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Gimbal Financial - Portfolio Stock Holdings

Gimbal Financial disclosed 68 stock positions in a recent SEC 13F filing. $157,297,055 of stock holdings were filed, with the largest holdings including IVV, IWM, and DGRO. This filing represented positions held on June 30, 2026, and was filed today.

Report Period:

June 30, 2026

No. of Stocks:

68

Est. Stock Holding Value:

$157,297,055

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Gimbal Financial

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Gimbal Financial

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.