Institutional Manager · CIK 0001911266
Gibson Wealth Advisors LLC
TYLER, TX · File #028-22255
Latest AUM
$145.9M
Positions
34
Top-10 Concentration
89.6%
Filings
8
Portfolio Value Over Time
2024-06
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | VANGUARD BD INDEX FDS | 921937835 | +21,463 | +$1.6M | -$178,401 |
| ADD | VANGUARD INDEX FDS | 922908769 | +2,724 | +$913,275 | +$837,697 |
| ADD | VANGUARD STAR FDS | 921909768 | +8,541 | +$644,332 | +$396,499 |
| NEW | MICRON TECHNOLOGY INC | MU | +744 | +$212,398 | $0 |
| NEW | JOHNSON & JOHNSON | JNJ | +1,010 | +$209,020 | $0 |
| ADD | PROSHARES TR | 74347R107 | +2,153 | +$124,702 | -$116,714 |
| REDUCE | VANGUARD INDEX FDS | 922908363 | -54 | -$33,865 | +$443,808 |
| REDUCE | VANGUARD INDEX FDS | 922908751 | -125 | -$32,243 | +$47,717 |
| REDUCE | TEXAS INSTRS INC | 882508104 | -117 | -$20,298 | -$18,463 |
| ADD | AMAZON COM INC | AMZN | +75 | +$17,312 | +$23,906 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202534 pos · $145.9M
- 13F HOLDINGS REPORTQ/E Sep 202532 pos · $140.6M
- 13F HOLDINGS REPORTQ/E Jun 202540 pos · $134.4M
- 13F HOLDINGS REPORTQ/E Mar 202537 pos · $124.6M
- 13F HOLDINGS REPORTQ/E Dec 202434 pos · $121.2M
- 13F HOLDINGS REPORTQ/E Sep 202436 pos · $122.9M
- 13F HOLDINGS REPORTQ/E Jun 202434 pos · $106.8M
- 13F HOLDINGS REPORTQ/E Jun 202435 pos · $103.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 136,286 | $45.7M | 31.32% |
| 2 | VANGUARD BD INDEX FDS | 921937835 | 400,460 | $29.7M | 20.33% |
| 3 | VANGUARD INDEX FDS | 922908363 | 29,495 | $18.5M | 12.68% |
| 4 | VANGUARD STAR FDS | 921909768 | 230,751 | $17.4M | 11.93% |
| 5 | NORFOLK SOUTHN CORP | 655844108 | 22,709 | $6.6M | 4.49% |
| 6 | VANGUARD INTL EQUITY INDEX F | 922042775 | 42,049 | $3.1M | 2.12% |
| 7 | VANGUARD INDEX FDS | 922908751 | 11,561 | $3.0M | 2.04% |
| 8 | EXXON MOBIL CORP | XOM | 21,564 | $2.6M | 1.78% |
| 9 | NVIDIA CORPORATION | NVDA | 12,417 | $2.3M | 1.59% |
| 10 | CHEVRON CORP NEW | CVX | 12,698 | $1.9M | 1.33% |
| 11 | APPLE INC | AAPL | 6,833 | $1.9M | 1.27% |
| 12 | DUKE ENERGY CORP NEW | DUKB | 15,000 | $1.8M | 1.21% |
| 13 | MERCK & CO INC | MRK | 12,105 | $1.3M | 0.87% |
| 14 | PEPSICO INC | PEP | 8,050 | $1.2M | 0.79% |
| 15 | EVERGY INC | EVRG | 12,596 | $913,084 | 0.63% |
| 16 | SPDR SERIES TRUST | 78464A805 | 10,500 | $866,250 | 0.59% |
| 17 | PROCTER AND GAMBLE CO | 742718109 | 6,008 | $861,006 | 0.59% |
| 18 | AMERICAN ELEC PWR CO INC | 025537101 | 6,248 | $720,457 | 0.49% |
| 19 | COCA COLA CO | KO | 10,000 | $699,100 | 0.48% |
| 20 | AMAZON COM INC | AMZN | 2,200 | $507,804 | 0.35% |