We are live on
!
Find out more
GWA
Gibson Wealth Advisors Portfolio holdings
AUM
$160M
1-Year Est. Return
20.99%
This Fund
S&P 500
This Quarter
Est. Return
+10.97%
1 Year Est. Return
+20.99%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$160M
AUM Growth
+$11.1M
(+7.4%)
Cap. Flow
-$2.32M
Cap. Flow
% of AUM
-1.45%
Top 10 Holdings %
Top 10 Hldgs %
90.23%
Holding
38
New
1
Increased
6
Reduced
9
Closed
8
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Bond Market
BND
|
+$1.01M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$288K |
| 3 |
Advanced Micro Devices
AMD
|
+$156K |
| 4 |
NVIDIA
NVDA
|
+$27.8K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$3.72K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Waste Management
WM
|
+$460K |
| 2 |
Vanguard Energy ETF
VDE
|
+$433K |
| 3 |
Chevron
CVX
|
+$372K |
| 4 |
Enbridge
ENB
|
+$271K |
| 5 |
Duke Energy
DUK
|
+$252K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 4.73% |
| 2 | Technology | 4.04% |
| 3 | Energy | 2.95% |
| 4 | Utilities | 2.17% |
| 5 | Consumer Staples | 1.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
AT&T
T
$153B
| $398K | 0.25% |
19,220
-4,991
| -21% | -$124K |
|
27
Southside Bancshares
SBSI
$1.03B
| $347K | 0.22% |
9,856
| – | – |
|
28
ProShares Ultra S&P500
SSO
$7.9B
| $290K | 0.18% |
4,301
+7
| +0.2% | +$448 |
|
|
29
Vanguard Mid-Cap ETF
VO
$105B
| $283K | 0.18% |
3,512
+48
| +1% | +$3.72K |
|
|
30
Advanced Micro Devices
AMD
$821B
| $221K | 0.14% |
+380
| New | +$156K |
|
31
Devon Energy
DVN
$50.5B
| – | – |
-4,590
| Closed | -$231K |
|
|
32
Enbridge
ENB
$122B
| – | – |
-5,000
| Closed | -$271K |
|
33
Johnson & Johnson
JNJ
$599B
| – | – |
-1,010
| Closed | -$247K |
|
34
McDonald's
MCD
$190B
| – | – |
-687
| Closed | -$214K |
|
35
Pinnacle West Capital
PNW
$12.9B
| – | – |
-2,000
| Closed | -$202K |
|
36
Southern Company
SO
$106B
| – | – |
-2,232
| Closed | -$215K |
|
|
37
Vanguard Energy ETF
VDE
$9.8B
| – | – |
-2,500
| Closed | -$433K |
|
|
38
Waste Management
WM
$96B
| – | – |
-2,000
| Closed | -$460K |
|
Similar funds
RB
CF
MWM
SGCM
TA
PCC
TPW
RCWM
Gibson Wealth Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Gibson Wealth Advisors held 38 positions worth $160M, up 7.4% from $149M the previous quarter. Its ten largest holdings account for 90% of the portfolio.
Gibson Wealth Advisors's Q2 2026 filing shows 1 new, 6 increased, 9 reduced and 8 closed positions. Its largest new stake was Advanced Micro Devices: 380 shares worth $221K. The largest sale was Waste Management, an estimated $460K.
By sector, the portfolio is most concentrated in Industrials at 4.7% of assets, down from 4.9% a quarter earlier, followed by Technology and Energy.
- Gibson Wealth Advisors's largest Q2 2026 buy was Advanced Micro Devices: 380 shares worth $221K.
- Gibson Wealth Advisors added most to Vanguard Total Bond Market in Q2 2026, an estimated $1.01M increase.
- Gibson Wealth Advisors's biggest Q2 2026 reduction was Chevron, cutting an estimated $372K.
- Gibson Wealth Advisors fully exited Waste Management in Q2 2026, selling an estimated $460K.
- Gibson Wealth Advisors's ten largest holdings make up 90% of its $160M portfolio in Q2 2026.
- Gibson Wealth Advisors opened 1 new position and closed 8 in Q2 2026.
- Gibson Wealth Advisors's portfolio value rose 7.4% quarter-over-quarter to $160M.
Based on Gibson Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.