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 Share Price $320.77 Est. Cost/Share $204.79 Unrealized @ Report Date +56.7%

BND VANGUARD BD INDEX FDS 20.5%

Value $30.64M Shares 416,044 Share Price $73.64 Est. Cost/Share $73.88 Unrealized @ Report Date -0.3%

VXUS VANGUARD STAR FDS 12.1%

Value $18M Shares 233,431 Share Price $77.11 Est. Cost/Share $52.47 Unrealized @ Report Date +47.0%

VOO VANGUARD INDEX FDS 11.8%

Value $17.66M Shares 29,547 Share Price $597.55 Est. Cost/Share $381.00 Unrealized @ Report Date +56.8%

NSC NORFOLK SOUTHN CORP 4.4%

Value $6.517M Shares 22,709 Share Price $287.00 Est. Cost/Share $220.99 Unrealized @ Report Date +29.9%

XOM EXXON MOBIL CORP 2.5%

Value $3.659M Shares 21,564 Share Price $169.66 Est. Cost/Share $99.99 Unrealized @ Report Date +69.7%

VEU VANGUARD INTL EQUITY INDEX F 2.1%

Value $3.138M Shares 41,786 Share Price $75.10 Est. Cost/Share $50.25 Unrealized @ Report Date +49.5%

VB VANGUARD INDEX FDS 2.0%

Value $3.018M Shares 11,523 Share Price $261.91 Est. Cost/Share $187.72 Unrealized @ Report Date +39.5%

CVX CHEVRON CORPORATION 1.8%

Value $2.627M Shares 12,698 Share Price $206.90 Est. Cost/Share $150.57 Unrealized @ Report Date +37.4%

NVDA NVIDIA CORPORATION 1.5%

Value $2.166M Shares 12,417 Share Price $174.40 Est. Cost/Share $92.41 Unrealized @ Report Date +88.7%

DUK DUKE ENERGY CORP NEW 1.3%

Value $1.964M Shares 15,000 Share Price $130.94 Est. Cost/Share $88.91 Unrealized @ Report Date +47.3%

AAPL APPLE INC 1.2%

Value $1.734M Shares 6,834 Share Price $253.78 Est. Cost/Share $146.61 Unrealized @ Report Date +73.1%

MRK MERCK & CO INC 1.0%

Value $1.456M Shares 12,105 Share Price $120.29 Est. Cost/Share $92.08 Unrealized @ Report Date +30.6%

PEP PEPSICO INC 0.8%

Value $1.25M Shares 8,050 Share Price $155.29 Est. Cost/Share $156.40 Unrealized @ Report Date -0.7%

EVRG EVERGY INC 0.7%

Value $1.032M Shares 12,596 Share Price $81.92 Est. Cost/Share $53.78 Unrealized @ Report Date +52.3%

PG PROCTER & GAMBLE CO 0.6%

Value $868K Shares 6,008 Share Price $144.44 Est. Cost/Share $129.85 Unrealized @ Report Date +11.2%

SPTM SPDR SERIES TRUST 0.6%

Value $830K Shares 10,500 Share Price $79.06 Est. Cost/Share $47.65 Unrealized @ Report Date +65.9%

AEP AMERICAN ELEC PWR CO INC 0.5%

Value $819K Shares 6,248 Share Price $131.08 Est. Cost/Share $80.87 Unrealized @ Report Date +62.1%

KO COCA COLA CO 0.5%

Value $761K Shares 10,000 Share Price $76.05 Est. Cost/Share $54.91 Unrealized @ Report Date +38.5%

T AT&T INC 0.5%

Value $702K Shares 24,211 Share Price $28.99 Est. Cost/Share $18.73 Unrealized @ Report Date +54.8%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%

Value $515K Shares 1,075 Share Price $479.20 Est. Cost/Share $332.08 Unrealized @ Report Date +44.3%

WM WASTE MGMT INC DEL 0.3%

Value $460K Shares 2,000 Share Price $229.79 Est. Cost/Share $229.63 Unrealized @ Report Date +0.1%

