Gibson Wealth Advisors LLC — 13F Holdings & Portfolio
CIK 1911266 · latest 13F-HR filed 2026-07-14
Gibson Wealth Advisors LLC manages $160.3M in 13F-reported U.S. long-equity assets across 30 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (32.26%), BND (19.69%), VOO (12.54%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 8, added to 20, and trimmed 5.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 105
TYLER, TX 75703
$160.3M
Long-equity book
30
Distinct positions
2026-06-30
Filed 2026-07-14
+1 / −8 / ↑20 / ↓5
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$6.7M +14.9%
- VANGUARD INDEX FDS$2.4M +13.8%
- VANGUARD STAR FDS$1.8M +10.2%
- NORFOLK SOUTHN CORP$626.5K +9.6%
- MICRON TECHNOLOGY INC$607.7K +241.8%
Top Trims
- CHEVRON CORPORATION-$853.9K -32.5%
- EXXON MOBIL CORP-$710.3K -19.4%
- DUKE ENERGY CORP NEW-$318.6K -16.2%
- AT&T INC-$304.0K -43.3%
- PEPSICO INC-$160.1K -12.8%
Exited Positions
- WASTE MGMT INC DEL$459.6K
- VANGUARD WORLD FD$432.6K
- ENBRIDGE INC$270.7K
- JOHNSON & JOHNSON$246.9K
- DEVON ENERGY CORP NEW$231.0K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VTI | 922908769 | $51.7M | 32.26% | 139,687 | SH |
| 2 | VANGUARD BD INDEX FDS | BND | 921937835 | $31.6M | 19.69% | 429,773 | SH |
| 3 | VANGUARD INDEX FDS | VOO | 922908363 | $20.1M | 12.54% | 29,266 | SH |
| 4 | VANGUARD STAR FDS | VXUS | 921909768 | $19.8M | 12.37% | 231,843 | SH |
| 5 | NORFOLK SOUTHN CORP | NSC | 655844108 | $7.1M | 4.46% | 22,709 | SH |
| 6 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $3.5M | 2.16% | 41,345 | SH |
| 7 | VANGUARD INDEX FDS | VB | 922908751 | $3.4M | 2.12% | 11,205 | SH |
| 8 | EXXON MOBIL CORP | XOM | 30231G102 | $2.9M | 1.84% | 21,564 | SH |
| 9 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.5M | 1.57% | 12,552 | SH |
| 10 | APPLE INC | AAPL | 037833100 | $2.0M | 1.23% | 6,835 | SH |
| 11 | CHEVRON CORPORATION | CVX | 166764100 | $1.8M | 1.11% | 10,698 | SH |
| 12 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $1.6M | 1.03% | 13,000 | SH |
| 13 | MERCK & CO INC | MRK | 58933Y105 | $1.6M | 0.97% | 12,105 | SH |
| 14 | PEPSICO INC | PEP | 713448108 | $1.1M | 0.68% | 8,050 | SH |
| 15 | EVERGY INC | EVRG | 30034W106 | $985.3K | 0.61% | 11,400 | SH |
| 16 | SPDR SERIES TRUST | SPTM | 78464A805 | $953.3K | 0.59% | 10,500 | SH |
| 17 | PROCTER & GAMBLE CO | PG | 742718109 | $881.0K | 0.55% | 6,008 | SH |
| 18 | MICRON TECHNOLOGY INC | MU | 595112103 | $859.0K | 0.54% | 744 | SH |
| 19 | AMERICAN ELEC PWR CO INC | AEP | 025537101 | $854.8K | 0.53% | 6,248 | SH |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $838.2K | 0.52% | 1,675 | SH |
| 21 | COCA COLA CO | KO | 191216100 | $812.7K | 0.51% | 10,000 | SH |
| 22 | AMAZON COM INC | AMZN | 023135106 | $524.3K | 0.33% | 2,200 | SH |
| 23 | TEXAS INSTRS INC | TXN | 882508104 | $484.7K | 0.30% | 1,626 | SH |
| 24 | 3M CO | MMM | 88579Y101 | $437.2K | 0.27% | 2,700 | SH |
| 25 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $421.8K | 0.26% | 1,500 | SH |
| 26 | AT&T INC | T | 00206R102 | $397.9K | 0.25% | 19,220 | SH |
| 27 | SOUTHSIDE BANCSHARES INC | SBSI | 84470P109 | $346.8K | 0.22% | 9,856 | SH |
| 28 | PROSHARES TR | SSO | 74347R107 | $289.8K | 0.18% | 4,301 | SH |
| 29 | VANGUARD INDEX FDS | VO | 922908629 | $283.0K | 0.18% | 3,512 | SH |
| 30 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $220.7K | 0.14% | 380 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-14 | $160.3M | 30 | 0001754960-26-000497 |
| 2026-03-31 | 2026-04-14 | $149.2M | 37 | 0001754960-26-000248 |
| 2025-12-31 | 2026-01-13 | $145.9M | 34 | 0001754960-26-000031 |