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
According to SEC Form 13F-HR filings in this corpus, Gibson Wealth Advisors LLC ranks #295 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q2 2024 the reported book is $106.8M across 34 positions, 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
Top-5 share 77.1% → TOP-HEAVY book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Gibson Wealth Advisors LLC ranks #295 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Gibson Wealth Advisors LLC sits by disclosed position count
Gibson Wealth Advisors LLC reports 34 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Gibson Wealth Advisors LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
34 293rd of 360 higher than 67 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Gibson Wealth Advisors LLC reports a book ($0.11B) concentrated across only 34 disclosed positions -- fewer than the 68-position median among similarly sized filers.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1911266 · Q2 2024 $107M book
BOOK-LIGHT · POS-CORE · CONC-DOM · LEAD-DOM · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #295/360
- POS-CORE 34 names
- CONC-DOM 77% top-5
- LEAD-DOM 34.9% VANGUARD INDEX FDS
- PHOTO-FINISH Midwestern Financial…
- TREND-FLAT Book steady
- FY-SNAPSHOT Q2 2024
Photo-finish peer on reported book: Midwestern Financial, LLC /IA
Read with: Ownership concentration guide - Gibson Wealth Advisors LLC's top-five positions weigh 77% of its reported book — read concentration before inferring strategy.
Reported-book neighbourhood · Gibson Wealth Advisors LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$106.8M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
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)
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.
- Where does Gibson Wealth Advisors LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Gibson Wealth Advisors LLC ranks #295 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- 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.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Gibson Wealth Advisors LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($106.8M here).
Similar holding count
Nearest filers by number of disclosed positions (34 here).
Using this filing
- The rankings sort every tracked filer the same way Gibson Wealth Advisors LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Midwestern Financial, LLC /IA reported the nearest book value ($106.7M) this quarter, a useful scale comparison for Gibson Wealth Advisors LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 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.
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.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.