AMZN AMAZON COM INC 0.3%

Value $458K Shares 2,200 Share Price $208.27 Est. Cost/Share $112.48 Unrealized @ Report Date +85.2%

VDE VANGUARD WORLD FD 0.3%

Value $433K Shares 2,500 Share Price $173.04 Est. Cost/Share $123.88 Unrealized @ Report Date +39.7%

Value $392K Shares 2,700 Share Price $145.23 Est. Cost/Share $90.99 Unrealized @ Report Date +59.6%

IBM INTERNATIONAL BUSINESS MACHS 0.2%

Value $364K Shares 1,500 Share Price $242.39 Est. Cost/Share $122.88 Unrealized @ Report Date +97.3%

TXN TEXAS INSTRS INC 0.2%

Value $316K Shares 1,626 Share Price $194.14 Est. Cost/Share $152.20 Unrealized @ Report Date +27.6%

SBSI SOUTHSIDE BANCSHARES INC 0.2%

Value $306K Shares 9,856 Share Price $31.09 Est. Cost/Share $35.53 Unrealized @ Report Date -12.5%

ENB ENBRIDGE INC 0.2%

Value $271K Shares 5,000 Share Price $54.14 Est. Cost/Share $35.52 Unrealized @ Report Date +52.4%

MU MICRON TECHNOLOGY INC 0.2%

Value $251K Shares 744 Share Price $337.82 Est. Cost/Share $229.35 Unrealized @ Report Date +47.3%

VO VANGUARD INDEX FDS 0.2%

Value $249K Shares 866 Share Price $287.18 * Est. Cost/Share $51.14 Unrealized @ Report Date +40.4%

JNJ JOHNSON & JOHNSON 0.2%

Value $247K Shares 1,010 Share Price $244.44 Est. Cost/Share $197.01 Unrealized @ Report Date +24.1%

DVN DEVON ENERGY CORP NEW 0.2%

Value $231K Shares 4,590 Share Price $50.32 Est. Cost/Share $42.87 Unrealized @ Report Date +17.4%

SSO PROSHARES TR 0.1%

Value $223K Shares 4,294 Share Price $51.88 Est. Cost/Share $54.70 Unrealized @ Report Date -5.2%

SO SOUTHERN CO 0.1%

Value $215K Shares 2,232 Share Price $96.52 Est. Cost/Share $92.16 Unrealized @ Report Date +4.7%

MCD MCDONALDS CORP 0.1%

Value $214K Shares 687 Share Price $310.79 Est. Cost/Share $292.89 Unrealized @ Report Date +6.1%

