Gutierrez Wealth Advisory, LLC
Filing Date
Global Rank
#6,941
/ 8,793
▼ 336
· as of Jun 2026
Top Industry
Internet Content & Information
25.1%
Period ended 3 months ago
Filed Aug 3, 2026 · 2mo
7 quarters · since Dec 2024
Portfolio Concentration
42 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
11.8%
−0.5 pts
Top 5
47.2%
−4.0 pts
Top 10
78.3%
−5.1 pts
HHI
697
Diversified−69
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 93.8% | $162,346,255 |
| Technology | 1.6% | $2,782,566 |
| Communication Services | 1.5% | $2,681,012 |
| Financial Services | 1.0% | $1,718,079 |
| Consumer Defensive | 0.8% | $1,431,719 |
| Industrials | 0.5% | $936,883 |
| Healthcare | 0.4% | $743,928 |
| Real Estate | 0.2% | $406,406 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
22 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | +19,304 | 23,607 | $2,137,948 | |
| DCOR | Dimensional US Core Equity 1 ETF | +5,848 | 55,122 | $2,754,250 | |
| VB | Vanguard Morningstar Small-Cap ETF | +3,635 | 37,798 | $20,460,767 | |
| VCRM | Vanguard Core Tax-Exempt Bond ETF | +1,225 | 210,929 | $12,100,802 | |
| VCHY | Vanguard U.S. High-Yield Corporate Bond Index ETF | +1,089 | 129,606 | $10,006,449 | |
| BNDW | Vanguard Total World Bond ETF | +774 | 1,563 | $518,025 | |
| WPC | W. P. Carey Inc. | +600 | 5,684 | $406,406 | |
| HOMB | Home Bancshares Inc | +272 | 35,027 | $1,000,020 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | +202 | 26,044 | $757,022 | |
| CGDG | Capital Group Dividend Growers ETF | +106 | 19,170 | $719,066 | |
| WMT | Walmart Inc. | +85 | 12,641 | $1,431,719 | |
| AFK | VanEck Africa Index ETF | +56 | 13,754 | $646,300 | |
| IBM | International Business Machines Corp | +51 | 1,340 | $376,820 | |
| AAPL | Apple Inc. | +48 | 3,688 | $1,067,159 | |
| VFMF | Vanguard U.S. Multifactor ETF | +46 | 8,384 | $849,383 | |
| VIGI | Vanguard International Dividend Appreciation ETF | +37 | 2,984 | $293,028 | |
| NVDA | Nvidia Corp | +30 | 1,744 | $348,956 | |
| VIG | Vanguard Dividend Appreciation ETF | +26 | 6,127 | $1,449,770 | |
| AMGN | Amgen Inc | +16 | 1,494 | $541,006 | |
| META | Meta Platforms, Inc. | +10 | 4,222 | $2,378,209 | |
| CGIC | Capital Group International Core Equity ETF | +8 | 12,808 | $466,083 | |
| DE | Deere & Co | +3 | 1,158 | $734,553 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CGCB | Capital Group Core Bond ETF | −21,646 | 620,602 | $16,375,787 | |
| CGDV | Capital Group Dividend Value ETF | −17,080 | 315,024 | $15,524,382 | |
| CGGO | Capital Group Global Growth Equity ETF | −14,528 | 222,757 | $9,429,303 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | −14,453 | 81,609 | $11,310,823 | |
| CGXU | Capital Group International Focus Equity ETF | −12,317 | 283,123 | $9,801,718 | |
| CGGR | Capital Group Growth ETF | −11,470 | 314,234 | $14,831,844 | |
| VEA | Vanguard FTSE Developed Markets ETF | −5,132 | 204,214 | $14,550,247 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | −1,725 | 82,912 | $5,304,111 | |
| — | −693 | 42,607 | $10,490,269 | ||
| AVGO | Broadcom Inc. | −100 | 1,093 | $412,880 | |
| GOOGL | Alphabet Inc. | −54 | 857 | $302,803 | |
| VXUS | Vanguard Total International Stock ETF | −53 | 5,770 | $493,276 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −53 | 757 | $361,520 | |
| JNJ | Johnson & Johnson | −39 | 799 | $202,922 | |
| MSFT | Microsoft Corp | −17 | 577 | $215,231 | |
| No positions match the current search. | |||||
42 tracked positions ·
$173,046,848 total
· filing declares
110 positions · $173,047,396
