§ 13F · FUND PROFILE
Gutierrez Wealth Advisory, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $149.2T (13F)Positions · 96Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$893.3B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 23K | $14.5T | 9.1% | −5% |
| 2 | CGGR | CAPITAL GROUP GROWTH ETF | 314K | $14.0T | 8.8% | −2% |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 306K | $13.3T | 8.4% | — |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 167K | $10.4T | 6.6% | −1% |
| 5 | VCRB | VANGUARD MALVERN FDS | 115K | $8.9T | 5.6% | +2% |
| 6 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 295K | $8.7T | 5.5% | −1% |
| 7 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 224K | $7.8T | 4.9% | +4% |
| 8 | VTEB | VANGUARD MUN BD FDS | 136K | $6.8T | 4.3% | −1% |
| 9 | VXF | VANGUARD INDEX FDS | 32K | $6.8T | 4.2% | +208% |
| 10 | CGHM | CAPITAL GRP FIXED INCM ETF T | 180K | $4.6T | 2.9% | +698% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GUTIERREZ SIGNAL
AC read
Gutierrez Wealth Advisory, LLC is a Other fund managing $149159.7 trillion in assets. The fund runs a portfolio of 96 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed