Gibson Wealth Advisors LLC Diversified Active

CIK: 0001911266 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Jan 13, 2026

Total Value ($000): $145,874 (100.0% shares, 0.0% debt)

Holdings (34)

New Positions (2)

Increased Positions (5)

Decreased Positions (2)

Unchanged Positions (25)

VOO VANGUARD INDEX FDS 12.7%
Value ($000) $18,497 Shares 29,495 Est. Cost $96.60 Unrealized
NSC NORFOLK SOUTHN CORP 4.5%
Value ($000) $6,557 Shares 22,709 Est. Cost $220.99 Unrealized +30.6%
MRK MERCK & CO INC 0.9%
Value ($000) $1,274 Shares 12,105 Est. Cost $92.08 Unrealized +1.3%
XOM EXXON MOBIL CORP 1.8%
Value ($000) $2,595 Shares 21,564 Est. Cost $99.99 Unrealized +15.5%
AAPL APPLE INC 1.3%
Value ($000) $1,858 Shares 6,833 Est. Cost $146.61 Unrealized +83.0%
DUK DUKE ENERGY CORP NEW 1.2%
Value ($000) $1,758 Shares 15,000 Est. Cost $88.91 Unrealized +36.7%
VEU VANGUARD INTL EQUITY INDEX F 2.1%
Value ($000) $3,093 Shares 42,049 Est. Cost $9.18 Unrealized
T AT&T INC 0.3%
Value ($000) $490 Shares 19,711 Est. Cost $16.91 Unrealized +49.6%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $861 Shares 6,008 Est. Cost $129.85 Unrealized +13.3%
EVRG EVERGY INC 0.6%
Value ($000) $913 Shares 12,596 Est. Cost $53.78 Unrealized +40.3%
CVX CHEVRON CORP NEW 1.3%
Value ($000) $1,935 Shares 12,698 Est. Cost $150.57 Unrealized +0.5%
KO COCA COLA CO 0.5%
Value ($000) $699 Shares 10,000 Est. Cost $54.91 Unrealized +26.4%
PEP PEPSICO INC 0.8%
Value ($000) $1,155 Shares 8,050 Est. Cost $156.40 Unrealized -6.7%
SBSI SOUTHSIDE BANCSHARES INC 0.2%
Value ($000) $300 Shares 9,856 Est. Cost $35.53 Unrealized -17.6%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $444 Shares 1,500 Est. Cost $122.88 Unrealized +143.2%
SPTM SPDR SERIES TRUST 0.6%
Value ($000) $866 Shares 10,500 Est. Cost $0.97 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.5%
Value ($000) $720 Shares 6,248 Est. Cost $80.87 Unrealized +45.5%
MMM 3M CO 0.3%
Value ($000) $432 Shares 2,700 Est. Cost $90.99 Unrealized +79.3%
ENB ENBRIDGE INC 0.2%
Value ($000) $239 Shares 5,000 Est. Cost $35.52 Unrealized +32.6%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $251 Shares 866 Est. Cost $4.55 Unrealized
WM WASTE MGMT INC DEL 0.3%
Value ($000) $439 Shares 2,000 Est. Cost $229.63 Unrealized -7.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $210 Shares 687 Est. Cost $292.89 Unrealized +4.2%
NVDA NVIDIA CORPORATION 1.6%
Value ($000) $2,316 Shares 12,417 Est. Cost $92.41 Unrealized +101.4%
VDE VANGUARD WORLD FD 0.2%
Value ($000) $315 Shares 2,500 Est. Cost $40.33 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $440 Shares 875 Est. Cost $295.81 Unrealized +68.2%