Gilbert Capital Group, Inc.

Q2 2025 13F Holdings

  • Location
    north yarmouth, ME
  • Num holdings

    48

  • Value ($000)

    $120,661

  • Date Filed
    09/30/2025
  • Form type
    13F-HR
  • CIK
    0002035854
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$20.55 M
17 %

33,101

GSIE
GSIE

GOLDMAN SACHS ETF TR

ACTIVEBETA INT
$8.88 M
7 %

224,005

GSLC
GSLC

GOLDMAN SACHS ETF TR

ACTIVEBETA US LG
$8.60 M
7 %

70,842

ISTB
ISTB

ISHARES TR

CORE 1 5 YR USD
$6.75 M
6 %

138,721

DYNF
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
$6.24 M
5 %

114,580

EFV
EFV

ISHARES TR

EAFE VALUE ETF
$5.55 M
5 %

87,436

LRGF
LRGF

ISHARES TR

U S EQUITY FACTR
$5.41 M
5 %

84,437

DSI
DSI

ISHARES TR

ESG MSCI KLD 400
$5.18 M
4 %

44,558

KRE
KRE

SPDR SERIES TRUST

PRTFLO S&P500 GW
$5.09 M
4 %

53,360

QGRO
QGRO

AMERICAN CENTY ETF TR

US QUALITY GROW
$4.97 M
4 %

45,552

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