Gutierrez Wealth Advisory, LLC
Filing Date
Global Rank
#8,122
/ 8,605
▲ 32
· as of Mar 2026
Top Industry
Internet Content & Information
23.8%
3Y Alpha vs SPY
-9.6%
Period ended 3 months ago
Filed Apr 21, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+12.2%
SPY
+24.4%
Annualised alpha
-8.3%
Max drawdown
−20.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
16 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
23.8%
−1.2 pts
Top 5
64.3%
−4.5 pts
Top 10
86.0%
−3.0 pts
HHI
1,152
Diversified−126
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Communication Services | 23.8% | $2,409,811 |
| Technology | 23.7% | $2,398,017 |
| Financial Services | 16.0% | $1,623,604 |
| Consumer Defensive | 15.4% | $1,560,459 |
| Healthcare | 9.3% | $943,392 |
| Industrials | 8.4% | $853,277 |
| Real Estate | 3.4% | $345,508 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WMT | Walmart Inc. | −5,114 | 12,556 | $1,560,459 | |
| AAPL | Apple Inc. | −558 | 3,640 | $923,794 | |
| WPC | W. P. Carey Inc. | −522 | 5,084 | $345,508 | |
| MSFT | Microsoft Corp | −286 | 594 | $219,880 | |
| BRK-B | Berkshire Hathaway Inc | −280 | 1,435 | $687,652 | |
| AVGO | Broadcom Inc. | −109 | 1,193 | $369,244 | |
| NVDA | Nvidia Corp | −108 | 1,714 | $298,921 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −61 | 810 | $273,738 | |
| META | Meta Platforms, Inc. | −47 | 4,212 | $2,409,811 | |
| IBM | International Business Machines Corp | −13 | 1,289 | $312,440 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GOOGL | Alphabet Inc. | 876 | $274,188 | |
| No positions match the current search. | ||||
16 positions ·
$10,134,068 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Defensive
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 4,212 | $2,409,811 | 23.78% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 12,556 | $1,560,459 | 15.40% | |
| HOMB |
Home Bancshares Inc
Financial Services
|
Added | 34,755 | $935,952 | 9.24% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 3,640 | $923,794 | 9.12% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,435 | $687,652 | 6.79% | |
| DE |
Deere & Co
Industrials
|
Added | 1,155 | $650,611 | 6.42% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 1,478 | $520,033 | 5.13% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 1,193 | $369,244 | 3.64% | |
| WPC |
W. P. Carey Inc.
Real Estate
|
Reduced | 5,084 | $345,508 | 3.41% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 1,289 | $312,440 | 3.08% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 1,714 | $298,921 | 2.95% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 810 | $273,738 | 2.70% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 594 | $219,880 | 2.17% | |
| AZN |
Astrazeneca PLC
Healthcare
|
NEW | 1,108 | $218,519 | 2.16% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 838 | $204,840 | 2.02% | |
| FDX |
Fedex Corp
Industrials
|
NEW | 569 | $202,666 | 2.00% |