Gutierrez Wealth Advisory

LITTLE ROCK, ARfiles as Gutierrez Wealth Advisory, LLC

$173m in 70 US stocks at the end of 30 June 2026. The top 10 are 68.2% of the money. It changed about 4.2% of the portfolio this quarter.

Value

$173m

Stocks

Top 10 share

68.2%

Turnover

4.2%

What changed this quarter

New

Bought for the first time this quarter.

Dimensional ETF TrustDFAE
0.1% of the fund
CaterpillarCAT
0.1% of the fund
Ishares TREEM
0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard MUN BD FDSVTEB
4.5% of the fund
+4%
Capital GRP Fixed Incm ETF TCGHM
3.6% of the fund
+8%
Vanguard Admiral FDSVOOG
1.1% of the fund
+17%
Ishares TRACWX
0.9% of the fund
+5%
Ishares TRACWI
0.6% of the fund
+34%
Ishares TRIVW
0.4% of the fund
+6%
Vanguard Scottsdale FDSVTHR
0.3% of the fund
+98%
Ishares TRIWM
0.3% of the fund
+6%
W. P. CareyWPC
0.2% of the fund
+12%
International Business MachinesIBM
0.2% of the fund
+4%
Vanguard Admiral FDSVOOV
0.2% of the fund
+20%
Ishares TRIJR
0.1% of the fund
+5%

Cut

Sold some of their stake.

Vanguard Index FDSVOO
10.6% of the fund
-3%
Capital Group Dividend ValueCGDV
9.0% of the fund
-5%
Capital Group Growth ETFCGGR
8.6% of the fund
-4%
Vanguard Tax-Managed FDSVEA
8.4% of the fund
-2%
Capital Group Intl Focus EQTCGXU
5.7% of the fund
-4%
Capital Group GBL Growth EQTCGGO
5.4% of the fund
-6%
Capital GRP Fixed Incm ETF TCGMU
4.3% of the fund
-13%
Vanguard Intl Equity Index FVWO
2.7% of the fund
-2%
Vanguard MUN BD FDSVCRM
2.2% of the fund
-9%
Ishares TRMUB
2.1% of the fund
-34%
Vanguard Index FDSVTI
0.9% of the fund
-17%
BroadcomAVGO
0.2% of the fund
-8%
Taiwan Semiconductor ManufacturingTSM
0.2% of the fund
-7%
Vanguard Index FDSVUG
0.2% of the fund
-14%
AlphabetGOOG
0.2% of the fund
-6%
MicrosoftMSFT
0.1% of the fund
-3%
Johnson & JohnsonJNJ
0.1% of the fund
-5%

Sold out

Sold their entire stake.

