Gibson Wealth Advisors LLC holds a concentrated book of 30 reported positions worth $160.3M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 32% of the reported non-option book. Cloning the disclosed picks since 2024 would be +28% (+14.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Gibson Wealth Advisors LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 2.6 points over this window.
Growth of $10,000 cloning Gibson Wealth Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~14 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
18% mapped to company sectors
+3 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Gibson Wealth Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 4 / 30 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 6 / 30 | $4.4B |
| Pandi, LLC | 3 / 30 | $648.8M |
| Stuart Investment Advisors, Inc. | 8 / 30 | $197.6M |
| Dumac, Inc. | 3 / 30 | $861.3M |
| GuidedMoney, LLC | 8 / 30 | $162.9M |
| Burrus Financial Services, Inc. | 6 / 30 | $173.0M |
| Prospera Capital Management, LLC | 12 / 30 | $237.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Gibson Wealth Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $51.7M | 139.7K | 32.3% | ▼−0.5% Reduced · −674 sh | |
| 2 | Vanguard BD Index FDS TOTAL BND MRKT | $31.6M | 429.8K | 19.7% | ▲+3.3% Added · +14K sh | |
| 3 | Vanguard Index FDS S&P 500 ETF SHS | $20.1M | 29.3K | 12.5% | ▼−0.9% Reduced · −281 sh | |
| 4 | Vanguard Star FDS VG TL INTL STK F | $19.8M | 231.8K | 12.4% | ▼−0.7% Reduced · −2K sh | |
| 5 | Norfolk Southn Corp COM | $7.1M | 22.7K | 4.5% | —Held | |
| 6 | Vanguard Intl Equity Index F ALLWRLD EX US | $3.5M | 41.3K | 2.2% | ▼−1.1% Reduced · −441 sh | |
| 7 | Vanguard Index FDS SMALL CP ETF | $3.4M | 11.2K | 2.1% | ▼−2.8% Reduced · −318 sh | |
| 8 | Exxon Mobil Corp COM | $2.9M | 21.6K | 1.8% | —Held | |
| 9 | Nvidia Corporation COM | $2.5M | 12.6K | 1.6% | ▲+1.1% Added · +135 sh | |
| 10 | Apple Inc COM | $2.0M | 6.8K | 1.2% | ▲~0% Added · +1 sh | |
| 11 | Chevron Corporation COM | $1.8M | 10.7K | 1.1% | ▼−16% Reduced · −2K sh | |
| 12 | Duke Energy Corp New COM NEW | $1.6M | 13.0K | 1.0% | ▼−13% Reduced · −2K sh | |
| 13 | Merck & Co Inc COM | $1.6M | 12.1K | 1.0% | —Held | |
| 14 | Pepsico Inc COM | $1.1M | 8.1K | 0.7% | —Held | |
| 15 | Evergy Inc COM | $985K | 11.4K | 0.6% | ▼−9.5% Reduced · −1K sh | |
| 16 | SPDR Series Trust ST STR PR SP1500 | $953K | 10.5K | 0.6% | —Held | |
| 17 | Procter & Gamble Co COM | $881K | 6.0K | 0.5% | —Held | |
| 18 | Micron Technology Inc COM | $859K | 744 | 0.5% | —Held | |
| 19 | American Elec PWR Co Inc COM | $855K | 6.2K | 0.5% | —Held | |
| 20 | Berkshire Hathaway Inc Del CL B NEW | $838K | 1.7K | 0.5% | ▲+56% Added · +600 sh | |
| 21 | Coca Cola Co COM | $813K | 10.0K | 0.5% | —Held | |
| 22 | Amazon Com Inc COM | $524K | 2.2K | 0.3% | —Held | |
| 23 | Texas Instrs Inc COM | $485K | 1.6K | 0.3% | —Held | |
| 24 | 3M Co COM | $437K | 2.7K | 0.3% | —Held | |
| 25 | International Business Machs COM | $422K | 1.5K | 0.3% | —Held | |
| 26 | AT&T Inc COM | $398K | 19.2K | 0.2% | ▼−21% Reduced · −5K sh | |
| 27 | Southside Bancshares Inc COM | $347K | 9.9K | 0.2% | —Held | |
| 28 | Proshares TR PSHS ULT S&P 500 | $290K | 4.3K | 0.2% | ▲+0.2% Added · +7 sh | |
| 29 | Vanguard Index FDS MID CAP ETF | $283K | 3.5K | 0.2% | ▲+306% Added · +3K sh | |
| 30 | Advanced Micro Devices Inc COM | $221K | 380 | 0.1% | ▲New New position |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1911266/holdings"
Use Arkolith to show Gibson Wealth Advisors LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 14d | 30 | $160.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 14d | 37 | $149.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 13, 2026 | 13d | 34 | $145.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 10, 2025 | 10d | 32 | $140.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 44d | 40 | $134.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 37 | $124.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 34 | $121.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 36d | 36 | $122.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.