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CIK: 0001911266
Total reported value
$160.3M
$160.3M
40 檔
64.9%
As reported in its official Q2 2025 Form 13F filing, Gibson Wealth Advisors LLC's tracked investment portfolio stood at $160.3M with 40 total positions.
During Q2 2025, 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 | 29.49% | +2.08% | -5.04% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 19.13% | -0.84% | +2.05% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.08% | +0.71% | +12.02% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 11.36% | +0.31% | -1.41% | |
| 5 | NSC | Norfolk Southern CORP | Stock-Industrials | 4.32% | +0.09% | — | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 2.53% | -0.61% | -1.45% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 2.13% | +0.10% | -1.10% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.09% | +0.06% | +3.59% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.46% | +0.12% | — | |
| 10 | CVX | Chevron CORP | Stock-Energy | 1.35% | -0.65% | +12.89% | |
| 11 | DUK | Duke Energy CORP | Stock-Utilities | 1.32% | -0.29% | +15.38% | |
| 12 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 1.16% | — | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.04% | +0.07% | +0.01% | |
| 14 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.79% | -0.16% | — | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.71% | -0.01% | +0.83% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.71% | -0.03% | -6.24% | |
| 17 | EVRG | Evergy Inc | Stock-Utilities | 0.65% | -0.08% | +10.49% | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.58% | +0.03% | — | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.53% | — | — | |
| 20 | AEP | American Electric Power | Stock-Utilities | 0.48% | -0.02% | — | |
| 21 | T | At&t Inc | Stock-Comm Services | 0.42% | -0.22% | +17.95% | |
| 22 | MU | Micron Technology Inc | Stock-Tech | 0.37% | +0.37% | +0.03% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | +0.02% | — | |
| 24 | WM | Waste Management Inc | Stock-Industrials | 0.34% | -0.31% | EXIT | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 0.33% | +0.02% | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | +0.17% | — | |
| 27 | MMM | 3m Co | Stock-Industrials | 0.31% | +0.01% | -11.48% | |
| 28 | TXN | Texas Instruments Inc | Stock-Tech | 0.29% | +0.09% | — | |
| 29 | OC | Owens Corning | Stock-Industrials | 0.25% | — | — | |
| 30 | BP | Bp Plc-spons Adr | Stock-Energy | 0.24% | — | — | |
| 31 | VDE | Vanguard Energy ETF | ETF-Other | 0.22% | -0.29% | EXIT | |
| 32 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 0.22% | — | — | |
| 33 | SBSI | Southside Bancshares Inc | Stock-Other | 0.22% | +0.01% | — | |
| 34 | CI | THE Cigna Group | Stock-Healthcare | 0.21% | — | — | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.19% | — | — | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.19% | — | +2.35% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.18% | +0.01% | -10.35% | |
| 38 | ENB | Enbridge Inc | Stock-Energy | 0.17% | -0.18% | EXIT | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.15% | -0.14% | EXIT | |
| 40 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 0.12% | — | -3.09% |
According to official SEC Form 13F filings, Gibson Wealth Advisors LLC reported a total U.S. public equity portfolio value of $160.3M across 40 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, VOO) accounted for 64.9% of total reported equity market value during Q2 2025.
During Q2 2025, Gibson Wealth Advisors LLC's top holdings by market value included VTI (29.5%)、BND (19.1%)、VOO (13.1%). The largest single position, VTI, represented 29.5% of total portfolio value.
In Q2 2025, 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.
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