13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001965923
Total reported value
$173.0M
$173.0M
46 檔
35.2%
At the close of Q1 2025, Gutierrez Wealth Advisory, LLC disclosed equity holdings valued at approximately $173.0M, spread across 46 reported holdings.
In Q1 2025, Gutierrez Wealth Advisory, LLC displayed an active expansion posture, initiating 4 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.71% | +0.33% | +0.21% | |
| 2 | CGDV | Cap Group Dividend Value | ETF-Other | 10.63% | +0.19% | +5.15% | |
| 3 | CGGR | Cap Group Growth Equity | ETF-Other | 9.95% | +0.44% | +3.25% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.89% | +0.08% | +2.76% | |
| 5 | CGMU | Cap Group Municipal Income | ETF-Other | 7.32% | -0.97% | +12.89% | |
| 6 | VCRB | Vanguard Core Bond ETF | ETF-Other | 7.07% | -0.39% | +5.12% | |
| 7 | CGXU | Cap Group Intl Focus | ETF-Other | 6.35% | +0.25% | +1.51% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-Other | 6.34% | +0.52% | +5.48% | |
| 9 | CGGO | Cap Group Global Growth | ETF-Other | 4.79% | +0.53% | +5.39% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.05% | +0.01% | +6.09% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.01% | -0.08% | -4.28% | |
| 12 | CGHM | Cap Group Muni High-income | ETF-Other | 2.81% | +0.10% | +7.54% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 2.71% | -0.14% | +0.44% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 2.63% | -1.29% | +0.59% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.11% | -0.13% | +1.01% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.84% | -0.11% | +1.40% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +0.05% | +107.26% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.54% | -0.02% | -0.67% | |
| 19 | WPC | Wp Carey Inc | Stock-Real Estate | 0.50% | +0.02% | +29.46% | |
| 20 | HOMB | Home Bancshares Inc | Stock-Financials | 0.47% | — | +0.29% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.02% | — | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | +0.01% | +11.22% | |
| 23 | DE | Deere & Co | Stock-Industrials | 0.43% | +0.02% | +0.36% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 0.37% | -0.01% | +21.49% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.35% | — | -4.02% | |
| 26 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.33% | +0.02% | +13.78% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.32% | +0.05% | -0.39% | |
| 28 | AMLP | Alerian Mlp ETF | ETF-Other | 0.30% | -0.02% | — | |
| 29 | PM | Philip Morris International | Stock-Consumer Staples | 0.29% | — | +3.75% | |
| 30 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.29% | +0.04% | +2.11% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.27% | +0.02% | — | |
| 32 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.26% | +0.02% | +1.04% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.24% | +0.02% | +1.17% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.23% | — | +6.12% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.23% | +0.07% | -42.83% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.23% | +0.04% | +5.35% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.21% | +0.03% | +0.66% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | +0.01% | +31.47% | |
| 39 | FDX | Fedex CORP | Stock-Industrials | 0.19% | -0.13% | EXIT | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.19% | — | — | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.18% | +0.02% | — | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.18% | — | -5.29% | |
| 43 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.18% | — | -6.00% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.17% | +0.01% | — | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | — | -3.23% | |
