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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, CGGR, CGDV, VEA, VCRB, and represent 43.24% of Gutierrez Wealth Advisory's stock portfolio.
Added to shares of these 10 stocks: DFAU, CGMU, CGHM, VEA, CGCP, CGHY, CGGO, GOOGL, CGMS, VSDB.
Started 4 new stock positions in GOOGL, VSDB, CGHY, Dropbox.
Reduced shares in these 10 stocks: CGDV, VOO, VTES, CGGR, FBTC, IVE, EEM, AVGO, VXF, CGXU.
Sold out of its positions in FBTC, EEM, IVE.
Gutierrez Wealth Advisory was a net buyer of stock by $668k.
Gutierrez Wealth Advisory has $159M in assets under management (AUM), dropping by 1.82%.
Central Index Key (CIK): 0001965923

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Portfolio Holdings for Gutierrez Wealth Advisory

Gutierrez Wealth Advisory holds 62 positions in its portfolio as reported in the December 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)	11.1	$18M	-4%	28k	627.13	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	8.9	$14M	-2%	319k	44.47	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	8.9	$14M	-6%	325k	43.64	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	8.3	$13M	+3%	212k	62.47	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	6.0	$9.5M	+2%	122k	77.89	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	5.7	$9.1M		44k	209.12	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	5.5	$8.7M		295k	29.55	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	4.9	$7.9M	+4%	227k	34.65	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	4.9	$7.8M	+7%	283k	27.38	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.3	$6.8M		136k	50.29	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	3.5	$5.6M	+10%	220k	25.48	View chart
Ishares Tr National Mun Etf (MUB)	3.4	$5.4M	+2%	50k	107.11	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.8	$4.4M		82k	53.76	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	2.6	$4.1M		55k	75.57	View chart
Meta Platforms Cl A (META)	1.8	$2.8M	-2%	4.3k	659.28	View chart
Wal-Mart Stores (WMT)	1.2	$2.0M	-5%	18k	111.41	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.8	$1.4M		20k	67.13	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$1.3M		6.1k	219.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$1.2M		3.6k	335.28	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.8	$1.2M		2.7k	444.62	View chart
Apple (AAPL)	0.7	$1.1M	-4%	4.2k	271.87	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.6	$964k	+171%	21k	46.80	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$964k	+19%	1.4k	684.64	View chart
Home BancShares (HOMB)	0.6	$962k		35k	27.78	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$875k		2.3k	373.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$862k	+19%	1.7k	502.65	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.5	$844k	-46%	8.3k	101.57	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.4	$675k		18k	38.22	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.4	$658k		4.7k	141.49	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.4	$652k	+48%	14k	47.16	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.4	$645k	+199%	29k	22.64	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.4	$568k	+34%	16k	35.64	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$564k	-16%	4.6k	123.28	View chart
Deere & Company (DE)	0.3	$533k		1.1k	465.40	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.3	$526k	+82%	19k	27.62	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.3	$525k		20k	26.52	View chart
Amgen (AMGN)	0.3	$468k		1.4k	327.68	View chart
Broadcom (AVGO)	0.3	$451k	-31%	1.3k	346.12	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$438k	-6%	5.8k	75.45	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$429k		1.3k	322.85	View chart
Microsoft Corporation (MSFT)	0.3	$425k	-15%	880.00	483.40	View chart
Capital Group International SHS (CGIC)	0.3	$416k		13k	32.50	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$411k	+2%	17k	24.04	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$400k		1.2k	343.03	View chart
International Business Machines (IBM)	0.2	$386k	+8%	1.3k	296.21	View chart
Capital Grp Fixed Incm Etf T High Yield Bond (CGHY)	0.2	$383k	NEW	15k	25.36	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$370k		1.5k	246.11	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.2	$363k	+12%	4.8k	76.45	View chart
Wp Carey (WPC)	0.2	$361k		5.6k	64.36	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$360k		2.4k	148.66	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$350k	+16%	2.5k	141.04	View chart
NVIDIA Corporation (NVDA)	0.2	$340k	-10%	1.8k	186.45	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$333k	-4%	1.1k	313.80	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$332k		7.1k	47.02	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$274k	NEW	876.00	313.27	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$265k	-26%	871.00	304.04	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$234k		1.1k	204.88	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$231k		473.00	488.04	View chart
Vanguard Malvern Fds Short Duration B (VSDB)	0.1	$223k	NEW	2.9k	76.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$222k		3.4k	66.00	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$222k		764.00	290.11	View chart
Dropbox Note 3/0	0.0	$13k	NEW	13k	1.01	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 Q4 filed Feb. 6, 2026
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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