Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Gutierrez Wealth Advisory, LLC (CIK 1965923) reported $161.0M across 70 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($16.5M, 10.27%), CGDV ($14.1M, 8.78%), VEA ($13.4M, 8.33%), CGGR ($13.1M, 8.13%), VCRB ($9.7M, 6.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $16.5M | 10.27% | 27,657 | Trimmed |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $14.1M | 8.78% | 332,104 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $13.4M | 8.33% | 209,346 | Trimmed |
| 4 | CGGR | CAPITAL GROUP GROWTH ETF | $13.1M | 8.13% | 325,704 | Added |
| 5 | VCRB | VANGUARD MALVERN FDS | $9.7M | 6.00% | 124,728 | Added |
| 6 | VXF | VANGUARD INDEX FDS | $8.9M | 5.54% | 43,300 | Trimmed |
| 7 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $8.7M | 5.41% | 295,440 | Added |
| 8 | CGMU | CAPITAL GRP FIXED INCM ETF T | $8.5M | 5.28% | 313,043 | Added |
| 9 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $7.9M | 4.92% | 237,285 | Added |
| 10 | VTEB | VANGUARD MUN BD FDS | $7.4M | 4.63% | 149,224 | Added |
| 11 | CGHM | CAPITAL GRP FIXED INCM ETF T | $5.6M | 3.51% | 223,120 | Added |
| 12 | MUB | ISHARES TR | $5.5M | 3.40% | 51,606 | Added |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | $4.4M | 2.72% | 81,000 | Trimmed |
| 14 | VCRM | VANGUARD MUN BD FDS | $4.0M | 2.51% | 53,822 | Trimmed |
| 15 | META | META PLATFORMS INC | $2.4M | 1.50% | 4,212 | Trimmed |
| 16 | DFAU | DIMENSIONAL ETF TRUST | $1.6M | 1.00% | 35,772 | Added |
| 17 | VTI | VANGUARD INDEX FDS | $1.6M | 0.99% | 4,989 | Added |
| 18 | WMT | WALMART INC | $1.6M | 0.97% | 12,556 | Trimmed |
| 19 | ACWX | ISHARES TR | $1.4M | 0.86% | 20,140 | Hold |
| 20 | VIG | VANGUARD SPECIALIZED FUNDS | $1.3M | 0.82% | 6,101 | Added |
| 21 | VOOG | VANGUARD ADMIRAL FDS INC | $1.3M | 0.80% | 3,157 | Added |
| 22 | HOMB | HOME BANCSHARES INC | $935,943 | 0.58% | 34,755 | Added |
| 23 | IVV | ISHARES TR | $934,597 | 0.58% | 1,431 | Added |
| 24 | AAPL | APPLE INC | $923,867 | 0.57% | 3,640 | Trimmed |
| 25 | CGCP | CAPITAL GRP FIXED INCM ETF T | $861,253 | 0.54% | 38,552 | Added |
Source: SEC Form 13F filings · as of 2026-03-31