Gutierrez Wealth Advisory, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$161.0M
Q ending 2026-03-31
Prior quarter
$159.2M
Q ending 2025-12-31
Change
+1.1% QoQ · +30.7% YoY
Positions
70
reported holdings
Largest positions
All 70 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $16.5M | 28K |
| Capital Group Dividend Value | CGDV | Shares | $14.1M | 332K |
| Vanguard Tax-Managed Fds | VEA | Shares | $13.4M | 209K |
| Capital Group Growth Etf | CGGR | Shares | $13.1M | 326K |
| Vanguard Malvern Fds | VCRB | Shares | $9.7M | 125K |
| Vanguard Index Fds | VXF | Shares | $8.9M | 43K |
| Capital Group Intl Focus Eqt | CGXU | Shares | $8.7M | 295K |
| Capital Grp Fixed Incm Etf T | CGMU | Shares | $8.5M | 313K |
| Capital Group Gbl Growth Eqt | CGGO | Shares | $7.9M | 237K |
| Vanguard Mun Bd Fds | VTEB | Shares | $7.4M | 149K |
| Capital Grp Fixed Incm Etf T | CGHM | Shares | $5.6M | 223K |
| Ishares Tr | MUB | Shares | $5.5M | 52K |
| Vanguard Intl Equity Index F | VWO | Shares | $4.4M | 81K |
| Vanguard Mun Bd Fds | VCRM | Shares | $4.0M | 54K |
| Meta Platforms Inc | META | Shares | $2.4M | 4K |
| Dimensional Etf Trust | DFAU | Shares | $1.6M | 36K |
| Vanguard Index Fds | VTI | Shares | $1.6M | 5K |
| Walmart Inc | WMT | Shares | $1.6M | 13K |
| Ishares Tr | ACWX | Shares | $1.4M | 20K |
| Vanguard Specialized Funds | VIG | Shares | $1.3M | 6K |
| Vanguard Admiral Fds Inc | VOOG | Shares | $1.3M | 3K |
| Home Bancshares Inc | HOMB | Shares | $936K | 35K |
| Ishares Tr | IVV | Shares | $935K | 1K |
| Apple Inc | AAPL | Shares | $924K | 4K |
| Capital Grp Fixed Incm Etf T | CGCP | Shares | $861K | 39K |
| Vanguard Wellington Fd | VTES | Shares | $843K | 8K |
| Ishares Tr | IWB | Shares | $838K | 2K |
| Capital Grp Fixed Incm Etf T | CGCB | Shares | $707K | 27K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $688K | 1K |
| Capital Group Dividend Growe | CGDG | Shares | $684K | 19K |
| Deere & Co | DE | Shares | $651K | 1K |
| Ishares Tr | ACWI | Shares | $643K | 5K |
| Vaneck Etf Trust | ITM | Shares | $636K | 14K |
| Capital Grp Fixed Incm Etf T | CGMS | Shares | $592K | 22K |
| Amgen Inc | AMGN | Shares | $520K | 1K |
| Vanguard Mun Bd Fds | VSDM | Shares | $508K | 7K |
| Ishares Tr | IVW | Shares | $505K | 4K |
| Vanguard Intl Equity Index F | VT | Shares | $503K | 4K |
| Capital Grp Fixed Incm Etf T | CGHY | Shares | $473K | 19K |
| Vanguard Star Fds | VXUS | Shares | $449K | 6K |
| T Rowe Price Etf Inc | TCAF | Shares | $439K | 12K |
| Capital Group International | CGIC | Shares | $424K | 13K |
| Schwab Strategic Tr | SCHF | Shares | $423K | 17K |
| Ishares Tr | IWO | Shares | $417K | 1K |
| Ishares Tr | IWM | Shares | $373K | 2K |
| Ishares Tr | OEF | Shares | $372K | 1K |
| Alps Etf Tr | AMLP | Shares | $372K | 7K |
| Broadcom Inc | AVGO | Shares | $369K | 1K |
| Dimensional Etf Trust | DFIC | Shares | $350K | 10K |
| Wp Carey Inc | WPC | Shares | $346K | 5K |
| Ishares Tr | ITOT | Shares | $345K | 2K |
| Vanguard Index Fds | VUG | Shares | $328K | 750 |
| International Business Machs | IBM | Shares | $312K | 1K |
| Nvidia Corporation | NVDA | Shares | $299K | 2K |
| Vanguard Malvern Fds | VSDB | Shares | $289K | 4K |
| Spdr Index Shs Fds | SPDW | Shares | $285K | 6K |
| Vanguard Whitehall Fds | VYMI | Shares | $278K | 3K |
| Schwab Strategic Tr | SCHY | Shares | $277K | 9K |
| Taiwan Semiconductor Manufac | TSM | Shares | $274K | 810 |
| Alphabet Inc | GOOG | Shares | $262K | 911 |
| Dimensional Etf Trust | DFAS | Shares | $261K | 4K |
| Vanguard Admiral Fds Inc | VOOV | Shares | $234K | 1K |
| Ishares Tr | IJH | Shares | $228K | 3K |
| Vanguard Scottsdale Fds | VTHR | Shares | $227K | 789 |
| Vanguard Index Fds | VO | Shares | $220K | 767 |
| Microsoft Corp | MSFT | Shares | $220K | 594 |
| Astrazeneca Plc | Shares | $218K | 1K | |
| Johnson & Johnson | JNJ | Shares | $205K | 838 |
| Fedex Corp | FDX | Shares | $203K | 569 |
| Ishares Tr | IJR | Shares | $202K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.