Gutierrez Wealth Advisory, LLC — Q2 2025 13F Holdings

Name: Gutierrez Wealth Advisory, LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001965923

Total reported value

$161.0M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	11.38%	-0.86%	-1.92%
2	CGGR	Cap Group Growth Equity	ETF-Other	9.46%	-0.79%	-2.96%
3	CGDV	Cap Group Dividend Value	ETF-Other	9.08%	-0.13%	-6.70%
4	VEA	Vanguard Ftse Developed ETF	ETF-Other	8.34%	—	+1.26%
5	VCRB	Vanguard Core Bond ETF	ETF-Other	5.86%	+0.04%	+0.23%
6	VXF	Vanguard Extended Market ETF	ETF-Other	5.81%	-0.19%	-0.72%
7	CGXU	Cap Group Intl Focus	ETF-Other	5.19%	—	-10.69%
8	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	4.56%	+0.33%	+85.69%
9	CGGO	Cap Group Global Growth	ETF-Other	4.45%	-0.02%	-0.37%
10	CGMU	Cap Group Municipal Income	ETF-Other	4.36%	+0.41%	-27.56%
11	MUB	Ishares National Muni Bond E	ETF-Other	3.44%	+0.01%	+60.02%
12	CGHM	Cap Group Muni High-income	ETF-Other	3.12%	-0.01%	+36.67%
13	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	2.71%	—	-1.44%
14	VCRM	Vanguard Core Tax-ex Bond	ETF-Other	2.59%	-0.09%	—
15	WMT	Walmart INC	Stock-Consumer Staples	2.50%	-0.27%	+0.29%
16	META	Meta Platforms Inc-class A	Stock-Comm Services	2.16%	-0.27%	-3.57%
17	VTES	Vanguard Sh Term Tax-ex Bond	ETF-Other	1.04%	—	—
18	VIG	Vanguard Dividend Apprec ETF	ETF-Other	0.82%	—	—
19	ACWX	Ishares Msci Acwi Ex US ETF	ETF-Other	0.81%	—	—
20	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.77%	+0.23%	-0.08%
21	VOOG	Vanguard S&p 500 Growth ETF	ETF-Large Cap & Growth	0.72%	+0.05%	—
22	HOMB	Home Bancshares INC	Stock-Financials	0.65%	—	+66.45%
23	AAPL	Apple INC	Stock-Tech	0.61%	-0.15%	+151.46%
24	IWB	Ishares Russell 1000 ETF	ETF-Other	0.53%	-0.03%	—
25	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.49%	—	-3.99%
26	MSFT	Microsoft CORP	Stock-Tech	0.46%	-0.13%	-21.89%
27	AVGO	Broadcom INC	Stock-Tech	0.45%	-0.05%	-23.07%
28	TCAF	T Rowe Prc Cap Appreciation	ETF-Other	0.42%	-0.15%	+39.50%
29	ITM	Vaneck Intermediate Muni ETF	ETF-Other	0.41%	—	—
30	WPC	Wp Carey INC	Stock-Real Estate	0.41%	—	+0.97%
31	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.40%	-0.04%	+78.37%
32	ACWI	Ishares Msci Acwi ETF	ETF-Other	0.40%	—	—
33	DE	Deere & Co	Stock-Industrials	0.39%	+0.07%	+2.14%
34	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.35%	-0.11%	—
35	VXUS	Vanguard Total Intl Stock	ETF-Other	0.31%	—	-3.49%
36	VT	Vanguard Tot World Stk ETF	ETF-Other	0.27%	+0.09%	—
37	AMGN	Amgen INC	Stock-Healthcare	0.27%	+0.03%	-3.92%
38	IWO	Ishares Russell 2000 Growth	ETF-Small Cap	0.25%	—	-5.63%
39	CGIC	Cap Group Intl Core Eq	ETF-Other	0.25%	—	—
40	SCHF	Schwab Intl Equity ETF	ETF-Other	0.25%	—	-0.57%
41	OEF	Ishares S&p 100 ETF	ETF-Other	0.24%	—	-0.85%
42	IBM	Intl Business Machines CORP	Stock-Tech	0.24%	-0.05%	+11.94%
43	AMLP	Alerian Mlp ETF	ETF-Other	0.23%	+0.02%	—
44	ITOT	Ishares Core S&p Total U.s.	ETF-Other	0.22%	—	-0.33%
45	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.22%	—	—
46	CGDG	Cap Group Dividend Growers	ETF-Other	0.21%	+0.07%	—
47	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	0.21%	—	-18.82%
48	PM	Philip Morris International	Stock-Consumer Staples	0.20%	—	-26.88%
49	VSDM	Vanguard Short Tax-ex Bond	ETF-Other	0.20%	+0.09%	—
50	NVDA	Nvidia CORP	Stock-Tech	0.16%	-0.02%	-30.00%

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