account_balance
Investment manager · 13F filer · SEC CIK 1835206
Gimbal Financial
Reported value$167Mas of Sep 30, 2026
Positions58 16 new, 12 sold out
Top 10 weight72.8%IVV alone is 18%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
18.4%
FHLCFidelity Covington Trust
8.9%
IGViShares Tr
6.8%New
LLYELI Lilly & Co
6.3%Trimmed −2%
AAPLApple Inc.
6.2%Added +761%
ABBVAbbVie Inc.
5.9%Added +1139%
CIBRFirst Tr Exchange-Traded Fd
5.5%New
XPXP Inc.
5.5%New
SOXXiShares Tr
5.5%New
ARKGArk ETF Tr
3.9%New
FENYFidelity Covington Trust
3.7%New
IYWiShares Tr
3.1%New
IVViShares Tr
18.4%
FHLCFidelity Covington Trust
8.9%
IGViShares Tr
6.8%New
LLYELI Lilly & Co
6.3%−2%
AAPLApple Inc.
6.2%+761%
ABBVAbbVie Inc.
5.9%
CIBRFirst Tr Exchange-Traded Fd
5.5%
XPXP Inc.
5.5%
SOXXiShares Tr
5.5%
ARKG3.9%
FENY3.7%
IYW3.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 18.4% Held
FHLC Fidelity Covington Trust 8.9% Held
IGV iShares Tr 6.8% New
LLY ELI Lilly & Co 6.3% Trimmed −2%AAPL Apple Inc. 6.2% Added +761%ABBV AbbVie Inc. 5.9% Added +1139%CIBR First Tr Exchange-Traded Fd 5.5% New
XP XP Inc. 5.5% NewSOXX iShares Tr 5.5% New
ARKG Ark ETF Tr 3.9% New
FENY Fidelity Covington Trust 3.7% New
IYW iShares Tr 3.1% New
What changed
Biggest moves since Jun 30, 2026
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