Filed: 5/15/2025ACC: 0001754960-25-000302
📋 What this filing means
GIBSON WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $124.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$124.65M
Total AUM (reported)
1.05M
Total Shares
Allocation by class
TOTAL STK MKT$37.76M30.3%
TOTAL BND MRKT$25.14M20.2%
COM$24.56M19.7%
S&P 500 ETF SHS$14.21M11.4%
VG TL INTL STK F$13.93M11.2%
SMALL CP ETF$2.71M2.2%
ALLWRLD EX US$2.45M2.0%
Portfolio Concentration
Top 3$77.10M61.9%
4–10$31.74M25.5%
11–25$12.33M9.9%
Rest$3.48M2.8%
Top 3 weight
61.9%
Top 10 weight
87.3%
Voting Authority Distribution
Total shares with voting rights: 1.05M
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
1.05M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole37
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings37
Rows:
VANGUARD INDEX FDS
SOLEShares137.37K
TypeSH
Market value$37.76M
30.29%
Sole
0.00
Shared
0.00
None
137.37K
VANGUARD BD INDEX FDS
SOLEShares342.25K
TypeSH
Market value$25.14M
20.17%
Sole
0.00
Shared
0.00
None
342.25K
VANGUARD INDEX FDS
SOLEShares27.64K
TypeSH
Market value$14.21M
11.40%
Sole
0.00
Shared
0.00
None
27.64K
VANGUARD STAR FDS
SOLEShares224.26K
TypeSH
Market value$13.93M
11.17%
Sole
0.00
Shared
0.00
None
224.26K
NORFOLK SOUTHN CORP
SOLEShares22.71K
TypeSH
Market value$5.38M
4.32%
Sole
0.00
Shared
0.00
None
22.71K
EXXON MOBIL CORP
SOLEShares32.06K
TypeSH
Market value$3.81M
3.06%
Sole
0.00
Shared
0.00
None
32.06K
VANGUARD INDEX FDS
SOLEShares12.22K
TypeSH
Market value$2.71M
2.17%
Sole
0.00
Shared
0.00
None
12.22K
VANGUARD INTL EQUITY INDEX F
SOLEShares40.36K
TypeSH
Market value$2.45M
1.96%
Sole
0.00
Shared
0.00
None
40.36K
CHEVRON CORP NEW
SOLEShares11.25K
TypeSH
Market value$1.88M
1.51%
Sole
0.00
Shared
0.00
None
11.25K
DUKE ENERGY CORP NEW
SOLEShares13K
TypeSH
Market value$1.59M
1.27%
Sole
0.00
Shared
0.00
None
13K
APPLE INC
SOLEShares6.83K
TypeSH
Market value$1.52M
1.22%
Sole
0.00
Shared
0.00
None
6.83K
NVIDIA CORPORATION
SOLEShares12.42K
TypeSH
Market value$1.35M
1.08%
Sole
0.00
Shared
0.00
None
12.42K
PEPSICO INC
SOLEShares8.05K
TypeSH
Market value$1.21M
0.97%
Sole
0.00
Shared
0.00
None
8.05K
PROCTER AND GAMBLE CO
SOLEShares6.41K
TypeSH
Market value$1.09M
0.88%
Sole
0.00
Shared
0.00
None
6.41K
MERCK & CO INC
SOLEShares12.01K
TypeSH
Market value$1.08M
0.86%
Sole
0.00
Shared
0.00
None
12.01K
ROYAL CARIBBEAN GROUP
SOLEShares5K
TypeSH
Market value$1.03M
0.82%
Sole
0.00
Shared
0.00
None
5K
EVERGY INC
SOLEShares11.40K
TypeSH
Market value$786.0K
0.63%
Sole
0.00
Shared
0.00
None
11.40K
COCA COLA CO
SOLEShares10K
TypeSH
Market value$716.2K
0.57%
Sole
0.00
Shared
0.00
None
10K
SPDR SER TR
SOLEShares10.50K
TypeSH
Market value$714.1K
0.57%
Sole
0.00
Shared
0.00
None
10.50K
AMERICAN ELEC PWR CO INC
SOLEShares6.25K
TypeSH
Market value$682.7K
