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CIK: 0001911266
Total reported value
$160.3M
$160.3M
37 檔
73.5%
According to the latest 13F quarterly dataset, Gibson Wealth Advisors LLC managed an equity portfolio of $160.3M at the end of Q1 2026, spanning 37 distinct U.S. exchange-listed positions.
In Q1 2026, Gibson Wealth Advisors LLC displayed an active expansion posture, initiating 3 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 | 30.18% | +2.08% | +2.99% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 20.53% | -0.84% | +3.89% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 12.06% | +0.31% | +1.16% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.83% | +0.71% | +0.18% | |
| 5 | NSC | Norfolk Southern CORP | Stock-Industrials | 4.37% | +0.09% | — | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 2.45% | -0.61% | — | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.10% | +0.06% | -0.63% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 2.02% | +0.10% | -0.33% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 1.76% | -0.65% | — | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.45% | +0.12% | — | |
| 11 | DUK | Duke Energy CORP | Stock-Utilities | 1.32% | -0.29% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.16% | +0.07% | +0.01% | |
| 13 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.98% | -0.01% | — | |
| 14 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.84% | -0.16% | — | |
| 15 | EVRG | Evergy Inc | Stock-Utilities | 0.69% | -0.08% | — | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | -0.03% | — | |
| 17 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.56% | +0.03% | — | |
| 18 | AEP | American Electric Power | Stock-Utilities | 0.55% | -0.02% | — | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.51% | — | — | |
| 20 | T | At&t Inc | Stock-Comm Services | 0.47% | -0.22% | +22.83% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | +0.17% | +22.86% | |
| 22 | WM | Waste Management Inc | Stock-Industrials | 0.31% | -0.31% | EXIT | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | +0.02% | — | |
| 24 | VDE | Vanguard Energy ETF | ETF-Other | 0.29% | -0.29% | EXIT | |
| 25 | MMM | 3m Co | Stock-Industrials | 0.26% | +0.01% | — | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.24% | +0.02% | — | |
| 27 | TXN | Texas Instruments Inc | Stock-Tech | 0.21% | +0.09% | -3.56% | |
| 28 | SBSI | Southside Bancshares Inc | Stock-Other | 0.21% | +0.01% | — | |
| 29 | ENB | Enbridge Inc | Stock-Energy | 0.18% | -0.18% | EXIT | |
| 30 | MU | Micron Technology Inc | Stock-Tech | 0.17% | +0.37% | — | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.17% | +0.01% | — | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | -0.17% | EXIT | |
| 33 | DVN | Devon Energy CORP | Stock-Energy | 0.15% | -0.15% | EXIT | |
| 34 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.15% | +0.03% | -0.28% | |
| 35 | SO | Southern Co/the | Stock-Utilities | 0.14% | -0.14% | EXIT | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.14% | -0.14% | EXIT | |
| 37 | PNW | Pinnacle West Capital | Stock-Utilities | 0.14% | -0.14% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.7% | — | Unchanged |
| 2 | CVX | Chevron CORP | +0.4% | — | Unchanged |
| 3 | BND | Vanguard Total Bond Market | +0.2% | +3.89% | Add |
| 4 | VXUS | Vanguard Total Intl Stock | +0.1% | +1.16% | Add |
| 5 | T | At&t Inc | +0.1% | +22.83% | Add |
| 6 | DUK | Duke Energy CORP | +0.1% | — | Unchanged |
| 7 | MRK | Merck & Co. Inc. | +0.1% | — | Unchanged |
| 8 | VDE | Vanguard Energy ETF | +0.1% | — | Unchanged |
| 9 | EVRG | Evergy Inc | +0.1% | — | Unchanged |
| 10 | AEP | American Electric Power | +0.1% | — | Unchanged |
| 11 | PEP | Pepsico Inc | +0.1% | — | Unchanged |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +22.86% | Add |
| 13 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 14 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 15 | MU | Micron Technology Inc | 0% | — | Unchanged |
| 16 | ENB | Enbridge Inc | 0% | — | Unchanged |
| 17 | TXN | Texas Instruments Inc | 0% | -3.56% | Trim |
| 18 | WM | Waste Management Inc | 0% | — | Unchanged |
| 19 | SBSI | Southside Bancshares Inc | — | — | Unchanged |
| 20 | MCD | Mcdonald's CORP | — | — | Unchanged |
| 21 | VO | Vanguard Mid-cap ETF | — | — | Unchanged |
| 22 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 23 | VEU | Vanguard Ftse All-world Ex-u | 0% | -0.63% | Trim |
| 24 | VB | Vanguard Small-cap ETF | 0% | -0.33% | Trim |
| 25 | SSO | Proshares Ultra S&p500 | 0% | -0.28% | Trim |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | — | Unchanged |
| 27 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 28 | MMM | 3m Co | 0% | — | Unchanged |
| 29 | IBM | Intl Business Machines CORP | -0.1% | — | Unchanged |
| 30 | AAPL | Apple Inc | -0.1% | +0.01% | Add |
| 31 | NSC | Norfolk Southern CORP | -0.1% | — | Unchanged |
| 32 | NVDA | Nvidia CORP | -0.1% | — | Unchanged |
| 33 | VOO | Vanguard S&p 500 ETF | -0.9% | +0.18% | Add |
| 34 | VTI | Vanguard Total Stock Mkt ETF | -1.1% | +2.99% | Add |
| 35 | DVN | Devon Energy CORP | — | NEW | New buy |
| 36 | SO | Southern Co/the | — | NEW | New buy |
| 37 | PNW | Pinnacle West Capital | — | 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 37 disclosed positions in Q1 2026.
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, VXUS) accounted for 73.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
DVN
市值: $231.0K
Top Position Liquidated / Trimmed
VEU
前期市值: $3.1M
During Q1 2026, Gibson Wealth Advisors LLC's top holdings by market value included VTI (30.2%)、BND (20.5%)、VXUS (12.1%). The largest single position, VTI, represented 30.2% of total portfolio value.
In Q1 2026, Gibson Wealth Advisors LLC made 14 total portfolio adjustments, initiating 3 new buys, adding to 7 positions, trimming 4 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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