Spdr Index SHS FDSSPDW
-100%
AstrazenecaAZN
-100%
FedExFDX
-100%

Holdings

Vanguard Index FDSVOO
Share
10.6%
Value
$18m
Shares
26,716
-3%
Capital Group Dividend ValueCGDV
Share
9.0%
Value
$16m
Shares
315,024
-5%
Capital Group Growth ETFCGGR
Share
8.6%
Value
$15m
Shares
314,234
-4%
Vanguard Tax-Managed FDSVEA
Share
8.4%
Value
$15m
Shares
204,214
-2%
Vanguard Index FDSVXF
Share
6.1%
Value
$10m
Shares
42,607
Held
Capital Group Intl Focus EQTCGXU
Share
5.7%
Value
$10m
Shares
283,123
-4%
Vanguard Malvern FDSVCRB
Share
5.6%
Value
$10m
Shares
125,787
Held
Capital Group GBL Growth EQTCGGO
Share
5.4%
Value
$9m
Shares
222,757
-6%
Vanguard MUN BD FDSVTEB
Share
4.5%
Value
$8m
Shares
155,527
+4%
Capital GRP Fixed Incm ETF TCGMU
Share
4.3%
Value
$7m
Shares
271,595
-13%
Capital GRP Fixed Incm ETF TCGHM
Share
3.6%
Value
$6m
Shares
241,975
+8%
Vanguard Intl Equity Index FVWO
Share
2.7%
Value
$5m
Shares
79,261
-2%
Vanguard MUN BD FDSVCRM
Share
2.2%
Value
$4m
Shares
48,718
-9%
Ishares TRMUB
Share
2.1%
Value
$4m
Shares
33,954
-34%
Meta PlatformsMETA
Share
1.4%
Value
$2m
Shares
4,222
Held
Dimensional ETF TrustDFAU
Share
1.1%
Value
$2m
Shares
35,725
Held
Vanguard Admiral FDSVOOG
Share
1.1%
Value
$2m
Shares
22,234
+17%
Ishares TRACWX
Share
0.9%
Value
$2m
Shares
21,177
+5%
Vanguard Index FDSVTI
Share
0.9%
Value
$2m
Shares
4,137
-17%
Vanguard Specialized FundsVIG
Share
0.8%
Value
$1m
Shares
6,127
Held
WalmartWMT
Share
0.8%
Value
$1m
Shares
12,641
Held
Ishares TRIVV
Share
0.6%
Value
$1m
Shares
1,451
Held
AppleAAPL
Share
0.6%
Value
$1m
Shares
3,688
Held
Home BancsharesHOMB
Share
0.6%
Value
$1m
Shares
35,027
Held
Ishares TRACWI
Share
0.6%
Value
$978,607
Shares
6,234
+34%
Ishares TRIWB
Share
0.6%
Value
$978,232
Shares
2,389
Held
Capital GRP Fixed Incm ETF TCGCP
Share
0.5%
Value
$866,488
Shares
38,873
Held
Vanguard Wellington FDVTES
Share
0.5%
Value
$849,392
Shares
8,384
Held
DeereDE
Share
0.4%
Value
$734,682
Shares
1,158
Held
Capital Group Dividend GroweCGDG
Share
0.4%
Value
$719,077
Shares
19,170
Held
Berkshire HathawayBRK-B
Share
0.4%
Value
$718,060
Shares
1,435
Held
Capital GRP Fixed Incm ETF TCGCB
Share
0.4%
Value
$713,176
Shares
27,241
Held
Ishares TRIVW
Share
0.4%
Value
$650,213
Shares
4,728
+6%
Vaneck ETF TrustITM
Share
0.4%
Value
$646,300
Shares
13,754
Held
Capital GRP Fixed Incm ETF TCGMS
Share
