Gimbal Financial Portfolio Holdings

Gimbal Financial

  • $167 Billion
  • Q3 2025

Gimbal Financial has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $167 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $26.5B, Ishares with a value of $17.6B, Invesco Exchange Traded Fd Tr with a value of $17B, Invesco Exchange Traded Fd Tr with a value of $16.9B, and Ishares U.S. Consumer Discreti with a value of $16.6B.

Examining the 13F form we can see an increase of $3.76B in the current position value, from $163B to 167B.

Gimbal Financial is based out at Carmel, IN

Below you can find more details about Gimbal Financial portfolio as well as his latest detailed transactions.

Portfolio value $167 Billion
ETFs: $143 Billion
Healthcare: $13.3 Billion
Technology: $4.88 Billion
Consumer Defensive: $1.11 Billion
Industrials: $750 Million
Financial Services: $743 Million
Communication Services: $726 Million
Consumer Cyclical: $641 Million
Other: $333 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.5 Billion 15.9% of portfolio
39,564
Q3 2025 Added 0.96%
$0
$17.6 Billion 10.56% of portfolio
1,136,146
Q3 2025 New
$0
$17 Billion 10.2% of portfolio
355,997
Q3 2025 Added 1.78%
$0
$16.9 Billion 10.12% of portfolio
124,617
Q3 2025 Added 2.03%
$0
$16.6 Billion 9.98% of portfolio
158,527
Q3 2025 Added 1.54%
$0
$15.4 Billion 9.25% of portfolio
421,250
Q3 2025 Added 13.03%
$971B
$10.8 Billion 6.46% of portfolio
14,094
Q3 2025 Reduced 17.87%
$0
$8.44 Billion 5.07% of portfolio
303,893
Q3 2025 New
$0
$5.2 Billion 3.12% of portfolio
19,171
Q3 2025 New
$0
$4.93 Billion 2.96% of portfolio
76,223
Q3 2025 New
$0
$2.89 Billion 1.74% of portfolio
37,335
Q3 2025 Reduced 2.93%
$0
$2.72 Billion 1.63% of portfolio
49,660
Q3 2025 Reduced 1.47%
$3.78T
$1.66 Billion 1.0% of portfolio
3,199
Q3 2025 Added 8.07%
$0
$1.62 Billion 0.97% of portfolio
54,231
Q3 2025 Reduced 7.58%
$4.3T
$1.12 Billion 0.67% of portfolio
4,400
Q3 2025 Added 12.97%
$177B
$945 Million 0.57% of portfolio
5,146
Q3 2025 Reduced 0.02%
$279B
$851 Million 0.51% of portfolio
8,262
Q3 2025 Added 13.07%
$0
$847 Million 0.51% of portfolio
2,543
Q3 2025 Reduced 0.2%
$522B
$850 Million 0.51% of portfolio
4,582
Q3 2025 Reduced 5.72%
$881B
$743 Million 0.45% of portfolio
2,355
Q3 2025 Added 3.06%
$1.65T
$726 Million 0.44% of portfolio
2,985
Q3 2025 Added 7.53%
Fidelity Wise Origin Bitcoin
-
$713 Million 0.43% of portfolio
-
Q3 2025 Reduced 95.71%
$414B
$721 Million 0.43% of portfolio
3,112
Q3 2025 Added 5.17%
$319B
$585 Million 0.35% of portfolio
8,543
Q3 2025 Added 1.29%
$0
$529 Million 0.32% of portfolio
7,946
Q3 2024 New
$0
$514 Million 0.31% of portfolio
2,384
Q3 2025 Reduced 5.99%
$0
$518 Million 0.31% of portfolio
777
Q3 2025 Reduced 1.27%
$132B
$461 Million 0.28% of portfolio
2,188
Q3 2025 Added 0.37%
Calumet Inc
-
$448 Million 0.27% of portfolio
-
Q1 2025 Reduced 9.24%
$0
$399 Million 0.24% of portfolio
7,862
Q2 2025 New
$228B
$380 Million 0.23% of portfolio
2,837
Q3 2025 Added 1.72%
$367B
$388 Million 0.23% of portfolio
957
Q3 2025 Reduced 0.93%
$0
$368 Million 0.22% of portfolio
1,252
Q3 2024 New
$4.15B
$333 Million 0.2% of portfolio
12,570
Q3 2025 Added 0.45%
$0
$317 Million 0.19% of portfolio
3,561
Q3 2025 Added 40.7%
$0
$294 Million 0.18% of portfolio
2,920
Q2 2025 New
$0
$307 Million 0.18% of portfolio
8,980
Q2 2025 Reduced 19.96%
$0
$290 Million 0.17% of portfolio
1,530
Q3 2025 Added 7.67%
$0
$280 Million 0.17% of portfolio
1,500
Q3 2024 New
$283B
$283 Million 0.17% of portfolio
2,205
Q2 2025 Added 0.09%
$183B
$281 Million 0.17% of portfolio
995
Q3 2025 Added 0.2%
$75.4B
$290 Million 0.17% of portfolio
2,210
Q3 2025 Added 0.27%
$342B
$277 Million 0.17% of portfolio
1,516
Q3 2025 New
$0
$268 Million 0.16% of portfolio
2,258
Q3 2024 New
$65.7B
$258 Million 0.16% of portfolio
3,233
Q3 2025 Added 0.34%
$2.39T
$253 Million 0.15% of portfolio
1,154
Q3 2025 Reduced 36.87%
$0
$239 Million 0.14% of portfolio
3,506
Q3 2025 Added 6.6%
$0
$237 Million 0.14% of portfolio
3,590
Q2 2025 New
$0
$213 Million 0.13% of portfolio
355
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $167 Billion
  • Prior Value $163 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
Track This Portfolio

Track Gimbal Financial Portfolio

Follow Gimbal Financial and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gimbal Financial, based on Form 13F filings with the SEC.

News

Stay updated on Gimbal Financial with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email