Gibson Wealth Advisors LLC

CIK

1911266

Location

TYLER, TX

Portfolio Value

Micro $2,878,379

Diversification

Diversified

Filing Date

Global Rank

#7,399 / 8,588 ▲ 211

Top Industry

Railroads 21.7%

3Y Alpha vs SPY

-7.3%

Period ended 3 months ago

Filed Apr 14, 2026 · 2mo

14 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+47.7%

SPY

+78.1%

Annualised alpha

-7.3%

Max drawdown

−16.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

27 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

21.7%

−2.7 pts

Top 5

56.5%

−0.4 pts

Top 10

77.6%

−1.4 pts

HHI

924

Diversified−82

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	24.6%	$7,369,184	3
Energy	22.6%	$6,787,432	4
Technology	16.1%	$4,830,532	5
Utilities	14.1%	$4,231,883	5
Consumer Defensive	9.6%	$2,878,379	3
Healthcare	5.7%	$1,702,994	2
Financial Services	2.7%	$821,563	2
Communication Services	2.3%	$701,876	1
Consumer Cyclical	2.2%	$671,706	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+4,500	24,211	$701,876
BRK-B	Berkshire Hathaway Inc	+200	1,075	$515,140
AAPL	Apple Inc.	+1	6,834	$1,734,400
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
TXN	Texas Instruments Inc	−60	1,626	$315,671
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
DVN	Devon Energy Corp/De	4,590	$230,968
SO	Southern Co	2,232	$215,432
PNW	Pinnacle West Capital Corp	2,000	$201,500
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

3 positions · $2,878,379 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Value (USD)	% Δ Value	% of Portfolio
KO	Coca Cola Co Consumer Defensive	Held	10,000	$760,500	+8.8%	26.42%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	6,008	$867,795	+0.8%	30.15%
PEP	Pepsico Inc Consumer Defensive	Held	8,050	$1,250,084	+8.2%	43.43%