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.
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 |
B BRK-A | 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 |