Filed: 8/13/2025ACC: 0001754960-25-000576
📋 What this filing means
GIBSON WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 40 equity positions with a total reported market value of $134.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
40
Positions
$134.44M
Total AUM (reported)
1.06M
Total Shares
Allocation by class
TOTAL STK MKT$39.64M29.5%
COM$26.41M19.6%
TOTAL BND MRKT$25.72M19.1%
S&P 500 ETF SHS$17.59M13.1%
VG TL INTL STK F$15.28M11.4%
SMALL CP ETF$2.86M2.1%
ALLWRLD EX US$2.81M2.1%
Portfolio Concentration
Top 3$82.95M61.7%
4–10$33.95M25.3%
11–25$13.16M9.8%
Rest$4.39M3.3%
Top 3 weight
61.7%
Top 10 weight
86.9%
Voting Authority Distribution
Total shares with voting rights: 1.06M
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
1.06M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole40
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings40
Rows:
VANGUARD INDEX FDS
SOLEShares130.44K
TypeSH
Market value$39.64M
29.49%
Sole
0.00
Shared
0.00
None
130.44K
VANGUARD BD INDEX FDS
SOLEShares349.25K
TypeSH
Market value$25.72M
19.13%
Sole
0.00
Shared
0.00
None
349.25K
VANGUARD INDEX FDS
SOLEShares30.96K
TypeSH
Market value$17.59M
13.08%
Sole
0.00
Shared
0.00
None
30.96K
VANGUARD STAR FDS
SOLEShares221.10K
TypeSH
Market value$15.28M
11.36%
Sole
0.00
Shared
0.00
None
221.10K
NORFOLK SOUTHN CORP
SOLEShares22.71K
TypeSH
Market value$5.81M
4.32%
Sole
0.00
Shared
0.00
None
22.71K
EXXON MOBIL CORP
SOLEShares31.59K
TypeSH
Market value$3.41M
2.53%
Sole
0.00
Shared
0.00
None
31.59K
VANGUARD INDEX FDS
SOLEShares12.09K
TypeSH
Market value$2.86M
2.13%
Sole
0.00
Shared
0.00
None
12.09K
VANGUARD INTL EQUITY INDEX F
SOLEShares41.81K
TypeSH
Market value$2.81M
2.09%
Sole
0.00
Shared
0.00
None
41.81K
NVIDIA CORPORATION
SOLEShares12.42K
TypeSH
Market value$1.96M
1.46%
Sole
0.00
Shared
0.00
None
12.42K
CHEVRON CORP NEW
SOLEShares12.70K
TypeSH
Market value$1.82M
1.35%
Sole
0.00
Shared
0.00
None
12.70K
DUKE ENERGY CORP NEW
SOLEShares15K
TypeSH
Market value$1.77M
1.32%
Sole
0.00
Shared
0.00
None
15K
ROYAL CARIBBEAN GROUP
SOLEShares5K
TypeSH
Market value$1.57M
1.16%
Sole
0.00
Shared
0.00
None
5K
APPLE INC
SOLEShares6.83K
TypeSH
Market value$1.40M
1.04%
Sole
0.00
Shared
0.00
None
6.83K
PEPSICO INC
SOLEShares8.05K
TypeSH
Market value$1.06M
0.79%
Sole
0.00
Shared
0.00
None
8.05K
MERCK & CO INC
SOLEShares12.11K
TypeSH
Market value$958.2K
0.71%
Sole
0.00
Shared
0.00
None
12.11K
PROCTER AND GAMBLE CO
SOLEShares6.01K
TypeSH
Market value$957.2K
0.71%
Sole
0.00
Shared
0.00
None
6.01K
EVERGY INC
SOLEShares12.60K
TypeSH
Market value$868.2K
0.65%
Sole
0.00
Shared
0.00
None
12.60K
SPDR SERIES TRUST
SOLEShares10.50K
TypeSH
Market value$786.3K
0.58%
Sole
0.00
Shared
0.00
None
10.50K
COCA COLA CO
SOLEShares10K
TypeSH
Market value$707.5K
0.53%
Sole
0.00
Shared
0.00
None
10K
AMERICAN ELEC PWR CO INC
