GIBSON WEALTH ADVISORS LLC

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Gibson Wealth Advisors is based out of Tyler. Gibson Wealth Advisors is a large advisory firm with 349 clients and discretionary assets under management (AUM) of $114,653,700 (Form ADV from 2022-03-08). Their last reported 13F filing for Q2 2022 included $89,637,000 in managed 13F securities and a top 10 holdings concentration of 87.43%. Gibson Wealth Advisors's largest holding is VANGUARD TOTAL STOCK MARKET INDEX FUND-ETF Shares with shares held of 120,268. Whalewisdom has at least 3 13F filings

06/30/2022

Top Buys (13F)

06/30/2022

Top Sells (13F)

06/30/2022

13F Holdings Summary

Stock% Port
VTI VANGUARD TOTAL STOCK MARKET... 25.28%
VTIP Vanguard Short-Term Inflati... 24.27%
VOO VANGUARD 500 INDEX FUND-ETF... 11.7%
VXUS Vanguard Total Internationa... 10.94%
NSC Norfolk Southern Corp. 5.75%

See All Holdings

06/30/2022

13F Activity

Market Value $89.725 Million 89725000.0 123.0
Prior Market Value $98.001 Million
New Purchases7 stocks
Additional Purchases14 stocks
Sold out of17 stocks
Reduced holdings in10 stocks
Top 10 Holdings % 87.35 %
Turnover % ^[1]:19.51%
Turnover Alt % ^[2]: 6.65 %
Time Held Top20:1.65 quarters
Time Held Top10:1.50 quarters
Time Held All:1.82 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.

06/30/2022

13F Sector Allocation Over Time

Fund Metrics

You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for GIBSON WEALTH ADVISORS LLC

Risk/Reward Analysis

Portfolio Market Cap Analysis

Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2022-05-16

Performance for Q1 2022:	-0.35%
Performance Last 4 Quarters:	0.0%

Performance Metrics

Stats are not available for the latest quarter

View Last Form Adv Compilation Report on Record

GIBSON WEALTH ADVISORS, LLC
1015 PRUITT PLACE SUITE 105
TYLER TX 75703
Country: United States
Business Phone: 214-347-7475
Fax:

Professional Investment Advisor Data
SEC Registration as :	Large Advisory Firm
Form of Organization:	Limited Liability Company
Organized in:	TX
Number of employees:	2
Other Business Activities:
Advisor Fees/Compensation:	Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients:	349
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:

Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year