Manager record

Gibbs Wealth Management

Alpharetta, GA · CIK 2081110 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.78BReported 13F valueQ3 2026 · as filed

974Holdings listed

+134.0%vs prior quartervalue change includes market moves

5Quarters on record

Oct 22Latest filed

Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.

Filing record

Oct 22 2026 13F-HR · period Q3 2026

$954.63M · 515 holdings listed · View original SEC filing ↗

Oct 21 2026 13F-HR · period Q3 2026

$828.10M · 459 holdings listed · View original SEC filing ↗

May 13 2026 13F-HR · period Q1 2026

$761.99M · 433 holdings listed · View original SEC filing ↗

Jan 23 2026 13F-HR · period Q4 2025

$413.32M · 325 holdings listed · View original SEC filing ↗