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 80.77% of Gibson Wealth Advisors's stock portfolio.
- Added to shares of these 9 stocks: BND, VTI, VXUS, MU, JNJ, SSO, AMZN, VEU, AAPL.
- Started 2 new stock positions in JNJ, MU.
- Reduced shares in these 3 stocks: VOO, VB, TXN.
- Gibson Wealth Advisors was a net buyer of stock by $3.6M.
- Gibson Wealth Advisors has $146M in assets under management (AUM), dropping by 3.74%.
- Central Index Key (CIK): 0001911266
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Portfolio Holdings for Gibson Wealth Advisors
Gibson Wealth Advisors holds 34 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 31.3 | $46M | +2% | 136k | 335.27 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 20.3 | $30M | +5% | 401k | 74.07 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 12.7 | $19M | 30k | 627.13 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 11.9 | $17M | +3% | 231k | 75.44 |
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| Norfolk Southern (NSC) | 4.5 | $6.6M | 23k | 288.72 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 2.1 | $3.1M | 42k | 73.56 |
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| Vanguard Index Fds Small Cp Etf (VB) | 2.0 | $3.0M | 12k | 257.94 |
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| Exxon Mobil Corporation (XOM) | 1.8 | $2.6M | 22k | 120.34 |
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| NVIDIA Corporation (NVDA) | 1.6 | $2.3M | 12k | 186.50 |
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| Chevron Corporation (CVX) | 1.3 | $1.9M | 13k | 152.41 |
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| Apple (AAPL) | 1.3 | $1.9M | 6.8k | 271.86 |
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| Duke Energy Corp Com New (DUK) | 1.2 | $1.8M | 15k | 117.21 |
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| Merck & Co (MRK) | 0.9 | $1.3M | 12k | 105.26 |
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| Pepsi (PEP) | 0.8 | $1.2M | 8.1k | 143.52 |
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| Evergy (EVRG) | 0.6 | $913k | 13k | 72.49 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.6 | $866k | 11k | 82.50 |
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| Procter & Gamble Company (PG) | 0.6 | $861k | 6.0k | 143.31 |
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| American Electric Power Company (AEP) | 0.5 | $721k | 6.2k | 115.31 |
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| Coca-Cola Company (KO) | 0.5 | $699k | 10k | 69.91 |
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| Amazon (AMZN) | 0.3 | $508k | +3% | 2.2k | 230.82 |
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| At&t (T) | 0.3 | $490k | 20k | 24.84 |
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| International Business Machines (IBM) | 0.3 | $444k | 1.5k | 296.21 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $440k | 875.00 | 502.65 |
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| Waste Management (WM) | 0.3 | $439k | 2.0k | 219.71 |
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| 3M Company (MMM) | 0.3 | $432k | 2.7k | 160.10 |
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| Vanguard World Energy Etf (VDE) | 0.2 | $315k | 2.5k | 125.92 |
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| Southside Bancshares (SBSI) | 0.2 | $300k | 9.9k | 30.39 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $293k | -6% | 1.7k | 173.49 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $251k | 866.00 | 290.22 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.2 | $249k | +100% | 4.3k | 57.92 |
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| Enbridge (ENB) | 0.2 | $239k | 5.0k | 47.83 |
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| Micron Technology (MU) | 0.1 | $212k | NEW | 744.00 | 285.48 |
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| McDonald's Corporation (MCD) | 0.1 | $210k | 687.00 | 305.63 |
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| Johnson & Johnson (JNJ) | 0.1 | $209k | NEW | 1.0k | 206.95 |
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Past Filings by Gibson Wealth Advisors
SEC 13F filings are viewable for Gibson Wealth Advisors going back to 2021
- Gibson Wealth Advisors 2025 Q4 filed Jan. 13, 2026
- 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