Gutierrez Wealth Advisory

Gutierrez Wealth Advisory as of Dec. 31, 2025

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