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CIK: 0001911266
Total reported value
$161.5M
$161.5M
30 檔
80.7%
The Q2 2026 SEC filing reveals that Gibson Wealth Advisors LLC held a total portfolio value of $161.5M, covering 30 public equity positions.
In Q2 2026, Gibson Wealth Advisors LLC adopted a defensive or profit-taking posture, trimming 9 positions and completely liquidating 8 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 | 32.26% | -0.24% | -0.48% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 19.69% | -0.35% | +3.30% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.54% | +0.08% | -0.95% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 12.37% | -0.22% | -0.68% | |
| 5 | NSC | Norfolk Southern CORP | Stock-Industrials | 4.46% | -0.12% | — | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.16% | -0.07% | -1.06% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 2.12% | -0.26% | -2.76% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 1.84% | -1.84% | EXIT | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.57% | +0.20% | +1.09% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.23% | +0.18% | +0.01% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 1.11% | +0.24% | -15.75% | |
| 12 | DUK | Duke Energy CORP | Stock-Utilities | 1.03% | -0.11% | -13.33% | |
| 13 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.97% | +0.12% | — | |
| 14 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.68% | -0.05% | — | |
| 15 | EVRG | Evergy Inc | Stock-Utilities | 0.61% | -0.06% | -9.50% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.59% | +0.01% | — | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.01% | — | |
| 18 | MU | Micron Technology Inc | Stock-Tech | 0.54% | -0.05% | — | |
| 19 | AEP | American Electric Power | Stock-Utilities | 0.53% | -0.07% | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | — | +55.81% | |
| 21 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.51% | +0.02% | — | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +0.02% | — | |
| 23 | TXN | Texas Instruments Inc | Stock-Tech | 0.30% | -0.03% | — | |
| 24 | MMM | 3m Co | Stock-Industrials | 0.27% | — | — | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 0.26% | -0.06% | — | |
| 26 | T | At&t Inc | Stock-Comm Services | 0.25% | +0.04% | -20.61% | |
| 27 | SBSI | Southside Bancshares Inc | Stock-Other | 0.22% | -0.04% | — | |
| 28 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.18% | — | +0.16% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.18% | -0.02% | +305.54% | |
| 30 | AMD | Advanced Micro Devices | Stock-Tech | 0.14% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +2.1% | -0.48% | Trim |
| 2 | VOO | Vanguard S&p 500 ETF | +0.7% | -0.95% | Trim |
| 3 | MU | Micron Technology Inc | +0.4% | — | Unchanged |
| 4 | VXUS | Vanguard Total Intl Stock | +0.3% | -0.68% | Trim |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +55.81% | Add |
| 6 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 7 | NVDA | Nvidia CORP | +0.1% | +1.09% | Add |
| 8 | VB | Vanguard Small-cap ETF | +0.1% | -2.76% | Trim |
| 9 | NSC | Norfolk Southern CORP | +0.1% | — | Unchanged |
| 10 | TXN | Texas Instruments Inc | +0.1% | — | Unchanged |
| 11 | AAPL | Apple Inc | +0.1% | +0.01% | Add |
| 12 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | -1.06% | Trim |
| 13 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | — | Unchanged |
| 14 | SSO | Proshares Ultra S&p500 | 0% | +0.16% | Add |
| 15 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 16 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 17 | MMM | 3m Co | 0% | — | Unchanged |
| 18 | SBSI | Southside Bancshares Inc | 0% | — | Unchanged |
| 19 | VO | Vanguard Mid-cap ETF | 0% | +305.54% | Add |
| 20 | KO | Coca-cola Co/the | — | — | Unchanged |
| 21 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 22 | AEP | American Electric Power | 0% | — | Unchanged |
| 23 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 24 | EVRG | Evergy Inc | -0.1% | -9.50% | Trim |
| 25 | SO | Southern Co/the | -0.1% | EXIT | Sold out |
| 26 | MCD | Mcdonald's CORP | -0.1% | EXIT | Sold out |
| 27 | PNW | Pinnacle West Capital | -0.1% | EXIT | Sold out |
| 28 | DVN | Devon Energy CORP | -0.2% | EXIT | Sold out |
| 29 | PEP | Pepsico Inc | -0.2% | — | Unchanged |
| 30 | JNJ | Johnson & Johnson | -0.2% | EXIT | Sold out |
| 31 | ENB | Enbridge Inc | -0.2% | EXIT | Sold out |
| 32 | T | At&t Inc | -0.2% | -20.61% | Trim |
| 33 | VDE | Vanguard Energy ETF | -0.3% | EXIT | Sold out |
| 34 | DUK | Duke Energy CORP | -0.3% | -13.33% | Trim |
| 35 | WM | Waste Management Inc | -0.3% | EXIT | Sold out |
| 36 | XOM | Exxon Mobil CORP | -0.6% | — | Unchanged |
| 37 | CVX | Chevron CORP | -0.7% | -15.75% | Trim |
| 38 | BND | Vanguard Total Bond Market | -0.8% | +3.30% | Add |
According to official SEC Form 13F filings, Gibson Wealth Advisors LLC reported a total U.S. public equity portfolio value of $161.5M across 30 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, VOO) accounted for 80.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
AMD
市值: $220.7K
Top Position Liquidated / Trimmed
WM
前期市值: $459.6K
During Q2 2026, Gibson Wealth Advisors LLC's top holdings by market value included VTI (32.3%)、BND (19.7%)、VOO (12.5%). The largest single position, VTI, represented 32.3% of total portfolio value.
In Q2 2026, Gibson Wealth Advisors LLC made 24 total portfolio adjustments, initiating 1 new buys, adding to 6 positions, trimming 9 holdings, and fully liquidating 8 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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