Gibson Wealth Advisors
Latest statistics and disclosures from Gibson Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, BND, VXUS, VOO, NSC, and represent 78.98% of Gibson Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VTI, BND, DVN, SO, VXUS, PNW, T, BRK.B, VOO, AAPL.
- Started 3 new stock positions in PNW, DVN, SO.
- Reduced shares in these 4 stocks: VEU, TXN, VB, SSO.
- Gibson Wealth Advisors was a net buyer of stock by $3.5M.
- Gibson Wealth Advisors has $149M in assets under management (AUM), dropping by 2.28%.
- Central Index Key (CIK): 0001911266
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Portfolio Holdings for Gibson Wealth Advisors
Gibson Wealth Advisors holds 37 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 30.2 | $45M | +2% | 140k | 320.77 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 20.5 | $31M | +3% | 416k | 73.64 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 12.1 | $18M | 233k | 77.11 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 11.8 | $18M | 30k | 597.55 |
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| Norfolk Southern (NSC) | 4.4 | $6.5M | 23k | 287.00 |
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| Exxon Mobil Corporation (XOM) | 2.5 | $3.7M | 22k | 169.66 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 2.1 | $3.1M | 42k | 75.10 |
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| Vanguard Index Fds Small Cp Etf (VB) | 2.0 | $3.0M | 12k | 261.91 |
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| Chevron Corporation (CVX) | 1.8 | $2.6M | 13k | 206.90 |
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| NVIDIA Corporation (NVDA) | 1.5 | $2.2M | 12k | 174.40 |
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| Duke Energy Corp Com New (DUK) | 1.3 | $2.0M | 15k | 130.94 |
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| Apple (AAPL) | 1.2 | $1.7M | 6.8k | 253.78 |
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| Merck & Co (MRK) | 1.0 | $1.5M | 12k | 120.29 |
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| Pepsi (PEP) | 0.8 | $1.3M | 8.1k | 155.29 |
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| Evergy (EVRG) | 0.7 | $1.0M | 13k | 81.92 |
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| Procter & Gamble Company (PG) | 0.6 | $868k | 6.0k | 144.44 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.6 | $830k | 11k | 79.06 |
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| American Electric Power Company (AEP) | 0.5 | $819k | 6.2k | 131.08 |
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| Coca-Cola Company (KO) | 0.5 | $761k | 10k | 76.05 |
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| At&t (T) | 0.5 | $702k | +22% | 24k | 28.99 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $515k | +22% | 1.1k | 479.20 |
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| Waste Management (WM) | 0.3 | $460k | 2.0k | 229.79 |
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| Amazon (AMZN) | 0.3 | $458k | 2.2k | 208.27 |
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| Vanguard World Energy Etf (VDE) | 0.3 | $433k | 2.5k | 173.04 |
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| 3M Company (MMM) | 0.3 | $392k | 2.7k | 145.23 |
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| International Business Machines (IBM) | 0.2 | $364k | 1.5k | 242.39 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $316k | -3% | 1.6k | 194.14 |
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| Southside Bancshares (SBSI) | 0.2 | $306k | 9.9k | 31.09 |
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| Enbridge (ENB) | 0.2 | $271k | 5.0k | 54.14 |
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| Micron Technology (MU) | 0.2 | $251k | 744.00 | 337.82 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $249k | 866.00 | 287.18 |
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| Johnson & Johnson (JNJ) | 0.2 | $247k | 1.0k | 244.44 |
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| Devon Energy Corporation (DVN) | 0.2 | $231k | NEW | 4.6k | 50.32 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $223k | 4.3k | 51.88 |
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| Southern Company (SO) | 0.1 | $215k | NEW | 2.2k | 96.52 |
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| McDonald's Corporation (MCD) | 0.1 | $214k | 687.00 | 310.79 |
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| Pinnacle West Capital Corporation (PNW) | 0.1 | $202k | NEW | 2.0k | 100.75 |
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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 2026 Q1 filed April 14, 2026
- 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