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Susanne Naso

Gibbs Wealth Management

Assets Managed
$761.992M
Holdings
430
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
84.36%(2Q avg: 38.92%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Gibbs Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 430 positions.

Assets under management

The assets under management (AUM) of Gibbs Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 761.992M in assets, with a quarterly growth rate of 84.36% and a 2-quarter average growth rate of 38.92%. The portfolio is managed by Susanne Naso, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 133.94%
5.06%
$38.552M
393,753 shares@ $97.92 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 126.66%
4.29%
$32.646M
715,139 shares@ $45.66 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 130.1%
3.23%
$24.593M
434,660 shares@ $56.59 avg price
SHYG
Ishares 0-5 Yr Hy Corp Bond
Recent Activity
Increased 84.12%
2.88%
$21.937M
518,491 shares@ $42.31 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 173.75%
2.67%
$20.296M
116,374 shares@ $174.4 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 60.94%
2.57%
$19.561M
853,799 shares@ $22.92 avg price
SPMB
Spdr Portfolio Mortgage Back
Recent Activity
Increased 84.79%
2.48%
$18.885M
843,445 shares@ $22.4 avg price
SPTL
Spdr Port Lng Trm Trsry
Recent Activity
Increased 79.17%
2.08%
$15.776M
599,839 shares@ $26.31 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 66.99%
2.06%
$15.681M
189,502 shares@ $82.76 avg price
SPSM
Spdr Portfolio S&p 600 Small
Recent Activity
Increased 132.24%
1.72%
$13.046M
269,984 shares@ $48.32 avg price

1-10 of 430