Gilpin Wealth Management, LLC

Gilpin Wealth Management, LLC reported 1,422 holdings worth US$148M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 9, 2026

Gilpin Wealth Management, LLC reported 1,422 holdings worth US$148M as of Sep 30, 2026. Largest: Nvidia Corporation, Fortinet, Inc. and Alphabet Inc (google) Class C. Filed Oct 9, 2026 (Form 13F).

Holdings
1,422
Value as reported
US$148M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation25,656US$5.86M4.0%
Fortinet, Inc.27,193US$4.86M3.3%
Alphabet Inc (google) Class C13,126US$4.5M3.0%
Apple Inc12,590US$4.19M2.8%
Microsoft Corp.6,018US$3.09M2.1%
Amazon.com, Inc.9,983US$2.49M1.7%
Jp Morgan Chase & Co.7,320US$2.42M1.6%
Energy Transfer Lp86,007US$1.7M1.1%
Amgen Inc.4,013US$1.69M1.1%
Enterprise Products Partners L.p.42,144US$1.5M1.0%
Berkshire Hathaway Inc.2,845US$1.42M0.96%
Wells Fargo & Company17,608US$1.41M0.95%
Cisco Systems, Inc.11,082US$1.19M0.81%
Tesla, Inc.2,887US$1.02M0.69%
Visa Inc.2,732US$982K0.66%
Palantir Technologies Inc.4,624US$865K0.58%
Kla Corporation4,273US$833K0.56%
Rtx Corporation4,395US$816K0.55%
Conocophillips6,109US$765K0.52%
Chevron Corporation3,704US$756K0.51%
Emerson Electric Company4,854US$753K0.51%
Advanced Micro Devices Inc1,199US$734K0.50%
Waste Management, Inc.3,462US$706K0.48%
Oracle Corporation4,385US$602K0.41%
Walt Disney Company (the)5,386US$565K0.38%
Lam Research Corporation1,545US$508K0.34%
United Rentals, Inc.500US$500K0.34%
Stryker Corporation1,671US$460K0.31%
S&p Global Inc.1,154US$455K0.31%
Mastec, Inc.2,040US$436K0.29%
The Bank Of New York Mellon Corporation2,969US$429K0.29%
Unilever Plc6,861US$417K0.28%
Iqvia Holdings, Inc.1,460US$393K0.27%
Becton, Dickinson And Company2,060US$369K0.25%
Pepsico, Inc.2,905US$368K0.25%
Outlook Therapeutics, Inc.625KUS$358K0.24%
Vertiv Holdings, Llc1,456US$351K0.24%
Veeva Systems Inc.1,198US$342K0.23%
Space Exploration Technologies Corp2,258US$341K0.23%
Gilead Sciences, Inc.2,283US$340K0.23%
Qualcomm Incorporated1,787US$329K0.22%
Sterling Infrastructure, Inc.603US$297K0.20%
Home Depot, Inc. (the)1,017US$289K0.20%
Cummins Inc.550US$284K0.19%
Core Scientific, Inc.17,187US$275K0.19%
Medpace Holdings, Inc.403US$252K0.17%
Texas Instruments Incorporated841US$236K0.16%
Abbvie Inc.893US$234K0.16%
Intel Corporation1,888US$227K0.15%
Applied Materials, Inc.431US$220K0.15%
Salesforce, Inc.926US$213K0.14%
Charles Schwab Corporation (the)2,153US$210K0.14%
U.s. Bancorp3,626US$209K0.14%
Procter & Gamble Company (the)1,439US$209K0.14%
Boise Cascade, L.l.c.2,665US$198K0.13%
Servicenow, Inc.1,448US$194K0.13%
Walmart Inc.1,838US$191K0.13%
Xplr Infrastructure, Lp18,106US$190K0.13%
Argan, Inc.496US$187K0.13%
Terex Corporation3,550US$187K0.13%
Constellation Energy Corporation721US$183K0.12%
Target Corporation1,115US$175K0.12%
Intercontinental Exchange Inc.1,118US$170K0.11%
Elevance Health, Inc.426US$166K0.11%
Tjx Companies, Inc. (the)1,216US$161K0.11%
Truist Financial Corporation3,328US$154K0.10%
D.r. Horton, Inc.1,007US$138K0.09%
Abbott Laboratories1,392US$138K0.09%
American Electric Power Company, Inc.1,153US$137K0.09%
Goldman Sachs Group, Inc. (the)150US$135K0.09%
Palo Alto Networks, Inc.319US$127K0.09%
Flowserve Corporation1,665US$122K0.08%
Matson, Inc.549US$121K0.08%
Bristol-myers Squibb Company1,888US$118K0.08%
Northrop Grumman Corporation239US$116K0.08%
Mcdonald's Corporation500US$115K0.08%
M&t Bank Corporation523US$114K0.08%
Johnson & Johnson422US$112K0.08%
Eli Lilly And Company95US$110K0.07%
Cameco Corporation1,244US$108K0.07%
Meta Platforms, Inc.138US$100K0.07%
Starbucks Corporation995US$93,4880.06%
Ge Aerospace299US$93,4700.06%
Norfolk Southern Corporation301US$93,0090.06%
Merck & Company, Inc.638US$92,7080.06%
Bank Of America Corporation1,567US$85,2920.06%
Micron Technology, Inc.75US$79,8840.05%
Marathon Petroleum Corporation200US$79,0840.05%
Costco Wholesale Corporation83US$75,5590.05%
Diamondback Energy, Inc.400US$73,5240.05%
Kimberly-clark Corporation740US$72,0990.05%
Fiserv, Inc.1,525US$68,9000.05%
American Tower Corporation (reit)414US$67,7680.05%
Toronto-dominion Bank550US$64,6420.04%
Omnicom Group Inc.854US$62,8810.04%
Taiwan Semiconductor Manufacturing Co., Ltd.136US$62,0420.04%
Coca-cola Company (the)669US$57,5880.04%
Ge Vernova Inc.59US$56,0790.04%
Novo Nordisk A/s Class B1,448US$54,8940.04%
Rio Tinto Plc569US$53,5830.04%

Every holding of Gilpin Wealth Management, LLC

Source

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