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Gilbert & Cook, Inc.
Gilbert & Cook, Inc. is an independent Registered Investment Advisor (RIA) firm headquartered in West Des Moines, Iowa. Founded in 1993 by Linda Cook, the firm provides financial planning and wealth management services for high net-worth individuals and families. With over three decades of experience, Gilbert & Cook delivers sophisticated investment strategies and personalized guidance, emphasizing long-term relationships and client-focused solutions. The firm is composed of a professional team of financial experts, serving clients primarily in the United States.
Investment Strategy
Gilbert & Cook employs a customized, client-centric investment approach focused on creating individually tailored solutions based on each client's risk tolerance, time horizon, financial objectives, tax profile, and cash flow needs. The firm's investment philosophy centers on disciplined, data-driven portfolio design, manager-of-managers oversight, flexible asset allocation, and consistent risk management practices. Their open-architecture platform leverages top-tier research and a proprietary processes to deliver cost-efficient, diversified portfolios, updated as client needs change. As fiduciaries, they emphasize long-term investment discipline and proactive rebalancing to help clients achieve consistent, measurable results.
Latest 13F Filing Activity
Gilbert & Cook, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 206 equity positions with a total 13F market value of $740M. The fund increased holdings in Ishares TR, Ishares TR, John Hancock Exchange Traded among other positions. Gilbert & Cook, Inc. reduced exposure to Ares Capital Corp., Vanguard BD Index FDS, Blue Owl Capital Corporation among others.
Top Holdings
Equity Positions (206)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 24.00% | $177.6M | 286,044 | $308.74 | $620.90 | +$17.0M |
I IWL | ISHARES TR | 11.00% | $81.4M | 531,477 | $97.70 | $153.12 | +$10.4M |
V VEA | VANGUARD TAX-MANAGED FDS | 9.73% | $72.0M | 1,262,916 | $43.73 | $57.01 | +$6.6M |
J JHMM | JOHN HANCOCK EXCHANGE TRADED | 7.66% | $56.7M | 927,280 | $59.40 | $61.13 | +$7.4M |
B BND | VANGUARD BD INDEX FDS | 7.33% | $54.2M | 736,569 | $76.56 | $73.63 | -$3.4M |
Industry Allocation
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