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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, VXF, and represent 42.62% of Gutierrez Wealth Advisory's stock portfolio.
Added to shares of these 10 stocks: VOOG, CGHM, VTEB, VUG, VTHR, ACWI, DFAE, CAT, EEM, VO.
Started 3 new stock positions in DFAE, CAT, EEM.
Reduced shares in these 10 stocks: MUB, CGMU, CGDV, VOO, CGGO, CGGR, CGXU, VCRM, VEA, VTI.
Sold out of its positions in FDX, SPDW, AZN.
Gutierrez Wealth Advisory was a net seller of stock by $-3.8M.
Gutierrez Wealth Advisory has $173M in assets under management (AUM), dropping by 7.52%.
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 June 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)	10.6	$18M	-3%	27k	686.79	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	9.0	$16M	-5%	315k	49.28	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	8.6	$15M	-3%	314k	47.20	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	8.4	$15M	-2%	204k	71.25	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	6.1	$11M		43k	246.21	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	5.7	$9.8M	-4%	283k	34.62	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	5.6	$9.7M		126k	77.23	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	5.4	$9.4M	-6%	223k	42.33	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.5	$7.9M	+4%	156k	50.58	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	4.3	$7.5M	-13%	272k	27.47	View chart
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM)	3.6	$6.3M	+8%	242k	25.85	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.7	$4.7M	-2%	79k	59.69	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	2.2	$3.7M	-9%	49k	76.40	View chart
Ishares Tr National Mun Etf (MUB)	2.1	$3.7M	-34%	34k	107.62	View chart
Meta Platforms Cl A (META)	1.4	$2.4M		4.2k	563.07	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.1	$1.8M		36k	51.69	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	1.1	$1.8M	+604%	22k	82.62	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.9	$1.6M	+5%	21k	76.11	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$1.5M	-17%	4.1k	369.78	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$1.4M		6.1k	236.62	View chart
Wal-Mart Stores (WMT)	0.8	$1.4M		13k	113.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.1M		1.5k	749.28	View chart
Apple (AAPL)	0.6	$1.1M		3.7k	289.28	View chart
Home BancShares (HOMB)	0.6	$1.0M		35k	28.55	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.6	$979k	+34%	6.2k	156.98	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$978k		2.4k	409.47	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.5	$867k		39k	22.29	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.5	$849k		8.4k	101.31	View chart
Deere & Company (DE)	0.4	$737k		1.2k	636.02	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.4	$719k		19k	37.51	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$718k		1.4k	500.39	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.4	$713k		27k	26.18	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$650k	+5%	4.7k	137.53	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.4	$646k		14k	46.99	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.3	$600k		22k	27.33	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$573k		3.7k	156.94	View chart
Amgen (AMGN)	0.3	$542k		1.5k	362.70	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$524k		1.3k	393.86	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.3	$518k	+98%	1.6k	331.42	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.3	$512k		6.7k	76.63	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.3	$507k		12k	41.10	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$493k		5.8k	85.48	View chart
Capital Grp Fixed Incm Etf T High Yield Bond (CGHY)	0.3	$480k		19k	25.33	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$480k	+6%	1.6k	300.49	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$477k		17k	27.70	View chart
Capital Group International SHS (CGIC)	0.3	$466k		13k	36.39	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$429k		1.2k	365.92	View chart
Broadcom (AVGO)	0.2	$413k	-8%	1.1k	377.92	View chart
Wp Carey (WPC)	0.2	$406k	+11%	5.7k	71.50	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$399k		2.4k	164.29	View chart
International Business Machines (IBM)	0.2	$377k	+3%	1.3k	281.06	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$372k		10k	37.26	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$367k		7.1k	51.85	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$362k	-6%	757.00	477.65	View chart
NVIDIA Corporation (NVDA)	0.2	$349k		1.7k	200.11	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$333k	+415%	3.9k	86.17	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$307k		3.7k	82.33	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$303k	-5%	857.00	353.20	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$301k	+19%	1.4k	219.19	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$293k		3.0k	98.21	View chart
Vanguard Malvern Fds Shor Dura Bd Etf (VSDB)	0.2	$292k		3.8k	76.34	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.2	$280k		8.8k	31.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$265k		3.4k	77.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$254k	+5%	1.7k	148.36	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$248k	+301%	3.1k	80.58	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$229k	NEW	5.7k	40.21	View chart
Microsoft Corporation (MSFT)	0.1	$215k	-2%	577.00	373.06	View chart
Johnson & Johnson (JNJ)	0.1	$203k	-4%	799.00	253.81	View chart
Caterpillar (CAT)	0.1	$203k	NEW	190.00	1065.53	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$202k	NEW	3.0k	68.41	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 Q2 filed Aug. 3, 2026
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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