AI Portfolio Summary
In 2025 Q4, Gibson Wealth Advisors LLC maintained a portfolio of 34 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 2.0%. The fund also reduced its exposure to VANGUARD INDEX FDS by 1.1%.
Total Positions
34
Quarter
2025 Q4
Top Holding
VTI (31.3%)
Top 10 Concentration
89.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 34
| 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 | 31.32% | 31.25% |
#1
Prev: #1
|
6.5 | 2,724 | 2.0% |
P
S
|
136,286 | $45,692,607 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BND
VANGUARD BD IND...
|
ETF | 20.33% | 20.09% |
#2
Prev: #2
|
7.5 | 21,463 | 5.7% |
P
S
|
400,460 | $29,662,072 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 12.68% | 12.86% |
#3
Prev: #3
|
5.5 | -54 | -0.2% |
P
S
|
29,495 | $18,497,199 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 11.93% | 11.64% |
#4
Prev: #4
|
5.0 | 8,541 | 3.8% |
P
S
|
230,751 | $17,407,835 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NSC
NORFOLK SOUTHN ...
|
Industrials | 4.49% | 4.85% |
#5
Prev: #5
|
3.3 | no change | no change |
P
S
|
22,709 | $6,556,542 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEU
VANGUARD INTL E...
|
ETF | 2.12% | 2.13% |
#6
Prev: #6
|
1.3 | 82 | 0.2% |
P
S
|
42,049 | $3,093,124 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VB
VANGUARD INDEX ...
|
ETF | 2.04% | 2.11% |
#7
Prev: #7
|
1.3 | -125 | -1.1% |
P
S
|
11,561 | $2,982,095 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.78% | 1.73% |
#8
Prev: #8
|
1.7 | no change | no change |
P
S
|
21,564 | $2,595,012 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.59% | 1.65% |
#9
Prev: #9
|
1.6 | no change | no change |
P
S
|
12,417 | $2,315,771 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CVX
CHEVRON CORP NE...
|
Energy | 1.33% | 1.40% |
#10
Prev: #10
|
1.5 | no change | no change |
P
S
|
12,698 | $1,935,302 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 1.27% | 1.24% |
#11
1
Prev: #12
|
1.0 | 1 | 0.0% |
P
S
|
6,833 | $1,857,601 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DUK
DUKE ENERGY COR...
|
Utilities | 1.21% | 1.32% |
#12
1
Prev: #11
|
1.5 | no change | no change |
P
S
|
15,000 | $1,758,150 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.87% | 0.72% |
#13
1
Prev: #14
|
1.3 | no change | no change |
P
S
|
12,105 | $1,274,172 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.79% | 0.80% |
#14
1
Prev: #13
|
1.3 | no change | no change |
P
S
|
8,050 | $1,155,336 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EVRG
EVERGY INC
|
Utilities | 0.63% | 0.68% |
#15
Prev: #15
|
1.3 | no change | no change |
P
S
|
12,596 | $913,084 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPTM
SPDR SERIES TRU...
|
ETF | 0.59% | 0.60% |
#16
1
Prev: #17
|
1.2 | no change | no change |
P
S
|
10,500 | $866,250 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PG
PROCTER AND GAM...
|
Consumer Defensive | 0.59% | 0.66% |
#17
1
Prev: #16
|
1.2 | no change | no change |
P
S
|
6,008 | $861,006 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AEP
AMERICAN ELEC P...
|
Utilities | 0.49% | 0.50% |
#18
Prev: #18
|
1.2 | no change | no change |
P
S
|
6,248 | $720,457 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.48% | 0.47% |
#19
Prev: #19
|
1.2 | no change | no change |
P
S
|
10,000 | $699,100 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.35% | 0.33% |
#20
1
Prev: #21
|
0.6 | 75 | 3.5% |
P
S
|
2,200 | $507,804 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
T
AT&T INC
|
Communication Services | 0.34% | 0.40% |
#21
1
Prev: #20
|
1.1 | no change | no change |
P
S
|
19,711 | $489,621 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.30% | 0.30% |
#22
2
Prev: #24
|
1.1 | no change | no change |
P
S
|
1,500 | $444,315 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.30% | 0.31% |
#23
Prev: #23
|
1.1 | no change | no change |
P
S
|
875 | $439,819 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WM
WASTE MGMT INC ...
|
Industrials | 0.30% | 0.31% |
#24
2
Prev: #22
|
1.1 | no change | no change |
P
S
|
2,000 | $439,420 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MMM
3M CO
|
Industrials | 0.30% | 0.30% |
#25
Prev: #25
|
1.1 | no change | no change |
P
S
|
2,700 | $432,270 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 34 holdings