Gibson Wealth Advisors LLC Diversified Active

Location: Tyler, TX

CIK: 0001911266 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 13, 2026

Total Value: $146M (100.0% shares, 0.0% debt)

Holdings (34)

VTI VANGUARD INDEX FDS 31.3%

Value $45.69M Shares 136,286 Share Price $335.27 Est. Cost/Share $200.88 Unrealized @ Report Date +66.9%

BND VANGUARD BD INDEX FDS 20.3%

Value $29.66M Shares 400,460 Share Price $74.07 Est. Cost/Share $73.87 Unrealized @ Report Date +0.3%

VOO VANGUARD INDEX FDS 12.7%

Value $18.5M Shares 29,495 Share Price $627.13 Est. Cost/Share $381.00 Unrealized @ Report Date +64.6%

VXUS VANGUARD STAR FDS 11.9%

Value $17.41M Shares 230,751 Share Price $75.44 Est. Cost/Share $52.16 Unrealized @ Report Date +44.6%

NSC NORFOLK SOUTHN CORP 4.5%

Value $6.557M Shares 22,709 Share Price $288.72 Est. Cost/Share $220.99 Unrealized @ Report Date +30.7%

VEU VANGUARD INTL EQUITY INDEX F 2.1%

Value $3.093M Shares 42,049 Share Price $73.56 Est. Cost/Share $50.25 Unrealized @ Report Date +46.4%

VB VANGUARD INDEX FDS 2.0%

Value $2.982M Shares 11,561 Share Price $257.94 Est. Cost/Share $187.72 Unrealized @ Report Date +37.4%

XOM EXXON MOBIL CORP 1.8%

Value $2.595M Shares 21,564 Share Price $120.34 Est. Cost/Share $99.99 Unrealized @ Report Date +20.4%

NVDA NVIDIA CORPORATION 1.6%

Value $2.316M Shares 12,417 Share Price $186.50 Est. Cost/Share $92.41 Unrealized @ Report Date +101.8%

CVX CHEVRON CORP NEW 1.3%

Value $1.935M Shares 12,698 Share Price $152.41 Est. Cost/Share $150.57 Unrealized @ Report Date +1.2%

AAPL APPLE INC 1.3%

Value $1.858M Shares 6,833 Share Price $271.86 Est. Cost/Share $146.61 Unrealized @ Report Date +85.4%

DUK DUKE ENERGY CORP NEW 1.2%

Value $1.758M Shares 15,000 Share Price $117.21 Est. Cost/Share $88.91 Unrealized @ Report Date +31.8%

MRK MERCK & CO INC 0.9%

Value $1.274M Shares 12,105 Share Price $105.26 Est. Cost/Share $92.08 Unrealized @ Report Date +14.3%

PEP PEPSICO INC 0.8%

Value $1.155M Shares 8,050 Share Price $143.52 Est. Cost/Share $156.40 Unrealized @ Report Date -8.2%

EVRG EVERGY INC 0.6%

Value $913K Shares 12,596 Share Price $72.49 Est. Cost/Share $53.78 Unrealized @ Report Date +34.8%

SPTM SPDR SERIES TRUST 0.6%

Value $866K Shares 10,500 Share Price $82.50 Est. Cost/Share $47.65 Unrealized @ Report Date +73.1%

PG PROCTER AND GAMBLE CO 0.6%

Value $861K Shares 6,008 Share Price $143.31 Est. Cost/Share $129.85 Unrealized @ Report Date +10.4%

AEP AMERICAN ELEC PWR CO INC 0.5%

Value $720K Shares 6,248 Share Price $115.31 Est. Cost/Share $80.87 Unrealized @ Report Date +42.6%

KO COCA COLA CO 0.5%

Value $699K Shares 10,000 Share Price $69.91 Est. Cost/Share $54.91 Unrealized @ Report Date +27.3%

AMZN AMAZON COM INC 0.3%

Value $508K Shares 2,200 Share Price $230.82 Est. Cost/Share $112.48 Unrealized @ Report Date +105.2%

T AT&T INC 0.3%

Value $490K Shares 19,711 Share Price $24.84 Est. Cost/Share $16.91 Unrealized @ Report Date +46.9%

IBM INTERNATIONAL BUSINESS MACHS 0.3%

Value $444K Shares 1,500 Share Price $296.21 Est. Cost/Share $122.88 Unrealized @ Report Date +141.1%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%

Value $440K Shares 875 Share Price $502.65 Est. Cost/Share $295.81 Unrealized @ Report Date +69.9%

WM WASTE MGMT INC DEL 0.3%

Value $439K Shares 2,000 Share Price $219.71 Est. Cost/Share $229.63 Unrealized @ Report Date -4.3%

Value $432K Shares 2,700 Share Price $160.10 Est. Cost/Share $90.99 Unrealized @ Report Date +75.9%

VDE VANGUARD WORLD FD 0.2%

Value $315K Shares 2,500 Share Price $125.92 Est. Cost/Share $123.88 Unrealized @ Report Date +1.6%

SBSI SOUTHSIDE BANCSHARES INC 0.2%

Value $300K Shares 9,856 Share Price $30.39 Est. Cost/Share $35.53 Unrealized @ Report Date -14.5%

TXN TEXAS INSTRS INC 0.2%

Value $293K Shares 1,686 Share Price $173.49 Est. Cost/Share $152.20 Unrealized @ Report Date +14.0%

VO VANGUARD INDEX FDS 0.2%

Value $251K Shares 866 Share Price $290.22 * Est. Cost/Share $51.14 Unrealized @ Report Date +41.9%

