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Gimbal Financial
CIK:0001835206
Investment Adviser
$253M AUM
47 holdings
Carmel, IN, USA
Gimbal Financial is an independent financial services firm with a focus on honoring families, colleagues, clients, and suppliers.
Latest 13F Filing Activity
Gimbal Financial filed their most recent 13F report on Jun 30, 2025 disclosing 47 equity positions with a total 13F market value of $163M. The fund increased holdings in Ishares TR, Invesco Exchange Traded FD T, Invesco Exchange Traded FD T among other positions. Gimbal Financial reduced exposure to Ishares TR, Ishares Gold TR, Ishares Silver TR among others.
Top Holdings
Equity Positions (47)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 14.95% | $24.3M | 39,186 | $514.93 | $620.90 | +$7.4M |
I IGV | ISHARES TR | 9.89% | $16.1M | 146,995 | $109.50 | $109.50 | +$16.1M |
R RPG | INVESCO EXCHANGE TRADED FD T | 9.84% | $16.0M | 349,765 | $45.77 | $45.77 | +$16.0M |
X XMMO | INVESCO EXCHANGE TRADED FD T | 9.65% | $15.7M | 122,141 | $128.63 | $128.63 | +$15.7M |
F FBTC | FIDELITY WISE ORIGIN BITCOIN | 9.62% | $15.7M | 166,525 | $93.99 | $93.99 | +$15.7M |
Industry Allocation
PHARMACEUTICAL PREPARATIONS
+7.8%
SERVICES-PREPACKAGED SOFTWARE
+1.2%
SEMICONDUCTORS & RELATED DEVICES
+0.7%
ELECTRONIC COMPUTERS
+0.7%
PETROLEUM REFINING
+0.5%
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