PNW PINNACLE WEST CAP CORP 0.1%

Value $202K Shares 2,000 Share Price $100.75 Est. Cost/Share $96.18 Unrealized @ Report Date +4.8%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
VTI	VANGUARD INDEX FDS	140,361	$45.02M	30.2%	$320.77	$204.79	+56.7%	TOTAL STK MKT	922908769
BND	VANGUARD BD INDEX FDS	416,044	$30.64M	20.5%	$73.64	$73.88	-0.3%	TOTAL BND MRKT	921937835
VXUS	VANGUARD STAR FDS	233,431	$18M	12.1%	$77.11	$52.47	+47.0%	VG TL INTL STK F	921909768
VOO	VANGUARD INDEX FDS	29,547	$17.66M	11.8%	$597.55	$381.00	+56.8%	S&P 500 ETF SHS	922908363
NSC	NORFOLK SOUTHN CORP	22,709	$6.517M	4.4%	$287.00	$220.99	+29.9%	COM	655844108
XOM	EXXON MOBIL CORP	21,564	$3.659M	2.5%	$169.66	$99.99	+69.7%	COM	30231G102
VEU	VANGUARD INTL EQUITY INDEX F	41,786	$3.138M	2.1%	$75.10	$50.25	+49.5%	ALLWRLD EX US	922042775
VB	VANGUARD INDEX FDS	11,523	$3.018M	2.0%	$261.91	$187.72	+39.5%	SMALL CP ETF	922908751
CVX	CHEVRON CORPORATION	12,698	$2.627M	1.8%	$206.90	$150.57	+37.4%	COM	166764100
NVDA	NVIDIA CORPORATION	12,417	$2.166M	1.5%	$174.40	$92.41	+88.7%	COM	67066G104
DUK	DUKE ENERGY CORP NEW	15,000	$1.964M	1.3%	$130.94	$88.91	+47.3%	COM NEW	26441C204
AAPL	APPLE INC	6,834	$1.734M	1.2%	$253.78	$146.61	+73.1%	COM	037833100
MRK	MERCK & CO INC	12,105	$1.456M	1.0%	$120.29	$92.08	+30.6%	COM	58933Y105
PEP	PEPSICO INC	8,050	$1.25M	0.8%	$155.29	$156.40	-0.7%	COM	713448108
EVRG	EVERGY INC	12,596	$1.032M	0.7%	$81.92	$53.78	+52.3%	COM	30034W106
PG	PROCTER & GAMBLE CO	6,008	$868K	0.6%	$144.44	$129.85	+11.2%	COM	742718109
SPTM	SPDR SERIES TRUST	10,500	$830K	0.6%	$79.06	$47.65	+65.9%	STATE STREET SPD	78464A805
AEP	AMERICAN ELEC PWR CO INC	6,248	$819K	0.5%	$131.08	$80.87	+62.1%	COM	025537101
KO	COCA COLA CO	10,000	$761K	0.5%	$76.05	$54.91	+38.5%	COM	191216100
T	AT&T INC	24,211	$702K	0.5%	$28.99	$18.73	+54.8%	COM	00206R102
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,075	$515K	0.3%	$479.20	$332.08	+44.3%	CL B NEW	084670702
WM	WASTE MGMT INC DEL	2,000	$460K	0.3%	$229.79	$229.63	+0.1%	COM	94106L109
AMZN	AMAZON COM INC	2,200	$458K	0.3%	$208.27	$112.48	+85.2%	COM	023135106
VDE	VANGUARD WORLD FD	2,500	$433K	0.3%	$173.04	$123.88	+39.7%	ENERGY ETF	92204A306
MMM	3M CO	2,700	$392K	0.3%	$145.23	$90.99	+59.6%	COM	88579Y101
IBM	INTERNATIONAL BUSINESS MACHS	1,500	$364K	0.2%	$242.39	$122.88	+97.3%	COM	459200101
TXN	TEXAS INSTRS INC	1,626	$316K	0.2%	$194.14	$152.20	+27.6%	COM	882508104
SBSI	SOUTHSIDE BANCSHARES INC	9,856	$306K	0.2%	$31.09	$35.53	-12.5%	COM	84470P109
ENB	ENBRIDGE INC	5,000	$271K	0.2%	$54.14	$35.52	+52.4%	COM	29250N105
MU	MICRON TECHNOLOGY INC	744	$251K	0.2%	$337.82	$229.35	+47.3%	COM	595112103
VO	VANGUARD INDEX FDS	866	$249K	0.2%	$287.18 *	$51.14	+40.4%	MID CAP ETF	922908629
JNJ	JOHNSON & JOHNSON	1,010	$247K	0.2%	$244.44	$197.01	+24.1%	COM	478160104
DVN	DEVON ENERGY CORP NEW	4,590	$231K	0.2%	$50.32	$42.87	+17.4%	COM	25179M103
SSO	PROSHARES TR	4,294	$223K	0.1%	$51.88	$54.70	-5.2%	PSHS ULT S&P 500	74347R107
SO	SOUTHERN CO	2,232	$215K	0.1%	$96.52	$92.16	+4.7%	COM	842587107
MCD	MCDONALDS CORP	687	$214K	0.1%	$310.79	$292.89	+6.1%	COM	580135101
PNW	PINNACLE WEST CAP CORP	2,000	$202K	0.1%	$100.75	$96.18	+4.8%	COM	723484101