Gibson Wealth Advisors LLC

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CIK 1911266

13F portfolio (2026-Q1)

$149M

Positions

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

Top 5

79.0%

Top 10

88.8%

Effective N

6.0

HHI

0.166

This quarter

3 new · 0 exit →

By sector

Unclassified79.9%

Industrials4.9%

Energy4.5%

Information Technology3.2%

Utilities2.8%

Consumer Staples1.3%

Health Care1.1%

Materials0.6%

Other1.5%

By market cap

Unknown80.1%

Mega (>$200B)10.3%

Large ($10–200B)9.4%

Small ($300M–2B)0.2%

By region

Other79.9%

North America20.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	80.24%	11
Oil, Gas & Consumable Fuels	4.55%	4
Road & Rail	4.37%	1
Utilities	2.84%	5
Semiconductors & Semiconductor Equipment	1.83%	3
Technology Hardware & Equipment	1.41%	2
Beverages	1.35%	2
Pharmaceuticals & Biotechnology	1.14%	2
Chemicals	0.58%	1
Diversified Telecommunication Services	0.47%	1
Commercial Services & Supplies	0.31%	1
Specialty Retail	0.31%	1
Health Care Equipment & Supplies	0.26%	1
Banks	0.21%	1
Hotels, Restaurants & Leisure	0.14%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VTI	VANGUARD INDEX FDS	Unclassified	30.18%
2	BND	VANGUARD BD INDEX FDS	Unclassified	20.53%
3	VXUS	VANGUARD STAR FDS	Unclassified	12.06%
4	VOO	VANGUARD INDEX FDS	Unclassified	11.83%
5	NSC	NORFOLK SOUTHERN CORP	Industrials	4.37%
6	XOM	EXXON MOBIL CORP	Energy	2.45%
7	VEU	VANGUARD INTL EQUITY INDEX F	Unclassified	2.10%
8	VB	VANGUARD INDEX FDS	Unclassified	2.02%
9	CVX	CHEVRON CORP	Energy	1.76%
10	NVDA	NVIDIA CORP	Information Technology	1.45%

27/37 names classified · sector 20.1% of weight · industry 19.8% · mkt cap 19.9%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 14 quarters

IndustrialsNSC, MMM, RCL, CAT, WM · other

EnergyXOM, CVX, ENB, DVN, BP · other

Information TechnologyAAPL, NVDA, TXN, IBM, MU · other

UtilitiesDUK, EVRG, AEP, SO, PNW · other

Consumer StaplesPEP, KO, FLO, HSY, CTVA · other

MaterialsPG, OC, KMB, CVCO, FCX · other

Health CareMRK, JNJ, BMY, OGN, ACAD · other

FinancialsBRK.B, SBSI, BAC, TRMK, CI · other

Communication ServicesT, SIRI, WBD, VZ, GOOG

Consumer DiscretionaryAMZN, MCD, SHW, WMT, BLDR · other

Real EstateWPC, IVT, AGNT, CUZ

UnclassifiedVTI, VOO, BND, VXUS, VTIP · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 20.1% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 20% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (25 classified)Gibson Wealth Advisors LLC centroid (Large Core)

IndustrialsEnergyInformation TechnologyUtilitiesConsumer StaplesHealth CareMaterialsCommunication ServicesConsumer DiscretionaryFinancials

Style box summary for Gibson Wealth Advisors LLC: centroid Large Core. Heaviest cells: Large Value 13.1%, Large Growth 3.1%, Large Core 1.7%.

