Gibson Wealth Advisors LLC logo

Gibson Wealth Advisors LLC

RIA/Wealth

Gibson Wealth Advisors LLC is a RIA/Wealth led by Allen Robert Gibson, reporting $164.7M in AUM as of Q3 2025 with 81% ETF concentration, 90% concentrated in top 10 holdings, and 31% allocation to VTI.

Managing PartnerAllen Robert Gibson
Portfolio Value
$140.6M
Positions
32
Top Holding
VTI at 31.25%
Last Reported
Q3 2025
Address

Top Holdings

Largest long holdings in Gibson Wealth Advisors LLC's portfolio (89.7% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$43.9M
31.25%
+$1.0M
Bought
133.6K shares
ETF
ETF
$28.3M
20.09%
+$2.2M
Bought
379.0K shares
ETF
ETF
$18.1M
12.86%
-$866.1K
Sold
29.5K shares
ETF
ETF
$16.4M
11.64%
+$81.7K
Bought
222.2K shares
Railroads
Industrials
$6.8M
4.85%
0.01%
22.7K shares
ETF
ETF
$3.0M
2.13%
+$11.3K
Bought
42.0K shares
ETF
ETF
$3.0M
2.11%
-$102.1K
Sold
11.7K shares
Oil & Gas Integrated
Energy
$2.4M
1.73%
-$1.1M
Sold
0.00%
21.6K shares
9
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$2.3M
1.65%
0.00%
12.4K shares
10
Chevron logo
Oil & Gas Integrated
Energy
$2.0M
1.40%
0.00%
12.7K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Gibson Wealth Advisors LLC's latest filing

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Market Value
$140.6M
Prior: $134.4M
Q/Q Change
+4.59%
+$6.2M
Net Flows % of MV
-1.78%
Turnover Ratio
3.43%
New Purchases
1 stocks
$241.4K
Added To
5 stocks
+$3.3M
Sold Out Of
9 stocks
$4.0M
Reduced Holdings
4 stocks
-$2.1M

Increased Positions

PositionShares Δ
New
+8.52%
+2.39%
+0.5%
+0.38%

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
4
BP
BP
BP
Sold
Sold

Analytics

Portfolio insights and performance metrics for Gibson Wealth Advisors LLC

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Sector Allocation

ETF: 81.30%ETFIndustrials: 5.50%Technology: 3.40%Energy: 3.30%Utilities: 2.50%Consumer Defensive: 1.90%Healthcare: 0.70%Financial Services: 0.50%Consumer Cyclical: 0.50%Communication Services: 0.40%
ETF
81.30%
Industrials
5.50%
Technology
3.40%
Energy
3.30%
Utilities
2.50%
Consumer Defensive
1.90%
Healthcare
0.70%
Financial Services
0.50%
Consumer Cyclical
0.50%
Communication Services
0.40%

Market Cap Distribution

Mega Cap (> $200B): 9.36%Mega Cap (> $200B)Large Cap ($10B - $200B): 9.18%Large Cap ($10B - $200B)Small Cap ($300M - $2B): 0.20%N/A (ETF or Unknown): 81.26%N/A (ETF or Unknown)
Mega Cap (> $200B)
9.36%
Large Cap ($10B - $200B)
9.18%
Small Cap ($300M - $2B)
0.20%
N/A (ETF or Unknown)
81.26%

Portfolio Concentration

Top 10 Holdings %
89.71%
Top 20 Holdings %
97.1%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

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