Gibson Wealth Advisors LLC
CIK 0001911266
Annualised vol
1.867882%
Beta
0.087117
HHI
1781.395096
Top-10 weight
90.234298%
VaR 95%
0.160192%
VaR 99%
0.324183%
Max drawdown
3.452433%
Matched value
9.992598%
Returns of reported holdings
Loading returns…
Position changes vs prior quarter
What the latest 13F shows bought and sold against the quarter before, by share count.
| Ticker | Change | Shares now | Shares before | Share change % | Value now ($) |
|---|---|---|---|---|---|
| NVDA | ADDED | 12,552 | 12,417 | 1.09% | 2,511,530 |
| AAPL | ADDED | 6,835 | 6,834 | 0.01% | 1,977,691 |
| CVX | REDUCED | 10,698 | 12,698 | -15.75% | 1,773,300 |
| DUK | REDUCED | 13,000 | 15,000 | -13.33% | 1,645,540 |
| MRK | UNCHANGED | 12,105 | 12,105 | 0.0% | 1,555,493 |
| PEP | UNCHANGED | 8,050 | 8,050 | 0.0% | 1,089,970 |
| EVRG | REDUCED | 11,400 | 12,596 | -9.5% | 985,302 |
| PG | UNCHANGED | 6,008 | 6,008 | 0.0% | 881,013 |
| MU | UNCHANGED | 744 | 744 | 0.0% | 859,030 |
| KO | UNCHANGED | 10,000 | 10,000 | 0.0% | 812,700 |
| AMZN | UNCHANGED | 2,200 | 2,200 | 0.0% | 524,348 |
| MMM | UNCHANGED | 2,700 | 2,700 | 0.0% | 437,157 |
| T | REDUCED | 19,220 | 24,211 | -20.61% | 397,854 |
| SBSI | UNCHANGED | 9,856 | 9,856 | 0.0% | 346,833 |
| AMD | NEW | 380 | - | - | 220,746 |
| ENB | CLOSED OUT | 0 | 5,000 | -100.0% | 0 |
| SO | CLOSED OUT | 0 | 2,232 | -100.0% | 0 |
| JNJ | CLOSED OUT | 0 | 1,010 | -100.0% | 0 |
| MCD | CLOSED OUT | 0 | 687 | -100.0% | 0 |
Holdings (latest quarter)
| Ticker | Change | Issuer | Class | CUSIP | Value ($) | Weight % | Shares |
|---|---|---|---|---|---|---|---|
| - | VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 51,714,416 | 32.26 | 139687.0 | |
| - | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 31,564,098 | 19.69 | 429773.0 | |
| - | VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 20,100,181 | 12.54 | 29266.0 | |
| - | VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 19,829,777 | 12.37 | 231843.0 | |
| - | NORFOLK SOUTHN CORP | COM | 655844108 | 7,144,024 | 4.46 | 22709.0 | |
| - | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 3,462,644 | 2.16 | 41345.0 | |
| - | VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 3,396,345 | 2.12 | 11205.0 | |
| - | EXXON MOBIL CORP | COM | 30231G102 | 2,948,230 | 1.84 | 21564.0 | |
| NVDA | ADDED | NVIDIA CORPORATION | COM | 67066G104 | 2,511,530 | 1.57 | 12552.0 |
| AAPL | ADDED | APPLE INC | COM | 037833100 | 1,977,691 | 1.23 | 6835.0 |
| CVX | REDUCED | CHEVRON CORPORATION | COM | 166764100 | 1,773,300 | 1.11 | 10698.0 |
| DUK | REDUCED | DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 1,645,540 | 1.03 | 13000.0 |
| MRK | UNCHANGED | MERCK & CO INC | COM | 58933Y105 | 1,555,493 | 0.97 | 12105.0 |
| PEP | UNCHANGED | PEPSICO INC | COM | 713448108 | 1,089,970 | 0.68 | 8050.0 |
| EVRG | REDUCED | EVERGY INC | COM | 30034W106 | 985,302 | 0.61 | 11400.0 |
| - | SPDR SERIES TRUST | ST STR PR SP1500 | 78464A805 | 953,295 | 0.59 | 10500.0 | |
| PG | UNCHANGED | PROCTER & GAMBLE CO | COM | 742718109 | 881,013 | 0.55 | 6008.0 |
| MU | UNCHANGED | MICRON TECHNOLOGY INC | COM | 595112103 | 859,030 | 0.54 | 744.0 |
| - | AMERICAN ELEC PWR CO INC | COM | 025537101 | 854,789 | 0.53 | 6248.0 | |
| - | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 838,153 | 0.52 | 1675.0 | |
| KO | UNCHANGED | COCA COLA CO | COM | 191216100 | 812,700 | 0.51 | 10000.0 |
| AMZN | UNCHANGED | AMAZON COM INC | COM | 023135106 | 524,348 | 0.33 | 2200.0 |
| - | TEXAS INSTRS INC | COM | 882508104 | 484,662 | 0.3 | 1626.0 | |
| MMM | UNCHANGED | 3M CO | COM | 88579Y101 | 437,157 | 0.27 | 2700.0 |
| - | INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 421,815 | 0.26 | 1500.0 | |
| T | REDUCED | AT&T INC | COM | 00206R102 | 397,854 | 0.25 | 19220.0 |
| SBSI | UNCHANGED | SOUTHSIDE BANCSHARES INC | COM | 84470P109 | 346,833 | 0.22 | 9856.0 |
| - | PROSHARES TR | PSHS ULT S&P 500 | 74347R107 | 289,801 | 0.18 | 4301.0 | |
| - | VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 282,982 | 0.18 | 3512.0 | |
| AMD | NEW | ADVANCED MICRO DEVICES INC | COM | 007903107 | 220,746 | 0.14 | 380.0 |
Quarterly portfolios
| Period | Filed | Value ($) | Positions | Vol % | Beta | Max DD % |
|---|---|---|---|---|---|---|
| 2026-06-30 | 2026-07-14 | 160,303,719 | 30 | 1.867882 | 0.087117 | 3.452433 |
| 2026-03-31 | 2026-04-14 | 149,202,792 | 37 | 1.911899 | 0.086339 | 4.05146 |
| 2025-12-31 | 2026-01-13 | 145,874,063 | 34 | 1.773607 | 0.082032 | 3.514868 |
| 2025-09-30 | 2025-10-10 | 140,614,638 | 32 | 1.758541 | 0.080724 | 3.538708 |
| 2025-03-31 | 2025-05-15 | 124,648,517 | 37 | 1.827449 | 0.082821 | 3.997607 |
| 2024-12-31 | 2025-02-13 | 121,176,432 | 34 | 1.821403 | 0.084452 | 3.669034 |