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 81.32% of Gibson Wealth Advisors's stock portfolio.
  • Added to shares of these 7 stocks: BND, BRK.B, AMD, VO, NVDA, SSO, AAPL.
  • Started 1 new stock position in AMD.
  • Reduced shares in these 10 stocks: , , CVX, , DUK, VTI, JNJ, , SO, MCD.
  • Sold out of its positions in DVN, ENB, JNJ, MCD, PNW, SO, VDE, WM.
  • Gibson Wealth Advisors was a net seller of stock by $-2.0M.
  • Gibson Wealth Advisors has $160M in assets under management (AUM), dropping by 7.44%.
  • Central Index Key (CIK): 0001911266

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Portfolio Holdings for Gibson Wealth Advisors

Gibson Wealth Advisors holds 30 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 32.3 $52M 140k 370.22
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 19.7 $32M +3% 430k 73.44
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 12.5 $20M 29k 686.81
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 12.4 $20M 232k 85.53
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Norfolk Southern (NSC) 4.5 $7.1M 23k 314.59
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.2 $3.5M 41k 83.75
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Vanguard Index Fds Small Cp Etf (VB) 2.1 $3.4M -2% 11k 303.11
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Exxon Mobil Corporation (XOM) 1.8 $2.9M 22k 136.72
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NVIDIA Corporation (NVDA) 1.6 $2.5M 13k 200.09
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Apple (AAPL) 1.2 $2.0M 6.8k 289.35
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Chevron Corporation (CVX) 1.1 $1.8M -15% 11k 165.76
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Duke Energy Corp Com New (DUK) 1.0 $1.6M -13% 13k 126.58
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Merck & Co (MRK) 1.0 $1.6M 12k 128.50
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Pepsi (PEP) 0.7 $1.1M 8.1k 135.40
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Evergy (EVRG) 0.6 $985k -9% 11k 86.43
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Spdr Series Trust ST STR PR SP1500 (SPTM) 0.6 $953k 11k 90.79
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Procter & Gamble Company (PG) 0.5 $881k 6.0k 146.64
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Micron Technology (MU) 0.5 $859k 744.00 1154.61
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American Electric Power Company (AEP) 0.5 $855k 6.2k 136.81
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $838k +55% 1.7k 500.39
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Coca-Cola Company (KO) 0.5 $813k 10k 81.27
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Amazon (AMZN) 0.3 $524k 2.2k 238.34
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Texas Instruments Incorporated (TXN) 0.3 $485k 1.6k 298.07
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3M Company (MMM) 0.3 $437k 2.7k 161.91
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International Business Machines (IBM) 0.3 $422k 1.5k 281.21
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At&t (T) 0.2 $398k -20% 19k 20.70
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Southside Bancshares (SBSI) 0.2 $347k 9.9k 35.19
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Proshares Tr Pshs Ult S&p 500 (SSO) 0.2 $290k 4.3k 67.38
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $283k +305% 3.5k 80.58
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Advanced Micro Devices (AMD) 0.1 $221k NEW 380.00 580.91
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Past Filings by Gibson Wealth Advisors

SEC 13F filings are viewable for Gibson Wealth Advisors going back to 2021