Gutierrez Wealth Advisory, LLC Top Holdings and 13F Report (2026) About Gutierrez Wealth Advisory, LLCInvestment ActivityGutierrez Wealth Advisory, LLC has $188.49 million in total holdings as of September 30, 2026.Gutierrez Wealth Advisory, LLC owns shares of 80 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 14.56% of the portfolio was purchased this quarter.About 4.91% of the portfolio was sold this quarter.This quarter, Gutierrez Wealth Advisory, LLC has purchased 70 new stocks and bought additional shares in 53 stocks.Gutierrez Wealth Advisory, LLC sold shares of 11 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $18,913,933Capital Group Growth ETF $16,089,958Capital Group Dividend Value ETF $15,932,691Vanguard FTSE Developed Markets ETF $14,417,103Capital Group Municipal Income ETF $10,432,643 Largest New Holdings this Quarter 92189H409 - VanEck High Yield Muni ETF $2,673,494 Holding718172109 - Philip Morris International $406,047 Holding023135106 - Amazon.com $394,405 Holding532457108 - Eli Lilly and Company $350,307 HoldingN07059210 - ASML $336,126 Holding Largest Purchases this Quarter VANGUARD MUN BD FDS 86,551 shares (about $6.19M)Capital Group Municipal Income ETF 130,588 shares (about $3.39M)VanEck High Yield Muni ETF 55,663 shares (about $2.67M)iShares National Muni Bond ETF 22,201 shares (about $2.24M)Capital Group Growth ETF 25,002 shares (about $1.19M) Largest Sales this Quarter Vanguard Tax-Exempt Bond ETF 110,913 shares (about $5.25M)CAPITAL GRP FIXED INCM ETF T 121,636 shares (about $2.93M)Vanguard Short-Term Tax-Exempt Bond ETF 3,809 shares (about $375.55K)WALMART INC 1,098 shares (about $114.11K)Vanguard Growth ETF 862 shares (about $77.69K) 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$18,913,933$189,931 ▲1.0%26,98710.0%ETFCGGRCapital Group Growth ETF$16,089,958$1,185,844 ▲8.0%339,2368.5%ETFCGDVCapital Group Dividend Value ETF$15,932,691$543,797 ▲3.5%326,1568.5%ETFVEAVanguard FTSE Developed Markets ETF$14,417,103$2,401 ▼0.0%204,1807.6%ETFCGMUCapital Group Municipal Income ETF$10,432,643$3,387,458 ▲48.1%402,1835.5%ETFVANGUARD MALVERN FDS$10,300,383$1,039,955 ▲11.2%139,9135.5%CORE BD ETFCGXUCapital Group International Focus Equity ETF$10,142,888$434,592 ▲4.5%295,7975.4%ETFVXFVanguard Extended Market ETF$9,960,918$91,956 ▲0.9%43,0045.3%ETFVANGUARD MUN BD FDS$9,681,225$6,194,470 ▲177.7%135,2695.1%CORE TAX EXEMPTCGGOCapital Group Global Growth Equity ETF$9,384,180$522,908 ▲5.9%235,9025.0%ETFMUBiShares National Muni Bond ETF$5,677,320$2,244,541 ▲65.4%56,1553.0%ETFVWOVanguard FTSE Emerging Markets ETF$4,831,874$130,955 ▲2.8%81,4692.6%ETFMETAMeta Platforms$3,268,254$205,988 ▲6.7%4,5061.7%Communication ServicesCAPITAL GRP FIXED INCM ETF T$2,896,565$2,927,784 ▼-50.3%120,3391.5%MUN HIGH ETFHYDVanEck High Yield Muni ETF$2,673,494$2,673,494 ▲New Holding55,6631.4%ETFDFAUDimensional US Core Equity Market ETF$2,608,892$738,329 ▲39.5%49,8261.4%ETFVTEBVanguard Tax-Exempt Bond ETF$2,112,874$5,252,728 ▼-71.3%44,6141.1%ETFVOOGVanguard S&P 500 Growth ETF$1,878,602$21,968 ▼-1.2%21,9771.0%ETFACWXiShares MSCI ACWI ex U.S. ETF$1,601,3850.0%21,1770.8%ETFVTIVanguard Total Stock Market ETF$1,551,314$2,994 ▲0.2%4,1450.8%ETFVIGVanguard Dividend Appreciation ETF$1,435,121$5,600 ▲0.4%6,1510.8%ETFAAPLApple$1,411,243$183,149 ▲14.9%4,2380.7%TechnologyCGCPCapital Group Core Plus Income ETF$1,266,945$444,000 ▲54.0%59,8460.7%ETFWALMART INC$1,199,586$114,108 ▼-8.7%11,5430.6%COMIVViShares Core S&P 500 ETF$1,196,120$85,000 ▲7.6%1,5620.6%ETFIWBiShares Russell 1000 ETF$996,441$2,496 ▲0.3%2,3950.5%ETFHOMBHome BancShares$994,817$7,750 ▲0.8%35,3020.5%FinanceVANGUARD MUN BD FDS$991,961$494,828 ▲99.5%13,3370.5%SHORT TAX EXEMPTACWIiShares MSCI ACWI ETF$989,7980.0%6,2340.5%ETFAVGOBroadcom$928,389$544,458 ▲141.8%2,6430.5%TechnologyCAPITAL GROUP DIVIDEND GROWE$862,232$152,376 ▲21.5%23,2850.5%SHS ETFMSFTMicrosoft$846,186$550,098 ▲185.8%1,6490.4%TechnologyDEDeere & Company$824,159$46,346 ▲6.0%1,2270.4%IndustrialsBRK.BBerkshire Hathaway$814,148$99,590 ▲13.9%1,6350.4%FinanceCGMSCapital Group U.S. Multi-Sector Income ETF$806,366$230,353 ▲40.0%30,7420.4%ETFCAPITAL GRP FIXED INCM ETF T$802,058$121,578 ▲17.9%32,1080.4%CORE BOND ETFITMVanEck Intermediate Muni ETF$775,489$170,322 ▲28.1%17,6250.4%ETFCAPITAL GRP FIXED INCM ETF T$764,410$302,214 ▲65.4%31,3540.4%HIGH YIELD BONDTSMTaiwan Semiconductor Manufacturing$728,896$383,389 ▲111.0%1,5970.4%TechnologyIVWiShares S&P 500 Growth ETF$686,224$13,656 ▲2.0%4,8240.4%ETFNVDANVIDIA$682,479$284,138 ▲71.3%2,9880.4%TechnologyAMGNAmgen$669,640$40,035 ▲6.4%1,5890.4%HealthcareVTVanguard Total World Stock ETF$581,591$5,210 ▲0.9%3,6840.3%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$521,2160.0%12,3310.3%ETFVTHRVanguard Russell 3000 ETF$513,633$10,736 ▼-2.0%1,5310.3%ETFIWMiShares Russell 2000 ETF$508,166$64,181 ▲14.5%1,8290.3%ETFDFICDimensional International Core Equity 2 ETF$505,175$129,980 ▲34.6%13,4320.3%ETFVXUSVanguard Total International Stock ETF$490,535$340 ▲0.1%5,7740.3%ETFIWOiShares Russell 2000 Growth ETF$475,144$713 ▲0.2%1,3320.3%ETFCAPITAL GROUP INTERNATIONAL$465,271$4,426 ▲1.0%12,9310.2%SHSGOOGAlphabet$451,796$159,798 ▲54.7%1,3260.2%Communication ServicesVTESVanguard Short-Term Tax-Exempt Bond ETF$451,071$375,547 ▼-45.4%4,5750.2%ETFOEFiShares S&P 100 ETF$448,950$764 ▲0.2%1,1750.2%ETFSCHFSchwab International Equity ETF$417,989$54,748 ▼-11.6%15,2160.2%ETFPMPhilip Morris International$406,047$406,047 ▲New Holding2,1280.2%Consumer StaplesITOTiShares Core S&P Total U.S. Stock Market ETF$405,135$998 ▲0.2%2,4360.2%ETFAMZNAmazon.com$394,405$394,405 ▲New Holding1,5830.2%Consumer DiscretionaryWPCW.P. Carey$367,857$517 ▲0.1%5,6920.2%Real EstateAMLPAlerian MLP ETF$366,7210.0%7,0700.2%ETFLLYEli Lilly and Company$350,307$350,307 ▲New Holding3020.2%HealthcareVANGUARD MALVERN FDS$338,317$53,163 ▲18.6%4,5310.2%SHOR DURA BD ETFDFASDimensional U.S. Small Cap ETF$338,127$49,399 ▲17.1%4,3670.2%ETFASMLASML$336,126$336,126 ▲New Holding1850.2%TechnologyVYMIVanguard International High Dividend Yield ETF$304,165$2,427 ▲0.8%3,0080.2%ETFVOOVVanguard S&P 500 Value ETF$303,535$1,101 ▲0.4%1,3780.2%ETFIBMInternational Business Machines$297,374$2,639 ▲0.9%1,3520.2%TechnologyVVisa$286,478$286,478 ▲New Holding7970.2%FinanceSCHYSchwab International Dividend Equity ETF$280,146$2,732 ▲1.0%8,9220.1%ETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$280,068$280,068 ▲New Holding11,9330.1%ETFVUGVanguard Growth ETF$270,829$77,689 ▼-22.3%3,0050.1%ETFVOVanguard Mid-Cap ETF$252,601$11,215 ▲4.6%3,2210.1%ETFRTXRTX$246,939$246,939 ▲New Holding1,3300.1%IndustrialsIJHiShares Core S&P Mid-Cap ETF$243,826$3,022 ▼-1.2%3,3890.1%ETFVANGUARD FIXED INCOME SECS F$239,492$239,492 ▲New Holding3,3150.1%HIGH-YIELD ACTVDFAEDimensional Emerging Core Equity Market ETF$235,596$11,833 ▲5.3%5,9930.1%ETFJNJJohnson & Johnson$224,350$12,714 ▲6.0%8470.1%HealthcareIJRiShares Core S&P Small-Cap ETF$222,847$10,340 ▼-4.4%1,6380.1%ETFGOOGLAlphabet$219,164$219,164 ▲New Holding6370.1%Communication ServicesGEGE Aerospace$216,898$216,898 ▲New Holding6940.1%IndustrialsJPMJPMorgan Chase & Co.$203,884$203,884 ▲New Holding6160.1%FinanceCATCaterpillar$0$202,477 ▼-100.0%00.0%IndustrialsEEMiShares MSCI Emerging Markets ETF$0$202,227 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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