13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001911266
Total reported value
$160.3M
$160.3M
36 檔
60.2%
During the Q3 2024 filing period, Gibson Wealth Advisors LLC (CIK: 0001911266) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $160.3M across 36 reported positions.
During Q3 2024, Gibson Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 31.61% | +2.08% | -1.42% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 18.65% | -0.84% | — | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.30% | +0.71% | +1.28% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 11.41% | +0.31% | +0.74% | |
| 5 | NSC | Norfolk Southern CORP | Stock-Industrials | 4.59% | +0.09% | — | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 2.28% | +0.10% | +0.24% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 2.03% | -0.61% | — | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.00% | +0.06% | +7.63% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 1.35% | -0.65% | — | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.31% | +0.07% | +0.01% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.27% | +0.12% | — | |
| 12 | DUK | Duke Energy CORP | Stock-Utilities | 1.22% | -0.29% | — | |
| 13 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.07% | -0.16% | — | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.92% | -0.01% | — | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.90% | -0.03% | — | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.60% | +0.03% | — | |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.58% | — | — | |
| 18 | EVRG | Evergy Inc | Stock-Utilities | 0.58% | -0.08% | — | |
| 19 | AEP | American Electric Power | Stock-Utilities | 0.52% | -0.02% | — | |
| 20 | FUTY | Fidelity Msci US Utilities | ETF-Other | 0.46% | — | — | |
| 21 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 0.38% | — | — | |
| 22 | OC | Owens Corning | Stock-Industrials | 0.34% | — | — | |
| 23 | MMM | 3m Co | Stock-Industrials | 0.34% | +0.01% | — | |
| 24 | TXN | Texas Instruments Inc | Stock-Tech | 0.34% | +0.09% | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | +0.17% | — | |
| 26 | MU | Micron Technology Inc | Stock-Tech | 0.33% | +0.37% | — | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | +0.02% | +5.19% | |
| 28 | T | At&t Inc | Stock-Comm Services | 0.30% | -0.22% | — | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.27% | +0.02% | — | |
| 30 | SBSI | Southside Bancshares Inc | Stock-Other | 0.27% | +0.01% | — | |
| 31 | VDE | Vanguard Energy ETF | ETF-Other | 0.25% | -0.29% | EXIT | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.21% | +0.01% | -26.65% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.17% | — | — | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.17% | — | — | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.17% | -0.14% | EXIT | |
| 36 | ENB | Enbridge Inc | Stock-Energy | 0.17% | -0.18% | EXIT |
According to official SEC Form 13F filings, Gibson Wealth Advisors LLC reported a total U.S. public equity portfolio value of $160.3M across 36 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, VOO) accounted for 60.2% of total reported equity market value during Q3 2024.
During Q3 2024, Gibson Wealth Advisors LLC's top holdings by market value included VTI (31.6%)、BND (18.6%)、VOO (12.3%). The largest single position, VTI, represented 31.6% of total portfolio value.
In Q3 2024, Gibson Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.