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CIK: 0001965923
Total reported value
$173.0M
$173.0M
61 檔
39.6%
In Q3 2025, Gutierrez Wealth Advisory, LLC's U.S. equity holdings reached a combined market value of $173.0M, distributed across 61 disclosed stock positions.
In Q3 2025, Gutierrez Wealth Advisory, LLC displayed an active expansion posture, initiating 23 new positions and adding to 9 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 | 11.56% | +0.33% | -1.23% | |
| 2 | CGDV | Cap Group Dividend Value | ETF-Other | 9.30% | +0.19% | +0.89% | |
| 3 | CGGR | Cap Group Growth Equity | ETF-Other | 9.19% | +0.44% | -5.77% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.85% | +0.08% | -6.09% | |
| 5 | VCRB | Vanguard Core Bond ETF | ETF-Other | 5.97% | -0.39% | +5.59% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 5.92% | +0.52% | -1.65% | |
| 7 | CGXU | Cap Group Intl Focus | ETF-Other | 5.67% | +0.25% | +4.85% | |
| 8 | CGGO | Cap Group Global Growth | ETF-Other | 4.75% | +0.53% | +4.84% | |
| 9 | CGMU | Cap Group Municipal Income | ETF-Other | 4.61% | -0.97% | +8.29% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.40% | -0.08% | -0.90% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 3.35% | -1.29% | +0.18% | |
| 12 | CGHM | Cap Group Muni High-income | ETF-Other | 3.22% | +0.10% | +5.42% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.84% | +0.01% | +0.30% | |
| 14 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 2.61% | -0.36% | +3.56% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.05% | -0.13% | — | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.23% | -0.14% | -50.93% | |
| 17 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 1.01% | -0.03% | +0.64% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.83% | +0.02% | +0.42% | |
| 19 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.83% | +0.07% | — | |
| 20 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.75% | +0.26% | +0.15% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.74% | -0.11% | -5.77% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.71% | +0.05% | -1.90% | |
| 23 | HOMB | Home Bancshares Inc | Stock-Financials | 0.62% | — | +0.68% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.55% | +0.05% | +0.26% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.05% | +0.25% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.02% | +31.89% | |
| 27 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.42% | +0.02% | — | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.42% | +0.07% | -0.20% | |
| 29 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.41% | +0.17% | — | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.40% | +0.01% | -22.72% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.02% | -25.29% | |
| 32 | CGCB | Cap Group Core Bond | ETF-Other | 0.33% | -0.03% | — | |
| 33 | DE | Deere & Co | Stock-Industrials | 0.33% | +0.02% | -1.31% | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.29% | — | -6.06% | |
| 35 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.28% | -0.03% | -31.66% | |
| 36 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.27% | +0.04% | +0.15% | |
| 37 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.26% | -0.01% | +29.13% | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.25% | -0.01% | -0.98% | |
| 39 | CGIC | Cap Group Intl Core Eq | ETF-Other | 0.25% | +0.01% | +0.41% | |
| 40 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.25% | +0.02% | +0.26% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.25% | +0.02% | — | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | +0.01% | +33.29% | |
| 43 | WPC | Wp Carey Inc | Stock-Real Estate | 0.24% | +0.02% | -43.34% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.23% | +0.05% | +0.20% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.22% | +0.02% | +0.25% | |
| 46 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.22% | +0.07% | — | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.22% | +0.03% | +0.59% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.21% | +0.04% | -12.51% | |
| 49 | AMLP | Alerian Mlp ETF | ETF-Other | 0.21% | -0.02% | — | |
| 50 | VSDM | Vanguard Short Tax-ex Bond | ETF-Other | 0.21% | -0.02% | +8.96% |
According to official SEC Form 13F filings, Gutierrez Wealth Advisory, LLC reported a total U.S. public equity portfolio value of $173.0M across 61 disclosed positions in Q3 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 39.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
VCRM
市值: $4.1M
Top Position Liquidated / Trimmed
PM
前期市值: $359.7K
During Q3 2025, Gutierrez Wealth Advisory, LLC's top holdings by market value included VOO (11.6%)、CGDV (9.3%)、CGGR (9.2%). The largest single position, VOO, represented 11.6% of total portfolio value.
In Q3 2025, Gutierrez Wealth Advisory, LLC made 50 total portfolio adjustments, initiating 23 new buys, adding to 9 positions, trimming 11 holdings, and fully liquidating 7 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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