Gibson Wealth Advisors LLC

Q4 2025 13F-HR Holdings

Location
Tyler, TX
Holdings as of
12/31/2025
Date filed
1/13/2026
Form type
13F-HR
Num holdings
34
Total value ($000)
$145,874
Net value change ($000)
+5,259 (3.7%)
New positions
2
Sold out positions
0
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/10/2025 Next filing: 4/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTI 1,751 4.0%
BND 1,411 5.0%
VXUS 1,041 6.4%
VOO 410 2.3%
MRK 258 25.4%
MU 212 NEW
JNJ 209 NEW
XOM 164 6.7%
AAPL 118 6.8%
VEU 98 3.3%
Top Reduces (Value $000, Stocks/ETFs)
NSC -265 -3.9%
DUK -98 -5.3%
T -67 -12.0%
PG -62 -6.7%
EVRG -45 -4.7%
TXN -38 -11.5%
CVX -37 -1.9%
ENB -13 -5.2%
WM -3 -0.7%
VO -3 -1.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type