Filed: 2/13/2025ACC: 0001754960-25-000143
📋 What this filing means
GIBSON WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $121.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$121.18M
Total AUM (reported)
991.46K
Total Shares
Allocation by class
TOTAL STK MKT$39.36M32.5%
TOTAL BND MRKT$23.21M19.2%
COM$21.31M17.6%
S&P 500 ETF SHS$15.64M12.9%
VG TL INTL STK F$12.86M10.6%
SMALL CP ETF$2.92M2.4%
ALLWRLD EX US$2.24M1.8%
Portfolio Concentration
Top 3$78.21M64.5%
4–10$29.01M23.9%
11–25$11.25M9.3%
Rest$2.70M2.2%
Top 3 weight
64.5%
Top 10 weight
88.5%
Voting Authority Distribution
Total shares with voting rights: 991.46K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
991.46K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole34
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings34
Rows:
VANGUARD INDEX FDS
SOLEShares135.80K
TypeSH
Market value$39.36M
32.48%
Sole
0.00
Shared
0.00
None
135.80K
VANGUARD BD INDEX FDS
SOLEShares322.82K
TypeSH
Market value$23.21M
19.16%
Sole
0.00
Shared
0.00
None
322.82K
VANGUARD INDEX FDS
SOLEShares29.03K
TypeSH
Market value$15.64M
12.91%
Sole
0.00
Shared
0.00
None
29.03K
VANGUARD STAR FDS
SOLEShares218.20K
TypeSH
Market value$12.86M
10.61%
Sole
0.00
Shared
0.00
None
218.20K
NORFOLK SOUTHN CORP
SOLEShares22.71K
TypeSH
Market value$5.33M
4.40%
Sole
0.00
Shared
0.00
None
22.71K
VANGUARD INDEX FDS
SOLEShares12.14K
TypeSH
Market value$2.92M
2.41%
Sole
0.00
Shared
0.00
None
12.14K
EXXON MOBIL CORP
SOLEShares21.32K
TypeSH
Market value$2.29M
1.89%
Sole
0.00
Shared
0.00
None
21.32K
VANGUARD INTL EQUITY INDEX F
SOLEShares38.98K
TypeSH
Market value$2.24M
1.85%
Sole
0.00
Shared
0.00
None
38.98K
APPLE INC
SOLEShares6.83K
TypeSH
Market value$1.71M
1.41%
Sole
0.00
Shared
0.00
None
6.83K
NVIDIA CORPORATION
SOLEShares12.42K
TypeSH
Market value$1.67M
1.38%
Sole
0.00
Shared
0.00
None
12.42K
CHEVRON CORP NEW
SOLEShares11.25K
TypeSH
Market value$1.63M
1.34%
Sole
0.00
Shared
0.00
None
11.25K
DUKE ENERGY CORP NEW
SOLEShares13K
TypeSH
Market value$1.40M
1.16%
Sole
0.00
Shared
0.00
None
13K
PROCTER AND GAMBLE CO
SOLEShares6.41K
TypeSH
Market value$1.07M
0.89%
Sole
0.00
Shared
0.00
None
6.41K
MERCK & CO INC
SOLEShares10.01K
TypeSH
Market value$995.3K
0.82%
Sole
0.00
Shared
0.00
None
10.01K
PEPSICO INC
SOLEShares6.05K
TypeSH
Market value$920.0K
0.76%
Sole
0.00
Shared
0.00
None
6.05K
SPDR SER TR
SOLEShares10.50K
TypeSH
Market value$750.0K
0.62%
Sole
0.00
Shared
0.00
None
10.50K
EVERGY INC
SOLEShares11.40K
TypeSH
Market value$701.7K
0.58%
Sole
0.00
Shared
0.00
None
11.40K
COCA COLA CO
SOLEShares10K
TypeSH
Market value$622.6K
0.51%
Sole
0.00
Shared
0.00
None
10K
AMERICAN ELEC PWR CO INC
SOLEShares6.25K
TypeSH
Market value$576.3K
0.48%
Sole
0.00
Shared
0.00
None
6.25K
FIDELITY COVINGTON TRUST
SOLEShares11K
TypeSH
Market value$536.5K