0.3%
Value
$600,177
Shares
21,960
Held
Vanguard Intl Equity Index FVT
Share
0.3%
Value
$572,970
Shares
3,651
Held
AmgenAMGN
Share
0.3%
Value
$541,187
Shares
1,494
Held
Ishares TRIWO
Share
0.3%
Value
$523,894
Shares
1,330
Held
Vanguard Scottsdale FDSVTHR
Share
0.3%
Value
$518,007
Shares
1,563
+98%
Vanguard MUN BD FDSVSDM
Share
0.3%
Value
$512,174
Shares
6,684
Held
T Rowe Price Exchange-TradedTCAF
Share
0.3%
Value
$506,789
Shares
12,331
Held
Vanguard Star FDSVXUS
Share
0.3%
Value
$493,247
Shares
5,770
Held
Capital GRP Fixed Incm ETF TCGHY
Share
0.3%
Value
$480,217
Shares
18,958
Held
Ishares TRIWM
Share
0.3%
Value
$480,176
Shares
1,598
+6%
Schwab Strategic TRSCHF
Share
0.3%
Value
$476,695
Shares
17,209
Held
Capital Group InternationalCGIC
Share
0.3%
Value
$466,078
Shares
12,808
Held
Ishares TROEF
Share
0.2%
Value
$429,039
Shares
1,173
Held
BroadcomAVGO
Share
0.2%
Value
$412,904
Shares
1,093
-8%
W. P. CareyWPC
Share
0.2%
Value
$406,401
Shares
5,684
+12%
Ishares TRITOT
Share
0.2%
Value
$399,151
Shares
2,430
Held
International Business MachinesIBM
Share
0.2%
Value
$376,945
Shares
1,340
+4%
Dimensional ETF TrustDFIC
Share
0.2%
Value
$371,708
Shares
9,976
Held
Alps ETF TRAMLP
Share
0.2%
Value
$366,580
Shares
7,070
Held
Taiwan Semiconductor ManufacturingTSM
Share
0.2%
Value
$361,716
Shares
757
-7%
NvidiaNVDA
Share
0.2%
Value
$348,994
Shares
1,744
Held
Vanguard Index FDSVUG
Share
0.2%
Value
$333,160
Shares
3,867
-14%
Dimensional ETF TrustDFAS
Share
0.2%
Value
$307,012
Shares
3,729
Held
AlphabetGOOG
Share
0.2%
Value
$302,828
Shares
857
-6%
Vanguard Admiral FDSVOOV
Share
0.2%
Value
$300,941
Shares
1,373
+20%
Vanguard Whitehall FDSVYMI
Share
0.2%
Value
$293,051
Shares
2,984
Held
Vanguard Malvern FDSVSDB
Share
0.2%
Value
$291,557
Shares
3,819
Held
Schwab Strategic TRSCHY
Share
0.2%
Value
$280,323
Shares
8,835
Held
Ishares TRIJH
Share
0.2%
Value
$264,598
Shares
3,431
Held
Ishares TRIJR
Share
0.1%
Value
$254,228
Shares
1,714
+5%
Vanguard Index FDSVO
Share
0.1%
Value
$248,013
Shares
3,078
Held
Dimensional ETF TrustDFAE
Share
0.1%
Value
$228,878
Shares
5,692
New
MicrosoftMSFT
Share
0.1%
Value
$215,189
Shares
577
-3%
Johnson & JohnsonJNJ
Share
0.1%
Value
$202,810
Shares
799
-5%
CaterpillarCAT
Share
0.1%
Value
$202,477
Shares
190
New
Ishares TREEM
Share
0.1%
Value
$202,227
Shares
2,956
New

