Gibson Wealth Advisors LLC
Gibson Wealth Advisors LLC is an independent investment adviser headquartered in Whitehouse, Texas. Founded in 2021, the firm provides financial advisory and investment management services primarily for individuals and high net worth individuals. With a team of 3 employees, Gibson Wealth Advisors serves approximately 152 clients with discretionary account management totaling over $140 million in assets under management. The firm is registered with the SEC and focuses on delivering personalized investment solutions and financial planning in East Texas and nationwide.
Investment Strategy
Gibson Wealth Advisors LLC emphasizes diversified, long-term portfolio construction using primarily exchange-traded funds (ETFs) across both equity and fixed income sectors. Its approach relies on broad asset allocation incorporating major index funds such as Vanguard Total Stock Market ETF (VTI), Vanguard Total Bond Market ETF (BND), and Vanguard S&P 500 ETF (VOO). The firm generally invests for discretionary clients with a value-oriented, risk-aware strategy tailored for individuals and high net worth clients, seeking steady growth and preservation of capital.
Top Holdings
Equity Positions (32)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 31.25% | $43.9M | 133,562 | $261.57 | $328.17 | +$4.3M |
B BND | VANGUARD BD INDEX FDS | 20.09% | $28.3M | 378,997 | $74.79 | $74.37 | +$2.5M |
V VOO | VANGUARD INDEX FDS | 12.86% | $18.1M | 29,549 | $491.44 | $612.38 | +$498.8K |
V VXUS | VANGUARD STAR FDS | 11.64% | $16.4M | 222,210 | $60.34 | $73.46 | +$1.1M |
N NSC | NORFOLK SOUTHN CORP | 4.85% | $6.8M | 22,709 | $252.00 | $300.41 | +$1.0M |