SSO PROSHARES TR 0.2%

Value $249K Shares 4,306 Share Price $57.92 Est. Cost/Share $54.70 Unrealized @ Report Date +5.9%

ENB ENBRIDGE INC 0.2%

Value $239K Shares 5,000 Share Price $47.83 Est. Cost/Share $35.52 Unrealized @ Report Date +32.9%

MU MICRON TECHNOLOGY INC 0.1%

Value $212K Shares 744 Share Price $285.48 Est. Cost/Share $229.35 Unrealized @ Report Date +24.4%

MCD MCDONALDS CORP 0.1%

Value $210K Shares 687 Share Price $305.63 Est. Cost/Share $292.89 Unrealized @ Report Date +4.3%

JNJ JOHNSON & JOHNSON 0.1%

Value $209K Shares 1,010 Share Price $206.95 Est. Cost/Share $197.01 Unrealized @ Report Date +5.0%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
VTI	VANGUARD INDEX FDS	136,286	$45.69M	31.3%	$335.27	$200.88	+66.9%	TOTAL STK MKT	922908769
BND	VANGUARD BD INDEX FDS	400,460	$29.66M	20.3%	$74.07	$73.87	+0.3%	TOTAL BND MRKT	921937835
VOO	VANGUARD INDEX FDS	29,495	$18.5M	12.7%	$627.13	$381.00	+64.6%	S&P 500 ETF SHS	922908363
VXUS	VANGUARD STAR FDS	230,751	$17.41M	11.9%	$75.44	$52.16	+44.6%	VG TL INTL STK F	921909768
NSC	NORFOLK SOUTHN CORP	22,709	$6.557M	4.5%	$288.72	$220.99	+30.7%	COM	655844108
VEU	VANGUARD INTL EQUITY INDEX F	42,049	$3.093M	2.1%	$73.56	$50.25	+46.4%	ALLWRLD EX US	922042775
VB	VANGUARD INDEX FDS	11,561	$2.982M	2.0%	$257.94	$187.72	+37.4%	SMALL CP ETF	922908751
XOM	EXXON MOBIL CORP	21,564	$2.595M	1.8%	$120.34	$99.99	+20.4%	COM	30231G102
NVDA	NVIDIA CORPORATION	12,417	$2.316M	1.6%	$186.50	$92.41	+101.8%	COM	67066G104
CVX	CHEVRON CORP NEW	12,698	$1.935M	1.3%	$152.41	$150.57	+1.2%	COM	166764100
AAPL	APPLE INC	6,833	$1.858M	1.3%	$271.86	$146.61	+85.4%	COM	037833100
DUK	DUKE ENERGY CORP NEW	15,000	$1.758M	1.2%	$117.21	$88.91	+31.8%	COM NEW	26441C204
MRK	MERCK & CO INC	12,105	$1.274M	0.9%	$105.26	$92.08	+14.3%	COM	58933Y105
PEP	PEPSICO INC	8,050	$1.155M	0.8%	$143.52	$156.40	-8.2%	COM	713448108
EVRG	EVERGY INC	12,596	$913K	0.6%	$72.49	$53.78	+34.8%	COM	30034W106
SPTM	SPDR SERIES TRUST	10,500	$866K	0.6%	$82.50	$47.65	+73.1%	STATE STREET SPD	78464A805
PG	PROCTER AND GAMBLE CO	6,008	$861K	0.6%	$143.31	$129.85	+10.4%	COM	742718109
AEP	AMERICAN ELEC PWR CO INC	6,248	$720K	0.5%	$115.31	$80.87	+42.6%	COM	025537101
KO	COCA COLA CO	10,000	$699K	0.5%	$69.91	$54.91	+27.3%	COM	191216100
AMZN	AMAZON COM INC	2,200	$508K	0.3%	$230.82	$112.48	+105.2%	COM	023135106
T	AT&T INC	19,711	$490K	0.3%	$24.84	$16.91	+46.9%	COM	00206R102
IBM	INTERNATIONAL BUSINESS MACHS	1,500	$444K	0.3%	$296.21	$122.88	+141.1%	COM	459200101
BRK/B	BERKSHIRE HATHAWAY INC DEL	875	$440K	0.3%	$502.65	$295.81	+69.9%	CL B NEW	084670702
WM	WASTE MGMT INC DEL	2,000	$439K	0.3%	$219.71	$229.63	-4.3%	COM	94106L109
MMM	3M CO	2,700	$432K	0.3%	$160.10	$90.99	+75.9%	COM	88579Y101
VDE	VANGUARD WORLD FD	2,500	$315K	0.2%	$125.92	$123.88	+1.6%	ENERGY ETF	92204A306
SBSI	SOUTHSIDE BANCSHARES INC	9,856	$300K	0.2%	$30.39	$35.53	-14.5%	COM	84470P109
TXN	TEXAS INSTRS INC	1,686	$293K	0.2%	$173.49	$152.20	+14.0%	COM	882508104
VO	VANGUARD INDEX FDS	866	$251K	0.2%	$290.22 *	$51.14	+41.9%	MID CAP ETF	922908629
SSO	PROSHARES TR	4,306	$249K	0.2%	$57.92	$54.70	+5.9%	PSHS ULT S&P 500	74347R107
ENB	ENBRIDGE INC	5,000	$239K	0.2%	$47.83	$35.52	+32.9%	COM	29250N105
MU	MICRON TECHNOLOGY INC	744	$212K	0.1%	$285.48	$229.35	+24.4%	COM	595112103
MCD	MCDONALDS CORP	687	$210K	0.1%	$305.63	$292.89	+4.3%	COM	580135101
JNJ	JOHNSON & JOHNSON	1,010	$209K	0.1%	$206.95	$197.01	+5.0%	COM	478160104