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Gutierrez Wealth Advisory, LLC 13F holdings

Filed 2026-08-03 · Gutierrez Wealth Advisory, LLC · 110 positions · $173.0M

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TickerCompanySharesValue% of portfolio
VOOVANGUARD INDEX FDS21.9K$15.0M8.7%
CGDVCAPITAL GROUP DIVIDEND VALUE296.8K$14.6M8.5%
CGGRCAPITAL GROUP GROWTH ETF309.8K$14.6M8.4%
VEAVANGUARD TAX-MANAGED FDS165.5K$11.8M6.8%
CGXUCAPITAL GROUP INTL FOCUS EQT283.1K$9.8M5.7%
CGGOCAPITAL GROUP GBL GROWTH EQT220.3K$9.3M5.4%
VCRBVANGUARD MALVERN FDS118.8K$9.2M5.3%
VTEBVANGUARD MUN BD FDS155.2K$7.8M4.5%
VXFVANGUARD INDEX FDS31.6K$7.8M4.5%
CGHMCAPITAL GRP FIXED INCM ETF T200.9K$5.2M3.0%
VWOVANGUARD INTL EQUITY INDEX F66.5K$4.0M2.3%
CGMUCAPITAL GRP FIXED INCM ETF T142.8K$3.9M2.3%
CGMUCAPITAL GRP FIXED INCM ETF T128.8K$3.5M2.0%
VOOVANGUARD INDEX FDS4.8K$3.3M1.9%
VCRMVANGUARD MUN BD FDS37.9K$2.9M1.7%
VEAVANGUARD TAX-MANAGED FDS38.7K$2.8M1.6%
VXFVANGUARD INDEX FDS11.0K$2.7M1.6%
MUBISHARES TR22.5K$2.4M1.4%
METAMETA PLATFORMS INC4.0K$2.3M1.3%
DFAUDIMENSIONAL ETF TRUST35.7K$1.8M1.1%
VOOGVANGUARD ADMIRAL FDS INC22.2K$1.8M1.1%
ACWXISHARES TR21.2K$1.6M0.9%
VIGVANGUARD SPECIALIZED FUNDS6.1K$1.4M0.8%
WMTWALMART INC12.6K$1.4M0.8%
VTIVANGUARD INDEX FDS3.5K$1.3M0.7%
MUBISHARES TR11.5K$1.2M0.7%
CGHMCAPITAL GRP FIXED INCM ETF T41.1K$1.1M0.6%
HOMBHOME BANCSHARES INC35.0K$1.0M0.6%
ACWIISHARES TR6.2K$978,6070.6%
IWBISHARES TR2.4K$978,2320.6%
AAPLAPPLE INC3.1K$906,8540.5%
CGDVCAPITAL GROUP DIVIDEND VALUE18.2K$897,4990.5%
CGCPCAPITAL GRP FIXED INCM ETF T38.9K$866,4880.5%
VTESVANGUARD WELLINGTON FD8.4K$849,3920.5%
VCRMVANGUARD MUN BD FDS10.8K$826,7800.5%
VWOVANGUARD INTL EQUITY INDEX F12.8K$762,7100.4%
BRK-BBERKSHIRE HATHAWAY INC DEL1.4K$718,0600.4%
CGCBCAPITAL GRP FIXED INCM ETF T27.2K$713,1760.4%
DEDEERE & CO1.1K$704,7890.4%
ITMVANECK ETF TRUST13.8K$646,3000.4%
CGMSCAPITAL GRP FIXED INCM ETF T22.0K$600,1770.3%
IVVISHARES TR744$557,4680.3%
VCRBVANGUARD MALVERN FDS7.0K$540,2900.3%
CGDGCAPITAL GROUP DIVIDEND GROWE14.2K$533,7780.3%
IVVISHARES TR707$529,5340.3%
VTHRVANGUARD SCOTTSDALE FDS1.6K$518,0070.3%
TCAFT ROWE PRICE EXCHANGE-TRADED12.3K$506,7890.3%
—CAPITAL GRP FIXED INCM ETF T19.0K$480,2170.3%
IWMISHARES TR1.6K$480,1760.3%
CGICCAPITAL GROUP INTERNATIONAL12.8K$466,0780.3%
AMGNAMGEN INC1.3K$457,7670.3%
WPCWP CAREY INC5.7K$406,4010.2%
IVWISHARES TR2.9K$393,8610.2%
AVGOBROADCOM INC1.0K$384,7260.2%
DFICDIMENSIONAL ETF TRUST10.0K$371,7080.2%
LGROALPS ETF TR7.1K$366,5800.2%
IBMINTERNATIONAL BUSINESS MACHS1.2K$344,9040.2%
TSMTAIWAN SEMICONDUCTOR MANUFAC671$320,5040.2%
IWOISHARES TR806$317,4510.2%
DFASDIMENSIONAL ETF TRUST3.7K$307,0120.2%
Top Fund Holdings
13F
Top Fund Holdings

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