CIK 2058144
GILPIN WEALTH MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
976
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 976
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | 1K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 438 | $100K–$500K | SH |
| CCJ | CAMECO CORP | 1K | $100K–$500K | SH |
| PPT | PUTNAM PREMIER INCOME TR | 30K | $100K–$500K | SH |
| RS | RELIANCE INC | 364 | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 2K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 487 | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 520 | $50K–$100K | SH |
| VB | VANGUARD INDEX FDS | 358 | $50K–$100K | SH |
| SFLR | INNOVATOR ETFS TRUST | 2K | $50K–$100K | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 2K | $50K–$100K | SH |
| IJR | ISHARES TR | 757 | $50K–$100K | SH |
| GE | GE AEROSPACE | 289 | $50K–$100K | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 5K | $50K–$100K | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 545 | $50K–$100K | SH |
| XLE | SELECT SECTOR SPDR TR | 2K | $50K–$100K | SH |
| AMLP | ALPS ETF TR | 2K | $50K–$100K | SH |
| AIA | ISHARES TR | 800 | $50K–$100K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 1K | $50K–$100K | SH |
| TD | TORONTO DOMINION BK ONT | 800 | $50K–$100K | SH |
| KMB | KIMBERLY-CLARK CORP | 740 | $50K–$100K | SH |
| BND | VANGUARD BD INDEX FDS | 1K | $50K–$100K | SH |
| SLB | SLB LIMITED | 2K | $50K–$100K | SH |
| COST | COSTCO WHSL CORP NEW | 82 | $50K–$100K | SH |
| MATX | MATSON INC | 547 | $50K–$100K | SH |
| CCL | CARNIVAL CORP | 2K | $50K–$100K | SH |
| NVO | NOVO-NORDISK A S | 1K | $50K–$100K | SH |
| AMT | AMERICAN TOWER CORP NEW | 375 | $50K–$100K | SH |
| META | META PLATFORMS INC | 99 | $50K–$100K | SH |
| INTC | INTEL CORP | 2K | $50K–$100K | SH |
| OMC | OMNICOM GROUP INC | 745 | $50K–$100K | SH |
| NKE | NIKE INC | 922 | $50K–$100K | SH |
| PANW | PALO ALTO NETWORKS INC | 318 | $50K–$100K | SH |
| FALN | ISHARES TR | 2K | $50K–$100K | SH |
| SCHM | SCHWAB STRATEGIC TR | 2K | $50K–$100K | SH |
| MMM | 3M CO | 350 | $50K–$100K | SH |
| FISV | FISERV INC | 809 | $50K–$100K | SH |
| LLY | ELI LILLY & CO | 50 | $50K–$100K | SH |
| BSJU | INVESCO EXCH TRD SLF IDX FD | 2K | $50K–$100K | SH |
| MPC | MARATHON PETE CORP | 300 | $15K–$50K | SH |
| VOO | VANGUARD INDEX FDS | 76 | $15K–$50K | SH |
| ECF | ELLSWORTH GROWTH & INCOME FD | 4K | $15K–$50K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 927 | $15K–$50K | SH |
| XEL | XCEL ENERGY INC | 578 | $15K–$50K | SH |
| MTDR | MATADOR RES CO | 1K | $15K–$50K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 500 | $15K–$50K | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 446 | $15K–$50K | SH |
| RIO | RIO TINTO PLC | 500 | $15K–$50K | SH |
| SCHO | SCHWAB STRATEGIC TR | 2K | $15K–$50K | SH |
| ENB | ENBRIDGE INC | 788 | $15K–$50K | SH |