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GSB Wealth Management, LLC
GSB Wealth Management, LLC is an SEC-registered investment adviser headquartered in Guilford, Connecticut. The firm manages assets for individuals (including high net worth), pension and profit-sharing plans, charitable organizations, and corporations. With approximately 14 employees, GSB Wealth Management, LLC specializes in providing personalized investment management and advisory services tailored to the goals of both individual and institutional clients.
Investment Strategy
GSB Wealth Management, LLC focuses its investment management on building diversified portfolios for its clients, balancing domestic and international equities, fixed income, and alternative investments based on individual risk tolerance and long-term objectives. The firm emphasizes personalized financial planning and asset allocation, leveraging a disciplined, research-driven investment process to help clients achieve sustainable, long-term growth.
Latest 13F Filing Activity
GSB Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 239 equity positions with a total 13F market value of $441M. The fund increased holdings in Wisdomtree Floating Rate Treasury Fund, Ishares Core S&P 500 Etf, Harbor International Compounders Ret among other positions. GSB Wealth Management, LLC reduced exposure to Kenvue Inc. Com, International Business Machs Com, Starbucks Corp. Com among others.
Top Holdings
Equity Positions (239)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES CORE S&P 500 ETF | 4.94% | $21.8M | 32,584 | $446.74 | $669.30 | +$2.6M |
U USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 3.64% | $16.1M | 319,934 | $50.30 | $50.27 | +$3.5M |
O OSEA | Harbor International Compounders Ret | 2.96% | $13.1M | 538,968 | $27.60 | $29.57 | +$2.2M |
A AAPL | APPLE INC COM | 2.54% | $11.2M | 44,096 | $115.66 | $254.63 | +$2.0M |
A AGGY | WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND | 2.27% | $10.0M | 226,627 | $43.39 | $44.27 | +$829.4K |
Industry Allocation
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