Gibson Wealth Advisors LLC

Q1 2026 13F-HR Holdings

Location
Tyler, TX
Holdings as of
3/31/2026
Date filed
4/14/2026
Form type
13F-HR
Num holdings
37
Total value ($000)
$149,203
Net value change ($000)
+3,329 (2.3%)
New positions
3
Sold out positions
0
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XOM 1,064 41.0%
BND 975 3.3%
CVX 692 35.8%
VXUS 592 3.4%
DVN 231 NEW
SO 215 NEW
T 212 43.3%
DUK 206 11.7%
PNW 202 NEW
MRK 182 14.3%
Top Reduces (Value $000, Stocks/ETFs)
VOO -841 -4.5%
VTI -669 -1.5%
NVDA -150 -6.5%
AAPL -124 -6.7%
IBM -80 -18.0%
AMZN -50 -9.8%
MMM -40 -9.3%
NSC -40 -0.6%
SPTM -36 -4.2%
SSO -26 -10.4%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type