Gibson Wealth Advisors
Latest statistics and disclosures from Gibson Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, BND, VOO, VXUS, NSC, and represent 80.69% of Gibson Wealth Advisors's stock portfolio.
- Added to shares of these 6 stocks: BND, VTI, SSO, VXUS, VEU, AAPL.
- Started 1 new stock position in SSO.
- Reduced shares in these 10 stocks: , XOM, VOO, MU, OC, BP, CCL, CI, CAT, BAC.
- Sold out of its positions in BP, BAC, CI, CCL, CAT, FLO, MU, OC, RCL.
- Gibson Wealth Advisors was a net seller of stock by $-2.5M.
- Gibson Wealth Advisors has $141M in assets under management (AUM), dropping by 4.59%.
- Central Index Key (CIK): 0001911266
Tip: Access up to 7 years of quarterly data
Positions held by Gibson Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Gibson Wealth Advisors
Gibson Wealth Advisors holds 32 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 31.2 | $44M | +2% | 134k | 329.00 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 20.1 | $28M | +8% | 379k | 74.54 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 12.9 | $18M | -4% | 30k | 612.11 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 11.6 | $16M | 222k | 73.66 |
|
|
| Norfolk Southern (NSC) | 4.9 | $6.8M | 23k | 300.41 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 2.1 | $3.0M | 42k | 71.37 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 2.1 | $3.0M | -3% | 12k | 253.86 |
|
| Exxon Mobil Corporation (XOM) | 1.7 | $2.4M | -31% | 22k | 112.75 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $2.3M | 12k | 186.58 |
|
|
| Chevron Corporation (CVX) | 1.4 | $2.0M | 13k | 155.29 |
|
|
| Duke Energy Corp Com New (DUK) | 1.3 | $1.9M | 15k | 123.75 |
|
|
| Apple (AAPL) | 1.2 | $1.7M | 6.8k | 254.63 |
|
|
| Pepsi (PEP) | 0.8 | $1.1M | 8.1k | 140.44 |
|
|
| Merck & Co (MRK) | 0.7 | $1.0M | 12k | 83.93 |
|
|
| Evergy (EVRG) | 0.7 | $958k | 13k | 76.02 |
|
|
| Procter & Gamble Company (PG) | 0.7 | $923k | 6.0k | 153.65 |
|
|
| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.6 | $847k | 11k | 80.65 |
|
|
| American Electric Power Company (AEP) | 0.5 | $703k | 6.2k | 112.50 |
|
|
| Coca-Cola Company (KO) | 0.5 | $663k | 10k | 66.32 |
|
|
| At&t (T) | 0.4 | $557k | 20k | 28.24 |
|
|
| Amazon (AMZN) | 0.3 | $467k | 2.1k | 219.57 |
|
|
| Waste Management (WM) | 0.3 | $442k | 2.0k | 220.83 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $440k | 875.00 | 502.74 |
|
|
| International Business Machines (IBM) | 0.3 | $423k | 1.5k | 282.16 |
|
|
| 3M Company (MMM) | 0.3 | $419k | 2.7k | 155.18 |
|
|
| Texas Instruments Incorporated (TXN) | 0.2 | $331k | -2% | 1.8k | 183.73 |
|
| Vanguard World Energy Etf (VDE) | 0.2 | $315k | 2.5k | 125.86 |
|
|
| Southside Bancshares (SBSI) | 0.2 | $278k | 9.9k | 28.25 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $254k | 866.00 | 293.74 |
|
|
| Enbridge (ENB) | 0.2 | $252k | 5.0k | 50.46 |
|
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.2 | $241k | NEW | 2.2k | 112.13 |
|
| McDonald's Corporation (MCD) | 0.1 | $209k | 687.00 | 303.89 |
|
Past Filings by Gibson Wealth Advisors
SEC 13F filings are viewable for Gibson Wealth Advisors going back to 2021
- Gibson Wealth Advisors 2025 Q3 filed Oct. 10, 2025
- Gibson Wealth Advisors 2025 Q2 filed Aug. 13, 2025
- Gibson Wealth Advisors 2025 Q1 filed May 15, 2025
- Gibson Wealth Advisors 2024 Q4 filed Feb. 13, 2025
- Gibson Wealth Advisors 2024 Q3 filed Nov. 5, 2024
- Gibson Wealth Advisors 2024 Q1 filed Aug. 28, 2024
- Gibson Wealth Advisors 2024 Q2 filed Aug. 28, 2024
- Gibson Wealth Advisors 2022 Q4 filed Feb. 8, 2023
- Gibson Wealth Advisors 2022 Q3 filed Nov. 22, 2022
- Gibson Wealth Advisors 2022 Q2 filed Sept. 7, 2022
- Gibson Wealth Advisors 2022 Q1 filed May 5, 2022
- Gibson Wealth Advisors 2021 Q4 filed Feb. 16, 2022