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Portfolio (Quarterly) Guide ↗

Gibson Wealth Advisors LLC

· CIK 0001911266
13F Portfolio $160M AUM 30 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 1 New 5 Added 8 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 WM WASTE MGMT INC DEL Industrials 2,000 $439K 0.30% SOLD
2 VDE VANGUARD WORLD FD 2,500 $315K 0.22% SOLD
3 ENB ENBRIDGE INC Energy 5,000 $239K 0.16% SOLD
4 MCD MCDONALDS CORP Consumer Cyclical 687 $210K 0.14% SOLD
5 JNJ JOHNSON & JOHNSON Healthcare 1,010 $209K 0.14% SOLD
Sector Allocation
Industrials 27.2%
Technology 23.2%
Energy 16.9%
Utilities 12.5%
Consumer Defensive 10.0%
Healthcare 5.6%
Consumer Cyclical 1.9%
Communication Services 1.4%
Financial Services 1.2%