Reported book
$106.8M
13F equity value
Institutional filer · SEC 13F · Q2 2024
Gibson Wealth Advisors LLC
The reported 13F portfolio of Gibson Wealth Advisors LLC (CIK 1911266) - top holdings, how concentrated the book is, and what changed last quarter.
- $106.8M
- Reported book
- 34
- Positions
- #295
- of 360 filers
The verdict
Gibson Wealth Advisors LLC runs a focused institutional book - $106.8M across 34 reported positions as of Q2 2024, a concentrated portfolio led by a few core positions.
- $106.8M
- reported 13F value
- 34
- disclosed positions
- 34.9%
- in VANGUARD INDEX FDS
- #295
- of 360 filers
Reflects long US-equity positions reported to the SEC as of Q2 2024; 13F excludes shorts, cash, non-US and most derivatives, so this is not total AUM.
How to read this page
This page reconstructs an institutional manager's reported equity portfolio from its quarterly SEC Form 13F-HR filings. Any investment manager with at least $100 million in qualifying US-listed equity assets must file a 13F with the Securities and Exchange Commission within 45 days of each quarter-end, disclosing the long positions it held on the last day of that quarter. The "reported book" shown here is the total market value of those disclosed positions, it is not the firm's total assets under management, because 13F covers only long US-listed equities and a defined set of options and convertibles. Short positions, cash, private holdings, sovereign debt, most fixed income, non-US equities, and derivatives are all excluded by rule, so a manager's true economic exposure can differ materially from what appears here. "Positions" counts the distinct securities disclosed; "% of book" shows how much weight each holding carries. Treat these figures as a quarter-lagged snapshot for understanding how a manager is positioned - not as live holdings or investment advice. Each line traces back to a specific filing on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.
Positions
34
Disclosed securities
Top-5 weight
77%
Of reported book
Largest position
34.9%
VANGUARD INDEX FDS
Concentrated book
Top-5 position weight
Top-5 position weight 77.1%
The five largest positions make up about 77% of Gibson Wealth Advisors LLC's reported book as of Q2 2024.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $37.2M | 34.9% |
| 2 | VANGUARD INDEX FDS | $14.1M | 13.2% |
| 3 | VANGUARD MALVERN FDS | $13.1M | 12.3% |
| 4 | VANGUARD STAR FDS | $13.0M | 12.1% |
| 5 | NORFOLK SOUTHN CORP | $4.9M | 4.6% |
| 6 | VANGUARD INDEX FDS | $2.6M | 2.4% |
| 7 | EXXON MOBIL CORP | $2.5M | 2.3% |
| 8 | VANGUARD INTL EQUITY INDEX F | $2.1M | 2.0% |
| 9 | CHEVRON CORP NEW | $1.8M | 1.6% |
| 10 | NVIDIA CORPORATION | $1.6M | 1.5% |
| 11 | APPLE INC | $1.5M | 1.4% |
| 12 | DUKE ENERGY CORP NEW | $1.3M | 1.2% |
| 13 | PEPSICO INC | $1.3M | 1.2% |
| 14 | MERCK & CO INC | $1.2M | 1.2% |
| 15 | PROCTER AND GAMBLE CO | $1.1M | 1.0% |
| 16 | SPDR SER TR | $697K | 0.7% |
| 17 | COCA COLA CO | $637K | 0.6% |
| 18 | EVERGY INC | $604K | 0.6% |
| 19 | AMERICAN ELEC PWR CO INC | $548K | 0.5% |
| 20 | MICRON TECHNOLOGY INC | $508K | 0.5% |
| 21 | FIDELITY COVINGTON TRUST | $484K | 0.5% |
| 22 | FLOWERS FOODS INC | $452K | 0.4% |
| 23 | OWENS CORNING NEW | $417K | 0.4% |
| 24 | TEXAS INSTRS INC | $389K | 0.4% |
| 25 | AMAZON COM INC | $372K | 0.3% |
Latest Quarter Trades · Q2 2024
New positions (34)
VANGUARD TOTAL STOCK $37.2M
VANGUARD S&P 500 ETF $14.1M
VANGUARD SHRT INF PROT $13.1M
VANGUARD TOTAL $13.0M
NORFOLK SOUTHN CORP $4.9M
VANGUARD SMALL CAP ETF $2.6M
Reading Gibson Wealth Advisors LLC's book
A few core positions drive most of this book.
- Open any holding to see who else owns it and how concentrated that stock is. Browse stocks
- Compare this manager against the largest 13F filers by book size. Top funds by AUM
- Remember 13F shows long positions only, not total AUM, shorts or non-US holdings. 13F limitations
Informational only, not investment advice. 13F is a 45-day-lagged quarterly snapshot; positions may have changed since the filing date.
Frequently Asked Questions
How big is Gibson Wealth Advisors LLC's 13F portfolio?▼
Gibson Wealth Advisors LLC reports $106.8M of long US-equity positions across 34 securities as of Q2 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
What is Gibson Wealth Advisors LLC's largest position?▼
Gibson Wealth Advisors LLC's largest reported position is VANGUARD INDEX FDS at $37.2M, about 34.9% of its reported book as of Q2 2024.
What did Gibson Wealth Advisors LLC trade last quarter?▼
In its Q2 2024 filing, Gibson Wealth Advisors LLC opened 34 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Where does Gibson Wealth Advisors LLC's holdings data come from?▼
Every figure renders live from Gibson Wealth Advisors LLC's SEC Form 13F-HR filings in EDGAR, a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of quarter-end.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q2 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.