Gibson Wealth Advisors LLC
CIK 1911266 · View on SEC EDGAR ↗
- Portfolio value
- $160.3M
- Positions
- 30
- As of
- June 30, 2026
#7,177 of 9,443 by 13F value · top 76.0%
Portfolio value QoQ: +7.4% 13F does not disclose cash
- Top 10 holdings weight
- 90.23%
- Top 25 holdings weight
- 99.04%
- Positions above 1%
- 12
- Effective number of positions
- 5.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.14% Est. buys $1,770,264 · sells $3,774,208
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 63.8% still held
- New positions
- 1
- Increased
- 6
- Decreased
- 9
- Closed
- 8
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Industrials
4.7%
Technology
4.0%
Energy
2.9%
Utilities
2.2%
Consumer Staples
1.2%
Healthcare
1.0%
Consumer products
0.5%
Retail
0.3%
Telecommunication
0.2%
Financials
0.2%
Other/Unmapped
82.6%
Full portfolio 30 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VTI | $51,714,416 | 32.26% | 139,687 | $6,690,657 | Down ×1 | ||
| BND Vanguard Total Bond Market ETF | $31,564,098 | 19.69% | 429,773 | $926,618 | Up ×6 | ||
| VOO | $20,100,181 | 12.54% | 29,266 | $2,444,371 | Down ×1 | ||
| VXUS Vanguard Total International Stock ETF | $19,829,777 | 12.37% | 231,843 | $1,829,910 | Down ×1 | ||
| NSC Norfolk Southern Corporation Common Stock | $7,144,024 | 4.46% | 22,709 | $626,541 | |||
| VEU | $3,462,644 | 2.16% | 41,345 | $324,515 | Down ×2 | ||
| VB | $3,396,345 | 2.12% | 11,205 | $378,306 | Down ×5 | ||
| XOM Exxon Mobil Corporation Common Stock | $2,948,230 | 1.84% | 21,564 | $-710,318 | |||
| NVDA NVIDIA Corporation - Common Stock | $2,511,530 | 1.57% | 12,552 | $346,005 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $1,977,691 | 1.23% | 6,835 | $243,329 | Up ×6 | ||
| CVX Chevron Corporation Common Stock | $1,773,300 | 1.11% | 10,698 | $-853,916 | Down ×1 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $1,645,540 | 1.03% | 13,000 | $-318,560 | Down ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1,555,493 | 0.97% | 12,105 | $99,383 | |||
| PEP PepsiCo, Inc. - Common Stock | $1,089,970 | 0.68% | 8,050 | $-160,115 | |||
| EVRG Evergy, Inc. - Common Stock | $985,302 | 0.61% | 11,400 | $-46,562 | Down ×1 | ||
| SPTM | $953,295 | 0.59% | 10,500 | $123,165 | |||
| PG Procter & Gamble Company (The) Common Stock | $881,013 | 0.55% | 6,008 | $13,217 | |||
| MU Micron Technology, Inc. - Common Stock | $859,030 | 0.54% | 744 | $607,691 | |||
| AEP American Electric Power Company, Inc. - Common Stock | $854,789 | 0.53% | 6,248 | $35,801 | |||
| BRKB | $838,153 | 0.52% | 1,675 | $323,013 | Up ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $812,700 | 0.51% | 10,000 | $52,200 | |||
| AMZN Amazon.com, Inc. - Common Stock | $524,348 | 0.33% | 2,200 | $66,154 | |||
| TXN Texas Instruments Incorporated - Common Stock | $484,662 | 0.30% | 1,626 | $168,990 | |||
| MMM 3M Company Common Stock | $437,157 | 0.27% | 2,700 | $45,036 | |||
| IBM International Business Machines Corporation Common Stock | $421,815 | 0.26% | 1,500 | $58,230 | |||
| T AT&T Inc. | $397,854 | 0.25% | 19,220 | $-304,023 | Down ×1 | ||
| SBSI Southside Bancshares, Inc. Common Stock | $346,833 | 0.22% | 9,856 | $40,410 | |||
| SSO | $289,801 | 0.18% | 4,301 | $67,028 | Up ×1 | ||
| VO | $282,982 | 0.18% | 3,512 | $34,284 | Up ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $220,746 | 0.14% | 380 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| AMD | $220,746 | 380 | 0.14% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| RCL | Sept. 30, 2025 | 5,000 | $1,565,700 | -8.9% |
| FUTY | March 31, 2025 | 11,000 | $536,470 | No longer tracked |
| MU | Sept. 30, 2025 | 4,008 | $494,043 | 458.4% |
| WM | June 30, 2026 | 2,000 | $459,580 | 1.2% |
| VDE | June 30, 2026 | 2,500 | $432,600 | No longer tracked |
| OC | Sept. 30, 2025 | 2,399 | $329,949 | 4.1% |
| BP | Sept. 30, 2025 | 10,709 | $320,520 | 31.0% |
| CCL | Sept. 30, 2025 | 10,390 | $292,167 | -10.1% |
| CI | Sept. 30, 2025 | 873 | $288,596 | -3.4% |
| ENB | June 30, 2026 | 5,000 | $270,700 | -5.7% |
| CAT | Sept. 30, 2025 | 670 | $260,155 | 69.4% |
| BAC | Sept. 30, 2025 | 5,445 | $257,661 | 21.9% |
| JNJ | June 30, 2026 | 1,010 | $246,884 | 7.1% |
| DVN | June 30, 2026 | 4,590 | $230,969 | 19.6% |
| SO | June 30, 2026 | 2,232 | $215,433 | -3.4% |
| MCD | June 30, 2026 | 687 | $213,513 | 0.2% |
| PNW | June 30, 2026 | 2,000 | $201,500 | -6.7% |
| FLO | Sept. 30, 2025 | 18,822 | $161,750 | -43.1% |