| 46 | CCIVGBP | Lucid Group Inc | Stock-Other | 0.02% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGMU | Cap Group Municipal Income | +0.7% | +12.89% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.6% | +2.76% | Add |
| 3 | CGDV | Cap Group Dividend Value | +0.5% | +5.15% | Add |
| 4 | VCRB | Vanguard Core Bond ETF | +0.4% | +5.12% | Add |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.3% | +107.26% | Add |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +6.09% | Add |
| 7 | WPC | Wp Carey Inc | +0.2% | +29.46% | Add |
| 8 | CGHM | Cap Group Muni High-income | +0.1% | +7.54% | Add |
| 9 | AMGN | Amgen Inc | +0.1% | +21.49% | Add |
| 10 | PM | Philip Morris International | +0.1% | +3.75% | Add |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | — | Unchanged |
| 12 | DE | Deere & Co | 0% | +0.36% | Add |
| 13 | CGGO | Cap Group Global Growth | 0% | +5.39% | Add |
| 14 | TCAF | T Rowe Prc Cap Appreciation | 0% | +13.78% | Add |
| 15 | LLY | Eli Lilly & Co | 0% | +6.12% | Add |
| 16 | IBM | Intl Business Machines CORP | 0% | +0.66% | Add |
| 17 | AMLP | Alerian Mlp ETF | 0% | — | Unchanged |
| 18 | NVDA | Nvidia CORP | 0% | +31.47% | Add |
| 19 | SAP | Sap Se-sponsored Adr | — | -6.00% | Trim |
| 20 | VXUS | Vanguard Total Intl Stock | — | -4.02% | Trim |
| 21 | ITOT | Ishares Core S&p Total U.s. | 0% | +1.17% | Add |
| 22 | UNH | Unitedhealth Group Inc | 0% | -5.29% | Trim |
| 23 | HOMB | Home Bancshares Inc | 0% | +0.29% | Add |
| 24 | OEF | Ishares S&p 100 ETF | 0% | +1.04% | Add |
| 25 | AMZN | Amazon.com Inc | 0% | -3.23% | Trim |
| 26 | TSM | Taiwan Semiconductor-sp Adr | 0% | +5.35% | Add |
| 27 | FDX | Fedex CORP | 0% | +3.32% | Add |
| 28 | IWO | Ishares Russell 2000 Growth | 0% | +2.11% | Add |
| 29 | CGXU | Cap Group Intl Focus | -0.1% | +1.51% | Add |
| 30 | AAPL | Apple Inc | -0.1% | -0.39% | Trim |
| 31 | GOOG | Alphabet Inc-cl C | -0.1% | — | Unchanged |
| 32 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +1.40% | Add |
| 33 | MUB | Ishares National Muni Bond E | -0.1% | +0.59% | Add |
| 34 | META | Meta Platforms Inc-class A | -0.1% | +1.01% | Add |
| 35 | MSFT | Microsoft CORP | -0.1% | -0.67% | Trim |
| 36 | WMT | Walmart Inc | -0.1% | +0.44% | Add |
| 37 | AVGO | Broadcom Inc | -0.1% | +11.22% | Add |
| 38 | IVW | Ishares S&p 500 Growth ETF | -0.2% | -42.83% | Trim |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | -4.28% | Trim |
| 40 | VXF | Vanguard Extended Market ETF | -0.4% | +5.48% | Add |
| 41 | CGGR | Cap Group Growth Equity | -0.7% | +3.25% | Add |
| 42 | VOO | Vanguard S&p 500 ETF | -0.8% | +0.21% | Add |
| 43 | VT | Vanguard Tot World Stk ETF | — | EXIT | Sold out |
| 44 | EFA | Ishares Msci Eafe ETF | — | EXIT | Sold out |
| 45 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 46 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 47 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 48 | VO | Vanguard Mid-cap ETF | — | EXIT | Sold out |
| 49 | CCIVGBP | Lucid Group Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Gutierrez Wealth Advisory, LLC reported a total U.S. public equity portfolio value of $173.0M across 46 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, CGDV, CGGR) accounted for 35.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHF
市值: $330.9K
Top Position Liquidated / Trimmed
VT
前期市值: $536.6K
During Q1 2025, Gutierrez Wealth Advisory, LLC's top holdings by market value included VOO (12.7%)、CGDV (10.6%)、CGGR (9.9%). The largest single position, VOO, represented 12.7% of total portfolio value.
In Q1 2025, Gutierrez Wealth Advisory, LLC made 46 total portfolio adjustments, initiating 4 new buys, adding to 31 positions, trimming 8 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.