DOSSIER · 13F-HR · Q2 2026

Gibson Wealth Advisors LLC

$160M in tracked AUM across 30 positions as of Q2 2026.

GW
CIK 0001911266 · last filed Jun 30, 2026
Total AUM
$160M
as of Q2 2026
Holdings
30
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

Gibson Wealth Advisors LLC has reported a substantial transformation in its 13F filing for the period ending December 31, 2025. The total portfolio value surged by 1,122.9%, growing from $11.93M in the previous quarter to $145.87M. This dramatic increase indicates a significant inflow of new capital, likely from a new large client acquisition or a major restructuring of existing assets. The portfolio now consists of 34 holdings, reflecting a highly diversi...

Key Holdings

The portfolio is heavily concentrated at the top, with the first three positions accounting for approximately 64.33% of the total assets.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$52M140K32.3%
02
BND
VANGUARD BD INDEX FDS
$32M430K19.7%
03
VOO
VANGUARD INDEX FDS
$20M29K12.5%
04
VXUS
VANGUARD STAR FDS
$20M232K12.4%
05
NSC
NORFOLK SOUTHN CORP
$7M23K4.5%
06
VEU
VANGUARD INTL EQUITY INDEX F
$3M41K2.2%
07
VB
VANGUARD INDEX FDS
$3M11K2.1%
08
XOM
EXXON MOBIL CORP
$3M22K1.8%
09
NVDA
NVIDIA CORPORATION
$3M13K1.6%
10
AAPL
APPLE INC
$2M7K1.2%

Filing history

2026Q2Jun 30
$160M▲ 7.4%
30 positionsView →
2026Q1Mar 31
$149M▲ 2.3%
37 positionsView →
2025Q4Dec 31
$146M▲ 3.7%
34 positionsView →
2025Q3Sep 30
$141M▲ 4.6%
32 positionsLocked
2025Q2Jun 30
$134M▲ 7.9%
40 positionsLocked
2025Q1Mar 31
$125M▲ 2.9%
37 positionsLocked
2024Q4Dec 31
$121M▼ 1.4%
34 positionsLocked
2024Q3Sep 30
$123M▲ 15.0%
36 positionsLocked
2024Q2Jun 30
$107M▲ 2.9%
34 positionsLocked
2024Q1Mar 31
$104M▲ 1896.3%
35 positionsLocked
2022Q4Dec 31
$5M▼ 94.0%
126 positionsLocked
2022Q3Sep 30
$87M▼ 3.1%
125 positionsLocked
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