Gutierrez Wealth Advisory, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Gutierrez Wealth Advisory, LLC held in its portfolio 62 assets valued at $159,187,735 (i.e. $159.19M).

The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($17.71M), CAPITAL GROUP GROWTH ETF ($14.20M), and CAPITAL GROUP DIVIDEND VALUE ($14.18M).

The chart below shows the top 10 valuable assets, and the table below shows the top 62 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Gutierrez Wealth Advisory, LLC Portfolio

VANGUARD INDEX FDS

CAPITAL GROUP GROWTH ETF

CAPITAL GROUP DIVIDEND VALUE

VANGUARD TAX-MANAGED FDS

VANGUARD MALVERN FDS

VANGUARD INDEX FDS

CAPITAL GROUP INTL FOCUS EQT

CAPITAL GROUP GBL GROWTH EQT

CAPITAL GRP FIXED INCM ETF T

VANGUARD MUN BD FDS

Gutierrez Wealth Advisory, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
VANGUARD INDEX FDS	28240	17710094	S&P 500 ETF SHS
CAPITAL GROUP GROWTH ETF	319254	14197202	SHS CREATION UNI
CAPITAL GROUP DIVIDEND VALUE	324917	14179358	SHS CREATION UNI
VANGUARD TAX-MANAGED FDS	212251	13259301	VAN FTSE DEV MKT
VANGUARD MALVERN FDS	121758	9484354	CORE BD ETF
VANGUARD INDEX FDS	43592	9115832	EXTEND MKT ETF
CAPITAL GROUP INTL FOCUS EQT	295090	8719896	SHS CREATION UNI
CAPITAL GROUP GBL GROWTH EQT	226789	7858251	SHS CREATION UNI
CAPITAL GRP FIXED INCM ETF T	283157	7752832	MUNICIPAL INCOME
VANGUARD MUN BD FDS	136057	6842318	TAX EXEMPT BD
CAPITAL GRP FIXED INCM ETF T	219915	5603446	MUNICIPAL HIGH I
ISHARES TR	50372	5395316	NATIONAL MUN ETF
VANGUARD INTL EQUITY INDEX F	81724	4393436	FTSE EMR MKT ETF
VANGUARD MUN BD FDS	54837	4144023	CORE TAX EXEMPT
META PLATFORMS INC	4259	2811232	CL A
WALMART INC	17670	1968609	COM
ISHARES TR	20140	1352025	MSCI ACWI EX US
VANGUARD SPECIALIZED FUNDS	6077	1335677	DIV APP ETF
VANGUARD INDEX FDS	3602	1207662	TOTAL STK MKT
VANGUARD ADMIRAL FDS INC	2697	1199137	500 GRTH IDX F
APPLE INC	4198	1141185	COM
ISHARES TR	1408	964397	CORE S&P500 ETF
DIMENSIONAL ETF TRUST	20601	964125	US CORE EQT MKT
HOME BANCSHARES INC	34633	962103	COM
ISHARES TR	2343	875102	RUS 1000 ETF
BERKSHIRE HATHAWAY INC DEL	1715	862045	CL B NEW
VANGUARD WELLINGTON FD	8307	843768	SHORT TRM TAX EX
T ROWE PRICE ETF INC	17670	675334	CAP APPRECIATION
ISHARES TR	4650	657920	MSCI ACWI ETF
VANECK ETF TRUST	13834	652391	INTRMDT MUNI ETF
CAPITAL GRP FIXED INCM ETF T	28479	644767	CORE PLUS INCM
CAPITAL GROUP DIVIDEND GROWE	15934	567898	SHS ETF
ISHARES TR	4577	564158	S&P 500 GRWT ETF
DEERE & CO	1145	533008	COM
CAPITAL GRP FIXED INCM ETF T	19052	526217	US MULTI-SECTOR
CAPITAL GRP FIXED INCM ETF T	19795	524962	CORE BOND ETF
AMGEN INC	1429	467936	COM
BROADCOM INC	1302	450745	COM
VANGUARD STAR FDS	5804	437875	VG TL INTL STK F
ISHARES TR	1328	428910	RUS 2000 GRW ETF
MICROSOFT CORP	880	425311	COM
CAPITAL GROUP INTERNATIONAL	12800	415988	SHS
SCHWAB STRATEGIC TR	17106	411238	INTL EQTY ETF
ISHARES TR	1167	400236	S&P 100 ETF
INTERNATIONAL BUSINESS MACHS	1302	385581	COM
CAPITAL GRP FIXED INCM ETF T	15113	383262	HIGH YIELD BOND
ISHARES TR	1502	369653	RUSSELL 2000 ETF
VANGUARD MUN BD FDS	4750	363121	SHORT TAX EXEMPT
WP CAREY INC	5606	360795	COM
ISHARES TR	2418	359553	CORE S&P TTL STK
VANGUARD INTL EQUITY INDEX F	2480	349794	TT WRLD ST ETF
NVIDIA CORPORATION	1822	339723	COM
ALPHABET INC	1061	333042	CAP STK CL C
ALPS ETF TR	7070	332431	ALERIAN MLP
ALPHABET INC	876	274345	CAP STK CL A
TAIWAN SEMICONDUCTOR MFG LTD	871	264850	SPONSORED ADS
VANGUARD ADMIRAL FDS INC	1141	233765	500 VAL IDX FD
VANGUARD INDEX FDS	473	230842	GROWTH ETF
VANGUARD MALVERN FDS	2910	222565	SHORT DURATION B
ISHARES TR	3362	221901	CORE S&P MCP ETF
VANGUARD INDEX FDS	764	221788	MID CAP ETF
DROPBOX INC	13000	13104	NOTE 3/0