SOLEShares6.25K
TypeSH
Market value$648.3K
0.48%
Sole
0.00
Shared
0.00
None
6.25K
AT&T INC
SOLEShares19.71K
TypeSH
Market value$570.4K
0.42%
Sole
0.00
Shared
0.00
None
19.71K
MICRON TECHNOLOGY INC
SOLEShares4.01K
TypeSH
Market value$494.0K
0.37%
Sole
0.00
Shared
0.00
None
4.01K
AMAZON COM INC
SOLEShares2.13K
TypeSH
Market value$466.2K
0.35%
Sole
0.00
Shared
0.00
None
2.13K
WASTE MGMT INC DEL
SOLEShares2K
TypeSH
Market value$457.6K
0.34%
Sole
0.00
Shared
0.00
None
2K
INTERNATIONAL BUSINESS MACHS
SOLEShares1.50K
TypeSH
Market value$442.2K
0.33%
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 | 130.44K | SH | $39.64M 29.49% | 0.00 | 0.00 | 130.44K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 349.25K | SH | $25.72M 19.13% | 0.00 | 0.00 | 349.25K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 30.96K | SH | $17.59M 13.08% | 0.00 | 0.00 | 30.96K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 221.10K | SH | $15.28M 11.36% | 0.00 | 0.00 | 221.10K |
NORFOLK SOUTHN CORPSOLE | COM | 22.71K | SH | $5.81M 4.32% | 0.00 | 0.00 | 22.71K |
EXXON MOBIL CORPSOLE | COM | 31.59K | SH | $3.41M 2.53% | 0.00 | 0.00 | 31.59K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 12.09K | SH | $2.86M 2.13% | 0.00 | 0.00 | 12.09K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 41.81K | SH | $2.81M 2.09% | 0.00 | 0.00 | 41.81K |
NVIDIA CORPORATIONSOLE | COM | 12.42K | SH | $1.96M 1.46% | 0.00 | 0.00 | 12.42K |
CHEVRON CORP NEWSOLE | COM | 12.70K | SH | $1.82M 1.35% | 0.00 | 0.00 | 12.70K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 15K | SH | $1.77M 1.32% | 0.00 | 0.00 | 15K |
ROYAL CARIBBEAN GROUPSOLE | COM | 5K | SH | $1.57M 1.16% | 0.00 | 0.00 | 5K |
APPLE INCSOLE | COM | 6.83K | SH | $1.40M 1.04% | 0.00 | 0.00 | 6.83K |
PEPSICO INCSOLE | COM | 8.05K | SH | $1.06M 0.79% | 0.00 | 0.00 | 8.05K |
MERCK & CO INCSOLE | COM | 12.11K | SH | $958.2K 0.71% | 0.00 | 0.00 | 12.11K |
PROCTER AND GAMBLE COSOLE | COM | 6.01K | SH | $957.2K 0.71% | 0.00 | 0.00 | 6.01K |
EVERGY INCSOLE | COM | 12.60K | SH | $868.2K 0.65% | 0.00 | 0.00 | 12.60K |
SPDR SERIES TRUSTSOLE | PORTFOLI S&P1500 | 10.50K | SH | $786.3K 0.58% | 0.00 | 0.00 | 10.50K |
COCA COLA COSOLE | COM | 10K | SH | $707.5K 0.53% | 0.00 | 0.00 | 10K |
AMERICAN ELEC PWR CO INCSOLE | COM | 6.25K | SH | $648.3K 0.48% | 0.00 | 0.00 | 6.25K |
AT&T INCSOLE | COM | 19.71K | SH | $570.4K 0.42% | 0.00 | 0.00 | 19.71K |
MICRON TECHNOLOGY INCSOLE | COM | 4.01K | SH | $494.0K 0.37% | 0.00 | 0.00 | 4.01K |
AMAZON COM INCSOLE | COM | 2.13K | SH | $466.2K 0.35% | 0.00 | 0.00 | 2.13K |
WASTE MGMT INC DELSOLE | COM | 2K | SH | $457.6K 0.34% | 0.00 | 0.00 | 2K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 1.50K | SH | $442.2K 0.33% | 0.00 | 0.00 | 1.50K |
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