Filed: 4/14/2026ACC: 0001754960-26-000248
๐ What this filing means
GIBSON WEALTH ADVISORS LLC filed this quarterly 13FโHR report disclosing 37 equity positions with a total reported market value of $149.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$149.20M
Total AUM (reported)
1.10M
Total Shares
Allocation by class
TOTAL STK MKT$45.02M30.2%
TOTAL BND MRKT$30.64M20.5%
COM$27.52M18.4%
VG TL INTL STK F$18.00M12.1%
S&P 500 ETF SHS$17.66M11.8%
ALLWRLD EX US$3.14M2.1%
SMALL CP ETF$3.02M2.0%
Portfolio Concentration
Top 3$93.66M62.8%
4โ10$38.78M26.0%
11โ25$13.67M9.2%
Rest$3.09M2.1%
Top 3 weight
62.8%
Top 10 weight
88.8%
Voting Authority Distribution
Total shares with voting rights: 1.10M
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
1.10M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole37
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings37
Rows:
VANGUARD INDEX FDS
SOLEShares140.36K
TypeSH
Market value$45.02M
30.18%
Sole
0.00
Shared
0.00
None
140.36K
VANGUARD BD INDEX FDS
SOLEShares416.04K
TypeSH
Market value$30.64M
20.53%
Sole
0.00
Shared
0.00
None
416.04K
VANGUARD STAR FDS
SOLEShares233.43K
TypeSH
Market value$18.00M
12.06%
Sole
0.00
Shared
0.00
None
233.43K
VANGUARD INDEX FDS
SOLEShares29.55K
TypeSH
Market value$17.66M
11.83%
Sole
0.00
Shared
0.00
None
29.55K
NORFOLK SOUTHN CORP
SOLEShares22.71K
TypeSH
Market value$6.52M
4.37%
Sole
0.00
Shared
0.00
None
22.71K
EXXON MOBIL CORP
SOLEShares21.56K
TypeSH
Market value$3.66M
2.45%
Sole
0.00
Shared
0.00
None
21.56K
VANGUARD INTL EQUITY INDEX F
SOLEShares41.79K
TypeSH
Market value$3.14M
2.10%
Sole
0.00
Shared
0.00
None
41.79K
VANGUARD INDEX FDS
SOLEShares11.52K
TypeSH
Market value$3.02M
2.02%
Sole
0.00
Shared
0.00
None
11.52K
CHEVRON CORPORATION
SOLEShares12.70K
TypeSH
Market value$2.63M
1.76%
Sole
0.00
Shared
0.00
None
12.70K
NVIDIA CORPORATION
SOLEShares12.42K
TypeSH
Market value$2.17M
1.45%
Sole
0.00
Shared
0.00
None
12.42K
DUKE ENERGY CORP NEW
SOLEShares15K
TypeSH
Market value$1.96M
1.32%
Sole
0.00
Shared
0.00
None
15K
APPLE INC
SOLEShares6.83K
TypeSH
Market value$1.73M
1.16%
Sole
0.00
Shared
0.00
None
6.83K
MERCK & CO INC
SOLEShares12.11K
TypeSH
Market value$1.46M
0.98%
Sole
0.00
Shared
0.00
None
12.11K
PEPSICO INC
SOLEShares8.05K
TypeSH
Market value$1.25M
0.84%
Sole
0.00
Shared
0.00
None
8.05K
EVERGY INC
SOLEShares12.60K
TypeSH
Market value$1.03M
0.69%
Sole
0.00
Shared
0.00
None
12.60K
PROCTER & GAMBLE CO
SOLEShares6.01K
TypeSH
Market value$867.8K
0.58%
Sole
0.00
Shared
0.00
None
6.01K
SPDR SERIES TRUST
SOLEShares10.50K
TypeSH
Market value$830.1K
0.56%
Sole
0.00
Shared
0.00
None
10.50K
AMERICAN ELEC PWR CO INC
SOLEShares6.25K
TypeSH
Market value$819.0K
0.55%
Sole
0.00
Shared
0.00
None
6.25K
COCA COLA CO
SOLEShares10K
TypeSH
Market value$760.5K
0.51%
Sole
0.00
Shared
0.00
None
10K
AT&T INC
SOLEShares24.21K