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Defensive
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 37,798 | $20,460,767 | 11.82% | |
| CGCB |
Capital Group Core Bond ETF
|
Reduced | 620,602 | $16,375,787 | 9.46% | |
| CGDV |
Capital Group Dividend Value ETF
|
Reduced | 315,024 | $15,524,382 | 8.97% | |
| CGGR |
Capital Group Growth ETF
|
Reduced | 314,234 | $14,831,844 | 8.57% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 204,214 | $14,550,247 | 8.41% | |
| VCRM |
Vanguard Core Tax-Exempt Bond ETF
|
Added | 210,929 | $12,100,802 | 6.99% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Reduced | 81,609 | $11,310,823 | 6.54% | |
|
|
Reduced | 42,607 | $10,490,269 | 6.06% | ||
| VCHY |
Vanguard U.S. High-Yield Corporate Bond Index ETF
|
Added | 129,606 | $10,006,449 | 5.78% | |
| CGXU |
Capital Group International Focus Equity ETF
|
Reduced | 283,123 | $9,801,718 | 5.66% | |
| CGGO |
Capital Group Global Growth Equity ETF
|
Reduced | 222,757 | $9,429,303 | 5.45% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
Reduced | 82,912 | $5,304,111 | 3.07% | |
| DCOR |
Dimensional US Core Equity 1 ETF
|
Added | 55,122 | $2,754,250 | 1.59% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 4,222 | $2,378,209 | 1.37% | |
| IVOG |
Vanguard S&P Mid-Cap 400 Growth ETF
|
Added | 23,607 | $2,137,948 | 1.24% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Added | 6,127 | $1,449,770 | 0.84% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 12,641 | $1,431,719 | 0.83% | |
| AAPL |
Apple Inc.
Technology
|
Added | 3,688 | $1,067,159 | 0.62% | |
| HOMB |
Home Bancshares Inc
Financial Services
|
Added | 35,027 | $1,000,020 | 0.58% | |
| VFMF |
Vanguard U.S. Multifactor ETF
|
Added | 8,384 | $849,383 | 0.49% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Added | 26,044 | $757,022 | 0.44% | |
| DE |
Deere & Co
Industrials
|
Added | 1,158 | $734,553 | 0.42% | |
| CGDG |
Capital Group Dividend Growers ETF
|
Added | 19,170 | $719,066 | 0.42% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,435 | $718,059 | 0.41% | |
| AFK |
VanEck Africa Index ETF
|
Added | 13,754 | $646,300 | 0.37% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 1,494 | $541,006 | 0.31% | |
| BNDW |
Vanguard Total World Bond ETF
|
Added | 1,563 | $518,025 | 0.30% | |
| TACN |
T. Rowe Price Active Core International Equity ETF
|
Held | 12,331 | $506,804 | 0.29% | |
| VXUS |
Vanguard Total International Stock ETF
|
Reduced | 5,770 | $493,276 | 0.29% | |
| CGIC |
Capital Group International Core Equity ETF
|
Added | 12,808 | $466,083 | 0.27% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 1,093 | $412,880 | 0.24% | |
| WPC |
W. P. Carey Inc.
Real Estate
|
Added | 5,684 | $406,406 | 0.23% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,340 | $376,820 | 0.22% | |
| ACES |
ALPS Clean Energy ETF
|
Held | 7,070 | $366,579 | 0.21% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 757 | $361,520 | 0.21% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,744 | $348,956 | 0.20% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 857 | $302,803 | 0.17% | |
| VIGI |
Vanguard International Dividend Appreciation ETF
|
Added | 2,984 | $293,028 | 0.17% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 577 | $215,231 | 0.12% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 799 | $202,922 | 0.12% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 190 | $202,330 | 0.12% | |
| BKF |
iShares MSCI BIC ETF
|
NEW | 2,956 | $202,219 | 0.12% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.