Gilpin's Diverse Portfolio Strategy
Gilpin Wealth Management Expands Holdings with Key Investments in Dividend Growth, Mid-Cap ETFs
Anonymous
Key Points
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Gilpin’s Q4 purchase of iShares Core Dividend Growth ETF (DGRO) was for 21,915 shares valued at about $1,521,000, and the firm said DGRO is its 22nd-largest portfolio position.
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Gilpin’s Q4 entry into iShares Core S&P Mid-Cap ETF (IJH) totaled 17,478 shares valued at approximately $1,154,000.
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Gilpin’s Q4 investment in SPDR Bloomberg 1–3 Month T-Bill ETF (BIL) involved 23,876 shares valued at roughly $2,182,000, and BIL is identified as its 14th-largest holding.
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For Gilpin’s Emerson Electric (EMR) stake, the article notes that hedge funds and other institutional investors own 74.30% of the stock; it also cites a Wolfe Research move that lowered EMR’s target price from $176 to $169 while maintaining an “outperform” rating.
Gilpin Wealth Management LLC added 21,915 shares of the iShares Core Dividend Growth ETF (DGRO) in Q4 2025, valued at roughly $1,521,000, according to WatchlistNews. The purchase makes DGRO the firm's 22nd-largest holding, representing about 1.2% of its portfolio.
The Denver-based wealth manager also opened new positions in two other funds during the quarter. It bought 17,478 shares of the iShares Core S&P Mid-Cap ETF (IJH) for about $1,154,000 and 23,876 shares of the SPDR Bloomberg 1–3 Month T-Bill ETF (BIL) for roughly $2,182,000. BIL is now Gilpin's 14th-largest position at about 1.7% of the portfolio.
Dividend Growth and Mid-Cap ETFs Lead New Buys
DGRO tracks companies with a history of raising their dividends. It gives Gilpin exposure to steady, cash-generating businesses without the risk of picking individual stocks. The ETF is managed by BlackRock under its iShares brand.
The IJH purchase adds mid-cap exposure — companies that are larger than small-caps but not yet in the top tier. At $1,154,000, it is a smaller bet than DGRO, but it signals that Gilpin is broadening beyond large-cap names. Both moves point to a strategy that leans on low-cost index funds as a portfolio core, according to WatchlistNews.
T-Bill ETF Signals Cautious Cash Management Strategy
The BIL fund holds U.S. Treasury bills that mature in one to three months. It acts like a cash equivalent — safe, liquid, and earning short-term interest. At $2,182,000, it is actually the largest single new position Gilpin opened in Q4.
Putting BIL at the 14th spot in the portfolio suggests Gilpin is keeping a meaningful slice of assets in near-cash form. This is a common move when wealth managers are unsure about near-term market direction. Higher-for-longer interest rates have made short-term Treasuries more attractive than in prior years, according to WatchlistNews.
Stryker and Emerson Round Out the Stock Picks
Beyond ETFs, Gilpin also bought shares of Stryker (SYK) and Emerson Electric (EMR). Stryker is a medical device maker with a market cap of about $139.2 billion. Emerson is an industrial conglomerate. Both are large, well-known names with broad institutional backing.
Hedge funds and other institutions own 74.30% of Emerson Electric's stock, according to WatchlistNews. In April 2026, Wolfe Research lowered its price target on EMR from $176 to $169 but kept an "outperform" rating — meaning analysts still see room for the stock to rise despite the cut.
Portfolio Size Estimated Near $128 Million Based on Filings
Gilpin filed these holdings as part of a Form 13F — a report required by the SEC for any manager with over $100 million in qualifying assets. The deadline for Q4 filings was February 14, 2026. The disclosures let investors track where professional money managers are putting capital.
Based on DGRO's 1.2% share and BIL's 1.7% share of the total portfolio, Gilpin's assets under management are estimated at roughly $126 million to $128 million, according to data derived from SEC filings and reported by WatchlistNews. The moves suggest a firm that is balancing growth exposure with a defensive cash sleeve.
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