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CIK: 0001965923
Total reported value
$173.0M
$173.0M
59 檔
38.0%
The Q2 2025 SEC filing reveals that Gutierrez Wealth Advisory, LLC held a total portfolio value of $173.0M, covering 59 public equity positions.
During Q2 2025, Gutierrez Wealth Advisory, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.38% | +0.33% | -1.92% | |
| 2 | CGGR | Cap Group Growth Equity | ETF-Other | 9.46% | +0.44% | -2.96% | |
| 3 | CGDV | Cap Group Dividend Value | ETF-Other | 9.08% | +0.19% | -6.70% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.34% | +0.08% | +1.26% | |
| 5 | VCRB | Vanguard Core Bond ETF | ETF-Other | 5.86% | -0.39% | +0.23% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 5.81% | +0.52% | -0.72% | |
| 7 | CGXU | Cap Group Intl Focus | ETF-Other | 5.19% | +0.25% | -10.69% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.56% | -0.08% | +85.69% | |
| 9 | CGGO | Cap Group Global Growth | ETF-Other | 4.45% | +0.53% | -0.37% | |
| 10 | CGMU | Cap Group Municipal Income | ETF-Other | 4.36% | -0.97% | -27.56% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 3.44% | -1.29% | +60.02% | |
| 12 | CGHM | Cap Group Muni High-income | ETF-Other | 3.12% | +0.10% | +36.67% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.71% | +0.01% | -1.44% | |
| 14 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 2.59% | -0.36% | — | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 2.50% | -0.14% | +0.29% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.16% | -0.13% | -3.57% | |
| 17 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 1.04% | -0.03% | — | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.82% | +0.02% | — | |
| 19 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.81% | +0.07% | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.77% | -0.11% | -0.08% | |
| 21 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.72% | +0.26% | — | |
| 22 | HOMB | Home Bancshares Inc | Stock-Financials | 0.65% | — | +66.45% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.61% | +0.05% | +151.46% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.53% | +0.05% | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.05% | -3.99% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | -0.02% | -21.89% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | +0.01% | -23.07% | |
| 28 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.42% | +0.02% | +39.50% | |
| 29 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.41% | -0.03% | — | |
| 30 | WPC | Wp Carey Inc | Stock-Real Estate | 0.41% | +0.02% | +0.97% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.40% | +0.07% | +78.37% | |
| 32 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.40% | +0.17% | — | |
| 33 | DE | Deere & Co | Stock-Industrials | 0.39% | +0.02% | +2.14% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | -0.02% | — | |
| 35 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.31% | — | -3.49% | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.27% | +0.02% | — | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.27% | -0.01% | -3.92% | |
| 38 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.25% | +0.04% | -5.63% | |
| 39 | CGIC | Cap Group Intl Core Eq | ETF-Other | 0.25% | +0.01% | — | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.25% | +0.02% | -0.57% | |
| 41 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.24% | +0.02% | -0.85% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.24% | +0.03% | +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% | +0.02% | -0.33% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.22% | +0.05% | — | |
| 46 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.21% | -0.01% | — | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.21% | +0.04% | -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% | -0.02% | — | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | +0.01% | -30.00% |
According to official SEC Form 13F filings, Gutierrez Wealth Advisory, LLC reported a total U.S. public equity portfolio value of $173.0M across 59 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, CGGR, CGDV) accounted for 38.0% of total reported equity market value during Q2 2025.
During Q2 2025, Gutierrez Wealth Advisory, LLC's top holdings by market value included VOO (11.4%)、CGGR (9.5%)、CGDV (9.1%). The largest single position, VOO, represented 11.4% of total portfolio value.
In Q2 2025, Gutierrez Wealth Advisory, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
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