§ 13F · FUND PROFILE
Gutierrez Wealth Advisory, LLC.
AUM · $173M (13F)Positions · 110Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$543K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 22K | $15M | 8.7% | −3% |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 297K | $15M | 8.5% | −5% |
| 3 | CGGR | CAPITAL GROUP GROWTH ETF | 310K | $15M | 8.4% | −4% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 166K | $12M | 6.8% | −2% |
| 5 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 283K | $10M | 5.7% | −4% |
| 6 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 220K | $9M | 5.4% | −6% |
| 7 | VCRB | VANGUARD MALVERN FDS | 119K | $9M | 5.3% | +1% |
| 8 | VTEB | VANGUARD MUN BD FDS | 155K | $8M | 4.5% | +4% |
| 9 | VXF | VANGUARD INDEX FDS | 32K | $8M | 4.5% | −2% |
| 10 | CGHM | CAPITAL GRP FIXED INCM ETF T | 201K | $5M | 3.0% | +8% |
§ 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 $173 million in assets. The fund runs a portfolio of 110 positions.
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