Gibson Wealth Advisors LLC — 13F Holdings & Portfolio
CIK 1911266 · latest 13F-HR filed 2026-04-14
Gibson Wealth Advisors LLC manages $149.2M in 13F-reported U.S. long-equity assets across 37 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VTI (30.18%), BND (20.53%), VXUS (12.06%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 0, added to 15, and trimmed 6.
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.
$149.2M
Long-equity book
37
Distinct positions
2026-03-31
Filed 2026-04-14
+3 / −0 / ↑15 / ↓6
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXXON MOBIL CORP$1.1M +41.0%
- CHEVRON CORPORATION$691.9K +35.8%
- AT&T INC$212.3K +43.4%
- DUKE ENERGY CORP NEW$205.9K +11.7%
- MERCK & CO INC$181.9K +14.3%
Top Trims
- NVIDIA CORPORATION-$150.2K -6.5%
- APPLE INC-$123.2K -6.6%
- INTERNATIONAL BUSINESS MACHS-$80.7K -18.2%
- AMAZON COM INC-$49.6K -9.8%
- 3M CO-$40.1K -9.3%
New Positions
- DEVON ENERGY CORP NEW$231.0K
- SOUTHERN CO$215.4K
- PINNACLE WEST CAP CORP$201.5K
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 | $45.0M | 30.18% | 140,361 | SH |
| 2 | VANGUARD BD INDEX FDS | BND | 921937835 | $30.6M | 20.53% | 416,044 | SH |
| 3 | VANGUARD STAR FDS | VXUS | 921909768 | $18.0M | 12.06% | 233,431 | SH |
| 4 | VANGUARD INDEX FDS | VOO | 922908363 | $17.7M | 11.83% | 29,547 | SH |
| 5 | NORFOLK SOUTHN CORP | NSC | 655844108 | $6.5M | 4.37% | 22,709 | SH |
| 6 | EXXON MOBIL CORP | XOM | 30231G102 | $3.7M | 2.45% | 21,564 | SH |
| 7 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $3.1M | 2.10% | 41,786 | SH |
| 8 | VANGUARD INDEX FDS | VB | 922908751 | $3.0M | 2.02% | 11,523 | SH |
| 9 | CHEVRON CORPORATION | CVX | 166764100 | $2.6M | 1.76% | 12,698 | SH |
| 10 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.2M | 1.45% | 12,417 | SH |
| 11 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $2.0M | 1.32% | 15,000 | SH |
| 12 | APPLE INC | AAPL | 037833100 | $1.7M | 1.16% | 6,834 | SH |
| 13 | MERCK & CO INC | MRK | 58933Y105 | $1.5M | 0.98% | 12,105 | SH |
| 14 | PEPSICO INC | PEP | 713448108 | $1.3M | 0.84% | 8,050 | SH |
| 15 | EVERGY INC | EVRG | 30034W106 | $1.0M | 0.69% | 12,596 | SH |
| 16 | PROCTER & GAMBLE CO | PG | 742718109 | $867.8K | 0.58% | 6,008 | SH |
| 17 | SPDR SERIES TRUST | SPTM | 78464A805 | $830.1K | 0.56% | 10,500 | SH |
| 18 | AMERICAN ELEC PWR CO INC | AEP | 025537101 | $819.0K | 0.55% | 6,248 | SH |
| 19 | COCA COLA CO | KO | 191216100 | $760.5K | 0.51% | 10,000 | SH |
| 20 | AT&T INC | T | 00206R102 | $701.9K | 0.47% | 24,211 | SH |
| 21 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $515.1K | 0.35% | 1,075 | SH |
| 22 | WASTE MGMT INC DEL | WM | 94106L109 | $459.6K | 0.31% | 2,000 | SH |
| 23 | AMAZON COM INC | AMZN | 023135106 | $458.2K | 0.31% | 2,200 | SH |
| 24 | VANGUARD WORLD FD | VDE | 92204A306 | $432.6K | 0.29% | 2,500 | SH |
| 25 | 3M CO | MMM | 88579Y101 | $392.1K | 0.26% | 2,700 | SH |
| 26 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $363.6K | 0.24% | 1,500 | SH |
| 27 | TEXAS INSTRS INC | TXN | 882508104 | $315.7K | 0.21% | 1,626 | SH |
| 28 | SOUTHSIDE BANCSHARES INC | SBSI | 84470P109 | $306.4K | 0.21% | 9,856 | SH |
| 29 | ENBRIDGE INC | ENB | 29250N105 | $270.7K | 0.18% | 5,000 | SH |
| 30 | MICRON TECHNOLOGY INC | MU | 595112103 | $251.3K | 0.17% | 744 | SH |
| 31 | VANGUARD INDEX FDS | VO | 922908629 | $248.7K | 0.17% | 866 | SH |
| 32 | JOHNSON & JOHNSON | JNJ | 478160104 | $246.9K | 0.17% | 1,010 | SH |
| 33 | DEVON ENERGY CORP NEW | DVN | 25179M103 | $231.0K | 0.15% | 4,590 | SH |
| 34 | PROSHARES TR | SSO | 74347R107 | $222.8K | 0.15% | 4,294 | SH |
| 35 | SOUTHERN CO | SO | 842587107 | $215.4K | 0.14% | 2,232 | SH |
| 36 | MCDONALDS CORP | MCD | 580135101 | $213.5K | 0.14% | 687 | SH |
| 37 | PINNACLE WEST CAP CORP | PNW | 723484101 | $201.5K | 0.14% | 2,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-14 | $149.2M | 37 | 0001754960-26-000248 |
| 2025-12-31 | 2026-01-13 | $145.9M | 34 | 0001754960-26-000031 |