Gibson Wealth Advisors LLC

Q2 2026 13F-HR Holdings

Location
Tyler, TX
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
30
Total value ($000)
$160,304
Net value change ($000)
+11,101 (7.4%)
New positions
1
Sold out positions
8
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 6,690 14.9%
VOO 2,444 13.8%
VXUS 1,830 10.2%
BND 927 3.0%
NSC 627 9.6%
MU 608 242.2%
VB 378 12.5%
NVDA 346 16.0%
VEU 325 10.4%
BRK-B 323 62.7%
Top Reduces (Value $000, Stocks/ETFs)
CVX -854 -32.5%
XOM -711 -19.4%
WM -460 -100.0%
VDE -433 -100.0%
DUK -318 -16.2%
T -304 -43.3%
ENB -271 -100.0%
JNJ -247 -100.0%
DVN -231 -100.0%
SO -215 -100.0%
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