Gimbal Financial
RIA/Wealth
Gimbal Financial is a RIA/Wealth based in Carmel, IN led by Douglas Allen Shrieve, reporting $253.2M in AUM as of Q3 2025 with 86% ETF concentration, 84% concentrated in top 10 holdings, and 16% allocation to IVV.
MemberDouglas Allen Shrieve
- Portfolio Value
- $166.5M
- Positions
- 55
- Top Holding
- IVV at 15.9%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Gimbal Financial's portfolio (83.6% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $26.5M | 15.90% | +$253.0K Bought | — 39.6K shares | |
ETF ETF | $17.6M | 10.56% | +$17.6M New | — 1.1M shares | |
ETF ETF | $17.0M | 10.20% | +$297.4K Bought | — 356.0K shares | |
ETF ETF | $16.9M | 10.12% | +$334.8K Bought | — 124.6K shares | |
ETF ETF | $16.6M | 9.98% | +$251.8K Bought | — 158.5K shares | |
ETF ETF | $15.4M | 9.25% | +$1.8M Bought | — 421.3K shares | |
Drug Manufacturers - General Healthcare | $10.8M | 6.46% | -$2.3M Sold | 0.00% 14.1K shares | |
ETF ETF | $8.4M | 5.07% | +$8.4M New | — 303.9K shares | |
ETF ETF | $5.2M | 3.12% | +$5.2M Bought | — 19.2K shares | |
ETF ETF | $4.9M | 2.96% | +$4.9M New | — 76.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Gimbal Financial's latest filing
GthenC
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 | |
-95.71% | |
-36.87% |
Analytics
Portfolio insights and performance metrics for Gimbal Financial
GthenA