Gibson Wealth Advisors LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 28, 2024), Gibson Wealth Advisors LLC reported 34 stock positions worth $106.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 34.8% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 13.2%) and Vanguard Short-Term Tips (VTIP, 12.3%). Compared with Q1 2024, it sold out of 1, added to 8 and reduced 7. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +4%) and the biggest sale an exit from Sherwin-Williams (SHW).
- Most Recent 13F
- Q2 2026
- Location
- TYLER, TX
- CIK
- 0001911266
- Portfolio Value
- $106.8M (Q2 2024)
- SEC Filing
- 0001754960-24-000453 ↗ filed Aug 28, 2024
Holdings Value
Holdings 34 stocks · $106.8M
| VTI VG Morningstar TS MKT ETF-US | 34.85% | 139,141 | $37.2M | Add +1.3% |
| VOO Vanguard S&P 500 ETF | 13.24% | 28,280 | $14.1M | Add +4.0% |
| VTIP Vanguard Short-Term Tips | 12.26% | 269,894 | $13.1M | Reduce -0.9% |
| VXUS Vanguard Total Intl Stock | 12.14% | 214,981 | $13.0M | Add +7.4% |
| NSC Norfolk Southern Corp. | 4.56% | 22,709 | $4.9M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 2.40% | 11,779 | $2.6M | Reduce -1.5% |
| XOM Exxon Mobil Corp. | 2.30% | 21,315 | $2.5M | Add +5.4% |
| VEU Vanguard Ftse All-World Ex-U | 1.99% | 36,295 | $2.1M | Reduce -1.5% |
| CVX Chevron Corp. | 1.65% | 11,248 | $1.8M | Add +0.7% |
| NVDA Nvidia Corp. | 1.49% | 12,860 | $1.6M | No change |
| AAPL Apple Inc. | 1.36% | 6,894 | $1.5M | Add +15.0% |
| DUK Duke Energy Corp. | 1.22% | 13,000 | $1.3M | No change |
| PEP Pepsico Inc. | 1.19% | 7,702 | $1.3M | Reduce -4.7% |
| MRK Merck & Co. Inc. | 1.16% | 10,005 | $1.2M | No change |
| PG The Procter & Gamble Co. | 0.99% | 6,408 | $1.1M | Reduce -7.2% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.65% | 10,500 | $697K | No change |
| KO The Coca-Cola Co. | 0.60% | 10,000 | $637K | No change |
| EVRG Evergy Inc. | 0.57% | 11,400 | $604K | No change |
| AEP American Electric Power | 0.51% | 6,248 | $548K | No change |
| MU Micron Technology Inc. | 0.48% | 3,866 | $508K | Add +18.4% |
| FUTY Fidelity MSCI US Utilities | 0.45% | 11,000 | $484K | No change |
| FLO Flowers Foods Inc. | 0.42% | 20,380 | $452K | Reduce -4.2% |
| OC Owens Corning | 0.39% | 2,399 | $417K | No change |
| TXN Texas Instruments Inc. | 0.36% | 2,002 | $389K | No change |
| AMZN Amazon.com Inc. | 0.35% | 1,925 | $372K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 875 | $356K | No change |
| T AT&T Inc. | 0.30% | 16,711 | $319K | No change |
| VDE Vanguard Energy ETF | 0.30% | 2,500 | $319K | Add +44.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.30% | 1,317 | $319K | Reduce -5.7% |
| MMM 3M Co. | 0.29% | 3,050 | $312K | No change |
| SBSI Southside Bancshares Inc. | 0.25% | 9,856 | $272K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 1,500 | $259K | No change |
| DVN Devon Energy Corp. | 0.20% | 4,590 | $218K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 5,320 | $212K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.33 |
| VTIP Vanguard Short-Term Tips | Reduce -0.9% | 12.26% | −0.31 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.5% | 2.40% | −0.23 |
| PEP Pepsico Inc. | Reduce -4.7% | 1.19% | −0.17 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -1.5% | 1.99% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -7.2% | 0.99% | −0.09 |
| FLO Flowers Foods Inc. | Reduce -4.2% | 0.42% | −0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -5.7% | 0.30% | −0.04 |
Portfolio Buys Q1 2024 → Q2 2024
| VOO Vanguard S&P 500 ETF | Add +4.0% | 13.24% | +0.65 |
| VXUS Vanguard Total Intl Stock | Add +7.4% | 12.14% | +0.51 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.3% | 34.85% | +0.45 |
| AAPL Apple Inc. | Add +15.0% | 1.36% | +0.37 |
| MU Micron Technology Inc. | Add +18.4% | 0.48% | +0.10 |
| VDE Vanguard Energy ETF | Add +44.7% | 0.30% | +0.08 |
| XOM Exxon Mobil Corp. | Add +5.4% | 2.30% | +0.03 |
| CVX Chevron Corp. | Add +0.7% | 1.65% | −0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 30 | $160.3M | VTI, BND, VOO, VXUS, NSC |
| Q1 2026 | 37 | $149.2M | VTI, BND, VXUS, VOO, NSC |
| Q4 2025 | 34 | $145.9M | VTI, BND, VOO, VXUS, NSC |
| Q3 2025 | 32 | $140.6M | VTI, BND, VOO, VXUS, NSC |
| Q2 2025 | 40 | $134.4M | VTI, BND, VOO, VXUS, NSC |
| Q1 2025 | 37 | $124.6M | VTI, BND, VOO, VXUS, NSC |
| Q4 2024 | 34 | $121.2M | VTI, BND, VOO, VXUS, NSC |
| Q3 2024 | 36 | $122.9M | VTI, BND, VOO, VXUS, NSC |
| Q2 2024 | 34 | $106.8M | VTI, VOO, VTIP, VXUS, NSC |
| Q1 2024 | 35 | $103.8M | VTI, VOO, VTIP, VXUS, NSC |