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CIK: 0001911266
Total reported value
$160.3M
$160.3M
34 檔
73.5%
As reported in its official Q4 2025 Form 13F filing, Gibson Wealth Advisors LLC's tracked investment portfolio stood at $160.3M with 34 total positions.
In Q4 2025, Gibson Wealth Advisors LLC displayed an active expansion posture, initiating 2 new positions and adding to 7 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 31.32% | +2.08% | +2.04% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 20.33% | -0.84% | +5.66% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.68% | +0.71% | -0.18% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 11.93% | +0.31% | +3.84% | |
| 5 | NSC | Norfolk Southern CORP | Stock-Industrials | 4.49% | +0.09% | — | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.12% | +0.06% | +0.20% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 2.04% | +0.10% | -1.07% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 1.78% | -0.61% | — | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.59% | +0.12% | — | |
| 10 | CVX | Chevron CORP | Stock-Energy | 1.33% | -0.65% | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.27% | +0.07% | +0.01% | |
| 12 | DUK | Duke Energy CORP | Stock-Utilities | 1.21% | -0.29% | — | |
| 13 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.87% | -0.01% | — | |
| 14 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.79% | -0.16% | — | |
| 15 | EVRG | Evergy Inc | Stock-Utilities | 0.63% | -0.08% | — | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.59% | +0.03% | — | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | -0.03% | — | |
| 18 | AEP | American Electric Power | Stock-Utilities | 0.49% | -0.02% | — | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.48% | — | — | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | +0.02% | +3.53% | |
| 21 | T | At&t Inc | Stock-Comm Services | 0.34% | -0.22% | — | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 0.30% | +0.02% | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | +0.17% | — | |
| 24 | WM | Waste Management Inc | Stock-Industrials | 0.30% | -0.31% | EXIT | |
| 25 | MMM | 3m Co | Stock-Industrials | 0.30% | +0.01% | — | |
| 26 | VDE | Vanguard Energy ETF | ETF-Other | 0.22% | -0.29% | EXIT | |
| 27 | SBSI | Southside Bancshares Inc | Stock-Other | 0.21% | +0.01% | — | |
| 28 | TXN | Texas Instruments Inc | Stock-Tech | 0.20% | +0.09% | -6.49% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.17% | +0.01% | — | |
| 30 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.17% | +0.03% | +100.00% | |
| 31 | ENB | Enbridge Inc | Stock-Energy | 0.16% | -0.18% | EXIT | |
| 32 | MU | Micron Technology Inc | Stock-Tech | 0.15% | +0.37% | — | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.14% | -0.14% | EXIT | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.14% | -0.17% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | +0.3% | +3.84% | Add |
| 2 | BND | Vanguard Total Bond Market | +0.2% | +5.66% | Add |
| 3 | MRK | Merck & Co. Inc. | +0.2% | — | Unchanged |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +2.04% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.1% | — | Unchanged |
| 6 | AAPL | Apple Inc | 0% | +0.01% | Add |
| 7 | AMZN | Amazon.com Inc | 0% | +3.53% | Add |
| 8 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 9 | SBSI | Southside Bancshares Inc | 0% | — | Unchanged |
| 10 | IBM | Intl Business Machines CORP | — | — | Unchanged |
| 11 | MMM | 3m Co | — | — | Unchanged |
| 12 | SSO | Proshares Ultra S&p500 | — | +100.00% | Add |
| 13 | VDE | Vanguard Energy ETF | — | — | Unchanged |
| 14 | VEU | Vanguard Ftse All-world Ex-u | 0% | +0.20% | Add |
| 15 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | — | Unchanged |
| 17 | AEP | American Electric Power | 0% | — | Unchanged |
| 18 | VO | Vanguard Mid-cap ETF | 0% | — | Unchanged |
| 19 | WM | Waste Management Inc | 0% | — | Unchanged |
| 20 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 22 | ENB | Enbridge Inc | 0% | — | Unchanged |
| 23 | TXN | Texas Instruments Inc | 0% | -6.49% | Trim |
| 24 | EVRG | Evergy Inc | -0.1% | — | Unchanged |
| 25 | T | At&t Inc | -0.1% | — | Unchanged |
| 26 | NVDA | Nvidia CORP | -0.1% | — | Unchanged |
| 27 | PG | Procter & Gamble Co/the | -0.1% | — | Unchanged |
| 28 | CVX | Chevron CORP | -0.1% | — | Unchanged |
| 29 | VB | Vanguard Small-cap ETF | -0.1% | -1.07% | Trim |
| 30 | DUK | Duke Energy CORP | -0.1% | — | Unchanged |
| 31 | VOO | Vanguard S&p 500 ETF | -0.2% | -0.18% | Trim |
| 32 | NSC | Norfolk Southern CORP | -0.4% | — | Unchanged |
| 33 | MU | Micron Technology Inc | — | NEW | New buy |
| 34 | JNJ | Johnson & Johnson | — | NEW | New buy |
According to official SEC Form 13F filings, Gibson Wealth Advisors LLC reported a total U.S. public equity portfolio value of $160.3M across 34 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, VOO) accounted for 73.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
MU
市值: $212.4K
Top Position Liquidated / Trimmed
VOO
前期市值: $18.1M
During Q4 2025, Gibson Wealth Advisors LLC's top holdings by market value included VTI (31.3%)、BND (20.3%)、VOO (12.7%). The largest single position, VTI, represented 31.3% of total portfolio value.
In Q4 2025, Gibson Wealth Advisors LLC made 12 total portfolio adjustments, initiating 2 new buys, adding to 7 positions, trimming 3 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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