# EDGAR Filing Document

**Accession Number:** 0001835206
**File Stem:** 0001835206-25-000004
**Filing Date:** 2025-7
**Character Count:** 8409
**Document Hash:** 8e1f3f19c716a0ce890973d4df753c3c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001835206-25-000004.hdr.sgml**: 20250730

**ACCESSION NUMBER**: 0001835206-25-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250730

**DATE AS OF CHANGE**: 20250730

**EFFECTIVENESS DATE**: 20250730

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Gimbal Financial
- **CENTRAL INDEX KEY:** 0001835206

**ORGANIZATION NAME:**
- **EIN:** 352019093
- **STATE OF INCORPORATION:** IN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23574
- **FILM NUMBER:** 251165302

**BUSINESS ADDRESS:**
- **STREET 1:** 620 N. RANGELINE ROAD
- **CITY:** CARMEL
- **STATE:** IN
- **ZIP:** 46032
- **BUSINESS PHONE:** 3174187365

**MAIL ADDRESS:**
- **STREET 1:** 620 N. RANGELINE ROAD
- **CITY:** CARMEL
- **STATE:** IN
- **ZIP:** 46032

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Gimbal Financial<br>**Address:** 620 N. RANGELINE ROAD<br>CARMEL, IN 46032

**Form 13F File Number:** 028-23574

**CRD Number (if applicable):** 000159003

**SEC File Number (if applicable):** 80-1110875

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Susan Mitchell<br>**Title:** CCO<br>**Phone:** 3174090453

**Signature, Place, and Date of Signing:**

Susan Mitchell  Carmel, IN  07-30-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 47

**Form 13F Information Table Value Total:** $162754809

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 379381 | 2789 | SH |  | SOLE | 0 | 626 | 0 | 2163 |
| ABBVIE INC | COM | 00287Y109 |  | 549330 | 2959 | SH |  | SOLE | 0 | 646 | 0 | 2313 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 489271 | 2776 | SH |  | SOLE | 0 | 220 | 0 | 2556 |
| AMAZON COM INC | COM | 023135106 |  | 401050 | 1828 | SH |  | SOLE | 0 | 1626 | 0 | 202 |
| AMGEN INC | COM | 031162100 |  | 277256 | 993 | SH |  | SOLE | 0 | 36 | 0 | 957 |
| APPLE INC | COM | 037833100 |  | 799157 | 3895 | SH |  | SOLE | 0 | 954 | 0 | 2941 |
| CALUMET INC | COM | 131428104 |  | 386706 | 24545 | SH |  | SOLE | 0 | 24545 | 0 | 0 |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 |  | 287091 | 8980 | SH |  | SOLE | 0 | 8980 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 585151 | 8434 | SH |  | SOLE | 0 | 1858 | 0 | 6576 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 292880 | 3222 | SH |  | SOLE | 0 | 132 | 0 | 3090 |
| ELI LILLY  CO | COM | 532457108 |  | 13376735 | 17160 | SH |  | SOLE | 0 | 4817 | 0 | 12343 |
| EMERSON ELEC CO | COM | 291011104 |  | 293859 | 2204 | SH |  | SOLE | 0 | 142 | 0 | 2062 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 |  | 202766 | 2531 | SH |  | SOLE | 0 | 2531 | 0 | 0 |
| FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | 316092865 |  | 8882388 | 168867 | SH |  | SOLE | 0 | 167066 | 0 | 1801 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 |  | 15651685 | 166525 | SH |  | SOLE | 0 | 164109 | 0 | 2416 |
| HOME DEPOT INC | COM | 437076102 |  | 354173 | 966 | SH |  | SOLE | 0 | 942 | 0 | 24 |
| HONEYWELL INTL INC | COM | 438516106 |  | 507678 | 2180 | SH |  | SOLE | 0 | 150 | 0 | 2030 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 258266 | 1421 | SH |  | SOLE | 0 | 1252 | 0 | 169 |
| INVESCO EXCHANGE TRADED FD T | S MDCP MOMNTUM | 46137V464 |  | 15711061 | 122141 | SH |  | SOLE | 0 | 120234 | 0 | 1907 |
| INVESCO EXCHANGE TRADED FD T | S PUR GWT | 46137V266 |  | 16008725 | 349765 | SH |  | SOLE | 0 | 344625 | 0 | 5140 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 215508 | 3590 | SH |  | SOLE | 0 | 3590 | 0 | 0 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 |  | 12861526 | 372690 | SH |  | SOLE | 0 | 366945 | 0 | 5745 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 16095929 | 146995 | SH |  | SOLE | 0 | 144863 | 0 | 2132 |
| ISHARES TR | S 100 ETF | 464287101 |  | 775599 | 2548 | SH |  | SOLE | 0 | 13 | 0 | 2535 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 210275 | 3289 | SH |  | SOLE | 0 | 3289 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 246777 | 2258 | SH |  | SOLE | 0 | 2258 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 24330448 | 39186 | SH |  | SOLE | 0 | 38760 | 0 | 426 |
| ISHARES TR | US CONSUM DISCRE | 464287580 |  | 15556188 | 156124 | SH |  | SOLE | 0 | 154077 | 0 | 2047 |
| J P MORGAN EXCHANGE TRADED F | DIV RTN INT EQ | 46641Q209 |  | 509577 | 7946 | SH |  | SOLE | 0 | 7946 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 398446 | 7862 | SH |  | SOLE | 0 | 7862 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 742363 | 4860 | SH |  | SOLE | 0 | 2683 | 0 | 2177 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 662343 | 2285 | SH |  | SOLE | 0 | 845 | 0 | 1439 |
| MICROSOFT CORP | COM | 594918104 |  | 1472351 | 2960 | SH |  | SOLE | 0 | 1041 | 0 | 1919 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 266852 | 2205 | SH |  | SOLE | 0 | 420 | 0 | 1785 |
| PACER FDS TR | TRENDP US LAR CP | 69374H105 |  | 2558444 | 50403 | SH |  | SOLE | 0 | 47045 | 0 | 3358 |
| PACER FDS TR | TRENDP US MID CP | 69374H204 |  | 1658309 | 47543 | SH |  | SOLE | 0 | 44236 | 0 | 3307 |
| PACER FDS TR | TRENDPILOT 100 | 69374H303 |  | 2744930 | 38461 | SH |  | SOLE | 0 | 36108 | 0 | 2352 |
| PACER FDS TR | TRENDPILOT EUR | 69374H808 |  | 1686514 | 58676 | SH |  | SOLE | 0 | 54430 | 0 | 4246 |
| PEABODY ENERGY CORP | COM | 704551100 |  | 167940 | 12514 | SH |  | SOLE | 0 | 12514 | 0 | 0 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 293562 | 2920 | SH |  | SOLE | 0 | 2920 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 486414 | 787 | SH |  | SOLE | 0 | 787 | 0 | 0 |
| TEXAS INSTRS INC | COM | 882508104 |  | 1068620 | 5147 | SH |  | SOLE | 0 | 5120 | 0 | 27 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 202454 | 666 | SH |  | SOLE | 0 | 57 | 0 | 610 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 265110 | 1500 | SH |  | SOLE | 0 | 1500 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 350347 | 1252 | SH |  | SOLE | 0 | 1252 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 518943 | 2536 | SH |  | SOLE | 0 | 2536 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 714431 | 7307 | SH |  | SOLE | 0 | 1680 | 0 | 5627 |

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