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Gibson Wealth Advisors LLC

Momentum followerLong-term holderQuality / disciplined sizing

Total reported value

$149.2M

Reporting period: 2026-03-31 · Number of holdings: 37

Gibson Wealth Advisors LLC disclosed 37 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $149.2M and a quarterly turnover rate of 5.0%.

Personality snowflake

Concentration
66.56
Portfolio Stability
5.05
Momentum/Contrarian
100
Sector conviction
52.42
Diversification
74
Sizing Uniformity
76.98

Recent moves

  • Trim VTI

    +3.0%　-$668.8K

  • Trim VOO

    +0.2%　-$841.4K

  • Add XOM

    0.0%　$1.1M

  • Add CVX

    0.0%　$691.9K

  • Add BND

    +3.9%　$975.4K

  • Trim NVDA

    0.0%　-$150.2K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VTIVanguard Total Stock Mkt ETFETF-Other30.18%-1.14%+2.99%
2BNDVanguard Total Bond MarketETF-Other20.53%+0.20%+3.89%
3VXUSVanguard Total Intl StockETF-Other12.06%+0.13%+1.16%
4VOOVanguard S&p 500 ETFETF-Large Cap & Growth11.83%-0.85%+0.18%
5NSCNorfolk Southern CORPStock-Industrials4.37%-0.12%—
6XOMExxon Mobil CORPStock-Energy2.45%+0.67%—
7VEUVanguard Ftse All-world Ex-uETF-Other2.10%-0.02%-0.63%
8VBVanguard Small-cap ETFETF-Other2.02%-0.02%-0.33%
9CVXChevron CORPStock-Energy1.76%+0.43%—
10NVDANvidia CORPStock-Tech1.45%-0.14%—
11DUKDuke Energy CORPStock-Utilities1.32%+0.11%—
12AAPLApple INCStock-Tech1.16%-0.11%+0.01%
13MRKMerck & Co. INC.Stock-Healthcare0.98%+0.11%—
14PEPPepsico INCStock-Consumer Staples0.84%+0.05%—
15EVRGEvergy INCStock-Utilities0.69%+0.06%—
16PGProcter & Gamble Co/theStock-Consumer Staples0.58%-0.01%—
17SPTMSs Spdr P S&p 1500 Comp ETFETF-Other0.56%-0.03%—
18AEPAmerican Electric PowerStock-Utilities0.55%+0.06%—
19KOCoca-cola Co/theStock-Consumer Staples0.51%+0.03%—
20TAt&t INCStock-Comm Services0.47%+0.13%+22.83%
21BRK-BBerkshire Hathaway Inc-cl BStock-Other0.35%+0.05%+22.86%
22WMWaste Management INCStock-Industrials0.31%+0.01%—
23AMZNAmazon.com INCStock-Consumer Disc0.31%-0.04%—
24VDEVanguard Energy ETFETF-Other0.29%+0.07%—
25MMM3m CoStock-Industrials0.26%-0.04%—
26IBMIntl Business Machines CORPStock-Tech0.24%-0.06%—
27TXNTexas Instruments INCStock-Tech0.21%+0.01%-3.56%
28SBSISouthside Bancshares INCStock-Other0.21%——
29ENBEnbridge INCStock-Energy0.18%+0.02%—
30MUMicron Technology INCStock-Tech0.17%+0.02%—
31VOVanguard Mid-cap ETFETF-Other0.17%——
32JNJJohnson & JohnsonStock-Healthcare0.17%+0.03%—
33DVNDevon Energy CORPStock-Energy0.15%+0.15%NEW
34SSOProshares Ultra S&p500ETF-Other0.15%-0.02%-0.28%
35SOSouthern Co/theStock-Utilities0.14%+0.14%NEW
36MCDMcdonald's CORPStock-Consumer Disc0.14%——
37PNWPinnacle West CapitalStock-Utilities0.14%+0.14%NEW

Holding changes this quarter

Gibson Wealth Advisors LLC's most significant position changes for 2026-03-31: New buy: Devon Energy CORP (DVN); New buy: Southern Co/the (SO); New buy: Pinnacle West Capital (PNW); Add: Vanguard Total Stock Mkt ETF (VTI) — shares +2.99%; Add: Vanguard S&p 500 ETF (VOO) — shares +0.18%.