TypeSH
Market value$701.9K
0.47%
Sole
0.00
Shared
0.00
None
24.21K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.07K
TypeSH
Market value$515.1K
0.35%
Sole
0.00
Shared
0.00
None
1.07K
WASTE MGMT INC DEL
SOLEShares2K
TypeSH
Market value$459.6K
0.31%
Sole
0.00
Shared
0.00
None
2K
AMAZON COM INC
SOLEShares2.20K
TypeSH
Market value$458.2K
0.31%
Sole
0.00
Shared
0.00
None
2.20K
VANGUARD WORLD FD
SOLEShares2.50K
TypeSH
Market value$432.6K
0.29%
Sole
0.00
Shared
0.00
None
2.50K
3M CO
SOLEShares2.70K
TypeSH
Market value$392.1K
0.26%
Sole
0.00
Shared
0.00
None
2.70K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 140.36K | SH | $45.02M 30.18% | 0.00 | 0.00 | 140.36K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 416.04K | SH | $30.64M 20.53% | 0.00 | 0.00 | 416.04K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 233.43K | SH | $18.00M 12.06% | 0.00 | 0.00 | 233.43K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 29.55K | SH | $17.66M 11.83% | 0.00 | 0.00 | 29.55K |
NORFOLK SOUTHN CORPSOLE | COM | 22.71K | SH | $6.52M 4.37% | 0.00 | 0.00 | 22.71K |
EXXON MOBIL CORPSOLE | COM | 21.56K | SH | $3.66M 2.45% | 0.00 | 0.00 | 21.56K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 41.79K | SH | $3.14M 2.10% | 0.00 | 0.00 | 41.79K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 11.52K | SH | $3.02M 2.02% | 0.00 | 0.00 | 11.52K |
CHEVRON CORPORATIONSOLE | COM | 12.70K | SH | $2.63M 1.76% | 0.00 | 0.00 | 12.70K |
NVIDIA CORPORATIONSOLE | COM | 12.42K | SH | $2.17M 1.45% | 0.00 | 0.00 | 12.42K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 15K | SH | $1.96M 1.32% | 0.00 | 0.00 | 15K |
APPLE INCSOLE | COM | 6.83K | SH | $1.73M 1.16% | 0.00 | 0.00 | 6.83K |
MERCK & CO INCSOLE | COM | 12.11K | SH | $1.46M 0.98% | 0.00 | 0.00 | 12.11K |
PEPSICO INCSOLE | COM | 8.05K | SH | $1.25M 0.84% | 0.00 | 0.00 | 8.05K |
EVERGY INCSOLE | COM | 12.60K | SH | $1.03M 0.69% | 0.00 | 0.00 | 12.60K |
PROCTER & GAMBLE COSOLE | COM | 6.01K | SH | $867.8K 0.58% | 0.00 | 0.00 | 6.01K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 10.50K | SH | $830.1K 0.56% | 0.00 | 0.00 | 10.50K |
AMERICAN ELEC PWR CO INCSOLE | COM | 6.25K | SH | $819.0K 0.55% | 0.00 | 0.00 | 6.25K |
COCA COLA COSOLE | COM | 10K | SH | $760.5K 0.51% | 0.00 | 0.00 | 10K |
AT&T INCSOLE | COM | 24.21K | SH | $701.9K 0.47% | 0.00 | 0.00 | 24.21K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.07K | SH | $515.1K 0.35% | 0.00 | 0.00 | 1.07K |
WASTE MGMT INC DELSOLE | COM | 2K | SH | $459.6K 0.31% | 0.00 | 0.00 | 2K |
AMAZON COM INCSOLE | COM | 2.20K | SH | $458.2K 0.31% | 0.00 | 0.00 | 2.20K |
VANGUARD WORLD FDSOLE | ENERGY ETF | 2.50K | SH | $432.6K 0.29% | 0.00 | 0.00 | 2.50K |
3M COSOLE | COM | 2.70K | SH | $392.1K 0.26% | 0.00 | 0.00 | 2.70K |
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