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Livermore
Livermore
ZHEN

Gibson Wealth Advisors LLC

SEC CIK
0001911266
Latest filing
Jul 14, 2026

The latest 13F from Gibson Wealth Advisors LLC covers Q2 2026 (filed Jul 14, 2026): 30 long positions worth $160.3M. The top 10 holdings make up 90.2% of the portfolio, and the largest is Vanguard Morningstar Total Stock Market ETF at 32.3%. Livermore has 15 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
1
Est. +$220.7K
Added
6
Est. +$1.34M
Reduced
9
Est. −$1.50M
Sold out
8
Est. −$2.27M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Morningstar Total Stock Market ETF922908769
    32.3%$51.7M
  2. Vanguard Total Bond Market ETF921937835
    19.7%$31.6M
  3. Vanguard S&P 500 ETF922908363
    12.5%$20.1M
  4. Vanguard Star FDS921909768
    12.4%$19.8M
  5. NSCNorfolk Southern Corp
    4.5%$7.14MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Total Bond Market ETF921937835
    +$1.01MAdded
  2. BRK.BBerkshire Hathaway Inc
    +$300.2KAddedHistory
  3. AMDAdvanced Micro Devices Inc
    +$220.7KNewHistory
  4. NVDANVIDIA Corp
    +$27.0KAddedHistory
  5. Vanguard Morningstar Mid-Cap ETF922908629
    +$3.87KAddedConverted for a 4-for-1 split

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. BRK.BBerkshire Hathaway Inc
    +0.18 pp0.3% → 0.5%History
  2. AMDAdvanced Micro Devices Inc
    +0.14 pp0.0% → 0.1%History
  3. NVDANVIDIA Corp
    +0.12 pp1.5% → 1.6%History
  4. AAPLApple Inc.
    +0.07 pp1.2% → 1.2%History
  5. ProShares Tr74347R107
    +0.03 pp0.1% → 0.2%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. WMWaste Management Inc
    −$459.6KSold outHistory
  2. Vanguard Energy ETF92204A306
    −$432.6KSold out
  3. CVXChevron Corp
    −$331.5KReducedHistory
  4. ENBEnbridge Inc
    −$270.7KSold outHistory
  5. DUKDuke Energy CORP
    −$253.2KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. CVXChevron Corp
    −0.65 pp1.8% → 1.1%History
  2. WMWaste Management Inc
    −0.31 pp0.3% → 0.0%History
  3. Vanguard Energy ETF92204A306
    −0.29 pp0.3% → 0.0%
  4. DUKDuke Energy CORP
    −0.29 pp1.3% → 1.0%History
  5. TAT&T Inc.
    −0.22 pp0.5% → 0.2%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$160.3M
+$11.1M (+7.4%) vs. prior quarter
Positions
30
−7 vs. prior quarter
Top 10 concentration
90.2%
Top 10 as share of value
Turnover
1.0%
Q2 2026, one quarter
Average holding period
9.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

15 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $5.20B (Q4 2022)

Q4 2021: $97.2MQ1 2022: $98.0MQ2 2022: $89.7MQ3 2022: $87.0MQ4 2022: $5.20BQ1 2024: $103.8MQ2 2024: $106.8MQ3 2024: $122.9MQ4 2024: $121.2MQ1 2025: $124.6MQ2 2025: $134.4MQ3 2025: $140.6MQ4 2025: $145.9MQ1 2026: $149.2MQ2 2026: $160.3M
Q4 2021Q2 2026
13F filings of Gibson Wealth Advisors LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 14, 202630$160.3MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFVanguard S&P 500 ETFvs. Q1 2026SEC
Q1 2026Apr 14, 202637$149.2MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFVanguard Star FDSvs. Q4 2025SEC
Q4 2025Jan 13, 202634$145.9MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFVanguard S&P 500 ETFvs. Q3 2025SEC
Q3 2025Oct 10, 202532$140.6MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFVanguard S&P 500 ETFvs. Q2 2025SEC
Q2 2025Aug 13, 202540$134.4MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFVanguard S&P 500 ETFvs. Q1 2025SEC
Q1 2025May 15, 202537$124.6MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFVanguard S&P 500 ETFvs. Q4 2024SEC
Q4 2024Feb 13, 202534$121.2MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFVanguard S&P 500 ETFvs. Q3 2024SEC
Q3 2024Nov 5, 202436$122.9MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFVanguard S&P 500 ETFvs. Q2 2024SEC
Q2 2024Aug 28, 202434$106.8MVanguard Morningstar Total Stock Market ETFVanguard S&P 500 ETFVanguard Malvern FDSvs. Q1 2024SEC
Q1 2024Aug 28, 202435$103.8MVanguard Morningstar Total Stock Market ETFVanguard S&P 500 ETFVanguard Malvern FDS–SEC
Q4 2022Feb 8, 2023126$5.20BVanguard Morningstar Total Stock Market ETFVanguard Malvern FDSVanguard S&P 500 ETFvs. Q3 2022SEC
Q3 2022Nov 22, 2022125$87.0MVanguard Morningstar Total Stock Market ETFVanguard Malvern FDSVanguard S&P 500 ETFvs. Q2 2022SEC
Q2 2022Sep 7, 2022124$89.7MVanguard Morningstar Total Stock Market ETFVanguard Malvern FDSVanguard S&P 500 ETFvs. Q1 2022SEC
Q1 2022May 5, 2022134$98.0MVanguard Morningstar Total Stock Market ETFVanguard Malvern FDSVanguard S&P 500 ETFvs. Q4 2021SEC
Q4 2021Feb 16, 2022116$97.2MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFVanguard S&P 500 ETF–SEC