Gibson Wealth Advisors is based out of Tyler. Gibson Wealth Advisors is a large advisory firm with 187 clients and discretionary assets under management (AUM) of $164,694,957 (Form ADV from 2025-03-18). Their last reported 13F filing for Q4 2024 included $121,176,432 in managed 13F securities
and a top 10 holdings concentration of 88.49%. Gibson Wealth Advisors's largest holding is Vanguard Total Stock Market ETF with shares held of 135,802. Whalewisdom has at least 9 13F filings
Business Description
The firm provides wealth management services, encompassing investment management and financial planning. They offer continuous advice on investing client funds based on individual needs, developing personalized investment policies or plans with asset allocation targets, and managing portfolios accordingly. They also review clients' investment history, family composition, and background, guiding account supervision by client objectives, risk tolerance, and tax considerations.
Additionally, the firm offers financial planning services as a non-ongoing engagement, terminating upon receipt of final fees, though clients can terminate with written notice, receiving a prorated refund if applicable. They also provide retirement plan services to employer plan sponsors, assisting in buying and selling securities within the plan on a discretionary basis, and advising on investment policy statements, reviews, fee analysis, participant education, and vendor searches.
Investment Strategy
GWA follows the guiding principles of Modern Portfolio Theory (MPT) and Evidence-based Investing in determining an overall investment strategy. MPT emphasizes diversification to reduce risk by spreading investments across numerous assets.
Evidence-based investing operates on the belief that markets are efficient, making it difficult to consistently outperform the market through active management. Therefore, it aims to capture broad market returns through passive investing, such as exchange-traded funds.
Owners
- GIBSON, ALLEN, ROBERT - MANAGING MEMBER & CHIEF COMPLIANCE OFFICER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
(Subscription Required)
Other Contact Information
(Subscription Required)
2024-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| VOO Vanguard S&P 500 ETF | 0.61% |
| BND Vanguard Total Bond | 0.5% |
| VB Vanguard Small Cap E | 0.13% |
| MU Micron Technology, I | -0.06% |
| VXUS Vanguard Total Inter | -0.8% |
2024-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| PEP PepsiCo Inc | 0.31% |
| CAT Caterpillar Inc | 0.17% |
| MCD McDonalds Corp | 0.17% |
| VEU Vanguard FTSE All-Wo | 0.16% |
| FLO Flowers Foods, Inc. | 0.05% |
2024-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| VTI Vanguard Total Stock | 32.48% |
| BND Vanguard Total Bond | 19.16% |
| VOO Vanguard S&P 500 ETF | 12.91% |
| VXUS Vanguard Total Inter | 10.61% |
| NSC Norfolk Southern Cor | 4.4% |
2024-12-31
13F Activity
| Market Value | $121m, Prior: $123m |
| Inflows (Outflows) as % of Total MV | +0.3805% |
| New Purchases | 0 stocks |
| Added To | 5 stocks |
| Sold out of | 2 stocks |
| Reduced holdings in | 7 stocks |
| Top 10 Holdings % | 88.49% |
| Turnover %[1] | 5.56% |
| Turnover Alt %[2] | 1% |
| Time Held Top 20 | 2.8 quarters |
| Time Held Top 10 | 2.3 quarters |
| Time Held All | 2.88 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31