Gutierrez Wealth Advisory

Gutierrez Wealth Advisory as of Sept. 30, 2025

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