Gilbert Capital Group, Inc.: 13F holdings
CIK 20358542026Q2
| Positions | 56 |
|---|
| Reported value | $142.8m |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 56 (+5 vs prior quarter) |
|---|
| Reported value | $142.8m (+10.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 36,512 | $27.3m | 19.2% |
| DYNF BLACKROCK ETF TRUST | 143,682 | $9.8m | 6.8% |
| QQQM INVESCO EXCH TRADED FD TR II | 26,751 | $8.1m | 5.7% |
| ISTB ISHARES TR | 131,010 | $6.3m | 4.4% |
| SPMO INVESCO EXCH TRADED FD TR II | 37,303 | $6.0m | 4.2% |
| FBCG FIDELITY COVINGTON TRUST | 95,420 | $5.9m | 4.2% |
| DSI ISHARES TR | 41,527 | $5.9m | 4.1% |
| FELC FIDELITY COVINGTON TRUST | 140,740 | $5.9m | 4.1% |
| SPHD INVESCO EXCH TRADED FD TR II | 115,617 | $5.9m | 4.1% |
| GVI ISHARES TR | 41,854 | $4.4m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2035854")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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