Gutierrez Wealth Advisory, LLC

CIK

1965923

Location

LITTLE ROCK, AR

Portfolio Value

Micro $10,397,790

Diversification

Diversified

Filing Date

Global Rank

#8,089 / 8,517 ▼ 1464

Top Industry

Internet Content & Information 22.9%

3Y Alpha vs SPY

-0.1%

Period ended 46 days ago

Filed Aug 3, 2026 · 12d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+27.0%

SPY

+27.3%

Annualised alpha

-0.2%

Max drawdown

−18.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

15 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

22.9%

+4.2 pts

Top 5

63.6%

−12.5 pts

Top 10

87.2%

−2.5 pts

HHI

1,115

Diversified−157

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	26.8%	$2,782,566	6
Communication Services	22.9%	$2,378,209	1
Financial Services	16.5%	$1,718,079	2
Consumer Defensive	13.8%	$1,431,719	1
Industrials	9.0%	$936,883	2
Healthcare	7.2%	$743,928	2
Real Estate	3.9%	$406,406	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
WPC	W. P. Carey Inc.	+600	5,684	$406,406
HOMB	Home Bancshares Inc	+272	35,027	$1,000,020
WMT	Walmart Inc.	+85	12,641	$1,431,719
IBM	International Business Machines Corp	+51	1,340	$376,820
AAPL	Apple Inc.	+48	3,688	$1,067,159
NVDA	Nvidia Corp	+30	1,744	$348,956
AMGN	Amgen Inc	+16	1,494	$541,006
META	Meta Platforms, Inc.	+10	4,222	$2,378,209
DE	Deere & Co	+3	1,158	$734,553
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
AVGO	Broadcom Inc.	−100	1,093	$412,880
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.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
CAT	Caterpillar Inc	190	$202,330
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
CGDV	Capital Group Dividend Value ETF	332,104	$14,127,703
VEA	Vanguard FTSE Developed Markets ETF	209,346	$13,414,891
CGGR	Capital Group Growth ETF	325,704	$13,090,043
VXF	Vanguard Extended Market ETF	43,300	$8,911,139
CGGO	Capital Group Global Growth Equity ETF	237,285	$7,918,200
VCRM	Vanguard Core Tax-Exempt Bond ETF	53,822	$4,044,722
VIG	Vanguard Dividend Appreciation ETF	6,101	$1,312,081
CGCB	Capital Group Core Bond ETF	26,915	$706,787
CGDG	Capital Group Dividend Growers ETF	19,064	$684,397
VXUS	Vanguard Total International Stock ETF	5,823	$449,010
CGIC	Capital Group International Core Equity ETF	12,800	$423,808
GOOGL	Alphabet Inc.	911	$261,328
AZN	Astrazeneca PLC	1,108	$218,519
FDX	Fedex Corp	569	$202,666
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

15 tracked positions · $10,397,790 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
META	Meta Platforms, Inc. Communication Services	Added	4,222	+10	$2,378,209	−1.3%	22.87%
WMT	Walmart Inc. Consumer Defensive	Added	12,641	+85	$1,431,719	−8.3%	13.77%
AAPL	Apple Inc. Technology	Added	3,688	+48	$1,067,159	+15.5%	10.26%
HOMB	Home Bancshares Inc Financial Services	Added	35,027	+272	$1,000,020	+6.8%	9.62%
DE	Deere & Co Industrials	Added	1,158	+3	$734,553	+12.9%	7.06%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,435	0	$718,059	+4.4%	6.91%
AMGN	Amgen Inc Healthcare	Added	1,494	+16	$541,006	+4.0%	5.20%
AVGO	Broadcom Inc. Technology	Reduced	1,093	-100	$412,880	+11.8%	3.97%
WPC	W. P. Carey Inc. Real Estate	Added	5,684	+600	$406,406	+17.6%	3.91%
IBM	International Business Machines Corp Technology	Added	1,340	+51	$376,820	+20.6%	3.62%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	757	-53	$361,520	+32.1%	3.48%
NVDA	Nvidia Corp Technology	Added	1,744	+30	$348,956	+16.7%	3.36%
MSFT	Microsoft Corp Technology	Reduced	577	-17	$215,231	−2.1%	2.07%
JNJ	Johnson & Johnson Healthcare	Reduced	799	-39	$202,922	−0.9%	1.95%
CAT	Caterpillar Inc Industrials	NEW	190	NEW	$202,330	NEW	1.95%

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.