Gibson Wealth Advisors LLC

CIK

1911266

Location

TYLER, TX

Portfolio Value

Small $161,505,205

Diversification

Highly concentrated

Filing Date

Global Rank

#7,088 / 8,811 ▼ 556 · as of Jun 2026

Top Industry

Railroads 23.3%

Period ended 21 days ago

Filed Oct 20, 2026 · 1d

16 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 92.5% of the book (60%+)

Turnover

Low turnover

3.5% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 9.5 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 90.0%; sector active share 72.8% against the combined 13F book's sector weights.

Over time 15 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

32 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

46.7%

−0.4 pts

Top 5

84.7%

−1.1 pts

Top 10

92.4%

−0.2 pts

HHI

2,739

Highly concentrated−57

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	81.4%	$131,404,467	10
Industrials	4.6%	$7,460,286	2
Technology	4.3%	$6,926,113	6
Energy	3.7%	$5,910,710	3
Utilities	1.9%	$3,120,458	3
Consumer Defensive	1.7%	$2,755,385	3
Healthcare	1.1%	$1,758,977	1
Financial Services	0.7%	$1,130,534	2
Consumer Cyclical	0.4%	$569,307	1
Communication Services	0.3%	$468,968	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+15,383	445,156	$31,227,693
AMZN	Amazon Com Inc	+85	2,285	$569,307
XOM	ExxonMobil Holdings Corp	+32	21,596	$3,514,749
AMD	Advanced Micro Devices Inc	+30	410	$250,821
DUK	Duke Energy CORP	+25	13,025	$1,484,980
PEP	Pepsico Inc	+13	8,063	$1,021,743
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−1,497	138,190	$51,716,225
VXUS	Vanguard Total International Stock ETF	−922	230,921	$19,619,048
VEU	Vanguard International Equity Index Funds	−683	40,662	$3,373,726
VB	Vanguard Index Funds	−620	10,585	$3,011,326
VOO	VANGUARD 500 INDEX FUND	−183	29,083	$20,383,111
VO	VANGUARD MID-CAP INDEX FUND	−177	3,335	$261,530
TXN	Texas Instruments Inc	−97	1,529	$428,257
NVDA	Nvidia Corp	−56	12,496	$2,853,836
AAPL	Apple Inc.	−16	6,819	$2,270,863
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
SGOV	iShares 0-3 Month Treasury Bond ETF	5,434	$547,095
DVN	Devon Energy Corp/De	4,590	$211,323
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

32 tracked positions · $161,505,205 total · filing declares 32 positions · $161,505,169 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	138,190	-1,497	$51,716,225	+0.1%	32.02%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	445,156	+15,383	$31,227,693	−1.0%	19.34%
VOO	VANGUARD 500 INDEX FUND	Reduced	29,083	-183	$20,383,111	+1.4%	12.62%
VXUS	Vanguard Total International Stock ETF	Reduced	230,921	-922	$19,619,048	−1.0%	12.15%
NSC	Norfolk Southern Corp Industrials	Held	22,709	0	$7,017,081	−1.8%	4.34%
XOM	ExxonMobil Holdings Corp Energy	Added	21,596	+32	$3,514,749	+19.2%	2.18%
VEU	Vanguard International Equity Index Funds	Reduced	40,662	-683	$3,373,726	−2.6%	2.09%
VB	Vanguard Index Funds	Reduced	10,585	-620	$3,011,326	−11.3%	1.86%
NVDA	Nvidia Corp Technology	Reduced	12,496	-56	$2,853,836	+13.6%	1.77%
AAPL	Apple Inc. Technology	Reduced	6,819	-16	$2,270,863	+14.8%	1.41%
CVX	Chevron Corp Energy	Held	10,698	0	$2,184,638	+23.2%	1.35%
MRK	Merck & Co., Inc. Healthcare	Held	12,105	0	$1,758,977	+13.1%	1.09%
DUK	Duke Energy CORP Utilities	Added	13,025	+25	$1,484,980	−9.8%	0.92%
PEP	Pepsico Inc Consumer Defensive	Added	8,063	+13	$1,021,743	−6.3%	0.63%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Held	10,500	0	$966,525	+1.4%	0.60%
EVRG	Evergy, Inc. Utilities	Held	11,400	0	$894,216	−9.2%	0.55%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	6,008	0	$872,842	−0.9%	0.54%
KO	Coca Cola Co Consumer Defensive	Held	10,000	0	$860,800	+5.9%	0.53%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,675	0	$834,066	−0.5%	0.52%
MU	Micron Technology Inc Technology	Held	744	0	$792,441	−7.7%	0.49%
AEP	American Electric Power Co Inc Utilities	Held	6,248	0	$741,262	−13.3%	0.46%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,285	+85	$569,307	+8.6%	0.35%
SGOV	iShares 0-3 Month Treasury Bond ETF	NEW	5,434	NEW	$547,095	NEW	0.34%
T	At&T Inc. Communication Services	Held	19,220	0	$468,968	+17.9%	0.29%
MMM	3M Co Industrials	Held	2,700	0	$443,205	+1.4%	0.27%
TXN	Texas Instruments Inc Technology	Reduced	1,529	-97	$428,257	−11.6%	0.27%
IBM	International Business Machines Corp Technology	Held	1,500	0	$329,895	−21.8%	0.20%
SSO	ProShares Ultra S&P500	Held	4,301	0	$298,188	+2.9%	0.18%
SBSI	Southside Bancshares Inc Financial Services	Held	9,856	0	$296,468	−14.5%	0.18%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	3,335	-177	$261,530	−7.6%	0.16%
AMD	Advanced Micro Devices Inc Technology	Added	410	+30	$250,821	+13.6%	0.16%
DVN	Devon Energy Corp/De Energy	NEW	4,590	NEW	$211,323	NEW	0.13%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.