Gutierrez Wealth Advisory

Gutierrez Wealth Advisory as of March 31, 2026

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