Gibson Wealth Advisors LLC Diversified Active

CIK: 0001911266 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 10, 2025

Total Value ($000): $140,615 (100.0% shares, 0.0% debt)

Holdings (32)

VTI VANGUARD INDEX FDS 31.2%

Value ($000) $43,942 Shares 133,562 Est. Cost $18.32 Unrealized —

BND VANGUARD BD INDEX FDS 20.1%

Value ($000) $28,251 Shares 378,997 Est. Cost $74.80 Unrealized —

VOO VANGUARD INDEX FDS 12.9%

Value ($000) $18,087 Shares 29,549 Est. Cost $96.60 Unrealized —

VXUS VANGUARD STAR FDS 11.6%

Value ($000) $16,367 Shares 222,210 Est. Cost $6.83 Unrealized —

NSC NORFOLK SOUTHN CORP 4.9%

Value ($000) $6,822 Shares 22,709 Est. Cost $220.99 Unrealized +24.9%

VEU VANGUARD INTL EQUITY INDEX F 2.1%

Value ($000) $2,995 Shares 41,967 Est. Cost $9.18 Unrealized —

VB VANGUARD INDEX FDS 2.1%

Value ($000) $2,967 Shares 11,686 Est. Cost $10.64 Unrealized —

XOM EXXON MOBIL CORP 1.7%

Value ($000) $2,431 Shares 21,564 Est. Cost $99.99 Unrealized +9.7%

NVDA NVIDIA CORPORATION 1.6%

Value ($000) $2,317 Shares 12,417 Est. Cost $92.41 Unrealized +88.6%

CVX CHEVRON CORP NEW 1.4%

Value ($000) $1,972 Shares 12,698 Est. Cost $150.57 Unrealized +1.1%

DUK DUKE ENERGY CORP NEW 1.3%

Value ($000) $1,856 Shares 15,000 Est. Cost $88.91 Unrealized +34.7%

AAPL APPLE INC 1.2%

Value ($000) $1,740 Shares 6,832 Est. Cost $146.61 Unrealized +53.9%

PEP PEPSICO INC 0.8%

Value ($000) $1,131 Shares 8,050 Est. Cost $156.40 Unrealized -10.2%

MRK MERCK & CO INC 0.7%

Value ($000) $1,016 Shares 12,105 Est. Cost $92.08 Unrealized -12.0%

EVRG EVERGY INC 0.7%

Value ($000) $958 Shares 12,596 Est. Cost $53.78 Unrealized +30.6%

PG PROCTER AND GAMBLE CO 0.7%

Value ($000) $923 Shares 6,008 Est. Cost $129.85 Unrealized +19.3%

SPTM SPDR SERIES TRUST 0.6%

Value ($000) $847 Shares 10,500 Est. Cost $0.97 Unrealized —

AEP AMERICAN ELEC PWR CO INC 0.5%

Value ($000) $703 Shares 6,248 Est. Cost $80.87 Unrealized +33.8%

KO COCA COLA CO 0.5%

Value ($000) $663 Shares 10,000 Est. Cost $54.91 Unrealized +23.7%

T AT&T INC 0.4%

Value ($000) $557 Shares 19,711 Est. Cost $16.91 Unrealized +66.0%

AMZN AMAZON COM INC 0.3%

Value ($000) $467 Shares 2,125 Est. Cost $108.38 Unrealized +108.9%

WM WASTE MGMT INC DEL 0.3%

Value ($000) $442 Shares 2,000 Est. Cost $229.63 Unrealized -2.6%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%

