Gibson Wealth Advisors LLC Diversified Active

Location: Tyler, TX

CIK: 0001911266 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 14, 2026

Total Value: $149M (100.0% shares, 0.0% debt)

Holdings (37)

VTI VANGUARD INDEX FDS 30.2%

Value $45.02M Shares 140,361 Est. Cost $204.69 Unrealized —

BND VANGUARD BD INDEX FDS 20.5%

Value $30.64M Shares 416,044 Est. Cost $74.72 Unrealized —

VXUS VANGUARD STAR FDS 12.1%

Value $18M Shares 233,431 Est. Cost $52.47 Unrealized —

VOO VANGUARD INDEX FDS 11.8%

Value $17.66M Shares 29,547 Est. Cost $386.57 Unrealized —

NSC NORFOLK SOUTHN CORP 4.4%

Value $6.517M Shares 22,709 Est. Cost $220.99 Unrealized +34.9%

XOM EXXON MOBIL CORP 2.5%

Value $3.659M Shares 21,564 Est. Cost $99.99 Unrealized +38.8%

VEU VANGUARD INTL EQUITY INDEX F 2.1%

Value $3.138M Shares 41,786 Est. Cost $50.54 Unrealized —

VB VANGUARD INDEX FDS 2.0%

Value $3.018M Shares 11,523 Est. Cost $187.54 Unrealized —

CVX CHEVRON CORPORATION 1.8%

Value $2.627M Shares 12,698 Est. Cost $150.57 Unrealized +14.1%

NVDA NVIDIA CORPORATION 1.5%

Value $2.166M Shares 12,417 Est. Cost $92.41 Unrealized +102.0%

DUK DUKE ENERGY CORP NEW 1.3%

Value $1.964M Shares 15,000 Est. Cost $88.91 Unrealized +36.0%

AAPL APPLE INC 1.2%

Value $1.734M Shares 6,834 Est. Cost $146.61 Unrealized +79.3%

MRK MERCK & CO INC 1.0%

Value $1.456M Shares 12,105 Est. Cost $92.08 Unrealized +24.1%

PEP PEPSICO INC 0.8%

Value $1.25M Shares 8,050 Est. Cost $156.40 Unrealized -1.1%

EVRG EVERGY INC 0.7%

Value $1.032M Shares 12,596 Est. Cost $53.78 Unrealized +43.7%

PG PROCTER & GAMBLE CO 0.6%

Value $868K Shares 6,008 Est. Cost $129.85 Unrealized +16.9%

SPTM SPDR SERIES TRUST 0.6%

Value $830K Shares 10,500 Est. Cost $47.68 Unrealized —

AEP AMERICAN ELEC PWR CO INC 0.5%

Value $819K Shares 6,248 Est. Cost $80.87 Unrealized +49.1%

KO COCA COLA CO 0.5%

Value $761K Shares 10,000 Est. Cost $54.91 Unrealized +36.1%

T AT&T INC 0.5%

Value $702K Shares 24,211 Est. Cost $18.55 Unrealized +38.8%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%

