
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.
Largest long holdings in Gibson Wealth Advisors LLC's portfolio (89.7% of total portfolio)
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
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 | |
Semiconductors Technology | $2.3M | 1.65% | — | 0.00% 12.4K shares | |
Oil & Gas Integrated Energy | $2.0M | 1.40% | — | 0.00% 12.7K shares |
Portfolio activity, position movements, and quarter-over-quarter changes in Gibson Wealth Advisors LLC's latest filing
| Position | Shares Δ |
|---|---|
New | |
+8.52% | |
+2.39% | |
+0.5% | |
+0.38% |
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Portfolio insights and performance metrics for Gibson Wealth Advisors LLC
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