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Livermore
Livermore
ZHEN

Gibson Wealth Advisors LLC

SEC CIK
0001911266
Latest filing
Jul 14, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Oct 10, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
32
−8 vs. Q2 2025
Portfolio value
$140.6M
+$6.17M (+4.6%) vs. Q2 2025
Filed
Oct 10, 2025
SEC
Holdings of Gibson Wealth Advisors LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF133,562$43.9M31.2%+3,121+2.4%Added–
Vanguard Total Bond Market ETF921937835ETF378,997$28.3M20.1%+29,745+8.5%Added–
Vanguard S&P 500 ETF922908363ETF29,549$18.1M12.9%−1,415−4.6%Reduced–
Vanguard Star FDS921909768VG TL INTL STK F222,210$16.4M11.6%+1,109+0.5%Added–
NSCNorfolk Southern CorpStock22,709$6.82M4.9%00.0%UnchangedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF41,967$3.00M2.1%+158+0.4%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF11,686$2.97M2.1%−402−3.3%Reduced–
XOMExxonMobil Holdings CorpCOM21,564$2.43M1.7%−10,030−31.7%ReducedHistory
NVDANVIDIA CorpStock12,417$2.32M1.6%00.0%UnchangedHistory
CVXChevron CorpStock12,698$1.97M1.4%00.0%UnchangedHistory
DUKDuke Energy CORPStock15,000$1.86M1.3%00.0%UnchangedHistory
AAPLApple Inc.Stock6,832$1.74M1.2%+10.0%AddedHistory
PEPPepsiCo IncStock8,050$1.13M0.8%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock12,105$1.02M0.7%00.0%UnchangedHistory
EVRGEvergy, Inc.Stock12,596$957.5K0.7%00.0%UnchangedHistory
PGProcter & Gamble CoStock6,008$923.1K0.7%00.0%UnchangedHistory
SPDR Series Trust78464A805ST STR PR SP150010,500$846.8K0.6%00.0%Unchanged–
AEPAmerican Electric Power Co IncStock6,248$702.9K0.5%00.0%UnchangedHistory
KOCoca Cola CoStock10,000$663.2K0.5%00.0%UnchangedHistory
TAT&T Inc.Stock19,711$556.6K0.4%00.0%UnchangedHistory
AMZNAmazon Com IncStock2,125$466.6K0.3%00.0%UnchangedHistory
WMWaste Management IncStock2,000$441.7K0.3%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock875$439.9K0.3%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock1,500$423.2K0.3%00.0%UnchangedHistory
MMM3M CoStock2,700$419.0K0.3%00.0%UnchangedHistory
TXNTexas Instruments IncStock1,803$331.3K0.2%−54−2.9%ReducedHistory
Vanguard Energy ETF92204A306ETF2,500$314.6K0.2%00.0%Unchanged–
SBSISouthside Bancshares IncCOM9,856$278.4K0.2%00.0%UnchangedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF866$254.4K0.2%00.0%Unchanged–
ENBEnbridge IncStock5,000$252.3K0.2%00.0%UnchangedHistory
ProShares Tr74347R107PSHS ULT S&P 5002,153$241.4K0.2%+2,153New–
MCDMcDonalds CorpStock687$208.8K0.1%00.0%UnchangedHistory

Sold out since Q2 2025 (9)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Gibson Wealth Advisors LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
RCLRoyal Caribbean Cruises LtdCOM5,000$1.57M1.2%History
MUMicron Technology IncStock4,008$494.0K0.4%History
OCOwens CorningStock2,399$329.9K0.2%History
BPBP PLCADR10,709$320.5K0.2%History
CCLCarnival Corp Ltd.UNIT 99/99/999910,390$292.2K0.2%History
CICigna GroupStock873$288.6K0.2%History
CATCaterpillar IncStock670$260.2K0.2%History
BACBank of America CorpStock5,445$257.7K0.2%History
FLOFlowers Foods IncCOM18,822$161.8K0.1%History