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 80.47% of Gibson Wealth Advisors's stock portfolio.
- Added to shares of these 8 stocks: XOM, BND, SGOV, DVN, AMZN, AMD, DUK, PEP.
- Started 3 new stock positions in SGOV, DVN, XOM.
- Reduced shares in these 10 stocks: , VTI, VB, VOO, VXUS, VEU, TXN, VO, NVDA, AAPL.
- Sold out of its position in Exxon Mobil Corporation.
- Gibson Wealth Advisors was a net buyer of stock by $1.4M.
- Gibson Wealth Advisors has $162M in assets under management (AUM), dropping by 0.75%.
- 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 csvPortfolio Holdings for Gibson Wealth Advisors
Gibson Wealth Advisors holds 32 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 32.0 | $52M | 138k | 374.24 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 19.3 | $31M | +3% | 445k | 70.15 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 12.6 | $20M | 29k | 700.85 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 12.1 | $20M | 231k | 84.96 |
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| Norfolk Southern (NSC) | 4.3 | $7.0M | 23k | 309.00 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 2.2 | $3.5M | NEW | 22k | 162.75 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 2.1 | $3.4M | 41k | 82.97 |
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| Vanguard Index Fds Mrngstr Sml Cap (VB) | 1.9 | $3.0M | -5% | 11k | 284.49 |
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| NVIDIA Corporation (NVDA) | 1.8 | $2.9M | 13k | 228.38 |
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| Apple (AAPL) | 1.4 | $2.3M | 6.8k | 333.00 |
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| Chevron Corporation (CVX) | 1.4 | $2.2M | 11k | 204.21 |
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| Merck & Co (MRK) | 1.1 | $1.8M | 12k | 145.31 |
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| Duke Energy Corp Com New (DUK) | 0.9 | $1.5M | 13k | 114.01 |
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| Pepsi (PEP) | 0.6 | $1.0M | 8.1k | 126.72 |
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| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.6 | $967k | 11k | 92.05 |
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| Evergy (EVRG) | 0.6 | $894k | 11k | 78.44 |
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| Procter & Gamble Company (PG) | 0.5 | $873k | 6.0k | 145.28 |
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| Coca-Cola Company (KO) | 0.5 | $861k | 10k | 86.08 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $834k | 1.7k | 497.95 |
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| Micron Technology (MU) | 0.5 | $793k | 744.00 | 1065.58 |
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| American Electric Power Company (AEP) | 0.5 | $741k | 6.2k | 118.64 |
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| Amazon (AMZN) | 0.4 | $569k | +3% | 2.3k | 249.15 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.3 | $547k | NEW | 5.4k | 100.68 |
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| At&t (T) | 0.3 | $469k | 19k | 24.40 |
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| 3M Company (MMM) | 0.3 | $443k | 2.7k | 164.15 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $428k | -5% | 1.5k | 280.09 |
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| International Business Machines (IBM) | 0.2 | $330k | 1.5k | 219.93 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.2 | $298k | 4.3k | 69.33 |
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| Southside Bancshares (SBSI) | 0.2 | $297k | 9.9k | 30.08 |
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| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.2 | $262k | -5% | 3.3k | 78.42 |
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| Advanced Micro Devices (AMD) | 0.2 | $251k | +7% | 410.00 | 611.76 |
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| Devon Energy Corporation (DVN) | 0.1 | $211k | NEW | 4.6k | 46.04 |
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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 Q3 filed Oct. 20, 2026
- Gibson Wealth Advisors 2026 Q2 filed July 14, 2026
- 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