account_balance

Investment manager · 13F filer · SEC CIK 2058144

Gilpin Wealth Management, LLC

Reported value$148Mas of Sep 30, 2026
Positions1,421 421 new, 62 sold out
Top 10 weight26.8%NVDA alone is 4%
FiledOct 99 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
NVDA NVIDIA Corp 4.0% HeldFTNT Fortinet, Inc. 3.3% Trimmed −4%
VTI Vanguard Index FDS 2.9% Held
AAPL Apple Inc. 2.8% Added +9%
IVV iShares Tr 2.7% Trimmed −2%
VXF Vanguard Index FDS 2.5% Held
FLRN SPDR Series Trust 2.3% Held
BIL SPDR Series Trust 2.2% Added +36%
MSFT Microsoft Corp 2.1% Added +10%GOOGL Alphabet Inc. 2.0% Held
SPYV SPDR Series Trust 1.8% Added +97%
VLUE iShares Tr 1.7% Trimmed −45%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 9, 2026, compared with the Jul 24, 2026 filing
add_circleNew
arrow_upwardAdded
  • PDI +254%
  • SCHX +99%
  • SPYV +97%
  • AMZN +54%
arrow_downwardTrimmed
remove_circleSold out
  • PSI $28.2K
  • QQQM $15.1K
  • HTGC $11.4K
  • SOXX $9.61K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist