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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
+1.6%
1 Year Est. Return
+20.99%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$146M
AUM Growth
+$5.26M
Cap. Flow
+$3.45M
Cap. Flow %
2.36%
Top 10 Hldgs %
89.62%
Holding
34
New
2
Increased
6
Reduced
3
Closed
–

Top Buys

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$1.6M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$906K
3
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$638K
4
JNJ icon
Johnson & Johnson
JNJ
+$200K
5
MU icon
Micron Technology
MU
+$171K

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$33.6K
2
VB icon
Vanguard Small-Cap ETF
VB
+$32K
3
TXN icon
Texas Instruments
TXN
+$20K

Sector Composition

Rank Sector Weight
1 Industrials 5.09%
2 Technology 3.51%
3 Energy 3.27%
4 Utilities 2.33%
5 Consumer Staples 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$657B
$45.7M 31.32%
136,286
+2,724
+2% +$906K
BND icon
2
Vanguard Total Bond Market
BND
$158B
$29.7M 20.33%
400,460
+21,463
+6% +$1.6M
VOO icon
3
Vanguard S&P 500 ETF
VOO
$973B
$18.5M 12.68%
29,495
-54
-0.2% -$33.6K
VXUS icon
4
Vanguard Total International Stock ETF
VXUS
$152B
$17.4M 11.93%
230,751
+8,541
+4% +$638K
NSC icon
5
Norfolk Southern
NSC
$75.2B
$6.56M 4.49%
22,709
– –
VEU icon
6
Vanguard FTSE All-World ex-US ETF
VEU
$65.3B
$3.09M 2.12%
42,049
+82
+0.2% +$5.96K
VB icon
7
Vanguard Small-Cap ETF
VB
$79.2B
$2.98M 2.04%
11,561
-125
-1% -$32K
XOM icon
8
ExxonMobil
XOM
$615B
$2.6M 1.78%
21,564
– –
NVDA icon
9
NVIDIA
NVDA
$4.92T
$2.32M 1.59%
12,417
– –
CVX icon
10
Chevron
CVX
$378B
$1.94M 1.33%
12,698
– –
AAPL icon
11
Apple
AAPL
$4.8T
$1.86M 1.27%
6,833
+1
+0% +$268
DUK icon
12
Duke Energy
DUK
$98.1B
$1.76M 1.21%
15,000
– –
MRK icon
13
Merck
MRK
$307B
$1.27M 0.87%
12,105
– –
PEP icon
14
PepsiCo
PEP
$185B
$1.16M 0.79%
8,050
– –
EVRG icon
15
Evergy
EVRG
$19.6B
$913K 0.63%
12,596
– –
SPTM icon
16
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.5B
$866K 0.59%
10,500
– –
PG icon
17
Procter & Gamble
PG
$347B
$861K 0.59%
6,008
– –
AEP icon
18
American Electric Power
AEP
$71.3B
$720K 0.49%
6,248
– –
KO icon
19
Coca-Cola
KO
$353B
$699K 0.48%
10,000
– –
AMZN icon
20
Amazon
AMZN
$2.69T
$508K 0.35%
2,200
+75
+4% +$17.2K
T icon
21
AT&T
T
$153B
$490K 0.34%
19,711
– –
IBM icon
22
IBM
IBM
$200B
$444K 0.3%
1,500
– –
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.06T
$440K 0.3%
875
– –
WM icon
24
Waste Management
WM
$96B
$439K 0.3%
2,000
– –
MMM icon
25
3M
MMM
$83B
$432K 0.3%
2,700
– –
1
2

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Gibson Wealth Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Gibson Wealth Advisors held 34 positions worth $146M, up 3.7% from $141M the previous quarter. Its ten largest holdings account for 90% of the portfolio.

Gibson Wealth Advisors's Q4 2025 filing shows 2 new, 6 increased and 3 reduced positions. Its largest new stake was Johnson & Johnson: 1,010 shares worth $209K. The largest sale was Vanguard S&P 500 ETF, an estimated $33.6K.

By sector, the portfolio is most concentrated in Industrials at 5.1% of assets, down from 5.5% a quarter earlier, followed by Technology and Energy.

  • Gibson Wealth Advisors's largest Q4 2025 buy was Johnson & Johnson: 1,010 shares worth $209K.
  • Gibson Wealth Advisors added most to Vanguard Total Bond Market in Q4 2025, an estimated $1.6M increase.
  • Gibson Wealth Advisors's biggest Q4 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $33.6K.
  • Gibson Wealth Advisors's ten largest holdings make up 90% of its $146M portfolio in Q4 2025.
  • Gibson Wealth Advisors opened 2 new positions and closed 0 in Q4 2025.
  • Gibson Wealth Advisors's portfolio value rose 3.7% quarter-over-quarter to $146M.

Based on Gibson Wealth Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.