Gimbal Financial: 13F holdings
CIK 18352062026Q2
| Positions | 54 |
|---|---|
| Reported value | $162.7m |
| Filed | 2026-08-04 |
First 13F filing in our history this quarter.
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 40,370 | $30.2m | 18.6% |
| IWM ISHARES TR | 95,751 | $28.8m | 17.7% |
| DGRO ISHARES TR | 199,017 | $15.1m | 9.3% |
| FHLC FIDELITY COVINGTON TRUST | 184,965 | $14.3m | 8.8% |
| XRT SPDR SERIES TRUST | 130,301 | $11.4m | 7.0% |
| IYT ISHARES TR | 128,232 | $11.1m | 6.8% |
| LLY ELI LILLY & CO | 9,217 | $11.1m | 6.8% |
| USRT ISHARES TR | 153,565 | $10.2m | 6.3% |
| RPG INVESCO EXCHANGE TRADED FD T | 54,193 | $3.5m | 2.1% |
| TXN TEXAS INSTRS INC | 5,162 | $1.5m | 0.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1835206")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.