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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, VEA, CGGR, VCRB, and represent 41.51% of Gutierrez Wealth Advisory's stock portfolio.
Added to shares of these 10 stocks: CGMU, DFAU, VTEB, VTI, CGGO, DFIC, CGDV, SPDW, VYMI, SCHY.
Started 10 new stock positions in SCHY, VTHR, DFIC, JNJ, VYMI, AZN, IJR, DFAS, SPDW, FDX.
Reduced shares in these 10 stocks: WMT, VOO, GOOGL, TCAF, VEA, AAPL, BRK.B, MSFT, VCRM, VXF.
Sold out of its positions in GOOGL, Dropbox.
Gutierrez Wealth Advisory was a net buyer of stock by $5.5M.
Gutierrez Wealth Advisory has $161M in assets under management (AUM), dropping by 1.11%.
Central Index Key (CIK): 0001965923

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Portfolio Holdings for Gutierrez Wealth Advisory

Gutierrez Wealth Advisory holds 70 positions in its portfolio as reported in the March 2026 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)	10.3	$17M	-2%	28k	597.55	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	8.8	$14M	+2%	332k	42.54	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	8.3	$13M		209k	64.08	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	8.1	$13M	+2%	326k	40.19	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	6.0	$9.7M	+2%	125k	77.38	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	5.5	$8.9M		43k	205.80	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	5.4	$8.7M		295k	29.49	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	5.3	$8.5M	+10%	313k	27.15	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	4.9	$7.9M	+4%	237k	33.37	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.6	$7.4M	+9%	149k	49.89	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	3.5	$5.6M		223k	25.32	View chart
Ishares Tr National Mun Etf (MUB)	3.4	$5.5M	+2%	52k	106.15	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.7	$4.4M		81k	54.05	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	2.5	$4.0M		54k	75.15	View chart
Meta Platforms Cl A (META)	1.5	$2.4M		4.2k	571.54	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.0	$1.6M	+73%	36k	45.12	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$1.6M	+38%	5.0k	320.82	View chart
Wal-Mart Stores (WMT)	1.0	$1.6M	-28%	13k	124.28	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.9	$1.4M		20k	68.47	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$1.3M		6.1k	215.07	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.8	$1.3M	+17%	3.2k	407.68	View chart
Home BancShares (HOMB)	0.6	$936k		35k	26.93	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$935k		1.4k	653.12	View chart
Apple (AAPL)	0.6	$925k	-13%	3.6k	254.01	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.5	$861k	+35%	39k	22.34	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.5	$843k		8.3k	101.14	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$838k		2.3k	356.56	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.4	$707k	+35%	27k	26.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$688k	-16%	1.4k	479.20	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.4	$684k	+19%	19k	35.90	View chart
Deere & Company (DE)	0.4	$652k		1.2k	564.57	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.4	$643k		4.7k	138.37	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.4	$636k		14k	46.43	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.4	$592k	+14%	22k	27.23	View chart
Amgen (AMGN)	0.3	$521k	+3%	1.5k	352.25	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.3	$508k	+40%	6.7k	76.30	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$505k	-2%	4.5k	113.11	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$503k	+46%	3.6k	138.32	View chart
Capital Grp Fixed Incm Etf T High Yield Bond (CGHY)	0.3	$473k	+24%	19k	25.06	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$449k		5.8k	77.10	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.3	$439k	-30%	12k	35.59	View chart
Capital Group International SHS (CGIC)	0.3	$424k		13k	33.11	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$423k		17k	24.75	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$417k		1.3k	313.75	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$373k		1.5k	248.01	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$372k		1.2k	318.26	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$372k		7.1k	52.64	View chart
Broadcom (AVGO)	0.2	$369k	-8%	1.2k	309.59	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$350k	NEW	9.8k	35.53	View chart
Wp Carey (WPC)	0.2	$346k	-9%	5.1k	67.96	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$345k		2.4k	142.41	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$328k	+58%	750.00	437.10	View chart
International Business Machines (IBM)	0.2	$310k		1.3k	240.63	View chart
NVIDIA Corporation (NVDA)	0.2	$299k	-5%	1.7k	174.35	View chart
Vanguard Malvern Fds Short Duration B (VSDB)	0.2	$289k	+30%	3.8k	76.26	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$285k	NEW	6.2k	45.65	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$278k	NEW	2.9k	94.24	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.2	$277k	NEW	8.7k	31.66	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$274k	-7%	810.00	338.06	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$261k	-14%	911.00	286.98	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$261k	NEW	3.7k	71.12	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$234k		1.1k	203.82	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$228k		3.4k	67.52	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.1	$227k	NEW	789.00	287.57	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$220k		767.00	287.23	View chart
Microsoft Corporation (MSFT)	0.1	$220k	-32%	594.00	370.47	View chart
Astrazeneca Ord (AZN)	0.1	$218k	NEW	1.1k	197.12	View chart
Johnson & Johnson (JNJ)	0.1	$205k	NEW	838.00	244.42	View chart
FedEx Corporation (FDX)	0.1	$203k	NEW	569.00	355.94	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$202k	NEW	1.6k	124.27	View chart

Past Filings by Gutierrez Wealth Advisory

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

Gutierrez Wealth Advisory 2026 Q1 filed April 21, 2026
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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