Gilpin Wealth Management, LLC
Gilpin Wealth Management, LLC reported 1,064 holdings worth US$145M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Gilpin Wealth Management, LLC reported 1,064 holdings worth US$145M as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Fortinet, Inc. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 1,064
- Value as reported
- US$145M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 25,549 | US$5.11M | 3.5% |
| Alphabet Inc (google) Class C | 13,201 | US$4.72M | 3.3% |
| Fortinet, Inc. | 28,411 | US$4.36M | 3.0% |
| Apple Inc | 11,586 | US$3.35M | 2.3% |
| Jp Morgan Chase & Co. | 7,127 | US$2.33M | 1.6% |
| Microsoft Corp. | 5,478 | US$2.04M | 1.4% |
| Energy Transfer Lp | 86,007 | US$1.64M | 1.1% |
| Enterprise Products Partners L.p. | 42,144 | US$1.55M | 1.1% |
| Amazon.com, Inc. | 6,466 | US$1.54M | 1.1% |
| Berkshire Hathaway Inc. | 3,062 | US$1.53M | 1.1% |
| Amgen Inc. | 4,127 | US$1.49M | 1.0% |
| Wells Fargo & Company | 17,800 | US$1.47M | 1.0% |
| Kla Corporation | 4,230 | US$1.28M | 0.88% |
| Cisco Systems, Inc. | 10,811 | US$1.27M | 0.88% |
| Tesla, Inc. | 2,833 | US$1.19M | 0.82% |
| Visa Inc. | 2,745 | US$942K | 0.65% |
| Mastec, Inc. | 2,150 | US$895K | 0.62% |
| Outlook Therapeutics, Inc. | 555K | US$882K | 0.61% |
| Rtx Corporation | 4,568 | US$867K | 0.60% |
| Waste Management, Inc. | 3,570 | US$796K | 0.55% |
| Paccar Inc. | 5,966 | US$717K | 0.50% |
| Emerson Electric Company | 4,992 | US$715K | 0.49% |
| Lam Research Corporation | 1,554 | US$673K | 0.47% |
| Palantir Technologies Inc. | 5,680 | US$663K | 0.46% |
| Advanced Micro Devices Inc | 1,131 | US$657K | 0.45% |
| Oracle Corporation | 4,238 | US$621K | 0.43% |
| Chevron Corporation | 3,739 | US$620K | 0.43% |
| Sterling Infrastructure, Inc. | 703 | US$590K | 0.41% |
| Conocophillips | 5,501 | US$572K | 0.40% |
| United Rentals, Inc. | 500 | US$566K | 0.39% |
| Walt Disney Company (the) | 5,487 | US$528K | 0.36% |
| Stryker Corporation | 1,675 | US$527K | 0.36% |
| Vertiv Holdings, Llc | 1,565 | US$524K | 0.36% |
| S&p Global Inc. | 1,204 | US$490K | 0.34% |
| The Bank Of New York Mellon Corporation | 3,098 | US$448K | 0.31% |
| Core Scientific, Inc. | 17,187 | US$440K | 0.30% |
| Unilever Plc | 7,046 | US$424K | 0.29% |
| Pepsico, Inc. | 2,974 | US$403K | 0.28% |
| Argan, Inc. | 497 | US$397K | 0.27% |
| Cummins Inc. | 550 | US$392K | 0.27% |
| Space Exploration Technologies Corp | 2,216 | US$379K | 0.26% |
| Home Depot, Inc. (the) | 1,037 | US$366K | 0.25% |
| Becton, Dickinson And Company | 2,097 | US$317K | 0.22% |
| Applied Materials, Inc. | 434 | US$314K | 0.22% |
| Qualcomm Incorporated | 1,698 | US$314K | 0.22% |
| Gilead Sciences, Inc. | 2,281 | US$288K | 0.20% |
| Iqvia Holdings, Inc. | 1,458 | US$282K | 0.19% |
| Terex Corporation | 3,750 | US$271K | 0.19% |
