Gimbal Financial Portfolio Holdings

Gimbal Financial

  • $163 Billion
  • Q2 2025

Gimbal Financial has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $163 Billion distributed in 47 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 $24.3B, Ishares Expanded Tech Software with a value of $16.1B, Invesco Exchange Traded Fd Tr with a value of $16B, Invesco Exchange Traded Fd Tr with a value of $15.7B, and Fidelity Wise Origin Bitcoin with a value of $15.7B.

Examining the 13F form we can see an increase of $51.9B in the current position value, from $111B to 163B.

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 $163 Billion
ETFs: $123 Billion
Healthcare: $15.6 Billion
Technology: $3.93 Billion
Consumer Defensive: $1.01 Billion
Industrials: $802 Million
Consumer Cyclical: $755 Million
Financial Services: $662 Million
Communication Services: $489 Million
Other: $168 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.3 Billion 14.95% of portfolio
39,186
Q2 2025 Added 30.13%
$0
$16.1 Billion 9.89% of portfolio
146,995
Q2 2025 New
$0
$16 Billion 9.84% of portfolio
349,765
Q2 2025 New
$0
$15.7 Billion 9.65% of portfolio
122,141
Q2 2025 New
$0
$15.6 Billion 9.56% of portfolio
156,124
Q2 2025 New
$0
$12.9 Billion 7.9% of portfolio
372,690
Q2 2025 New
$0
$8.88 Billion 5.46% of portfolio
168,867
Q2 2025 New
$0
$2.74 Billion 1.69% of portfolio
38,461
Q2 2025 Reduced 27.04%
$0
$2.56 Billion 1.57% of portfolio
50,403
Q2 2025 Reduced 36.91%
$0
$1.69 Billion 1.04% of portfolio
58,676
Q2 2025 New
$0
$1.66 Billion 1.02% of portfolio
47,543
Q2 2025 Added 152.28%
$0
$776 Million 0.48% of portfolio
2,548
Q4 2023 New
$0
$519 Million 0.32% of portfolio
2,536
Q2 2025 Reduced 9.59%
$0
$510 Million 0.31% of portfolio
7,946
Q3 2024 New
$0
$486 Million 0.3% of portfolio
787
Q2 2025 Added 0.77%
$0
$398 Million 0.24% of portfolio
7,862
Q2 2025 New
$0
$294 Million 0.18% of portfolio
2,920
Q2 2025 New
$0
$287 Million 0.18% of portfolio
8,980
Q2 2025 Reduced 19.96%
$0
$258 Million 0.16% of portfolio
1,421
Q2 2025 New
$0
$265 Million 0.16% of portfolio
1,500
Q3 2024 New
$0
$247 Million 0.15% of portfolio
2,258
Q3 2024 New
$0
$210 Million 0.13% of portfolio
3,289
Q2 2025 Reduced 98.88%
$0
$216 Million 0.13% of portfolio
3,590
Q2 2025 New
$0
$202 Million 0.12% of portfolio
666
Q2 2025 New
$0
$203 Million 0.12% of portfolio
2,531
Q2 2025 Reduced 42.63%

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $163 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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