Gutierrez Wealth Advisory, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed April 16, 2025), Gutierrez Wealth Advisory, LLC reported 45 stock positions worth $121.2 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 13.5% of the portfolio, followed by Cap Group Growth Equity (CGGR, 10.6%) and Cap Group Dividend Value (CGDV, 10.2%).
- Most Recent 13F
- Q2 2026
- Location
- LITTLE ROCK, AR
- CIK
- 0001965923
- Portfolio Value
- $121.2M (Q4 2024)
- SEC Filing
- 0001965923-25-000003 ↗ filed Apr 16, 2025
Holdings Value
Holdings 45 stocks · $121.2M
| VOO Vanguard S&P 500 ETF | 13.51% | 30,401 | $16.4M | — |
| CGGR Cap Group Growth Equity | 10.62% | 346,473 | $12.9M | — |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 10.17% | 349,573 | $12.3M | — |
| VEA Vanguard Ftse Developed ETF | 8.27% | 209,696 | $10.0M | — |
| VXF Vanguard Extended Market ETF | 6.73% | 42,953 | $8.2M | — |
| VCRB Vanguard Core Bond ETF | 6.69% | 106,978 | $8.1M | — |
| CGMU Cap Group Municipal Income | 6.62% | 297,999 | $8.0M | — |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 6.40% | 314,627 | $7.8M | — |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 4.76% | 197,556 | $5.8M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 3.23% | 78,000 | $3.9M | — |
| VWO Vanguard Ftse Emerging Marke | 2.84% | 78,172 | $3.4M | — |
| WMT Walmart Inc. | 2.82% | 37,854 | $3.4M | — |
| CGHM Cap Group Muni High-Income | 2.68% | 128,661 | $3.3M | — |
| MUB iShares National Muni Bond E | 2.68% | 30,507 | $3.3M | — |
| META Meta Platforms Inc. Class A | 2.16% | 4,471 | $2.6M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.89% | 3,714 | $1.1M | — |
| MSFT Microsoft Corp. | 0.62% | 1,794 | $756K | — |
| AVGO Broadcom Inc. | 0.55% | 2,860 | $663K | — |
| HOMB Home Bancshares Inc. | 0.48% | 20,455 | $579K | — |
| IVW iShares S&P 500 Growth ETF | 0.45% | 5,361 | $544K | — |
| VT Vanguard Tot World STK ETF | 0.44% | 4,567 | $537K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.41% | 1,088 | $493K | — |
| DE Deere & Co. | 0.39% | 1,119 | $474K | — |
| AAPL Apple Inc. | 0.37% | 1,783 | $446K | — |
| VXUS Vanguard Total Intl Stock | 0.35% | 7,144 | $421K | — |
| WPC WP Carey Inc. | 0.34% | 7,528 | $410K | — |
| IWO iShares Russell 2000 Growth | 0.33% | 1,373 | $395K | — |
| TCAF T Rowe PRC Cap Appreciation | 0.30% | 11,079 | $369K | — |
| EFA iShares MSCI Eafe ETF | 0.30% | 4,833 | $365K | — |
| IVV iShares Core S&P 500 ETF | 0.29% | 592 | $349K | — |
| AMLP Alerian MLP ETF | 0.28% | 7,070 | $340K | — |
| OEF iShares S&P 100 ETF | 0.28% | 1,159 | $335K | — |
| AMGN Amgen Inc. | 0.26% | 1,219 | $318K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.26% | 1,589 | $314K | — |
| ITOT iShares Core S&P Total U.S. | 0.25% | 2,384 | $307K | — |
| GOOG Alphabet Inc. Class C | 0.23% | 1,458 | $278K | — |
| FDX FedEx Corp. | 0.22% | 935 | $263K | — |
| PM Philip Morris International | 0.22% | 2,184 | $263K | — |
| LLY Eli Lilly & Co. | 0.21% | 327 | $252K | — |
| AMZN Amazon.com Inc. | 0.20% | 1,114 | $244K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 1,057 | $232K | — |
| UNH Unitedhealth Group Inc. | 0.19% | 454 | $230K | — |
| NVDA Nvidia Corp. | 0.18% | 1,668 | $224K | — |
| SAP Sap SE-Sponsored ADR | 0.18% | 883 | $217K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.17% | 770 | $203K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 70 | $173.0M | VOO, CGDV, CGGR, VEA, VXF |
| Q1 2026 | 70 | $161.0M | VOO, CGDV, VEA, CGGR, VCRB |
| Q4 2025 | 62 | $159.2M | VOO, CGGR, CGDV, VEA, VCRB |
| Q3 2025 | 61 | $156.3M | VOO, CGDV, CGGR, VEA, VCRB |
| Q2 2025 | 59 | $149.2M | VOO, CGGR, CGDV, VEA, VCRB |
| Q1 2025 | 46 | $123.2M | VOO, CGDV, CGGR, VEA, CGMU |
| Q4 2024Amended | 45 | $121.2M | VOO, CGGR, CGDV, VEA, VXF |