Gibson Wealth Advisors
TYLER, TXfiles as Gibson Wealth Advisors LLC
$160m in 30 US stocks at the end of 30 June 2026. The top 10 are 90.2% of the money. It changed about 4.4% of the portfolio this quarter.
Value
$160m
Stocks
30
Top 10 share
90.2%
Turnover
4.4%
What changed this quarter
New
Bought for the first time this quarter.
- Advanced Micro DevicesAMD0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard BD Index FDSBND19.7% of the fund+3%
- Berkshire HathawayBRK-B0.5% of the fund+56%
Cut
Sold some of their stake.
- Vanguard Index FDSVB2.1% of the fund-3%
- ChevronCVX1.1% of the fund-16%
- Duke EnergyDUK1.0% of the fund-13%
- EvergyEVRG0.6% of the fund-10%
- AT&TT0.2% of the fund-21%
Sold out
Sold their entire stake.
- Waste ManagementWM-100%
- Vanguard World FDVDE-100%
- EnbridgeENB-100%
- Johnson & JohnsonJNJ-100%
- Devon EnergyDVN-100%
- Southern CompanySO-100%
- McDonald'sMCD-100%
- Pinnacle West CapitalPNW-100%
Holdings
- Vanguard Index FDSVTI
- Share
- 32.3%
- Value
- $52m
- Shares
- 139,687
Held
- Vanguard BD Index FDSBND
- Share
- 19.7%
- Value
- $32m
- Shares
- 429,773
+3%
- Vanguard Index FDSVOO
- Share
- 12.5%
- Value
- $20m
- Shares
- 29,266
Held
- Vanguard Star FDSVXUS
- Share
- 12.4%
- Value
- $20m
- Shares
- 231,843
Held
- Vanguard Intl Equity Index FVEU
- Share
- 2.2%
- Value
- $3m
- Shares
- 41,345
Held
- Vanguard Index FDSVB
- Share
- 2.1%
- Value
- $3m
- Shares
- 11,205
-3%
- Spdr Series TrustSPTM
- Share
- 0.6%
- Value
- $953,295
- Shares
- 10,500
Held
- Proshares TRSSO
- Share
- 0.2%
- Value
- $289,801
- Shares
- 4,301
Held
- Vanguard Index FDSVO
- Share
- 0.2%
- Value
- $282,982
- Shares
- 3,512
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVTI | 32.3% | $52m | 139,687 | Held |
| Vanguard BD Index FDSBND | 19.7% | $32m | 429,773 | +3% |
| Vanguard Index FDSVOO | 12.5% | $20m | 29,266 | Held |
| Vanguard Star FDSVXUS | 12.4% | $20m | 231,843 | Held |
| Norfolk SouthernNSC | 4.5% | $7m | 22,709 | Held |
| Vanguard Intl Equity Index FVEU | 2.2% | $3m | 41,345 | Held |
| Vanguard Index FDSVB | 2.1% | $3m | 11,205 | -3% |
| ExxonMobil HoldingsXOM | 1.8% | $3m | 21,564 | Held |
| NvidiaNVDA | 1.6% | $3m | 12,552 | Held |
| AppleAAPL | 1.2% | $2m | 6,835 | Held |
| ChevronCVX | 1.1% | $2m | 10,698 | -16% |
| Duke EnergyDUK | 1.0% | $2m | 13,000 | -13% |
| MerckMRK | 1.0% | $2m | 12,105 | Held |
| PepsiCoPEP | 0.7% | $1m | 8,050 | Held |
| EvergyEVRG | 0.6% | $985,302 | 11,400 | -10% |
| Spdr Series TrustSPTM | 0.6% | $953,295 | 10,500 | Held |
| Procter & GamblePG | 0.5% | $881,013 | 6,008 | Held |
| Micron TechnologyMU | 0.5% | $859,030 | 744 | Held |
| American Electric PowerAEP | 0.5% | $854,789 | 6,248 | Held |
| Berkshire HathawayBRK-B | 0.5% | $838,153 | 1,675 | +56% |
| Coca-ColaKO | 0.5% | $812,700 | 10,000 | Held |
| Amazon.comAMZN | 0.3% | $524,348 | 2,200 | Held |
| Texas InstrumentsTXN | 0.3% | $484,662 | 1,626 | Held |
| 3MMMM | 0.3% | $437,157 | 2,700 | Held |
| International Business MachinesIBM | 0.3% | $421,815 | 1,500 | Held |
| AT&TT | 0.2% | $397,854 | 19,220 | -21% |
| Southside BancsharesSBSI | 0.2% | $346,833 | 9,856 | Held |
| Proshares TRSSO | 0.2% | $289,801 | 4,301 | Held |
| Vanguard Index FDSVO | 0.2% | $282,982 | 3,512 | Held |
| Advanced Micro DevicesAMD | 0.1% | $220,746 | 380 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 19.2% since 30 June 2025.
Where the money is
Industrials4.7%
Technology4.0%
Energy2.9%
Utilities2.2%
Everyday goods1.7%
Health care1.0%
Financial services0.7%
Retail & consumer0.3%
Media & telecom0.2%
Other82.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.