Gibson Wealth Advisors LLC
13F Reported Value
ⓘ$160.3M
Holdings
30
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Gibson Wealth Advisors LLC disclosed 30 positions worth $160.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 1 new position and exited 8 — including a new stake in $AMD and a full exit from $WM. The portfolio is most concentrated in Other (82.1% of disclosed assets). All figures are sourced directly from Gibson Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1911266.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$51.7M139,687 shVANGUARD BD INDEX FDS - TOTAL BND MRKT
—Quality
$31.6M429,773 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$20.1M29,266 shVANGUARD STAR FDS - VG TL INTL STK F
—Quality
$19.8M231,843 sh- 70.8
Quality
$7.1M22,709 sh VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US
—Quality
$3.5M41,345 shVANGUARD INDEX FDS - SMALL CP ETF
—Quality
$3.4M11,205 sh- 61.8
Quality
$2.9M21,564 sh - 90.2
Quality
$2.5M12,552 sh - 76.1
Quality
$2.0M6,835 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $51.7M | 139,687 |
| VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $31.6M | 429,773 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $20.1M | 29,266 |
| VANGUARD STAR FDS - VG TL INTL STK F | — | $19.8M | 231,843 |
| 70.8 | $7.1M | 22,709 | |
| VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $3.5M | 41,345 |
| VANGUARD INDEX FDS - SMALL CP ETF | — | $3.4M | 11,205 |
| 61.8 | $2.9M | 21,564 | |
| 90.2 | $2.5M | 12,552 | |
| 76.1 | $2.0M | 6,835 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Gibson Wealth Advisors LLC's 30 positions.
Showing top 10 of 30 holdings.
Sector Allocation
Other
$131.6M
Industrials
$7.6M
Technology
$6.1M
Energy
$4.7M
Utilities
$3.5M
Consumer Staples
$2.8M
Healthcare
$2.0M
Financials
$1.2M
Full Holdings — Gibson Wealth Advisors LLC (Q2 2026)
All 30 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $51.7M | 32.3% | -0% | — |
| 2 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $31.6M | 19.7% | +3% | — |
| 3 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $20.1M | 12.5% | -1% | — |
| 4 | — | VANGUARD STAR FDS - VG TL INTL STK F | $19.8M | 12.4% | -1% | — |
| 5 | NORFOLK SOUTHERN CORP | $7.1M | 4.5% | +0% | 70.8 | |
| 6 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $3.5M | 2.2% | -1% | — |
| 7 | — | VANGUARD INDEX FDS - SMALL CP ETF | $3.4M | 2.1% | -3% | — |
| 8 | EXXON MOBIL CORP | $2.9M | 1.8% | +0% | 61.8 | |
| 9 | NVIDIA CORP | $2.5M | 1.6% | +1% | 90.2 | |
| 10 | Apple Inc. | $2.0M | 1.2% | +0% | 76.1 | |
| 11 | CHEVRON CORP | $1.8M | 1.1% | -16% | 54.7 | |
| 12 | Duke Energy CORP | $1.6M | 1.0% | -13% | 64 | |
| 13 | Merck & Co., Inc. | $1.6M | 1.0% | +0% | 70.9 | |
| 14 | PEPSICO INC | $1.1M | 0.7% | +0% | 62.7 | |
| 15 | Evergy, Inc. | $985,302 | 0.6% | -9% | 56.2 | |
| 16 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $953,295 | 0.6% | +0% | — |
| 17 | PROCTER & GAMBLE Co | $881,013 | 0.6% | +0% | 72.9 | |
| 18 | MICRON TECHNOLOGY INC | $859,030 | 0.5% | +0% | 88.4 | |
| 19 | AMERICAN ELECTRIC POWER CO INC | $854,789 | 0.5% | +0% | 75.4 | |
| 20 | BERKSHIRE HATHAWAY INC | $838,153 | 0.5% | +56% | 64.5 | |
| 21 | COCA COLA CO | $812,700 | 0.5% | +0% | 74 | |
| 22 | AMAZON COM INC | $524,348 | 0.3% | +0% | 74.6 | |
| 23 | TEXAS INSTRUMENTS INC | $484,662 | 0.3% | +0% | 70.4 | |
| 24 | 3M CO | $437,157 | 0.3% | +0% | 60.7 | |
| 25 | INTERNATIONAL BUSINESS MACHINES CORP | $421,815 | 0.3% | +0% | 66.7 | |
| 26 | AT&T INC. | $397,854 | 0.3% | -21% | 71.9 | |
| 27 | SOUTHSIDE BANCSHARES INC | $346,833 | 0.2% | +0% | — | |
| 28 | — | PROSHARES TR - PSHS ULT S&P 500 | $289,801 | 0.2% | +0% | — |
| 29 | — | VANGUARD INDEX FDS - MID CAP ETF | $282,982 | 0.2% | +306% | — |
| 30 | ADVANCED MICRO DEVICES INC | $220,746 | 0.1% | NEW | 78.8 |
New Positions (1)
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