Gilbert & Cook, Inc.

Q3 2025 13F Holdings

  • Location
    west des moines, IA
  • Num holdings

    210

  • Value ($000)

    $778,233

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001675762
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$185.05 M
24 %

276,476

IWL
IWL

ISHARES TR

RUS TOP 200 ETF
$85.64 M
11 %

515,613

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$75.71 M
10 %

1,263,557

JHMM
JHMM

JOHN HANCOCK EXCHANGE TRADED

MULTIFACTOR MI
$61.69 M
8 %

953,577

BND
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
$57.89 M
7 %

778,424

IWR
IWR

ISHARES TR

RUS MID CAP ETF
$35.00 M
5 %

362,458

JHSC
JHSC

JOHN HANCOCK EXCHANGE TRADED

MULTIFACTR SML
$24.73 M
3 %

591,020

ARCC
ARCC

ARES CAPITAL CORP

COM
$15.78 M
2 %

773,172

NVDA
NVDA

NVIDIA CORPORATION

COM
$12.61 M
2 %

67,568

IWM
IWM

ISHARES TR

RUSSELL 2000 ETF
$10.26 M
1 %

42,420

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 210