Gibson Wealth Advisors LLC
- SEC CIK
- 0001911266
- Latest filing
- Jul 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 40
- +3 vs. Q1 2025
- Portfolio value
- $134.4M
- +$9.80M (+7.9%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 130,441 | $39.6M | 29.5% | −6,930−5.0% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 349,252 | $25.7M | 19.1% | +7,002+2.0% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 30,964 | $17.6M | 13.1% | +3,322+12.0% | Added | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 221,101 | $15.3M | 11.4% | −3,162−1.4% | Reduced | – |
| NSCNorfolk Southern Corp | Stock | 22,709 | $5.81M | 4.3% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 31,594 | $3.41M | 2.5% | −464−1.4% | Reduced | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 12,088 | $2.86M | 2.1% | −134−1.1% | Reduced | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 41,809 | $2.81M | 2.1% | +1,447+3.6% | Added | – |
| NVDANVIDIA Corp | Stock | 12,417 | $1.96M | 1.5% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 12,698 | $1.82M | 1.4% | +1,450+12.9% | Added | History |
| DUKDuke Energy CORP | Stock | 15,000 | $1.77M | 1.3% | +2,000+15.4% | Added | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 5,000 | $1.57M | 1.2% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 6,831 | $1.40M | 1.0% | +10.0% | Added | History |
| PEPPepsiCo Inc | Stock | 8,050 | $1.06M | 0.8% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 12,105 | $958.2K | 0.7% | +100+0.8% | Added | History |
| PGProcter & Gamble Co | Stock | 6,008 | $957.2K | 0.7% | −400−6.2% | Reduced | History |
| EVRGEvergy, Inc. | Stock | 12,596 | $868.2K | 0.6% | +1,196+10.5% | Added | History |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 10,500 | $786.3K | 0.6% | 00.0% | Unchanged | – |
| KOCoca Cola Co | Stock | 10,000 | $707.5K | 0.5% | 00.0% | Unchanged | History |
| AEPAmerican Electric Power Co Inc | Stock | 6,248 | $648.3K | 0.5% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 19,711 | $570.4K | 0.4% | +3,000+18.0% | Added | History |
| MUMicron Technology Inc | Stock | 4,008 | $494.0K | 0.4% | +10.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 2,125 | $466.2K | 0.3% | 00.0% | Unchanged | History |
| WMWaste Management Inc | Stock | 2,000 | $457.6K | 0.3% | +2,000 | New | History |
| IBMInternational Business Machines Corp | Stock | 1,500 | $442.2K | 0.3% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 875 | $425.0K | 0.3% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 2,700 | $411.0K | 0.3% | −350−11.5% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 1,857 | $385.6K | 0.3% | 00.0% | Unchanged | History |
| OCOwens Corning | Stock | 2,399 | $329.9K | 0.2% | 00.0% | Unchanged | History |
| BPBP PLC | ADR | 10,709 | $320.5K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Energy ETF92204A306 | ETF | 2,500 | $297.8K | 0.2% | 00.0% | Unchanged | – |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 10,390 | $292.2K | 0.2% | 00.0% | Unchanged | History |
| SBSISouthside Bancshares Inc | COM | 9,856 | $290.1K | 0.2% | 00.0% | Unchanged | History |
| CICigna Group | Stock | 873 | $288.6K | 0.2% | +873 | New | History |
| CATCaterpillar Inc | Stock | 670 | $260.2K | 0.2% | +670 | New | History |
| BACBank of America Corp | Stock | 5,445 | $257.7K | 0.2% | +125+2.3% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 866 | $242.3K | 0.2% | −100−10.4% | Reduced | – |
| ENBEnbridge Inc | Stock | 5,000 | $226.6K | 0.2% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 687 | $200.7K | 0.1% | 00.0% | Unchanged | History |
| FLOFlowers Foods Inc | COM | 18,822 | $161.8K | 0.1% | −600−3.1% | Reduced | History |