Value ($000) $440 Shares 875 Est. Cost $295.81 Unrealized +63.7%

IBM INTERNATIONAL BUSINESS MACHS 0.3%

Value ($000) $423 Shares 1,500 Est. Cost $122.88 Unrealized +111.2%

Value ($000) $419 Shares 2,700 Est. Cost $90.99 Unrealized +68.3%

TXN TEXAS INSTRS INC 0.2%

Value ($000) $331 Shares 1,803 Est. Cost $152.20 Unrealized +27.0%

VDE VANGUARD WORLD FD 0.2%

Value ($000) $315 Shares 2,500 Est. Cost $40.33 Unrealized —

SBSI SOUTHSIDE BANCSHARES INC 0.2%

Value ($000) $278 Shares 9,856 Est. Cost $35.53 Unrealized -14.9%

VO VANGUARD INDEX FDS 0.2%

Value ($000) $254 Shares 866 Est. Cost $4.55 Unrealized —

ENB ENBRIDGE INC 0.2%

Value ($000) $252 Shares 5,000 Est. Cost $35.52 Unrealized +29.8%

SSO PROSHARES TR 0.2%

Value ($000) $241 Shares 2,153 Est. Cost $112.13 Unrealized —

MCD MCDONALDS CORP 0.1%

Value ($000) $209 Shares 687 Est. Cost $292.89 Unrealized +2.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VTI	VANGUARD INDEX FDS	133,562	$43,942	31.2%	$18.32	—	TOTAL STK MKT	922908769
BND	VANGUARD BD INDEX FDS	378,997	$28,251	20.1%	$74.80	—	TOTAL BND MRKT	921937835
VOO	VANGUARD INDEX FDS	29,549	$18,087	12.9%	$96.60	—	S&P 500 ETF SHS	922908363
VXUS	VANGUARD STAR FDS	222,210	$16,367	11.6%	$6.83	—	VG TL INTL STK F	921909768
NSC	NORFOLK SOUTHN CORP	22,709	$6,822	4.9%	$220.99	+24.9%	COM	655844108
VEU	VANGUARD INTL EQUITY INDEX F	41,967	$2,995	2.1%	$9.18	—	ALLWRLD EX US	922042775
VB	VANGUARD INDEX FDS	11,686	$2,967	2.1%	$10.64	—	SMALL CP ETF	922908751
XOM	EXXON MOBIL CORP	21,564	$2,431	1.7%	$99.99	+9.7%	COM	30231G102
NVDA	NVIDIA CORPORATION	12,417	$2,317	1.6%	$92.41	+88.6%	COM	67066G104
CVX	CHEVRON CORP NEW	12,698	$1,972	1.4%	$150.57	+1.1%	COM	166764100
DUK	DUKE ENERGY CORP NEW	15,000	$1,856	1.3%	$88.91	+34.7%	COM NEW	26441C204
AAPL	APPLE INC	6,832	$1,740	1.2%	$146.61	+53.9%	COM	037833100
PEP	PEPSICO INC	8,050	$1,131	0.8%	$156.40	-10.2%	COM	713448108
MRK	MERCK & CO INC	12,105	$1,016	0.7%	$92.08	-12.0%	COM	58933Y105
EVRG	EVERGY INC	12,596	$958	0.7%	$53.78	+30.6%	COM	30034W106
PG	PROCTER AND GAMBLE CO	6,008	$923	0.7%	$129.85	+19.3%	COM	742718109
SPTM	SPDR SERIES TRUST	10,500	$847	0.6%	$0.97	—	PORTFOLI S&P1500	78464A805
AEP	AMERICAN ELEC PWR CO INC	6,248	$703	0.5%	$80.87	+33.8%	COM	025537101
KO	COCA COLA CO	10,000	$663	0.5%	$54.91	+23.7%	COM	191216100
T	AT&T INC	19,711	$557	0.4%	$16.91	+66.0%	COM	00206R102
AMZN	AMAZON COM INC	2,125	$467	0.3%	$108.38	+108.9%	COM	023135106
WM	WASTE MGMT INC DEL	2,000	$442	0.3%	$229.63	-2.6%	COM	94106L109
BRK/B	BERKSHIRE HATHAWAY INC DEL	875	$440	0.3%	$295.81	+63.7%	CL B NEW	084670702
IBM	INTERNATIONAL BUSINESS MACHS	1,500	$423	0.3%	$122.88	+111.2%	COM	459200101
MMM	3M CO	2,700	$419	0.3%	$90.99	+68.3%	COM	88579Y101
TXN	TEXAS INSTRS INC	1,803	$331	0.2%	$152.20	+27.0%	COM	882508104
VDE	VANGUARD WORLD FD	2,500	$315	0.2%	$40.33	—	ENERGY ETF	92204A306
SBSI	SOUTHSIDE BANCSHARES INC	9,856	$278	0.2%	$35.53	-14.9%	COM	84470P109
VO	VANGUARD INDEX FDS	866	$254	0.2%	$4.55	—	MID CAP ETF	922908629
ENB	ENBRIDGE INC	5,000	$252	0.2%	$35.52	+29.8%	COM	29250N105
SSO	PROSHARES TR	2,153	$241	0.2%	$112.13	—	PSHS ULT S&P 500	74347R107
MCD	MCDONALDS CORP	687	$209	0.1%	$292.89	+2.9%	COM	580135101