Gibson Wealth Advisors LLC

Q3 2026 13F-HR Holdings

Location
Tyler, TX
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
32
Total value ($000)
$161,505
Net value change ($000)
+1,201 (0.7%)
New positions
3
Sold out positions
1
Turnover %
4.5%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 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)
EXXONMOBIL HOLDINGS CORP 3,515 NEW
SGOV 547 NEW
CVX 412 23.2%
NVDA 342 13.6%
AAPL 293 14.8%
VOO 283 1.4%
DVN 211 NEW
MRK 204 13.1%
T 71 17.8%
KO 48 5.9%
Top Reduces (Value $000, Stocks/ETFs)
XOM -2,948 -100.0%
VB -385 -11.3%
BND -336 -1.1%
VXUS -211 -1.1%
DUK -161 -9.8%
NSC -127 -1.8%
AEP -114 -13.3%
IBM -92 -21.8%
EVRG -91 -9.2%
VEU -89 -2.6%
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