2026 Q2 Portfolio Activity
In 2026 Q2, Gibson Wealth Advisors LLC maintained a portfolio of 38 distinct positions. The most significant new addition was ADVANCED MICRO DEVICES INC, now representing 0.14% of the total fund value. They heavily accumulated shares in BERKSHIRE HATHAWAY INC DEL, increasing the position by 55.8%.
Position History
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Total Positions
38
Quarter
2026 Q2
Top Holding
VTI (32.3%)
Top 10 Concentration
90.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-38 of 38
Gibson Wealth Advisors LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 32.26% | 30.18% |
#1
Prev: #1
|
6.5 |
—
|
-674 | -0.5% |
P
S
|
139,687 | $51,714,416 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
BND
VANGUARD BD IND...
|
ETF | 19.69% | 20.53% |
#2
Prev: #2
|
6.0 |
—
|
13,729 | 3.3% |
P
S
|
429,773 | $31,564,098 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 12.54% | 11.83% |
#3
1
Prev: #4
|
5.5 |
—
|
-281 | -1.0% |
P
S
|
29,266 | $20,100,181 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 12.37% | 12.06% |
#4
1
Prev: #3
|
5.0 |
—
|
-1,588 | -0.7% |
P
S
|
231,843 | $19,829,777 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
NSC
NORFOLK SOUTHN ...
|
Industrials | 4.46% | 4.37% |
#5
Prev: #5
|
3.3 |
—
|
no change | no change |
P
S
|
22,709 | $7,144,024 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 2.16% | 2.10% |
#6
1
Prev: #7
|
1.4 |
—
|
-441 | -1.1% |
P
S
|
41,345 | $3,462,644 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 2.12% | 2.02% |
#7
1
Prev: #8
|
1.3 |
—
|
-318 | -2.8% |
P
S
|
11,205 | $3,396,345 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.84% | 2.45% |
#8
2
Prev: #6
|
1.7 |
—
|
no change | no change |
P
S
|
21,564 | $2,948,230 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.57% | 1.45% |
#9
1
Prev: #10
|
1.1 |
—
|
135 | 1.1% |
P
S
|
12,552 | $2,511,530 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
AAPL
APPLE INC
|
Technology | 1.23% | 1.16% |
#10
2
Prev: #12
|
1.0 |
—
|
1 | 0.0% |
P
S
|
6,835 | $1,977,691 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 1.11% | 1.76% |
#11
2
Prev: #9
|
0.9 |
—
|
-2,000 | -15.8% |
P
S
|
10,698 | $1,773,300 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
DUK
DUKE ENERGY COR...
|
Utilities | 1.03% | 1.32% |
#12
1
Prev: #11
|
0.9 |
—
|
-2,000 | -13.3% |
P
S
|
13,000 | $1,645,540 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.97% | 0.98% |
#13
Prev: #13
|
1.4 |
—
|
no change | no change |
P
S
|
12,105 | $1,555,493 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.68% | 0.84% |
#14
Prev: #14
|
1.3 |
—
|
no change | no change |
P
S
|
8,050 | $1,089,970 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
EVRG
EVERGY INC
|
Utilities | 0.61% | 0.69% |
#15
Prev: #15
|
0.7 |
—
|
-1,196 | -9.5% |
P
S
|
11,400 | $985,302 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
SPTM
SPDR SERIES TRU...
|
ETF | 0.59% | 0.56% |
#16
1
Prev: #17
|
1.2 |
—
|
no change | no change |
P
S
|
10,500 | $953,295 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.55% | 0.58% |
#17
1
Prev: #16
|
1.2 |
—
|
no change | no change |
P
S
|
6,008 | $881,013 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.54% | 0.17% |
#18
12
Prev: #30
|
1.2 |
—
|
no change | no change |
P
S
|
744 | $859,030 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
AEP
AMERICAN ELEC P...
|
Utilities | 0.53% | 0.55% |
#19
1
Prev: #18
|
1.2 |
—
|
no change | no change |
P
S
|
6,248 | $854,789 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.52% | 0.35% |
#20
1
Prev: #21
|
3.2 |
—
|
600 | 55.8% |
P
S
|
1,675 | $838,153 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.51% | 0.51% |
#21
2
Prev: #19
|
1.2 |
—
|
no change | no change |
P
S
|
10,000 | $812,700 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.33% | 0.31% |
#22
1
Prev: #23
|
1.1 |
—
|
no change | no change |
P
S
|
2,200 | $524,348 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 0.30% | 0.21% |
#23
4
Prev: #27
|
1.1 |
—
|
no change | no change |
P
S
|
1,626 | $484,662 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
MMM
3M CO
|
Industrials | 0.27% | 0.26% |
#24
1
Prev: #25
|
1.1 |
—
|
no change | no change |
P
S
|
2,700 | $437,157 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.26% | 0.24% |
#25
1
Prev: #26
|
1.1 |
—
|
no change | no change |
P
S
|
1,500 | $421,815 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
T
AT&T INC
|
Communication Services | 0.25% | 0.47% |
#26
6
Prev: #20
|
0.1 |
—
|
-4,991 | -20.6% |
P
S
|
19,220 | $397,854 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
SBSI
SOUTHSIDE BANCS...
|
Financial Services | 0.22% | 0.21% |
#27
1
Prev: #28
|
1.1 |
—
|
no change | no change |
P
S
|
9,856 | $346,833 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
SSO
PROSHARES TR
|
ETF | 0.18% | 0.15% |
#28
6
Prev: #34
|
0.6 |
—
|
7 | 0.2% |
P
S
|
4,301 | $289,801 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.18% | 0.17% |
#29
2
Prev: #31
|
3.1 |
—
|
2,646 | 305.5% |
P
S
|
3,512 | $282,982 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.14% | — |
#30
Prev: #—
|
3.6 |
—
|
380 | — |
NEW
|
380 | $220,746 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
PNW
PINNACLE WEST C...
|
Utilities | 0.00% | 0.14% |
Sold All 😨
(Was: #37) |
0.0 |
—
|
-2,000 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.00% | 0.14% |
Sold All 😨
(Was: #36) |
0.0 |
—
|
-687 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
SO
SOUTHERN CO
|
Utilities | 0.00% | 0.14% |
Sold All 😨
(Was: #35) |
0.0 |
—
|
-2,232 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
DVN
DEVON ENERGY CO...
|
Energy | 0.00% | 0.15% |
Sold All 😨
(Was: #33) |
0.0 |
—
|
-4,590 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.00% | 0.17% |
Sold All 😨
(Was: #32) |
0.0 |
—
|
-1,010 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
ENB
ENBRIDGE INC
|
Energy | 0.00% | 0.18% |
Sold All 😨
(Was: #29) |
0.0 |
—
|
-5,000 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
VDE
VANGUARD WORLD ...
|
ETF | 0.00% | 0.29% |
Sold All 😨
(Was: #24) |
0.0 |
—
|
-2,500 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
WM
WASTE MGMT INC ...
|
Industrials | 0.00% | 0.31% |
Sold All 😨
(Was: #22) |
0.0 |
—
|
-2,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 |
Showing 1-38 of 38 holdings