| Xplr Infrastructure, Lp | 22,184 | US$262K | 0.18% |
| Texas Instruments Incorporated | 839 | US$250K | 0.17% |
| Abbott Laboratories | 2,590 | US$235K | 0.16% |
| Intel Corporation | 1,663 | US$232K | 0.16% |
| Medpace Holdings, Inc. | 415 | US$220K | 0.15% |
| Veeva Systems Inc. | 1,236 | US$219K | 0.15% |
| U.s. Bancorp | 3,606 | US$218K | 0.15% |
| Procter & Gamble Company (the) | 1,434 | US$210K | 0.15% |
| Walmart Inc. | 1,831 | US$207K | 0.14% |
| Boise Cascade, L.l.c. | 2,663 | US$207K | 0.14% |
| D.r. Horton, Inc. | 1,220 | US$199K | 0.14% |
| Charles Schwab Corporation (the) | 2,146 | US$198K | 0.14% |
| Exxon Mobil Corporation | 1,440 | US$197K | 0.14% |
| Constellation Energy Corporation | 770 | US$191K | 0.13% |
| Tjx Companies, Inc. (the) | 1,190 | US$180K | 0.12% |
| Truist Financial Corporation | 3,328 | US$166K | 0.11% |
| Elevance Health, Inc. | 420 | US$162K | 0.11% |
| American Electric Power Company, Inc. | 1,151 | US$157K | 0.11% |
| Goldman Sachs Group, Inc. (the) | 150 | US$152K | 0.10% |
| Target Corporation | 1,113 | US$145K | 0.10% |
| Flowserve Corporation | 1,765 | US$131K | 0.09% |
| Intercontinental Exchange Inc. | 1,052 | US$130K | 0.09% |
| Abbvie Inc. | 513 | US$129K | 0.09% |
| Northrop Grumman Corporation | 239 | US$122K | 0.08% |
| Bristol-myers Squibb Company | 1,883 | US$108K | 0.07% |
| Palo Alto Networks, Inc. | 318 | US$108K | 0.07% |
| Ge Aerospace | 289 | US$108K | 0.07% |
| Matson, Inc. | 549 | US$106K | 0.07% |
| Cameco Corporation | 1,020 | US$104K | 0.07% |
| Johnson & Johnson | 407 | US$103K | 0.07% |
| Waters Corporation | 249 | US$93,385 | 0.06% |
| Kimberly-clark Corporation | 740 | US$81,230 | 0.06% |
| Toronto-dominion Bank | 650 | US$78,930 | 0.05% |
| Costco Wholesale Corporation | 82 | US$76,709 | 0.05% |
| Marathon Petroleum Corporation | 300 | US$76,701 | 0.05% |
| Novo Nordisk A/s Class B | 1,309 | US$62,754 | 0.04% |
| Eli Lilly And Company | 52 | US$62,371 | 0.04% |
| American Tower Corporation (reit) | 375 | US$61,339 | 0.04% |
| Fiserv, Inc. | 1,244 | US$61,019 | 0.04% |
| Carnival Corporation Ltd. | 2,101 | US$60,031 | 0.04% |
| Ge Vernova Inc. | 47 | US$55,219 | 0.04% |
| Meta Platforms, Inc. | 97 | US$54,640 | 0.04% |
| Omnicom Group Inc. | 745 | US$54,259 | 0.04% |
| Rio Tinto Plc | 500 | US$47,465 | 0.03% |
| Xcel Energy Inc. | 578 | US$46,414 | 0.03% |
| Nike, Inc. | 1,115 | US$45,771 | 0.03% |
| Coreweave, Inc. | 415 | US$41,310 | 0.03% |
| On Semiconductor Corporation | 400 | US$37,816 | 0.03% |
| Merck & Company, Inc. | 276 | US$35,466 | 0.02% |
| Canadian Pacific Kansas City Limited | 400 | US$34,660 | 0.02% |
| Ball Corporation | 551 | US$34,383 | 0.02% |
| Robert Half Inc. | 998 | US$30,639 | 0.02% |
Every holding of Gilpin Wealth Management, LLC
Source
View original at SEC
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