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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
Cap. Flow
-$2.32M
Cap. Flow %
-1.45%
Top 10 Hldgs %
90.23%
Holding
38
New
1
Increased
6
Reduced
9
Closed
8

Top Buys

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$1.01M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$288K
3
AMD icon
Advanced Micro Devices
AMD
+$156K
4
NVDA icon
NVIDIA
NVDA
+$27.8K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.72K

Top Sells

Rank Stock Value
1
WM icon
Waste Management
WM
+$460K
2
VDE icon
Vanguard Energy ETF
VDE
+$433K
3
CVX icon
Chevron
CVX
+$372K
4
ENB icon
Enbridge
ENB
+$271K
5
DUK icon
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%

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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.