% | -$2.8M Sold | — 874.6K shares | |
ETF ETF | $113.9M | 21.01% | +$1.0M Bought | — 1.2M shares | |
ETF ETF | $16.0M | 2.94% | -$637.1K Sold | — 375.8K shares | |
Insurance - Diversified Financial Services | $15.8M | 2.92% | — | 0.00% 21.0 shares | |
ETF ETF | $14.0M | 2.58% | +$113.9K Bought | — 618.2K shares | |
ETF ETF | $10.9M | 2.00% | -$900.8K Sold | — 35.3K shares | |
Aerospace & Defense Industrials | $7.2M | 1.33% | -$2.9M Sold | 0.50% 75.2K shares | |
Unknown Unknown | $5.9M | 1.10% | — | — 27.5K shares | |
Unknown Unknown | $5.4M | 1.00% | -$25.1K Sold | — 74.5K shares | |
ETF ETF | $5.3M | 0.97% | -$426.2K Sold | — 90.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Gibson Capital, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-33.28% |
Analytics
Portfolio insights and performance metrics for Gibson Capital, LLC
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