0.55%
Sole
0.00
Shared
0.00
None
6.25K
AT&T INC
SOLEShares16.71K
TypeSH
Market value$472.6K
0.38%
Sole
0.00
Shared
0.00
None
16.71K
BERKSHIRE HATHAWAY INC DEL
SOLEShares875.00
TypeSH
Market value$466.0K
0.37%
Sole
0.00
Shared
0.00
None
875.00
3M CO
SOLEShares3.05K
TypeSH
Market value$447.9K
0.36%
Sole
0.00
Shared
0.00
None
3.05K
AMAZON COM INC
SOLEShares2.13K
TypeSH
Market value$404.3K
0.32%
Sole
0.00
Shared
0.00
None
2.13K
INTERNATIONAL BUSINESS MACHS
SOLEShares1.50K
TypeSH
Market value$373.0K
0.30%
Sole
0.00
Shared
0.00
None
1.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 137.37K | SH | $37.76M 30.29% | 0.00 | 0.00 | 137.37K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 342.25K | SH | $25.14M 20.17% | 0.00 | 0.00 | 342.25K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 27.64K | SH | $14.21M 11.40% | 0.00 | 0.00 | 27.64K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 224.26K | SH | $13.93M 11.17% | 0.00 | 0.00 | 224.26K |
NORFOLK SOUTHN CORPSOLE | COM | 22.71K | SH | $5.38M 4.32% | 0.00 | 0.00 | 22.71K |
EXXON MOBIL CORPSOLE | COM | 32.06K | SH | $3.81M 3.06% | 0.00 | 0.00 | 32.06K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 12.22K | SH | $2.71M 2.17% | 0.00 | 0.00 | 12.22K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 40.36K | SH | $2.45M 1.96% | 0.00 | 0.00 | 40.36K |
CHEVRON CORP NEWSOLE | COM | 11.25K | SH | $1.88M 1.51% | 0.00 | 0.00 | 11.25K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 13K | SH | $1.59M 1.27% | 0.00 | 0.00 | 13K |
APPLE INCSOLE | COM | 6.83K | SH | $1.52M 1.22% | 0.00 | 0.00 | 6.83K |
NVIDIA CORPORATIONSOLE | COM | 12.42K | SH | $1.35M 1.08% | 0.00 | 0.00 | 12.42K |
PEPSICO INCSOLE | COM | 8.05K | SH | $1.21M 0.97% | 0.00 | 0.00 | 8.05K |
PROCTER AND GAMBLE COSOLE | COM | 6.41K | SH | $1.09M 0.88% | 0.00 | 0.00 | 6.41K |
MERCK & CO INCSOLE | COM | 12.01K | SH | $1.08M 0.86% | 0.00 | 0.00 | 12.01K |
ROYAL CARIBBEAN GROUPSOLE | COM | 5K | SH | $1.03M 0.82% | 0.00 | 0.00 | 5K |
EVERGY INCSOLE | COM | 11.40K | SH | $786.0K 0.63% | 0.00 | 0.00 | 11.40K |
COCA COLA COSOLE | COM | 10K | SH | $716.2K 0.57% | 0.00 | 0.00 | 10K |
SPDR SER TRSOLE | PORTFOLI S&P1500 | 10.50K | SH | $714.1K 0.57% | 0.00 | 0.00 | 10.50K |
AMERICAN ELEC PWR CO INCSOLE | COM | 6.25K | SH | $682.7K 0.55% | 0.00 | 0.00 | 6.25K |
AT&T INCSOLE | COM | 16.71K | SH | $472.6K 0.38% | 0.00 | 0.00 | 16.71K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 875.00 | SH | $466.0K 0.37% | 0.00 | 0.00 | 875.00 |
3M COSOLE | COM | 3.05K | SH | $447.9K 0.36% | 0.00 | 0.00 | 3.05K |
AMAZON COM INCSOLE | COM | 2.13K | SH | $404.3K 0.32% | 0.00 | 0.00 | 2.13K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 1.50K | SH | $373.0K 0.30% | 0.00 | 0.00 | 1.50K |
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