0.44%
Sole
0.00
Shared
0.00
None
11K
AMAZON COM INC
SOLEShares2.02K
TypeSH
Market value$444.3K
0.37%
Sole
0.00
Shared
0.00
None
2.02K
OWENS CORNING NEW
SOLEShares2.40K
TypeSH
Market value$408.6K
0.34%
Sole
0.00
Shared
0.00
None
2.40K
FLOWERS FOODS INC
SOLEShares19.42K
TypeSH
Market value$401.3K
0.33%
Sole
0.00
Shared
0.00
None
19.42K
BERKSHIRE HATHAWAY INC DEL
SOLEShares875.00
TypeSH
Market value$396.6K
0.33%
Sole
0.00
Shared
0.00
None
875.00
3M CO
SOLEShares3.05K
TypeSH
Market value$393.7K
0.32%
Sole
0.00
Shared
0.00
None
3.05K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 135.80K | SH | $39.36M 32.48% | 0.00 | 0.00 | 135.80K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 322.82K | SH | $23.21M 19.16% | 0.00 | 0.00 | 322.82K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 29.03K | SH | $15.64M 12.91% | 0.00 | 0.00 | 29.03K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 218.20K | SH | $12.86M 10.61% | 0.00 | 0.00 | 218.20K |
NORFOLK SOUTHN CORPSOLE | COM | 22.71K | SH | $5.33M 4.40% | 0.00 | 0.00 | 22.71K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 12.14K | SH | $2.92M 2.41% | 0.00 | 0.00 | 12.14K |
EXXON MOBIL CORPSOLE | COM | 21.32K | SH | $2.29M 1.89% | 0.00 | 0.00 | 21.32K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 38.98K | SH | $2.24M 1.85% | 0.00 | 0.00 | 38.98K |
APPLE INCSOLE | COM | 6.83K | SH | $1.71M 1.41% | 0.00 | 0.00 | 6.83K |
NVIDIA CORPORATIONSOLE | COM | 12.42K | SH | $1.67M 1.38% | 0.00 | 0.00 | 12.42K |
CHEVRON CORP NEWSOLE | COM | 11.25K | SH | $1.63M 1.34% | 0.00 | 0.00 | 11.25K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 13K | SH | $1.40M 1.16% | 0.00 | 0.00 | 13K |
PROCTER AND GAMBLE COSOLE | COM | 6.41K | SH | $1.07M 0.89% | 0.00 | 0.00 | 6.41K |
MERCK & CO INCSOLE | COM | 10.01K | SH | $995.3K 0.82% | 0.00 | 0.00 | 10.01K |
PEPSICO INCSOLE | COM | 6.05K | SH | $920.0K 0.76% | 0.00 | 0.00 | 6.05K |
SPDR SER TRSOLE | PORTFOLI S&P1500 | 10.50K | SH | $750.0K 0.62% | 0.00 | 0.00 | 10.50K |
EVERGY INCSOLE | COM | 11.40K | SH | $701.7K 0.58% | 0.00 | 0.00 | 11.40K |
COCA COLA COSOLE | COM | 10K | SH | $622.6K 0.51% | 0.00 | 0.00 | 10K |
AMERICAN ELEC PWR CO INCSOLE | COM | 6.25K | SH | $576.3K 0.48% | 0.00 | 0.00 | 6.25K |
FIDELITY COVINGTON TRUSTSOLE | MSCI UTILS INDEX | 11K | SH | $536.5K 0.44% | 0.00 | 0.00 | 11K |
AMAZON COM INCSOLE | COM | 2.02K | SH | $444.3K 0.37% | 0.00 | 0.00 | 2.02K |
OWENS CORNING NEWSOLE | COM | 2.40K | SH | $408.6K 0.34% | 0.00 | 0.00 | 2.40K |
FLOWERS FOODS INCSOLE | COM | 19.42K | SH | $401.3K 0.33% | 0.00 | 0.00 | 19.42K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 875.00 | SH | $396.6K 0.33% | 0.00 | 0.00 | 875.00 |
3M COSOLE | COM | 3.05K | SH | $393.7K 0.32% | 0.00 | 0.00 | 3.05K |
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