Value $515K Shares 1,075 Est. Cost $332.58 Unrealized +48.4%

WM WASTE MGMT INC DEL 0.3%

Value $460K Shares 2,000 Est. Cost $229.63 Unrealized -1.5%

AMZN AMAZON COM INC 0.3%

Value $458K Shares 2,200 Est. Cost $112.48 Unrealized +101.7%

VDE VANGUARD WORLD FD 0.3%

Value $433K Shares 2,500 Est. Cost $123.05 Unrealized —

Value $392K Shares 2,700 Est. Cost $90.99 Unrealized +80.2%

IBM INTERNATIONAL BUSINESS MACHS 0.2%

Value $364K Shares 1,500 Est. Cost $122.88 Unrealized +131.1%

TXN TEXAS INSTRS INC 0.2%

Value $316K Shares 1,626 Est. Cost $152.20 Unrealized +35.5%

SBSI SOUTHSIDE BANCSHARES INC 0.2%

Value $306K Shares 9,856 Est. Cost $35.53 Unrealized -8.9%

ENB ENBRIDGE INC 0.2%

Value $271K Shares 5,000 Est. Cost $35.52 Unrealized +36.7%

MU MICRON TECHNOLOGY INC 0.2%

Value $251K Shares 744 Est. Cost $229.35 Unrealized +68.8%

VO VANGUARD INDEX FDS 0.2%

Value $249K Shares 866 Est. Cost $204.62 Unrealized —

JNJ JOHNSON & JOHNSON 0.2%

Value $247K Shares 1,010 Est. Cost $197.01 Unrealized +15.7%

DVN DEVON ENERGY CORP NEW 0.2%

Value $231K Shares 4,590 Est. Cost $40.25 Unrealized 0.0%

SSO PROSHARES TR 0.1%

Value $223K Shares 4,294 Est. Cost $85.03 Unrealized —

SO SOUTHERN CO 0.1%

Value $215K Shares 2,232 Est. Cost $89.54 Unrealized 0.0%

MCD MCDONALDS CORP 0.1%

Value $214K Shares 687 Est. Cost $292.89 Unrealized +8.3%

PNW PINNACLE WEST CAP CORP 0.1%

Value $202K Shares 2,000 Est. Cost $93.50 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VTI	VANGUARD INDEX FDS	140,361	$45.02M	30.2%	$204.69	—	TOTAL STK MKT	922908769
BND	VANGUARD BD INDEX FDS	416,044	$30.64M	20.5%	$74.72	—	TOTAL BND MRKT	921937835
VXUS	VANGUARD STAR FDS	233,431	$18M	12.1%	$52.47	—	VG TL INTL STK F	921909768
VOO	VANGUARD INDEX FDS	29,547	$17.66M	11.8%	$386.57	—	S&P 500 ETF SHS	922908363
NSC	NORFOLK SOUTHN CORP	22,709	$6.517M	4.4%	$220.99	+34.9%	COM	655844108
XOM	EXXON MOBIL CORP	21,564	$3.659M	2.5%	$99.99	+38.8%	COM	30231G102
VEU	VANGUARD INTL EQUITY INDEX F	41,786	$3.138M	2.1%	$50.54	—	ALLWRLD EX US	922042775
VB	VANGUARD INDEX FDS	11,523	$3.018M	2.0%	$187.54	—	SMALL CP ETF	922908751
CVX	CHEVRON CORPORATION	12,698	$2.627M	1.8%	$150.57	+14.1%	COM	166764100
NVDA	NVIDIA CORPORATION	12,417	$2.166M	1.5%	$92.41	+102.0%	COM	67066G104
DUK	DUKE ENERGY CORP NEW	15,000	$1.964M	1.3%	$88.91	+36.0%	COM NEW	26441C204
AAPL	APPLE INC	6,834	$1.734M	1.2%	$146.61	+79.3%	COM	037833100
MRK	MERCK & CO INC	12,105	$1.456M	1.0%	$92.08	+24.1%	COM	58933Y105
PEP	PEPSICO INC	8,050	$1.25M	0.8%	$156.40	-1.1%	COM	713448108
EVRG	EVERGY INC	12,596	$1.032M	0.7%	$53.78	+43.7%	COM	30034W106
PG	PROCTER & GAMBLE CO	6,008	$868K	0.6%	$129.85	+16.9%	COM	742718109
SPTM	SPDR SERIES TRUST	10,500	$830K	0.6%	$47.68	—	STATE STREET SPD	78464A805
AEP	AMERICAN ELEC PWR CO INC	6,248	$819K	0.5%	$80.87	+49.1%	COM	025537101
KO	COCA COLA CO	10,000	$761K	0.5%	$54.91	+36.1%	COM	191216100
T	AT&T INC	24,211	$702K	0.5%	$18.55	+38.8%	COM	00206R102
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,075	$515K	0.3%	$332.58	+48.4%	CL B NEW	084670702
WM	WASTE MGMT INC DEL	2,000	$460K	0.3%	$229.63	-1.5%	COM	94106L109
AMZN	AMAZON COM INC	2,200	$458K	0.3%	$112.48	+101.7%	COM	023135106
VDE	VANGUARD WORLD FD	2,500	$433K	0.3%	$123.05	—	ENERGY ETF	92204A306
MMM	3M CO	2,700	$392K	0.3%	$90.99	+80.2%	COM	88579Y101
IBM	INTERNATIONAL BUSINESS MACHS	1,500	$364K	0.2%	$122.88	+131.1%	COM	459200101
TXN	TEXAS INSTRS INC	1,626	$316K	0.2%	$152.20	+35.5%	COM	882508104
SBSI	SOUTHSIDE BANCSHARES INC	9,856	$306K	0.2%	$35.53	-8.9%	COM	84470P109
ENB	ENBRIDGE INC	5,000	$271K	0.2%	$35.52	+36.7%	COM	29250N105
MU	MICRON TECHNOLOGY INC	744	$251K	0.2%	$229.35	+68.8%	COM	595112103
VO	VANGUARD INDEX FDS	866	$249K	0.2%	$204.62	—	MID CAP ETF	922908629
JNJ	JOHNSON & JOHNSON	1,010	$247K	0.2%	$197.01	+15.7%	COM	478160104
DVN	DEVON ENERGY CORP NEW	4,590	$231K	0.2%	$40.25	0.0%	COM	25179M103
SSO	PROSHARES TR	4,294	$223K	0.1%	$85.03	—	PSHS ULT S&P 500	74347R107
SO	SOUTHERN CO	2,232	$215K	0.1%	$89.54	0.0%	COM	842587107
MCD	MCDONALDS CORP	687	$214K	0.1%	$292.89	+8.3%	COM	580135101
PNW	PINNACLE WEST CAP CORP	2,000	$202K	0.1%	$93.50	0.0%	COM	723484101