Gutierrez Wealth Advisory

Gutierrez Wealth Advisory as of June 30, 2026

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 27k 686.79
Capital Group Dividend Value Shs Creat Unit (CGDV) 9.0 $16M 315k 49.28
Capital Group Growth Etf Shs Creat Unit (CGGR) 8.6 $15M 314k 47.20
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.4 $15M 204k 71.25
Vanguard Index Fds Extend Mkt Etf (VXF) 6.1 $11M 43k 246.21
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) 5.7 $9.8M 283k 34.62
Vanguard Malvern Fds Core Bd Etf (VCRB) 5.6 $9.7M 126k 77.23
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) 5.4 $9.4M 223k 42.33
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 4.5 $7.9M 156k 50.58
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) 4.3 $7.5M 272k 27.47
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM) 3.6 $6.3M 242k 25.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.7 $4.7M 79k 59.69
Vanguard Mun Bd Fds Core Tax Exempt (VCRM) 2.2 $3.7M 49k 76.40
Ishares Tr National Mun Etf (MUB) 2.1 $3.7M 34k 107.62
Meta Platforms Cl A (META) 1.4 $2.4M 4.2k 563.07
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.1 $1.8M 36k 51.69
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 1.1 $1.8M 22k 82.62
Ishares Tr Msci Acwi Ex Us (ACWX) 0.9 $1.6M 21k 76.11
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $1.5M 4.1k 369.78
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $1.4M 6.1k 236.62
Wal-Mart Stores (WMT) 0.8 $1.4M 13k 113.26
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.1M 1.5k 749.28
Apple (AAPL) 0.6 $1.1M 3.7k 289.28
Home BancShares (HOMB) 0.6 $1.0M 35k 28.55
Ishares Tr Msci Acwi Etf (ACWI) 0.6 $979k 6.2k 156.98
Ishares Tr Rus 1000 Etf (IWB) 0.6 $978k 2.4k 409.47
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.5 $867k 39k 22.29
Vanguard Wellington Short Trm Tax Ex (VTES) 0.5 $849k 8.4k 101.31
Deere & Company (DE) 0.4 $737k 1.2k 636.02
Capital Group Dividend Growe Shs Etf (CGDG) 0.4 $719k 19k 37.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $718k 1.4k 500.39
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.4 $713k 27k 26.18
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $650k 4.7k 137.53
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.4 $646k 14k 46.99
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.3 $600k 22k 27.33
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $573k 3.7k 156.94
Amgen (AMGN) 0.3 $542k 1.5k 362.70
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $524k 1.3k 393.86
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.3 $518k 1.6k 331.42
Vanguard Mun Bd Fds Short Tax Exempt (VSDM) 0.3 $512k 6.7k 76.63
T Rowe Price Exchange-traded Cap Appreciation (TCAF) 0.3 $507k 12k 41.10
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $493k 5.8k 85.48
Capital Grp Fixed Incm Etf T High Yield Bond (CGHY) 0.3 $480k 19k 25.33
Ishares Tr Russell 2000 Etf (IWM) 0.3 $480k 1.6k 300.49
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $477k 17k 27.70
Capital Group International SHS (CGIC) 0.3 $466k 13k 36.39
Ishares Tr S&p 100 Etf (OEF) 0.2 $429k 1.2k 365.92
Broadcom (AVGO) 0.2 $413k 1.1k 377.92
Wp Carey (WPC) 0.2 $406k 5.7k 71.50
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $399k 2.4k 164.29
International Business Machines (IBM) 0.2 $377k 1.3k 281.06
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $372k 10k 37.26
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $367k 7.1k 51.85
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $362k 757.00 477.65
NVIDIA Corporation (NVDA) 0.2 $349k 1.7k 200.11
Vanguard Index Fds Growth Etf (VUG) 0.2 $333k 3.9k 86.17
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $307k 3.7k 82.33
Alphabet Cap Stk Cl C (GOOG) 0.2 $303k 857.00 353.20
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $301k 1.4k 219.19
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $293k 3.0k 98.21
Vanguard Malvern Fds Shor Dura Bd Etf (VSDB) 0.2 $292k 3.8k 76.34
Schwab Strategic Tr Internl Divid (SCHY) 0.2 $280k 8.8k 31.73
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $265k 3.4k 77.11
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $254k 1.7k 148.36
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $248k 3.1k 80.58
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $229k 5.7k 40.21
Microsoft Corporation (MSFT) 0.1 $215k 577.00 373.06
Johnson & Johnson (JNJ) 0.1 $203k 799.00 253.81
Caterpillar (CAT) 0.1 $203k 190.00 1065.53
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $202k 3.0k 68.41