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVOO	10.6%	$18m	26,716	-3%
Capital Group Dividend ValueCGDV	9.0%	$16m	315,024	-5%
Capital Group Growth ETFCGGR	8.6%	$15m	314,234	-4%
Vanguard Tax-Managed FDSVEA	8.4%	$15m	204,214	-2%
Vanguard Index FDSVXF	6.1%	$10m	42,607	Held
Capital Group Intl Focus EQTCGXU	5.7%	$10m	283,123	-4%
Vanguard Malvern FDSVCRB	5.6%	$10m	125,787	Held
Capital Group GBL Growth EQTCGGO	5.4%	$9m	222,757	-6%
Vanguard MUN BD FDSVTEB	4.5%	$8m	155,527	+4%
Capital GRP Fixed Incm ETF TCGMU	4.3%	$7m	271,595	-13%
Capital GRP Fixed Incm ETF TCGHM	3.6%	$6m	241,975	+8%
Vanguard Intl Equity Index FVWO	2.7%	$5m	79,261	-2%
Vanguard MUN BD FDSVCRM	2.2%	$4m	48,718	-9%
Ishares TRMUB	2.1%	$4m	33,954	-34%
Meta PlatformsMETA	1.4%	$2m	4,222	Held
Dimensional ETF TrustDFAU	1.1%	$2m	35,725	Held
Vanguard Admiral FDSVOOG	1.1%	$2m	22,234	+17%
Ishares TRACWX	0.9%	$2m	21,177	+5%
Vanguard Index FDSVTI	0.9%	$2m	4,137	-17%
Vanguard Specialized FundsVIG	0.8%	$1m	6,127	Held
WalmartWMT	0.8%	$1m	12,641	Held
Ishares TRIVV	0.6%	$1m	1,451	Held
AppleAAPL	0.6%	$1m	3,688	Held
Home BancsharesHOMB	0.6%	$1m	35,027	Held
Ishares TRACWI	0.6%	$978,607	6,234	+34%
Ishares TRIWB	0.6%	$978,232	2,389	Held
Capital GRP Fixed Incm ETF TCGCP	0.5%	$866,488	38,873	Held
Vanguard Wellington FDVTES	0.5%	$849,392	8,384	Held
DeereDE	0.4%	$734,682	1,158	Held
Capital Group Dividend GroweCGDG	0.4%	$719,077	19,170	Held
Berkshire HathawayBRK-B	0.4%	$718,060	1,435	Held
Capital GRP Fixed Incm ETF TCGCB	0.4%	$713,176	27,241	Held
Ishares TRIVW	0.4%	$650,213	4,728	+6%
Vaneck ETF TrustITM	0.4%	$646,300	13,754	Held
Capital GRP Fixed Incm ETF TCGMS	0.3%	$600,177	21,960	Held
Vanguard Intl Equity Index FVT	0.3%	$572,970	3,651	Held
AmgenAMGN	0.3%	$541,187	1,494	Held
Ishares TRIWO	0.3%	$523,894	1,330	Held
Vanguard Scottsdale FDSVTHR	0.3%	$518,007	1,563	+98%
Vanguard MUN BD FDSVSDM	0.3%	$512,174	6,684	Held
T Rowe Price Exchange-TradedTCAF	0.3%	$506,789	12,331	Held
Vanguard Star FDSVXUS	0.3%	$493,247	5,770	Held
Capital GRP Fixed Incm ETF TCGHY	0.3%	$480,217	18,958	Held
Ishares TRIWM	0.3%	$480,176	1,598	+6%
Schwab Strategic TRSCHF	0.3%	$476,695	17,209	Held
Capital Group InternationalCGIC	0.3%	$466,078	12,808	Held
Ishares TROEF	0.2%	$429,039	1,173	Held
BroadcomAVGO	0.2%	$412,904	1,093	-8%
W. P. CareyWPC	0.2%	$406,401	5,684	+12%
Ishares TRITOT	0.2%	$399,151	2,430	Held
International Business MachinesIBM	0.2%	$376,945	1,340	+4%
Dimensional ETF TrustDFIC	0.2%	$371,708	9,976	Held
Alps ETF TRAMLP	0.2%	$366,580	7,070	Held
Taiwan Semiconductor ManufacturingTSM	0.2%	$361,716	757	-7%
NvidiaNVDA	0.2%	$348,994	1,744	Held
Vanguard Index FDSVUG	0.2%	$333,160	3,867	-14%
Dimensional ETF TrustDFAS	0.2%	$307,012	3,729	Held
AlphabetGOOG	0.2%	$302,828	857	-6%
Vanguard Admiral FDSVOOV	0.2%	$300,941	1,373	+20%
Vanguard Whitehall FDSVYMI	0.2%	$293,051	2,984	Held
Vanguard Malvern FDSVSDB	0.2%	$291,557	3,819	Held
Schwab Strategic TRSCHY	0.2%	$280,323	8,835	Held
Ishares TRIJH	0.2%	$264,598	3,431	Held
Ishares TRIJR	0.1%	$254,228	1,714	+5%
Vanguard Index FDSVO	0.1%	$248,013	3,078	Held
Dimensional ETF TrustDFAE	0.1%	$228,878	5,692	New
MicrosoftMSFT	0.1%	$215,189	577	-3%
Johnson & JohnsonJNJ	0.1%	$202,810	799	-5%
CaterpillarCAT	0.1%	$202,477	190	New
Ishares TREEM	0.1%	$202,227	2,956	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 16.0% since 30 June 2025.

Where the money is

Technology1.6%

Media & telecom1.5%

Financial services1.0%

Everyday goods0.8%

Industrials0.5%

Health care0.4%

Real estate0.2%

Other93.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.