§ 13F · FUND PROFILE
Gutierrez Wealth Advisory, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $156M (13F)Positions · 97Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 23K | $14M | 8.4% | −2% |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 313K | $13M | 8.3% | +2% |
| 3 | CGGR | CAPITAL GROUP GROWTH ETF | 321K | $13M | 8.0% | +2% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 170K | $11M | 6.8% | −1% |
| 5 | VCRB | VANGUARD MALVERN FDS | 118K | $9M | 5.7% | +2% |
| 6 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 295K | $9M | 5.4% | ±0% |
| 7 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 234K | $8M | 4.9% | +5% |
| 8 | VTEB | VANGUARD MUN BD FDS | 149K | $7M | 4.6% | +10% |
| 9 | VXF | VANGUARD INDEX FDS | 32K | $7M | 4.1% | −1% |
| 10 | CGHM | CAPITAL GRP FIXED INCM ETF T | 182K | $5M | 2.9% | +1% |
§ 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 $156 million in assets. The fund runs a portfolio of 97 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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