Gutierrez Wealth Advisory, LLC Top Holdings and 13F Report (2026) About Gutierrez Wealth Advisory, LLCInvestment ActivityGutierrez Wealth Advisory, LLC has $173.05 million in total holdings as of June 30, 2026.Gutierrez Wealth Advisory, LLC owns shares of 70 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 2.59% of the portfolio was purchased this quarter.About 4.78% of the portfolio was sold this quarter.This quarter, Gutierrez Wealth Advisory, LLC has purchased 70 new stocks and bought additional shares in 45 stocks.Gutierrez Wealth Advisory, LLC sold shares of 19 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $18,348,826Capital Group Dividend Value ETF $15,524,400Capital Group Growth ETF $14,831,806Vanguard FTSE Developed Markets ETF $14,550,240Vanguard Extended Market ETF $10,490,193 Largest New Holdings this Quarter 25434V302 - Dimensional Emerging Core Equity Market ETF $228,878 Holding149123101 - Caterpillar $202,477 Holding464287234 - iShares MSCI Emerging Markets ETF $202,227 Holding Largest Purchases this Quarter Vanguard S&P 500 Growth ETF 19,077 shares (about $1.58M)CAPITAL GRP FIXED INCM ETF T 18,855 shares (about $487.40K)Vanguard Tax-Exempt Bond ETF 6,303 shares (about $318.81K)Vanguard Growth ETF 3,117 shares (about $268.54K)Vanguard Russell 3000 ETF 774 shares (about $256.52K) Largest Sales this Quarter iShares National Muni Bond ETF 17,652 shares (about $1.90M)Capital Group Municipal Income ETF 41,448 shares (about $1.14M)Capital Group Dividend Value ETF 17,080 shares (about $841.70K)Vanguard S&P 500 ETF 941 shares (about $646.29K)Capital Group Global Growth Equity ETF 14,528 shares (about $614.97K) 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$18,348,826$646,289 â–¼-3.4%26,71610.6%ETFCGDVCapital Group Dividend Value ETF$15,524,400$841,703 â–¼-5.1%315,0249.0%ETFCGGRCapital Group Growth ETF$14,831,806$541,383 â–¼-3.5%314,2348.6%ETFVEAVanguard FTSE Developed Markets ETF$14,550,240$365,655 â–¼-2.5%204,2148.4%ETFVXFVanguard Extended Market ETF$10,490,193$170,622 â–¼-1.6%42,6076.1%ETFCGXUCapital Group International Focus Equity ETF$9,801,710$426,414 â–¼-4.2%283,1235.7%ETFVANGUARD MALVERN FDS$9,714,824$81,789 â–²0.8%125,7875.6%CORE BD ETFCGGOCapital Group Global Growth Equity ETF$9,429,317$614,971 â–¼-6.1%222,7575.4%ETFVTEBVanguard Tax-Exempt Bond ETF$7,866,539$318,805 â–²4.2%155,5274.5%ETFCGMUCapital Group Municipal Income ETF$7,460,704$1,138,575 â–¼-13.2%271,5954.3%ETFCAPITAL GRP FIXED INCM ETF T$6,255,061$487,402 â–²8.5%241,9753.6%MUN HIGH ETFVWOVanguard FTSE Emerging Markets ETF$4,731,059$103,800 â–¼-2.1%79,2612.7%ETFVANGUARD MUN BD FDS$3,722,068$389,947 â–¼-9.5%48,7182.2%CORE TAX EXEMPTMUBiShares National Muni Bond ETF$3,654,049$1,899,666 â–¼-34.2%33,9542.1%ETFMETAMeta Platforms$2,378,418$5,633 â–²0.2%4,2221.4%Communication ServicesDFAUDimensional US Core Equity Market ETF$1,846,622$2,429 â–¼-0.1%35,7251.1%ETFVOOGVanguard S&P 500 Growth ETF$1,837,011$1,576,174 â–²604.3%22,2341.1%ETFACWXiShares MSCI ACWI ex U.S. ETF$1,611,761$78,925 â–²5.1%21,1770.9%ETFVTIVanguard Total Stock Market ETF$1,530,536$315,208 â–¼-17.1%4,1370.9%ETFVIGVanguard Dividend Appreciation ETF$1,449,766$6,152 â–²0.4%6,1270.8%ETFWALMART INC$1,431,770$9,627 â–²0.7%12,6410.8%COMIVViShares Core S&P 500 ETF$1,087,002$14,983 â–²1.4%1,4510.6%ETFAAPLApple$1,067,113$13,889 â–²1.3%3,6880.6%TechnologyHOMBHome BancShares$1,000,033$7,766 â–²0.8%35,0270.6%FinanceACWIiShares MSCI ACWI ETF$978,607$248,655 â–²34.1%6,2340.6%ETFIWBiShares Russell 1000 ETF$978,232$16,379 â–²1.7%2,3890.6%ETFCGCPCapital Group Core Plus Income ETF$866,488$7,155 â–²0.8%38,8730.5%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$849,392$4,660 â–²0.6%8,3840.5%ETFDEDeere & Company$734,682$1,903 â–²0.3%1,1580.4%IndustrialsCAPITAL GROUP DIVIDEND GROWE$719,077$3,976 â–²0.6%19,1700.4%SHS ETFBRK.BBerkshire Hathaway$718,0600.0%1,4350.4%FinanceCAPITAL GRP FIXED INCM ETF T$713,176$8,535 â–²1.2%27,2410.4%CORE BOND ETFIVWiShares S&P 500 Growth ETF$650,213$36,444 â–²5.9%4,7280.4%ETFITMVanEck Intermediate Muni ETF$646,300$2,631 â–²0.4%13,7540.4%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$600,177$6,040 â–²1.0%21,9600.3%ETFVTVanguard Total World Stock ETF$572,970$2,197 â–²0.4%3,6510.3%ETFAMGNAmgen$541,187$5,796 â–²1.1%1,4940.3%HealthcareIWOiShares Russell 2000 Growth ETF$523,894$788 â–²0.2%1,3300.3%ETFVTHRVanguard Russell 3000 ETF$518,007$256,518 â–²98.1%1,5630.3%ETFVANGUARD MUN BD FDS$512,174$1,992 â–²0.4%6,6840.3%SHORT TAX EXEMPTTCAFT. Rowe Price Capital Appreciation Equity ETF$506,7890.0%12,3310.3%ETFVXUSVanguard Total International Stock ETF$493,247$4,531 â–¼-0.9%5,7700.3%ETFCAPITAL GRP FIXED INCM ETF T$480,217$2,001 â–²0.4%18,9580.3%HIGH YIELD BONDIWMiShares Russell 2000 ETF$480,176$28,246 â–²6.3%1,5980.3%ETFSCHFSchwab International Equity ETF$476,695$2,853 â–²0.6%17,2090.3%ETFCAPITAL GROUP INTERNATIONAL$466,078$291 â–²0.1%12,8080.3%SHSOEFiShares S&P 100 ETF$429,039$1,097 â–²0.3%1,1730.2%ETFAVGOBroadcom$412,904$37,777 â–¼-8.4%1,0930.2%TechnologyWPCW.P. Carey$406,401$42,899 â–²11.8%5,6840.2%Real EstateITOTiShares Core S&P Total U.S. Stock Market ETF$399,151$986 â–²0.2%2,4300.2%ETFIBMInternational Business Machines$376,945$14,346 â–²4.0%1,3400.2%TechnologyDFICDimensional International Core Equity 2 ETF$371,708$5,105 â–²1.4%9,9760.2%ETFAMLPAlerian MLP ETF$366,5800.0%7,0700.2%ETFTSMTaiwan Semiconductor Manufacturing$361,716$25,325 â–¼-6.5%7570.2%TechnologyNVDANVIDIA$348,994$6,003 â–²1.8%1,7440.2%TechnologyVUGVanguard Growth ETF$333,160$268,544 â–²415.6%3,8670.2%ETFDFASDimensional U.S. Small Cap ETF$307,012$5,434 â–²1.8%3,7290.2%ETFGOOGAlphabet$302,828$19,081 â–¼-5.9%8570.2%Communication ServicesVOOVVanguard S&P 500 Value ETF$300,941$49,755 â–²19.8%1,3730.2%ETFVYMIVanguard International High Dividend Yield ETF$293,051$3,634 â–²1.3%2,9840.2%ETFVANGUARD MALVERN FDS$291,557$2,290 â–²0.8%3,8190.2%SHOR DURA BD ETFSCHYSchwab International Dividend Equity ETF$280,323$3,141 â–²1.1%8,8350.2%ETFIJHiShares Core S&P Mid-Cap ETF$264,598$4,704 â–²1.8%3,4310.2%ETFIJRiShares Core S&P Small-Cap ETF$254,228$12,904 â–²5.3%1,7140.1%ETFVOVanguard Mid-Cap ETF$248,013$186,211 â–²301.3%3,0780.1%ETFDFAEDimensional Emerging Core Equity Market ETF$228,878$228,878 â–²New Holding5,6920.1%ETFMSFTMicrosoft$215,189$6,340 â–¼-2.9%5770.1%TechnologyJNJJohnson & Johnson$202,810$9,899 â–¼-4.7%7990.1%HealthcareCATCaterpillar$202,477$202,477 â–²New Holding1900.1%IndustrialsEEMiShares MSCI Emerging Markets ETF$202,227$202,227 â–²New Holding2,9560.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$0$284,681 â–¼-100.0%00.0%ETFAZNCFAstraZeneca$0$218,417 â–¼-100.0%00.0%HealthcareFDXFedEx$0$202,532 â–¼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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