Gutierrez Wealth Advisory, LLC Top Holdings and 13F Report (2025) About Gutierrez Wealth Advisory, LLCInvestment ActivityGutierrez Wealth Advisory, LLC has $149.16 million in total holdings as of June 30, 2025.Gutierrez Wealth Advisory, LLC owns shares of 59 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 14.34% of the portfolio was purchased this quarter.About 4.84% of the portfolio was sold this quarter.This quarter, Gutierrez Wealth Advisory, LLC has purchased 46 new stocks and bought additional shares in 13 stocks.Gutierrez Wealth Advisory, LLC sold shares of 26 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $16,971,841Capital Group Growth ETF $14,111,885Capital Group Dividend Value ETF $13,543,176Vanguard FTSE Developed Markets ETF $12,439,188VANGUARD MALVERN FDS $8,744,601 Largest New Holdings this Quarter 922907712 - VANGUARD MUN BD FDS $3,857,399 Holding921935870 - Vanguard Short-Term Tax-Exempt Bond ETF $1,551,884 Holding921908844 - Vanguard Dividend Appreciation ETF $1,228,778 Holding464288240 - iShares MSCI ACWI ex U.S. ETF $1,209,764 Holding921932505 - Vanguard S&P 500 Growth ETF $1,066,814 Holding Largest Purchases this Quarter VANGUARD MUN BD FDS 52,432 shares (about $3.86M)Vanguard Tax-Exempt Bond ETF 63,979 shares (about $3.14M)iShares National Muni Bond ETF 18,419 shares (about $1.92M)Vanguard Short-Term Tax-Exempt Bond ETF 15,376 shares (about $1.55M)CAPITAL GRP FIXED INCM ETF T 50,738 shares (about $1.25M) Largest Sales this Quarter Capital Group Municipal Income ETF 92,724 shares (about $2.47M)Capital Group Dividend Value ETF 24,627 shares (about $972.52K)Capital Group International Focus Equity ETF 34,143 shares (about $926.30K)Capital Group Growth ETF 10,574 shares (about $429.83K)Vanguard S&P 500 ETF 586 shares (about $332.87K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGutierrez Wealth Advisory, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$16,971,841$332,870 ▼-1.9%29,87811.4%ETFCGGRCapital Group Growth ETF$14,111,885$429,833 ▼-3.0%347,1569.5%ETFCGDVCapital Group Dividend Value ETF$13,543,176$972,520 ▼-6.7%342,9529.1%ETFVEAVanguard FTSE Developed Markets ETF$12,439,188$154,668 ▲1.3%218,1938.3%ETFVANGUARD MALVERN FDS$8,744,601$20,093 ▲0.2%112,7175.9%CORE BD ETFVXFVanguard Extended Market ETF$8,668,489$62,438 ▼-0.7%44,9825.8%ETFCGXUCapital Group International Focus Equity ETF$7,738,344$926,300 ▼-10.7%285,2325.2%ETFVTEBVanguard Tax-Exempt Bond ETF$6,797,667$3,136,891 ▲85.7%138,6434.6%ETFCGGOCapital Group Global Growth Equity ETF$6,631,661$24,873 ▼-0.4%207,4344.4%ETFCGMUCapital Group Municipal Income ETF$6,504,189$2,474,802 ▼-27.6%243,6944.4%ETFMUBiShares National Muni Bond ETF$5,130,638$1,924,433 ▲60.0%49,1063.4%ETFCAPITAL GRP FIXED INCM ETF T$4,658,368$1,249,934 ▲36.7%189,0953.1%MUNICIPAL HIGH IVWOVanguard FTSE Emerging Markets ETF$4,042,880$59,006 ▼-1.4%81,7402.7%ETFVANGUARD MUN BD FDS$3,857,399$3,857,399 ▲New Holding52,4322.6%CORE TAX EXEMPTWMTWalmart$3,728,335$10,658 ▲0.3%38,1302.5%Retail/WholesaleMETAMeta Platforms$3,214,442$118,835 ▼-3.6%4,3552.2%Computer and TechnologyVTESVanguard Short-Term Tax-Exempt Bond ETF$1,551,884$1,551,884 ▲New Holding15,3761.0%ETFVIGVanguard Dividend Appreciation ETF$1,228,778$1,228,778 ▲New Holding6,0040.8%ETFACWXiShares MSCI ACWI ex U.S. ETF$1,209,764$1,209,764 ▲New Holding19,8520.8%ManufacturingVTIVanguard Total Stock Market ETF$1,143,753$912 ▼-0.1%3,7630.8%ETFVOOGVanguard S&P 500 Growth ETF$1,066,814$1,066,814 ▲New Holding2,6900.7%ETFHOMBHome BancShares$971,835$387,971 ▲66.4%34,1470.7%FinanceAAPLApple$916,338$551,937 ▲151.5%4,4660.6%Computer and TechnologyIWBiShares Russell 1000 ETF$791,286$791,286 ▲New Holding2,3300.5%ETFIVViShares Core S&P 500 ETF$731,240$30,417 ▼-4.0%1,1780.5%ETFMSFTMicrosoft$691,982$193,874 ▼-21.9%1,3920.5%Computer and TechnologyAVGOBroadcom$674,504$202,324 ▼-23.1%2,4470.5%Computer and TechnologyTCAFT. Rowe Price Capital Appreciation Equity ETF$620,399$175,659 ▲39.5%17,5850.4%ETFITMVanEck Intermediate Muni ETF$618,296$618,296 ▲New Holding13,5980.4%ETFWPCW.P. Carey$613,891$5,926 ▲1.0%9,8410.4%FinanceIVWiShares S&P 500 Growth ETF$601,922$264,463 ▲78.4%5,4670.4%ETFACWIiShares MSCI ACWI ETF$592,753$592,753 ▲New Holding4,6090.4%ManufacturingDEDeere & Company$583,434$12,208 ▲2.1%1,1470.4%IndustrialsBRK.BBerkshire Hathaway$528,5170.0%1,0880.4%FinanceVXUSVanguard Total International Stock ETF$457,237$16,512 ▼-3.5%6,6180.3%ETFVTVanguard Total World Stock ETF$398,648$398,648 ▲New Holding3,1020.3%ETFAMGNAmgen$397,180$16,189 ▼-3.9%1,4230.3%MedicalIWOiShares Russell 2000 Growth ETF$378,303$22,590 ▼-5.6%1,3230.3%ETFCAPITAL GROUP INTERNATIONAL$368,326$368,326 ▲New Holding12,6530.2%SHSSCHFSchwab International Equity ETF$367,584$2,122 ▼-0.6%16,6330.2%ETFOEFiShares S&P 100 ETF$353,515$3,045 ▼-0.9%1,1610.2%ETFIBMInternational Business Machines$351,060$37,435 ▲11.9%1,1910.2%Computer and TechnologyAMLPAlerian MLP ETF$345,4400.0%7,0700.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$324,547$1,080 ▼-0.3%2,4040.2%ETFIWMiShares Russell 2000 ETF$322,300$322,300 ▲New Holding1,4940.2%FinanceCAPITAL GROUP DIVIDEND GROWE$309,285$309,285 ▲New Holding9,1970.2%SHS ETFTSMTaiwan Semiconductor Manufacturing$307,889$71,365 ▼-18.8%1,3590.2%Computer and TechnologyPMPhilip Morris International$301,758$110,906 ▼-26.9%1,6570.2%Consumer StaplesVANGUARD MUN BD FDS$292,241$292,241 ▲New Holding3,8600.2%SHORT TAX EXEMPTNVDANVIDIA$242,553$103,974 ▼-30.0%1,5350.2%Computer and TechnologyGOOGAlphabet$236,793$21,817 ▼-8.4%1,3350.2%Computer and TechnologyIVEiShares S&P 500 Value ETF$214,095$214,095 ▲New Holding1,0960.1%ETFVOOVVanguard S&P 500 Value ETF$213,422$213,422 ▲New Holding1,1310.1%ETFVOVanguard Mid-Cap ETF$212,569$212,569 ▲New Holding7600.1%ETFIJHiShares Core S&P Mid-Cap ETF$207,323$14,078 ▼-6.4%3,3430.1%ETFVUGVanguard Growth ETF$206,770$206,770 ▲New Holding4720.1%ETFAMZNAmazon.com$206,446$30,056 ▼-12.7%9410.1%Retail/WholesaleFDXFedEx$202,804$16,825 ▼-7.7%8920.1%TransportationLCIDLucid Group$21,1110.0%10,0050.0%Auto/Tires/TrucksLLYEli Lilly and Company$0$286,744 ▼-100.0%00.0%MedicalXOMExxon Mobil$0$231,629 ▼-100.0%00.0%EnergyUNHUnitedHealth Group$0$224,829 ▼-100.0%00.0%MedicalSAPSAP$0$222,803 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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