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Gutierrez Wealth Advisory

Latest statistics and disclosures from Gutierrez Wealth Advisory's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, CGDV, CGGR, VEA, VCRB, and represent 43.87% of Gutierrez Wealth Advisory's stock portfolio.
Added to shares of these 10 stocks: CGMU, CGCB, VCRB, CGXU, DFAU, CGGO, CGMS, CGHM, FBTC, EEM.
Started 6 new stock positions in CGCB, FBTC, EEM, DFAU, CGMS, CGCP.
Reduced shares in these 10 stocks: WMT, CGGR, VEA, PM, WPC, VOO, AMZN, , ITM, AVGO.
Sold out of its positions in AMZN, FDX, Lucid Group, PM.
Gutierrez Wealth Advisory was a net seller of stock by $-1.5M.
Gutierrez Wealth Advisory has $156M in assets under management (AUM), dropping by 4.82%.
Central Index Key (CIK): 0001965923

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Portfolio Holdings for Gutierrez Wealth Advisory

Gutierrez Wealth Advisory holds 61 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	11.6	$18M		30k	612.38	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	9.3	$15M		346k	42.03	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	9.2	$14M	-5%	327k	43.92	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.9	$12M	-6%	205k	59.92	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	6.0	$9.3M	+5%	119k	78.41	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	5.9	$9.3M		44k	209.34	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	5.7	$8.9M	+4%	299k	29.62	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	4.8	$7.4M	+4%	218k	34.17	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	4.6	$7.2M	+8%	264k	27.29	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.4	$6.9M		137k	50.07	View chart
Ishares Tr National Mun Etf (MUB)	3.4	$5.2M		49k	106.49	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	3.2	$5.0M	+5%	199k	25.29	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.8	$4.4M		82k	54.18	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	2.6	$4.1M	+3%	54k	75.25	View chart
Meta Platforms Cl A (META)	2.0	$3.2M		4.4k	733.51	View chart
Wal-Mart Stores (WMT)	1.2	$1.9M	-50%	19k	103.06	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	1.0	$1.6M		16k	101.92	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$1.3M		6.0k	215.79	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.8	$1.3M		20k	65.01	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.8	$1.2M		2.7k	435.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$1.2M	-5%	3.5k	328.17	View chart
Apple (AAPL)	0.7	$1.1M		4.4k	254.73	View chart
Home BancShares (HOMB)	0.6	$973k		34k	28.30	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$854k		2.3k	365.55	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$790k		1.2k	669.14	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$721k	+31%	1.4k	502.74	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.4	$663k		18k	37.70	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$659k		5.5k	120.73	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.4	$637k		4.6k	138.25	View chart
Broadcom (AVGO)	0.4	$624k	-22%	1.9k	329.84	View chart
Microsoft Corporation (MSFT)	0.3	$539k	-25%	1.0k	517.93	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.3	$520k	NEW	20k	26.58	View chart
Deere & Company (DE)	0.3	$519k		1.1k	458.71	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$457k	-6%	6.2k	73.47	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.3	$433k	-31%	9.3k	46.60	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$424k		1.3k	319.97	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.3	$412k	+29%	12k	34.65	View chart
Amgen (AMGN)	0.3	$399k		1.4k	282.90	View chart
Capital Group International SHS (CGIC)	0.3	$391k		13k	30.81	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$388k		1.2k	332.89	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$387k		17k	23.28	View chart
NVIDIA Corporation (NVDA)	0.2	$382k	+33%	2.0k	186.53	View chart
Wp Carey (WPC)	0.2	$377k	-43%	5.6k	67.57	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$362k		1.5k	242.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$351k		2.4k	145.63	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$347k	NEW	7.6k	45.76	View chart
International Business Machines (IBM)	0.2	$338k		1.2k	282.14	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$332k	-12%	1.2k	279.20	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$332k		7.1k	46.93	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.2	$323k	+8%	4.2k	76.69	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$293k	-31%	2.1k	137.83	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.2	$289k	NEW	10k	27.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$271k	-16%	1.1k	243.44	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$227k		1.1k	199.49	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$227k		472.00	479.81	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$225k	NEW	2.3k	99.79	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$225k		1.1k	206.51	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$224k		762.00	293.84	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$219k	NEW	4.1k	53.39	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$219k		3.4k	65.25	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$216k	NEW	9.5k	22.72	View chart

Past Filings by Gutierrez Wealth Advisory

SEC 13F filings are viewable for Gutierrez Wealth Advisory going back to 2024

Gutierrez Wealth Advisory 2025 Q3 filed Nov. 12, 2025
Gutierrez Wealth Advisory 2025 Q2 filed July 22, 2025
Gutierrez Wealth Advisory 2025 Q1 filed April 28, 2025
Gutierrez Wealth Advisory 2024 Q4 restated filed April 16, 2025

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