Gutierrez Wealth Advisory, LLC
CIK: 0001965923SEC EDGAR →
Portfolio Value
$159.2M
Holdings
62
As of
Q4 2025
New Positions
6
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 28,240 | $17.7M | 11.12% |
| 2 | CAPITAL GROUP GROWTH ETF | 319,254 | $14.2M | 8.92% |
| 3 | CAPITAL GROUP DIVIDEND VALUE | 324,917 | $14.2M | 8.91% |
| 4 | VANGUARD TAX-MANAGED FDS | 212,251 | $13.3M | 8.33% |
| 5 | VANGUARD MALVERN FDS | 121,758 | $9.5M | 5.96% |
| 6 | VANGUARD INDEX FDS | 43,592 | $9.1M | 5.73% |
| 7 | CAPITAL GROUP INTL FOCUS EQT | 295,090 | $8.7M | 5.48% |
| 8 | CAPITAL GROUP GBL GROWTH EQT | 226,789 | $7.9M | 4.94% |
| 9 | CAPITAL GRP FIXED INCM ETF T | 283,157 | $7.8M | 4.87% |
| 10 | VANGUARD MUN BD FDS | 136,057 | $6.8M | 4.30% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 44 | $143.8M | 90.4% |
| Unknown | 5 | $5.6M | 3.5% |
| Communication Services | 3 | $3.4M | 2.1% |
| Technology | 6 | $3.0M | 1.9% |
| Consumer Defensive | 1 | $2.0M | 1.2% |
| Industrials | 1 | $532K | 0.3% |
| Healthcare | 1 | $467K | 0.3% |
| Real Estate | 1 | $360K | 0.2% |