Position changes disclosed by Gibson Wealth Advisors LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1XOMExxon Mobil CORP+0.7%—Unchanged
2CVXChevron CORP+0.4%—Unchanged
3BNDVanguard Total Bond Market+0.2%+3.89%Add
4VXUSVanguard Total Intl Stock+0.1%+1.16%Add
5TAt&t INC+0.1%+22.83%Add
6DUKDuke Energy CORP+0.1%—Unchanged
7MRKMerck & Co. INC.+0.1%—Unchanged
8VDEVanguard Energy ETF+0.1%—Unchanged
9EVRGEvergy INC+0.1%—Unchanged
10AEPAmerican Electric Power+0.1%—Unchanged
11PEPPepsico INC+0.1%—Unchanged
12BRK-BBerkshire Hathaway Inc-cl B+0.1%+22.86%Add
13KOCoca-cola Co/the0%—Unchanged
14JNJJohnson & Johnson0%—Unchanged
15MUMicron Technology INC0%—Unchanged
16ENBEnbridge INC0%—Unchanged
17TXNTexas Instruments INC0%-3.56%Trim
18WMWaste Management INC0%—Unchanged
19SBSISouthside Bancshares INC——Unchanged
20MCDMcdonald's CORP——Unchanged
21VOVanguard Mid-cap ETF——Unchanged
22PGProcter & Gamble Co/the0%—Unchanged
23VEUVanguard Ftse All-world Ex-u0%-0.63%Trim
24VBVanguard Small-cap ETF0%-0.33%Trim
25SSOProshares Ultra S&p5000%-0.28%Trim
26SPTMSs Spdr P S&p 1500 Comp ETF0%—Unchanged
27AMZNAmazon.com INC0%—Unchanged
28MMM3m Co0%—Unchanged
29IBMIntl Business Machines CORP-0.1%—Unchanged
30AAPLApple INC-0.1%+0.01%Add
31NSCNorfolk Southern CORP-0.1%—Unchanged
32NVDANvidia CORP-0.1%—Unchanged
33VOOVanguard S&p 500 ETF-0.9%+0.18%Add
34VTIVanguard Total Stock Mkt ETF-1.1%+2.99%Add
35DVNDevon Energy CORP—NEWNew buy
36SOSouthern Co/the—NEWNew buy
37PNWPinnacle West Capital—NEWNew buy

FAQ

What is Gibson Wealth Advisors LLC and what type of investor is it?
Gibson Wealth Advisors LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $149.2M, spread across 37 disclosed positions.
What are Gibson Wealth Advisors LLC's largest equity positions?
Based on the latest 13F filing, Gibson Wealth Advisors LLC's top holdings by market value are: 1. Vanguard Total Stock Mkt ETF (VTI) — $45.0M (30.2%) 2. Vanguard Total Bond Market (BND) — $30.6M (20.5%) 3. Vanguard Total Intl Stock (VXUS) — $18.0M (12.1%) 4. Vanguard S&p 500 ETF (VOO) — $17.7M (11.8%) 5. Norfolk Southern CORP (NSC) — $6.5M (4.4%)
What changes did Gibson Wealth Advisors LLC make in its most recent portfolio filing?
In the latest reported quarter, Gibson Wealth Advisors LLC made 14 notable position adjustments: 3 new positions were initiated, 7 existing holdings were added to, 4 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Devon Energy CORP (DVN); New buy: Southern Co/the (SO); New buy: Pinnacle West Capital (PNW); Add: Vanguard Total Stock Mkt ETF (VTI) — shares +2.99%; Add: Vanguard S&p 500 ETF (VOO) — shares +0.18%
What sectors does Gibson Wealth Advisors LLC focus on?
Gibson Wealth Advisors LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Industrials: 24.8% • Energy: 22.9% • Information Technology: 16.3% • Utilities: 14.3% • Consumer Staples: 9.7% • Health Care: 5.7%