Classified: 19.6% of book weight (25/37 names) · unclassified 80.4%: VTI, BND, VXUS, VOO, VEU, VB, SPTM, BRK.B, VDE, ENB +2 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 37 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VTIVANGUARD INDEX FDS	140,361	$45M	30.2%	ADD 3%
2	BNDVANGUARD BD INDEX FDS	416,044	$31M	20.5%	ADD 4%
3	VXUSVANGUARD STAR FDS	233,431	$18M	12.1%	HOLD
4	VOOVANGUARD INDEX FDS	29,547	$18M	11.8%	HOLD
5	NSCNORFOLK SOUTHN CORP	22,709	$7M	4.4%	HOLD
6	XOMEXXON MOBIL CORP	21,564	$4M	2.5%	HOLD
7	VEUVANGUARD INTL EQUITY INDEX F	41,786	$3M	2.1%	HOLD
8	VBVANGUARD INDEX FDS	11,523	$3M	2.0%	HOLD
9	CVXCHEVRON CORP NEW	12,698	$3M	1.8%	HOLD
10	NVDANVIDIA CORPORATION	12,417	$2M	1.5%	HOLD
11	DUKDUKE ENERGY CORP NEW	15,000	$2M	1.3%	HOLD
12	AAPLAPPLE INC	6,834	$2M	1.2%	HOLD
13	MRKMERCK & CO INC	12,105	$1M	1.0%	HOLD
14	PEPPEPSICO INC	8,050	$1M	0.8%	HOLD
15	EVRGEVERGY INC	12,596	$1M	0.7%	HOLD
16	PGPROCTER AND GAMBLE CO	6,008	$867,796	0.6%	HOLD
17	SPTMSPDR SERIES TRUST	10,500	$830,130	0.6%	HOLD
18	AEPAMERICAN ELEC PWR CO INC	6,248	$818,988	0.5%	HOLD
19	KOCOCA COLA CO	10,000	$760,500	0.5%	HOLD
20	TAT&T INC	24,211	$701,877	0.5%	ADD 23%
21	BRK.BBERKSHIRE HATHAWAY INC DEL	1,075	$515,140	0.3%	ADD 23%
22	WMWASTE MGMT INC DEL	2,000	$459,580	0.3%	HOLD
23	AMZNAMAZON COM INC	2,200	$458,194	0.3%	HOLD
24	VDEVANGUARD WORLD FD	2,500	$432,600	0.3%	HOLD
25	MMM3M CO	2,700	$392,121	0.3%	HOLD
26	IBMINTERNATIONAL BUSINESS MACHS	1,500	$363,585	0.2%	HOLD
27	TXNTEXAS INSTRS INC	1,626	$315,672	0.2%	TRIM −4%
28	SBSISOUTHSIDE BANCSHARES INC	9,856	$306,423	0.2%	HOLD
29	ENBENBRIDGE INC	5,000	$270,700	0.2%	HOLD
30	MUMICRON TECHNOLOGY INC	744	$251,339	0.2%	HOLD
31	VOVANGUARD INDEX FDS	866	$248,698	0.2%	HOLD
32	JNJJOHNSON & JOHNSON	1,010	$246,884	0.2%	HOLD
33	DVNDEVON ENERGY CORP NEW	4,590	$230,969	0.2%	NEW
34	SSOPROSHARES TR	4,294	$222,773	0.1%	HOLD
35	SOSOUTHERN CO	2,232	$215,433	0.1%	NEW
36	MCDMCDONALDS CORP	687	$213,513	0.1%	HOLD
37	PNWPINNACLE WEST CAP CORP	2,000	$201,500	0.1%	NEW

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VTIVANGUARD INDEX FDS

136K

137K

130K

134K

136K

140K

$45M

BNDVANGUARD BD INDEX FDS

323K

342K

349K

379K

400K

416K

$31M

VXUSVANGUARD STAR FDS

218K

224K

221K

222K

231K

233K

$18M

VOOVANGUARD INDEX FDS

29K

28K

31K

30K

29K

30K

$18M

NSCNORFOLK SOUTHN CORP

23K

$7M

XOMEXXON MOBIL CORP

21K

32K

22K

$4M

VEUVANGUARD INTL EQUITY INDEX F

39K

40K

42K

$3M

VBVANGUARD INDEX FDS

12K

$3M

CVXCHEVRON CORP NEW

11K

13K

$3M

NVDANVIDIA CORPORATION

12K

$2M

DUKDUKE ENERGY CORP NEW

13K

15K

$2M

AAPLAPPLE INC

$2M

MRKMERCK & CO INC

10K

12K

$1M

PEPPEPSICO INC

$1M

EVRGEVERGY INC

11K

13K

$1M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Gibson Wealth Advisors LLC