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Gibson Capital, LLC
Gibson Capital, LLC is an SEC-registered, fee-only investment advisory firm founded in 1989 and headquartered in Wexford, Pennsylvania. The firm provides tailored wealth management and investment advisory services to high-net-worth individuals, foundations, and retirement plans across the United States. Known for its collaborative approach and client-focused philosophy, Gibson Capital has approximately 16 employees and serves around 200 clients nationwide, with a focus on personalized service and strategic asset allocation.
Investment Strategy
Gibson Capital utilizes a strategic asset allocation approach, emphasizing disciplined, evidence-based portfolio management tailored to each client's unique financial objectives. The firm employs an open architecture model with no proprietary products, conducts in-depth due diligence on investment managers, and offers fully customized portfolios documented through Investment Policy Statements. Their ongoing advisory service includes monitoring, rebalancing, reporting, and regular client education, while always acting as a fiduciary in the client's best interests.
Latest 13F Filing Activity
Gibson Capital, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 81 equity positions with a total 13F market value of $506M. The fund increased holdings in Vanguard Total Stock Market Etf, Ducommun Inc. Del Com, Avantis Emerging Markets Value Etf among other positions. Gibson Capital, LLC reduced exposure to Berkshire Hathaway Inc. Del CL A, Vanguard Real Estate Etf, Berkshire Hathaway Inc. Del CL B New among others.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD TOTAL STOCK MARKET ETF | 53.00% | $268.4M | 883,252 | $107.39 | $303.93 | +$24.3M |
V VNQ | VANGUARD REAL ESTATE ETF | 21.71% | $110.0M | 1,234,677 | $75.50 | $89.06 | -$1.4M |
D DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | 3.03% | $15.3M | 390,765 | $28.75 | $39.25 | +$1.3M |
| BERKSHIRE HATHAWAY INC DEL CL A | 3.02% | $15.3M | 21 | $268421.43 | $728800.00 | -$1.5M | |
B BSVO | BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF | 2.47% | $12.5M | 613,134 | $17.97 | $20.38 | +$1.3M |
Industry Allocation
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