account_balance
Investment manager · 13F filer · SEC CIK 2035854
Gilbert Capital Group, Inc.
Reported value$142Mas of Sep 30, 2026
Positions60 7 new, 3 sold out
Top 10 weight58.4%IVV alone is 19%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
19.2%Trimmed −2%
DYNFBlackRock ETF Trust
6.9%
FELCFidelity Covington Trust
6.5%Added +52%
DSIiShares Tr
4.3%
FBCGFidelity Covington Trust
4.1%Trimmed −3%
LDRCiShares Tr
4.1%Added +38%
IWDiShares Tr
3.9%New
ISTBiShares Tr
3.5%Trimmed −19%
GVIiShares Tr
3.0%
VTIPVanguard Malvern FDS
3.0%Added +29%
QQQMInvesco Exch Traded Fd Tr II
2.8%Trimmed −52%
GSLCGoldman Sachs ETF Tr
2.7%
IVViShares Tr
19.2%Trimmed −2%
DYNFBlackRock ETF Trust
6.9%
FELCFidelity Covington Trust
6.5%
DSIiShares Tr
4.3%
FBCG4.1%
LDRC4.1%
IWDiShares Tr
3.9%
ISTBiShares Tr
3.5%
GVI3.0%
VTIP3.0%
QQQM2.8%
GSLC2.7%
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 19.2% Trimmed −2%
DYNF BlackRock ETF Trust 6.9% Held
FELC Fidelity Covington Trust 6.5% Added +52%
DSI iShares Tr 4.3% Held
FBCG Fidelity Covington Trust 4.1% Trimmed −3%
LDRC iShares Tr 4.1% Added +38%
IWD iShares Tr 3.9% New
ISTB iShares Tr 3.5% Trimmed −19%
GVI iShares Tr 3.0% Held
VTIP Vanguard Malvern FDS 3.0% Added +29%
QQQM Invesco Exch Traded Fd Tr II 2.8% Trimmed −52%
GSLC Goldman Sachs ETF Tr 2.7% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- IWD $5.51M
- QVML $3.69M
- SCHD $3.6M
- JPIE $836K
arrow_upwardAdded
- LDRT +82%
- FELC +52%
- LDRC +38%
- VTIP +29%
arrow_downwardTrimmed
- QQQM −52%
- BAI −52%
- IBDT −37%
- SCHO −30%
remove_circleSold out
- SPMO $6.03M
- SPHD $5.88M
- IBDW $336K
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