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CIK: 0001911266
Total reported value
$160.3M
$160.3M
32 檔
70.8%
At the close of Q3 2025, Gibson Wealth Advisors LLC disclosed equity holdings valued at approximately $160.3M, spread across 32 reported holdings.
In Q3 2025, Gibson Wealth Advisors LLC adopted a defensive or profit-taking posture, trimming 8 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 31.25% | +2.08% | +2.39% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 20.09% | -0.84% | +8.52% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.86% | +0.71% | -4.57% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 11.64% | +0.31% | +0.50% | |
| 5 | NSC | Norfolk Southern CORP | Stock-Industrials | 4.85% | +0.09% | — | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.13% | +0.06% | +0.38% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 2.11% | +0.10% | -3.33% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 1.73% | -0.61% | -31.75% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.65% | +0.12% | — | |
| 10 | CVX | Chevron CORP | Stock-Energy | 1.40% | -0.65% | — | |
| 11 | DUK | Duke Energy CORP | Stock-Utilities | 1.32% | -0.29% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.24% | +0.07% | +0.01% | |
| 13 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.80% | -0.16% | — | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.72% | -0.01% | — | |
| 15 | EVRG | Evergy Inc | Stock-Utilities | 0.68% | -0.08% | — | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.03% | — | |
| 17 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.60% | +0.03% | — | |
| 18 | AEP | American Electric Power | Stock-Utilities | 0.50% | -0.02% | — | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.47% | — | — | |
| 20 | T | At&t Inc | Stock-Comm Services | 0.40% | -0.22% | — | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +0.02% | — | |
| 22 | WM | Waste Management Inc | Stock-Industrials | 0.31% | -0.31% | EXIT | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | +0.17% | — | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 0.30% | +0.02% | — | |
| 25 | MMM | 3m Co | Stock-Industrials | 0.30% | +0.01% | — | |
| 26 | TXN | Texas Instruments Inc | Stock-Tech | 0.24% | +0.09% | -2.91% | |
| 27 | VDE | Vanguard Energy ETF | ETF-Other | 0.22% | -0.29% | EXIT | |
| 28 | SBSI | Southside Bancshares Inc | Stock-Other | 0.20% | +0.01% | — | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.18% | +0.01% | — | |
| 30 | ENB | Enbridge Inc | Stock-Energy | 0.18% | -0.18% | EXIT | |
| 31 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.17% | +0.03% | — | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.15% | -0.14% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.5% | -4.57% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +1% | +2.39% | Trim |
| 3 | NVDA | Nvidia CORP | +0.6% | — | Unchanged |
| 4 | NSC | Norfolk Southern CORP | +0.5% | — | Unchanged |
| 5 | VXUS | Vanguard Total Intl Stock | +0.5% | +0.50% | Trim |
| 6 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +0.38% | Add |
| 7 | DUK | Duke Energy CORP | +0.1% | — | Add |
| 8 | EVRG | Evergy Inc | +0.1% | — | Add |
| 9 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | — | Unchanged |
| 10 | AAPL | Apple Inc | 0% | +0.01% | Add |
| 11 | T | At&t Inc | 0% | — | Add |
| 12 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 13 | IBM | Intl Business Machines CORP | — | — | Unchanged |
| 14 | ENB | Enbridge Inc | — | — | Unchanged |
| 15 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 16 | VO | Vanguard Mid-cap ETF | 0% | — | Trim |
| 17 | SBSI | Southside Bancshares Inc | 0% | — | Unchanged |
| 18 | TXN | Texas Instruments Inc | 0% | -2.91% | Trim |
| 19 | VDE | Vanguard Energy ETF | 0% | — | Unchanged |
| 20 | AEP | American Electric Power | -0.1% | — | Unchanged |
| 21 | VB | Vanguard Small-cap ETF | -0.1% | -3.33% | Trim |
| 22 | MMM | 3m Co | -0.1% | — | Trim |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | — | Unchanged |
| 24 | BND | Vanguard Total Bond Market | -0.1% | +8.52% | Add |
| 25 | KO | Coca-cola Co/the | -0.1% | — | Unchanged |
| 26 | CVX | Chevron CORP | -0.1% | — | Add |
| 27 | MRK | Merck & Co. Inc. | -0.1% | — | Add |
| 28 | PEP | Pepsico Inc | -0.2% | — | Unchanged |
| 29 | PG | Procter & Gamble Co/the | -0.2% | — | Trim |
| 30 | XOM | Exxon Mobil CORP | -1.3% | -31.75% | Trim |
| 31 | RCL | Royal Caribbean Cruises Ltd. | — | EXIT | Sold out |
| 32 | WM | Waste Management Inc | — | NEW | New buy |
| 33 | FLO | Flowers Foods Inc | — | EXIT | Sold out |
| 34 | BP | Bp Plc-spons Adr | — | EXIT | Sold out |
| 35 | MU | Micron Technology Inc | — | EXIT | Sold out |
| 36 | OC | Owens Corning | — | EXIT | Sold out |
| 37 | SSO | Proshares Ultra S&p500 | — | NEW | New buy |
| 38 | BAC | Bank Of America CORP | — | EXIT | Sold out |
| 39 | CCL1EUR | Carnival CORP LTD | — | EXIT | Sold out |
According to official SEC Form 13F filings, Gibson Wealth Advisors LLC reported a total U.S. public equity portfolio value of $160.3M across 32 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, VOO) accounted for 70.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
WM
市值: $441.7K
Top Position Liquidated / Trimmed
RCL
前期市值: $1.0M
During Q3 2025, Gibson Wealth Advisors LLC's top holdings by market value included VTI (31.3%)、BND (20.1%)、VOO (12.9%). The largest single position, VTI, represented 31.3% of total portfolio value.
In Q3 2025, Gibson Wealth Advisors LLC made 26 total portfolio adjustments, initiating 2 new buys, adding to 9 positions, trimming 8 holdings, and fully liquidating 7 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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