Gilbert Capital Group, Inc. - Portfolio Stock Holdings
Gilbert Capital Group, Inc. disclosed 63 stock positions in a recent SEC 13F filing. $142,755,249 of stock holdings were filed, with the largest holdings including IVV, DYNF, and QQQM. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $158,145,204 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
63Est. Stock Holding Value:
$142,755,249Top Stock Holdings By Sector
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Portfolio Stock Holdings - Gilbert Capital Group, Inc.
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